HSBC Holdings plc $HSBC Shares Sold by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. lessened its holdings in HSBC Holdings plc (NYSE:HSBC) by 3.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 623,969 shares of the financial services provider’s stock after selling 22,755 shares during the period. HSBC makes up 1.8% of Cookson Peirce & Co. Inc.’s investment portfolio, making the stock its 13th largest position. Cookson Peirce & Co. Inc.’s holdings in HSBC were worth $44,289,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. AE Wealth Management LLC lifted its position in HSBC by 2.2% in the third quarter. AE Wealth Management LLC now owns 7,531 shares of the financial services provider’s stock valued at $535,000 after buying an additional 162 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its holdings in shares of HSBC by 4.4% in the 2nd quarter. Focus Partners Advisor Solutions LLC now owns 4,022 shares of the financial services provider’s stock worth $244,000 after acquiring an additional 168 shares during the last quarter. Moors & Cabot Inc. boosted its position in shares of HSBC by 2.7% during the 2nd quarter. Moors & Cabot Inc. now owns 7,152 shares of the financial services provider’s stock worth $435,000 after purchasing an additional 189 shares during the period. Lido Advisors LLC increased its holdings in HSBC by 3.1% in the 2nd quarter. Lido Advisors LLC now owns 6,267 shares of the financial services provider’s stock valued at $381,000 after purchasing an additional 189 shares during the last quarter. Finally, Contravisory Investment Management Inc. raised its position in HSBC by 4.3% in the third quarter. Contravisory Investment Management Inc. now owns 5,184 shares of the financial services provider’s stock valued at $368,000 after purchasing an additional 212 shares during the period. 1.48% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

HSBC has been the subject of a number of research reports. Bank of America raised HSBC from a “neutral” rating to a “buy” rating in a research note on Wednesday, December 10th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of HSBC in a research report on Monday, December 29th. Keefe, Bruyette & Woods raised shares of HSBC from a “hold” rating to a “moderate buy” rating in a research report on Wednesday, December 17th. Citigroup reissued a “buy” rating on shares of HSBC in a research note on Friday, January 9th. Finally, Morgan Stanley assumed coverage on shares of HSBC in a research note on Wednesday, January 14th. They set an “equal weight” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, HSBC has a consensus rating of “Moderate Buy” and a consensus target price of $63.00.

Key HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: UK Treasury selects HSBC’s Orion blockchain platform to run a pilot issuance of tokenised government bonds — a marquee win that highlights HSBC’s leadership in tokenisation and could drive fee income and platform adoption if the programme scales. Read More. Read More.
• Positive Sentiment: HSBC plans to fully redeem US$1bn of contingent convertible (CoCo) securities in March — a capital‑management move that cuts perpetual coupon expense and can simplify the capital structure, which investors often view as credit‑positive. Read More.
• Positive Sentiment: HSBC’s tokenisation capability continues to get traction with institutional partners (coverage on how HSBC and asset managers use BaaS for near‑real‑time settlement), reinforcing recurring revenue potential from digital asset services. Read More.
• Neutral Sentiment: Management and governance updates in Asia — HSBC Singapore elevated Group COO Suzy White to the board and appointed a new director; incremental for regional execution but not materially value‑moving on its own. Read More.
• Neutral Sentiment: Canara HSBC Life Insurance redesignated an executive to deputy CEO and CDO‑bancassurance — group‑level affiliate news with limited direct impact on HSBC Holdings’ stock. Read More.
• Neutral Sentiment: HSBC research commentary noted China’s large trade surplus is supporting risk assets but warned a stronger yuan could reverse the trend — useful market color but not company‑specific news. Read More.
• Neutral Sentiment: Preview and analyst coverage items (earnings projections, head‑to‑head comparisons) are circulating ahead of results; these routine reports can influence short‑term sentiment but contain no new operational surprises. Read More.

HSBC Stock Down 2.9%

Shares of NYSE HSBC opened at $86.83 on Friday. The business has a 50-day moving average of $81.57 and a two-hundred day moving average of $72.59. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.92 and a quick ratio of 0.92. The company has a market capitalization of $298.26 billion, a price-to-earnings ratio of 18.28, a price-to-earnings-growth ratio of 0.96 and a beta of 0.52. HSBC Holdings plc has a 1 year low of $45.66 and a 1 year high of $90.81.

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.