HSBC Holdings plc $HSBC Shares Acquired by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC increased its holdings in shares of HSBC Holdings plc (NYSE:HSBC) by 6.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 124,835 shares of the financial services provider’s stock after buying an additional 7,196 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in HSBC were worth $8,861,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in HSBC. Focus Partners Advisor Solutions LLC boosted its stake in 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 purchasing an additional 168 shares in the last quarter. Moors & Cabot Inc. lifted its stake in shares of HSBC by 2.7% during the second quarter. Moors & Cabot Inc. now owns 7,152 shares of the financial services provider’s stock worth $435,000 after buying an additional 189 shares during the period. Lido Advisors LLC grew its holdings in shares of HSBC by 3.1% during the second quarter. Lido Advisors LLC now owns 6,267 shares of the financial services provider’s stock valued at $381,000 after buying an additional 189 shares during the last quarter. Contravisory Investment Management Inc. increased its position in shares of HSBC by 4.3% in the 3rd quarter. Contravisory Investment Management Inc. now owns 5,184 shares of the financial services provider’s stock valued at $368,000 after acquiring an additional 212 shares during the period. Finally, Private Trust Co. NA raised its stake in HSBC by 29.5% in the 3rd quarter. Private Trust Co. NA now owns 988 shares of the financial services provider’s stock worth $70,000 after acquiring an additional 225 shares during the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

HSBC Trading Up 1.5%

HSBC stock opened at $85.19 on Tuesday. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.49. HSBC Holdings plc has a 52-week low of $45.66 and a 52-week high of $85.39. The company’s 50-day simple moving average is $76.78 and its 200-day simple moving average is $70.41. The firm has a market cap of $292.63 billion, a P/E ratio of 17.93, a PEG ratio of 0.95 and a beta of 0.52.

HSBC (NYSE:HSBC) last posted its quarterly earnings data on Tuesday, October 28th. The financial services provider reported $1.80 EPS for the quarter, beating analysts’ consensus estimates of $1.65 by $0.15. The business had revenue of $17.79 billion during the quarter, compared to analysts’ expectations of $16.78 billion. HSBC had a return on equity of 12.78% and a net margin of 12.85%. As a group, equities analysts forecast that HSBC Holdings plc will post 6.66 EPS for the current fiscal year.

HSBC News Summary

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: Shares touched a record high and HSBC’s market capitalization briefly topped $300 billion, reflecting strong investor demand and positive momentum for the stock. HSBC tops $300 billion market value for first time
• Positive Sentiment: HSBC completed the court-approved privatisation and delisting of Hang Seng Bank in Hong Kong — a major Asia simplification move that reduces public-listing complexity and gives HSBC more strategic flexibility in the region. HSBC completes court-approved privatisation of Hang Seng Bank and delisting in Hong Kong
• Positive Sentiment: China Dongxiang committed US$43.5M to an HSBC Life wealth-management product, signaling institutional demand for HSBC’s wealth offerings in Greater China and supporting fee-income growth. China Dongxiang Commits US$43.5 Million to HSBC Life Wealth Management Product
• Positive Sentiment: Argentina deal: Grupo Financiero Galicia won antitrust approval to acquire HSBC Argentina, advancing HSBC’s plan to exit non-core markets and redeploy capital to higher-return businesses. Grupo Financiero Galicia Wins Antitrust Approval for Acquisition of HSBC Argentina
• Neutral Sentiment: Market context: HSBC was a leader in FTSE 100 gains as broader UK/European markets advanced, providing supportive sector momentum rather than company-specific news. FTSE 100 Live: FTSE 100 Rises as Sage and HSBC Lead Gains; Miners Retreat, Inflation Pressures Persist
• Neutral Sentiment: Reports that buyers are eyeing a recut $30B HSBC loan-book sale add market chatter — could free capital if executed but also signal asset disposal; treat as watchlist news. New York giants eye recut $30b HSBC loan book sale

Wall Street Analyst Weigh In

Several analysts have weighed in on HSBC shares. Bank of America upgraded HSBC from a “neutral” rating to a “buy” rating in a research note on Wednesday, December 10th. Zacks Research upgraded HSBC from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 3rd. Morgan Stanley began coverage on shares of HSBC in a research report on Wednesday, January 14th. They set an “equal weight” rating for the company. Erste Group Bank upgraded shares of HSBC from a “hold” rating to a “buy” rating in a research note on Thursday, November 20th. Finally, Jefferies Financial Group reaffirmed a “hold” rating on shares of HSBC in a report on Friday, October 10th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price 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.