Callan Family Office LLC Sells 12,775 Shares of HSBC Holdings plc $HSBC

Callan Family Office LLC cut its stake in shares of HSBC Holdings plc (NYSE:HSBC) by 18.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 56,337 shares of the financial services provider’s stock after selling 12,775 shares during the period. Callan Family Office LLC’s holdings in HSBC were worth $3,999,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of HSBC. Mission Wealth Management LP increased its position in shares of HSBC by 3.2% in the third quarter. Mission Wealth Management LP now owns 9,451 shares of the financial services provider’s stock worth $671,000 after purchasing an additional 289 shares during the period. Jones Financial Companies Lllp increased its holdings in HSBC by 8.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 8,309 shares of the financial services provider’s stock worth $580,000 after purchasing an additional 648 shares in the last quarter. Gitterman Wealth Management LLC increased its stake in shares of HSBC by 9.6% in the third quarter. Gitterman Wealth Management LLC now owns 5,358 shares of the financial services provider’s stock valued at $380,000 after buying an additional 468 shares during the period. Independent Advisor Alliance raised its stake in shares of HSBC by 8.1% during the third quarter. Independent Advisor Alliance now owns 7,630 shares of the financial services provider’s stock valued at $542,000 after acquiring an additional 574 shares during the last quarter. Finally, Foundations Investment Advisors LLC acquired a new position in HSBC during the 3rd quarter worth about $512,000. Institutional investors own 1.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on HSBC. Erste Group Bank raised shares of HSBC from a “hold” rating to a “buy” rating in a research note on Thursday, November 20th. Jefferies Financial Group restated a “hold” rating on shares of HSBC in a research note on Friday, October 10th. Bank of America upgraded HSBC from a “neutral” rating to a “buy” rating in a report on Wednesday, December 10th. Citigroup restated a “buy” rating on shares of HSBC in a report on Friday, January 9th. Finally, Keefe, Bruyette & Woods raised HSBC from a “hold” rating to a “moderate buy” rating in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $63.00.

Trending Headlines about HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC completed a full buyout of Hang Seng Bank, consolidating its Hong Kong retail franchise and unlocking potential revenue / cost synergies that analysts view as a long‑term earnings positive. This is the primary strategic catalyst underpinning buy-side interest. HSBC Buys Out Hang Seng Bank
• Positive Sentiment: Bank of America Securities (Emma Xu) reiterated a Buy rating on HSBC, citing upside from full Hang Seng privatization, synergy realization and Asian growth — a supportive analyst view that can help buoy the stock going forward. HSBC: Strategic Upside From Full Hang Seng Privatization…
• Positive Sentiment: A Hong Kong investor (Multifield) sold part of its HSBC stake and realized HK$212.6m — market dealing around the takeover indicates active repositioning and likely increased free‑float/shifting ownership after the privatization. Multifield International Realises HK$212.6 Million from Partial HSBC Stake Sale
• Neutral Sentiment: HKMA says the recent HSBC banking outage wasn’t caused by a hack — removes a cyberattack overhang but still highlights operational risk and short-term customer disruption. No hack behind HSBC banking outage…
• Neutral Sentiment: HSBC research/commentary (Max Kettner) flags that yields upside could pressure high‑beta market segments and that economic data/earnings will steer sentiment — useful macro context but not an HSBC-specific earnings driver. Upside risk to yields could add pressure…
• Neutral Sentiment: HSBC expects one more RBA rate hike — a macro view relevant for Asia/Australia exposure but only an indirect influence on HSBC’s stock. HSBC expects RBA to hike one more time
• Neutral Sentiment: HSBC Innovation Banking provided a USD 12m venture‑debt facility to a fintech — shows franchise activity in innovation banking but limited near‑term impact on the group’s earnings. Wonder Raises USD 12 Million Venture Debt…
• Negative Sentiment: Valuation concerns: coverage notes HSBC has rallied ~60% over the last year and asks whether the stock is “priced for perfection,” a line of thought that can pressure the share price if growth or synergy expectations slip. Has The Strong 60% One Year Rally Left HSBC Priced For Perfection
• Negative Sentiment: Critical reporting (FT) examines how HSBC built a large debt‑funding operation — reputational and regulatory scrutiny from such coverage could elevate compliance and capital questions for investors. How HSBC fashioned a $600bn debt machine

HSBC Stock Down 0.7%

Shares of HSBC opened at $89.02 on Wednesday. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.92 and a quick ratio of 0.92. HSBC Holdings plc has a 1 year low of $45.66 and a 1 year high of $89.63. The stock has a 50 day simple moving average of $79.12 and a two-hundred day simple moving average of $71.51. The firm has a market cap of $305.77 billion, a P/E ratio of 18.74, a P/E/G ratio of 1.04 and a beta of 0.52.

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.