Northwestern Mutual Wealth Management Co. Has $5.85 Million Stock Holdings in HSBC Holdings plc $HSBC

Northwestern Mutual Wealth Management Co. raised its holdings in shares of HSBC Holdings plc (NYSE:HSBC) by 12.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 74,378 shares of the financial services provider’s stock after purchasing an additional 8,100 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in HSBC were worth $5,851,000 at the end of the most recent reporting period.

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Zacks Research lowered HSBC from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. BNP Paribas Exane lowered HSBC from an “outperform” rating to a “neutral” rating in a report on Tuesday, April 14th. Weiss Ratings lowered HSBC from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of HSBC in a report on Thursday, May 14th. Finally, The Goldman Sachs Group assumed coverage on HSBC in a report on Thursday, March 26th. They issued a “buy” rating on the stock. Five analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold”.

Insider Activity

In other news, insider Daniel Scott Palomaki sold 23,123 shares of the 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 sale, the insider directly owned 4,973 shares of the company’s stock, valued at approximately $90,061.03. This represents a 82.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.01% of the company’s stock.

HSBC Stock Performance

Shares of NYSE HSBC opened at $93.75 on Thursday. The firm has a market cap of $322.19 billion, a price-to-earnings ratio of 15.37, a P/E/G ratio of 0.95 and a beta of 0.56. HSBC Holdings plc has a one year low of $58.14 and a one year 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’s fifty day moving average price is $89.14 and its two-hundred day moving average price is $83.78.

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

HSBC Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, May 15th. HSBC’s dividend payout ratio is 32.46%.

HSBC News Summary

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC is continuing to expand its franchise in key growth areas, including Hong Kong investment banking and IPO activity, which could support fee income if capital-market momentum holds. HSBC’s Asia gamble: Cut costs in the West, capture IPO gold in Hong Kong
• Positive Sentiment: The bank completed a customer transfer from a rival bank, adding scale and reinforcing its retail banking footprint. HSBC completes transfer of rival bank in move affecting thousands of customers
• Positive Sentiment: HSBC is also being recognized for its payments and settlement technology, which can help strengthen its competitive position in transaction banking. HSBC’s HDSU delivers scalable, bank-grade settlement across multiple payment rails
• Neutral Sentiment: Management’s presentation at Goldman Sachs highlighted HSBC’s outlook and priorities, but no major new catalyst was disclosed in the transcript. HSBC Holdings plc (HSBC) Presents at Goldman Sachs 30th Annual European Financials Conference 2026 Transcript
• Neutral Sentiment: Several stories focused on HSBC-branded funds and investor education products, which are not likely to materially move the parent bank’s stock on their own. HSBC Large & Mid Cap Fund: When Stability meets Growth Potential
• Neutral Sentiment: HSBC’s comments on a possible “super-squeeze” in oil and Strait of Hormuz risks mainly reflect commodity-market analysis, though they underscore broader geopolitical uncertainty. Commodities in ‘Super-Squeeze’ as Hormuz Risks Build, HSBC Says
• Negative Sentiment: One market note questioned whether HSBC has run too far after a strong one-year share price gain, suggesting some investors may be worried about valuation. Has HSBC Holdings (LSE:HSBA) Gone Too Far After Its 69% One Year Share Price Jump
• Negative Sentiment: HSBC’s efforts to regain share in Hong Kong IPOs highlight competitive pressure in a market where it is trying to rebuild momentum. Can HSBC regain share in the booming Hong Kong IPO market?

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.