HSBC Holdings plc $HSBC Shares Acquired by Cwm LLC

Cwm LLC raised its holdings in shares of HSBC Holdings plc (NYSE:HSBC) by 49.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 182,875 shares of the financial services provider’s stock after purchasing an additional 60,167 shares during the period. Cwm LLC’s holdings in HSBC were worth $14,387,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in HSBC. Mather Group LLC. purchased a new stake in shares of HSBC during the third quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of HSBC during the third quarter worth about $26,000. Binnacle Investments Inc grew its stake in shares of HSBC by 80.5% during the third quarter. Binnacle Investments Inc now owns 444 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 198 shares during the last quarter. JPL Wealth Management LLC purchased a new stake in shares of HSBC during the third quarter worth about $41,000. Finally, Root Financial Partners LLC purchased a new stake in shares of HSBC during the third quarter worth about $43,000. 1.48% of the stock is owned by institutional investors and hedge funds.

HSBC Stock Up 1.8%

Shares of NYSE HSBC opened at $92.17 on Friday. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 0.62. The company has a 50-day moving average of $85.86 and a 200 day moving average of $78.95. The stock has a market cap of $316.61 billion, a PE ratio of 15.23, a P/E/G ratio of 0.90 and a beta of 0.55. HSBC Holdings plc has a 12-month low of $51.60 and a 12-month high of $94.79.

HSBC (NYSE:HSBC) last issued its earnings results on Saturday, February 14th. The financial services provider reported $1.35 earnings per share (EPS) for the quarter. The company had revenue of $17.70 billion during the quarter. HSBC had a return on equity of 13.10% and a net margin of 16.07%. As a group, sell-side analysts predict that HSBC Holdings plc will post 6.66 EPS for the current fiscal year.

HSBC Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, March 13th will be issued a $2.25 dividend. This represents a $9.00 annualized dividend and a yield of 9.8%. The ex-dividend date is Friday, March 13th. This is an increase from HSBC’s previous quarterly dividend of $0.50. HSBC’s dividend payout ratio (DPR) is currently 148.43%.

Trending Headlines about HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC is reportedly planning a Hong Kong stablecoin and is directly involved in early stablecoin licensing in the city — a potential long‑term revenue and payments growth avenue that supports its Asia franchise and digital payments strategy. HSBC plots Hong Kong stablecoin, Brazil’s PIX expands with PayPal
• Positive Sentiment: Analyst commentary and dividend coverage have highlighted HSBC as an attractive dividend stock, reinforcing investor interest in the yield and capital return profile. HSBC (HSBC) Could Be a Great Choice
• Positive Sentiment: Retail initiatives — including cash switching incentives for Premier account signups and reports HSBC UK may cut some mortgage rates — can help deposit flows and customer acquisition, supporting retail momentum in the U.K. HSBC now offers £1,000 for switching to its Premier current account and Isa – is it worth opening?
• Neutral Sentiment: HSBC plans to redeem US$2bn of 2027 senior notes at par in May and has issued an amended notice clarifying timing — a balance‑sheet action that reduces outstanding debt but requires cash funding; generally neutral to credit profile. HSBC Clarifies Redemption Timing for US$2bn 2027 Senior Notes
• Neutral Sentiment: HSBC Continental Europe posted a stabilisation notice saying no stabilisation was undertaken in relation to a Vestas bond issue — a routine capital‑markets disclosure with minimal impact on HSBC’s core operations. HSBC Continental Europe: Post Stabilisation Notice
• Negative Sentiment: BNP Paribas Exane cut HSBC’s rating to Neutral — a headline that could temper momentum from buy‑side holders and weigh on sentiment if other brokers follow. HSBC (NYSE:HSBC) Rating Lowered to Neutral at BNP Paribas Exane
• Negative Sentiment: RBC analysts flagged HSBC as among the European banks most exposed to disruption if corporates shift to crypto for cash management — a structural risk to fee income for large cash‑management franchises. HSBC, Deutsche Bank among European banks most exposed to corporate crypto payments, RBC analysts say

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on HSBC. Citigroup restated a “buy” rating on shares of HSBC in a research note on Friday, January 9th. Weiss Ratings lowered shares of HSBC from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 10th. The Goldman Sachs Group started coverage on HSBC in a research note on Thursday, March 26th. They issued a “buy” rating for the company. Morgan Stanley started coverage on HSBC in a research note on Wednesday, January 14th. They issued an “equal weight” rating for the company. Finally, BNP Paribas Exane downgraded HSBC from an “outperform” rating to a “neutral” rating in a research note on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $63.00.

About HSBC

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.