HSBC (NYSE:HSBC) Lowered to “Hold” Rating by Keefe, Bruyette & Woods

Keefe, Bruyette & Woods cut shares of HSBC (NYSE:HSBC) from a moderate buy rating to a hold rating in a report issued on Sunday,Zacks reports.

Other analysts have also issued research reports about the stock. Wall Street Zen raised shares of HSBC from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. BNP Paribas Exane lowered HSBC from a “hold” rating to a “strong sell” rating in a research note on Tuesday, August 4th. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of HSBC in a report on Monday, August 17th. Erste Group Bank cut shares of HSBC from a “buy” rating to a “hold” rating in a research report on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of HSBC in a research report on Tuesday, June 23rd. Two investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold”.

HSBC Stock Performance

Shares of HSBC opened at $104.00 on Friday. The firm has a market cap of $357.13 billion, a price-to-earnings ratio of 14.75, a price-to-earnings-growth ratio of 1.00 and a beta of 0.57. The company’s fifty day moving average is $103.07 and its 200-day moving average is $94.22. The company has a quick ratio of 0.92, a current ratio of 0.85 and a debt-to-equity ratio of 0.67. HSBC has a 12 month low of $64.64 and a 12 month high of $107.92.

HSBC (NYSE:HSBC) last issued its quarterly earnings results on Tuesday, August 4th. The financial services provider reported $2.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.24 by $0.01. The firm had revenue of $19.04 billion for the quarter, compared to analyst estimates of $18.66 billion. HSBC had a return on equity of 13.80% and a net margin of 18.19%. Equities analysts expect that HSBC will post 8.56 EPS for the current fiscal year.

HSBC Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, August 14th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Friday, August 14th. HSBC’s dividend payout ratio is currently 28.09%.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in HSBC. Fisher Asset Management LLC lifted its stake in HSBC by 2.3% in the fourth quarter. Fisher Asset Management LLC now owns 17,800,748 shares of the financial services provider’s stock valued at $1,400,385,000 after acquiring an additional 402,288 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of HSBC by 5.5% in the 1st quarter. Bank of America Corp DE now owns 2,385,883 shares of the financial services provider’s stock valued at $196,811,000 after purchasing an additional 124,201 shares during the period. Clearbridge Investments LLC grew its holdings in HSBC by 77.0% during the fourth quarter. Clearbridge Investments LLC now owns 1,443,716 shares of the financial services provider’s stock worth $113,577,000 after purchasing an additional 627,857 shares during the period. Royal Bank of Canada increased its position in HSBC by 17.3% during the first quarter. Royal Bank of Canada now owns 1,304,192 shares of the financial services provider’s stock worth $107,582,000 after buying an additional 192,133 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC raised its stake in HSBC by 9.7% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 590,663 shares of the financial services provider’s stock valued at $46,467,000 after buying an additional 52,425 shares during the period. Institutional investors and hedge funds own 1.48% of the company’s stock.

HSBC News Summary

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC continued its 2026 share buyback with additional purchases in the U.K. and Hong Kong. Ongoing repurchases can support earnings per share and signal management’s confidence in the bank’s capital position. HSBC Advances Share Buy-Back With Fresh UK and Hong Kong Purchases
• Positive Sentiment: The bank confirmed its second interim dividend for 2026, reinforcing HSBC’s appeal to income-focused investors and highlighting its ability to return capital. HSBC Sets Second Interim Dividend for 2026 and Details Currency Conversions
• Positive Sentiment: HSBC launched a digital trading platform in Qatar, potentially expanding fee-generating services and strengthening its presence in a strategically important Gulf market. HSBC launches digital trading platform in Qatar
• Positive Sentiment: HSBC Saudi Arabia was appointed custodian for Al Rajhi Capital’s MSCI Saudi Arabia ETF, adding to its asset-servicing business and regional client relationships. Al Rajhi Capital appoints HSBC Saudi Arabia as custodian
• Neutral Sentiment: HSBC is reportedly among the lenders involved in ByteDance’s roughly $30 billion financing. The deal could generate lending fees and deepen corporate relationships, but also increases exposure to a large, complex credit transaction. ICBC, HSBC Among Major Lenders on ByteDance Loan
• Neutral Sentiment: HSBC plans to issue £750 million of senior notes due 2035. The financing supports liquidity and balance-sheet management, though it also adds wholesale funding and interest expense. HSBC taps U.S. markets with £750m 2035 senior notes
• Negative Sentiment: HSBC is winding down its German transaction-services operations, with more than 300 positions expected to be phased out by 2028. The move may improve efficiency over time but raises restructuring costs and highlights weaker prospects for part of its European operations. HSBC Reshapes European Operations with German Exit
• Negative Sentiment: Group CFO Pam Kaur is expected to step down in 2027. Although the transition is not immediate, a senior leadership change can create uncertainty around HSBC’s financial strategy and execution. Pam Kaur to step down as HSBC Group CFO in 2027
• Negative Sentiment: A legal action involving Grupo Financiero Galicia concerns a legacy HSBC rewards program. The reported exposure appears indirect, but investors may still monitor potential litigation or reputational implications from HSBC’s former Argentine operations. Grupo Financiero Galicia Flags Class Action Over Legacy HSBC Rewards Program

About HSBC

HSBC Holdings plc is a global banking and financial services organization headquartered in London. Through its subsidiaries and network, the company provides services to personal, commercial and institutional customers, with a particular focus on connecting businesses and investors across international markets.

HSBC’s principal activities include retail and wealth banking, commercial banking, global banking and markets, and private banking. Its products and services include current and savings accounts, mortgages, credit and lending, wealth management, investment services, foreign exchange, trade finance, cash management, and capital-markets services.

The company traces its origins to The Hongkong and Shanghai Banking Corporation, which was established in 1865 to finance trade between Asia and Europe.