HSBC Holdings plc $HSBC Shares Acquired by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. lifted its stake in shares of HSBC Holdings plc (NYSE:HSBC) by 77.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 21,187 shares of the financial services provider’s stock after purchasing an additional 9,254 shares during the period. Oppenheimer Asset Management Inc.’s holdings in HSBC were worth $1,667,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Mather Group LLC. acquired a new position in shares of HSBC during the 3rd quarter worth $25,000. Measured Wealth Private Client Group LLC acquired a new position in shares of HSBC during the 3rd quarter worth $26,000. Binnacle Investments Inc grew its stake in shares of HSBC by 80.5% during the 3rd quarter. Binnacle Investments Inc now owns 444 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 198 shares during the period. Bartlett & CO. Wealth Management LLC grew its stake in shares of HSBC by 126.4% during the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 575 shares of the financial services provider’s stock worth $45,000 after purchasing an additional 321 shares during the period. Finally, JPL Wealth Management LLC acquired a new position in shares of HSBC during the 3rd quarter worth $41,000. 1.48% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Weiss Ratings lowered shares of HSBC from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, April 10th. Zacks Research upgraded shares of HSBC from a “hold” rating to a “strong-buy” rating in a research report on Monday, April 6th. The Goldman Sachs Group assumed coverage on shares of HSBC in a research report on Thursday, March 26th. They issued a “buy” rating on the stock. Citigroup reiterated a “buy” rating on shares of HSBC in a research report on Friday, January 9th. Finally, BNP Paribas Exane lowered shares of HSBC from an “outperform” rating to a “neutral” rating in a research report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, HSBC presently has an average rating of “Moderate Buy” and a consensus price target of $63.00.

HSBC Price Performance

HSBC stock opened at $90.03 on Tuesday. The firm has a market capitalization of $309.41 billion, a PE ratio of 14.88, a P/E/G ratio of 0.89 and a beta of 0.56. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.62. The firm’s 50-day simple moving average is $86.35 and its 200 day simple moving average is $80.34. HSBC Holdings plc has a 52 week low of $56.21 and a 52 week high of $94.79.

HSBC (NYSE:HSBC) last released 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 for the quarter. HSBC had a net margin of 16.07% and a return on equity of 13.10%. On average, equities research analysts predict that HSBC Holdings plc will post 8.48 EPS for the current fiscal year.

HSBC Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Friday, March 13th were issued a $2.25 dividend. This is a positive change from HSBC’s previous quarterly dividend of $0.50. The ex-dividend date was Friday, March 13th. This represents a $9.00 dividend on an annualized basis and a yield of 10.0%. HSBC’s payout ratio is currently 148.43%.

More HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC declared a first interim ordinary dividend of USD 0.10 per share with multi-currency payment options — supports the yield story and shareholder income thesis. Read More.
• Positive Sentiment: OCBC agreed to acquire HSBC Indonesia’s retail and wealth assets — a disposal that can recycle capital, simplify regional footprint and modestly strengthen capital/free-cash-flow metrics. Read More.
• Neutral Sentiment: HSBC released an unaudited 1Q2026 data pack and refined client segmentation — improves transparency and gives investors more detail ahead of full results. Read More.
• Neutral Sentiment: The bank scheduled a global Zoom briefing to discuss 1Q26 results with analysts and investors — provides realtime access to management commentary but by itself is informational. Read More.
• Neutral Sentiment: Market previews and stock-watch pieces highlight HSBC as a dividend/FTSE name to watch into results — keeps the stock on investors’ radars but doesn’t move fundamentals. Read More. • Read More. • Read More.
• Negative Sentiment: HSBC reported 1Q26 profit before tax of $9.4bn — revenues were strong but profit was slightly down year‑on‑year as credit costs and operating expenses rose, creating near‑term earnings pressure. Read More.
• Negative Sentiment: Press reports say HSBC faces a critical decision on loan‑book structure as bids loom — possible asset sales or restructuring increase strategic uncertainty and could pressure sentiment until outcomes are clear. Read More.

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.