SmartHarvest Portfolios LLC Buys Shares of 7,296 HSBC Holdings plc $HSBC

SmartHarvest Portfolios LLC purchased a new position in HSBC Holdings plc (NYSE:HSBC) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,296 shares of the financial services provider’s stock, valued at approximately $574,000.

Other large investors also recently modified their holdings of the company. Wedbush Securities Inc. lifted its holdings in HSBC by 101.3% in the third quarter. Wedbush Securities Inc. now owns 26,822 shares of the financial services provider’s stock worth $1,904,000 after purchasing an additional 13,495 shares during the period. Foresight Global Investors Inc. bought a new stake in shares of HSBC during the 3rd quarter worth about $12,810,000. American Century Companies Inc. lifted its stake in shares of HSBC by 14.7% in the 3rd quarter. American Century Companies Inc. now owns 1,311,820 shares of the financial services provider’s stock worth $93,113,000 after acquiring an additional 168,438 shares during the period. AMJ Financial Wealth Management boosted its holdings in shares of HSBC by 91.0% in the third quarter. AMJ Financial Wealth Management now owns 118,837 shares of the financial services provider’s stock valued at $8,435,000 after acquiring an additional 56,624 shares in the last quarter. Finally, Assetmark Inc. increased its stake in shares of HSBC by 85.2% during the third quarter. Assetmark Inc. now owns 27,175 shares of the financial services provider’s stock valued at $1,929,000 after acquiring an additional 12,501 shares during the period. 1.48% of the stock is owned by institutional investors and hedge funds.

Key HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: Erste Group raised its earnings estimates for HSBC, lifting FY2026 EPS to $8.50 from $8.35 and FY2027 EPS to $9.30 from $9.15, reinforcing expectations that profitability can hold up better than previously thought.
• Positive Sentiment: HSBC and Mastercard completed an AI-agent pilot in Singapore for automated B2B/e-commerce payments, highlighting progress in digital payments and potential efficiency gains. HSBC, Mastercard complete AI-agent B2B payments pilot in Singapore
• Positive Sentiment: HSBC reiterated a constructive view on markets in a message about being bullish on stocks for 2026, which may support sentiment if investors believe the bank can benefit from a stronger trading and capital-markets environment. HSBC doubles down on stock market message for 2026
• Neutral Sentiment: HSBC Continental Europe issued a pre-stabilisation notice tied to Sirius Real Estate’s securities offering, a routine capital-markets announcement with limited direct impact on HSBC’s earnings outlook. HSBC Continental Europe: Pre Stabilisation Notice
• Neutral Sentiment: HSBC announced it will redeem £1 billion of fixed-to-floating senior notes ahead of maturity, which is largely a balance-sheet and funding-management move rather than a clear earnings driver. HSBC to Redeem £1bn Fixed-to-Floating Senior Notes Ahead of 2027 Maturity
• Negative Sentiment: One article noted HSBC languishing in a trust ranking, which could weigh on sentiment, but it appears more reputational than financially material in the near term. Nationwide tops trust ranking, while HSBC languishes

Analyst Upgrades and Downgrades

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

HSBC Price Performance

Shares of NYSE:HSBC opened at $90.81 on Friday. The company has a market capitalization of $312.09 billion, a PE ratio of 14.89, a price-to-earnings-growth ratio of 0.77 and a beta of 0.56. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.92 and a current ratio of 0.92. The stock has a fifty day moving average of $90.35 and a 200-day moving average of $84.65. HSBC Holdings plc has a one year low of $58.14 and a one year high of $95.61.

HSBC (NYSE:HSBC) last issued its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 earnings per share (EPS) for the quarter. HSBC had a return on equity of 13.35% and a net margin of 16.06%.The business had revenue of $19.13 billion for the quarter. As a group, equities analysts anticipate that HSBC Holdings plc will post 8.6 EPS for the current fiscal year.

HSBC Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, May 15th will be paid 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 is 32.46%.

Insider Buying and Selling at HSBC

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

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.