Havemeyer Place LP Makes New Investment in HSBC Holdings plc $HSBC

Havemeyer Place LP bought a new position in shares of HSBC Holdings plc (NYSE:HSBC) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 10,597 shares of the financial services provider’s stock, valued at approximately $834,000.

Several other hedge funds have also made changes to their positions in HSBC. Sivia Capital Partners LLC lifted its holdings in shares of HSBC by 19.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 11,896 shares of the financial services provider’s stock worth $723,000 after purchasing an additional 1,899 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of HSBC by 22.5% in the 2nd quarter. Invesco Ltd. now owns 7,052 shares of the financial services provider’s stock worth $429,000 after purchasing an additional 1,295 shares during the last quarter. Jump Financial LLC bought a new stake in shares of HSBC in the 2nd quarter worth approximately $221,000. Cerity Partners LLC lifted its holdings in shares of HSBC by 3.1% in the 2nd quarter. Cerity Partners LLC now owns 98,708 shares of the financial services provider’s stock worth $6,000,000 after purchasing an additional 2,940 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its holdings in shares of HSBC by 36.7% in the 2nd quarter. Qube Research & Technologies Ltd now owns 365,570 shares of the financial services provider’s stock worth $22,223,000 after purchasing an additional 98,048 shares during the last quarter. Institutional investors own 1.48% of the company’s stock.

Insider Activity

In other news, insider Daniel Scott Palomaki sold 23,123 shares of HSBC stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $18.11, for a total transaction of $418,757.53. Following the transaction, the insider directly owned 4,973 shares in the company, valued at approximately $90,061.03. This trade represents a 82.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

HSBC has been the topic of several recent research reports. Weiss Ratings downgraded HSBC from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. The Goldman Sachs Group initiated coverage on HSBC in a report on Thursday, March 26th. They issued a “buy” rating on the stock. Zacks Research cut HSBC from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. BNP Paribas Exane cut HSBC from an “outperform” rating to a “neutral” rating in a research report on Tuesday, April 14th. Finally, Royal Bank Of Canada restated a “sector perform” rating on shares of HSBC in a research report on Thursday, May 14th. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold”.

HSBC News Roundup

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC was highlighted by analysts as one of several banks likely to benefit from AI-driven efficiency gains, with investors watching for cost savings and margin improvement as the sector cuts jobs and automates more tasks. Article Title
• Positive Sentiment: HSBC’s stock was also helped by research coverage flagging the bank as a value name, while a separate broker note kept the shares on a “Hold” rating rather than signaling fresh downside. Article Title
• Positive Sentiment: The bank’s Asia economist, Fred Neumann, said AI-driven volatility is a major concern for central banks, underscoring HSBC’s relevance in global macro analysis and its positioning in Asian markets. Article Title
• Neutral Sentiment: HSBC CEO comments that “human judgment” remains essential even as AI is introduced suggest the bank is pursuing technology carefully, but the remarks were more strategic than stock-moving. Article Title
• Neutral Sentiment: HSBC also drew attention for its stock-picking research in real estate, but the article mainly reflects the bank’s views on markets rather than a direct earnings catalyst. Article Title
• Negative Sentiment: Customer-payment headlines about HSBC offering or paying £1,500 in “outstanding” deal-related cases may raise questions about customer experience and could add a small reputational overhang. Article Title
• Negative Sentiment: Broader coverage also noted UK bank tax risks in the sector, which can pressure sentiment on large lenders like HSBC if policymakers become more aggressive. Article Title

HSBC Stock Up 0.8%

HSBC opened at $91.55 on Tuesday. HSBC Holdings plc has a 12 month low of $58.14 and a 12 month high of $95.61. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.92 and a quick ratio of 0.92. The stock has a market cap of $314.64 billion, a P/E ratio of 15.01, a P/E/G ratio of 0.81 and a beta of 0.56. The stock’s 50 day moving average price is $89.84 and its 200 day moving average price is $84.22.

HSBC (NYSE:HSBC) last posted its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 EPS for the quarter. HSBC had a return on equity of 13.35% and a net margin of 16.06%.The firm had revenue of $19.13 billion for the quarter. As a group, research analysts predict that HSBC Holdings plc will post 8.55 earnings per share for the current year.

HSBC Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, May 15th will be given a dividend of $0.50 per share. The ex-dividend date is Friday, May 15th. This represents a $2.00 annualized dividend and a dividend yield of 2.2%. HSBC’s dividend payout ratio (DPR) is 32.46%.

HSBC Company Profile

HSBC Holdings plc (NYSE: HSBC) is a multinational banking and financial services organization headquartered in London. It traces its origins to the Hongkong and Shanghai Banking Corporation, founded in 1865 to facilitate trade between Europe and Asia, and has since grown into one of the world’s largest banking groups. The company is publicly listed in multiple markets, including the London Stock Exchange, the Hong Kong Stock Exchange and as an American depositary receipt on the New York Stock Exchange.

HSBC operates a universal banking model, serving retail, commercial, corporate and institutional clients.