HSBC Holdings plc $HSBC Shares Purchased by NewEdge Wealth LLC

NewEdge Wealth LLC raised its position in shares of HSBC Holdings plc (NYSE:HSBC) by 114.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 54,855 shares of the financial services provider’s stock after purchasing an additional 29,288 shares during the quarter. NewEdge Wealth LLC’s holdings in HSBC were worth $3,890,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of HSBC. Mather Group LLC. acquired a new position in HSBC during the third quarter worth about $25,000. NewSquare Capital LLC boosted its position in shares of HSBC by 152.6% during the 2nd quarter. NewSquare Capital LLC now owns 432 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 261 shares in the last quarter. Retirement Wealth Solutions LLC acquired a new position in shares of HSBC in the 3rd quarter worth approximately $32,000. Root Financial Partners LLC bought a new stake in shares of HSBC in the 3rd quarter worth approximately $43,000. Finally, Private Trust Co. NA boosted its holdings in HSBC by 346.2% during the second quarter. Private Trust Co. NA now owns 763 shares of the financial services provider’s stock worth $46,000 after buying an additional 592 shares in the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on HSBC. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of HSBC in a report on Monday, December 29th. Zacks Research raised shares of HSBC from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 3rd. Citigroup reiterated a “buy” rating on shares of HSBC in a report on Friday, January 9th. Bank of America upgraded shares of HSBC from a “neutral” rating to a “buy” rating in a report on Wednesday, December 10th. Finally, Keefe, Bruyette & Woods raised shares of HSBC from a “hold” rating to a “moderate buy” rating in a research note on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $63.00.

HSBC Price Performance

Shares of HSBC opened at $88.14 on Friday. The business’s 50-day moving average is $83.23 and its 200-day moving average is $73.59. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.92 and a quick ratio of 0.92. The company has a market capitalization of $302.75 billion, a price-to-earnings ratio of 18.55, a P/E/G ratio of 0.93 and a beta of 0.52. HSBC Holdings plc has a fifty-two week low of $45.66 and a fifty-two week high of $90.81.

Key HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC provided a £135m green loan to fund the redevelopment of a landmark Lloyds office in Edinburgh — a sign of continued deal pipeline, fee and lending activity and support for the bank’s ESG credentials. Green loan for Edinburgh office redevelopment
• Positive Sentiment: HSBC Institutional Trust (acting as trustee) helped secure refinancing for Parkway Life REIT’s S$887m facility — illustrates recurring transaction-related revenue and client banking activity. Parkway Life REIT refinancing
• Neutral Sentiment: HSBC research highlighted India’s private sector PMI rising to a three‑month high — useful macro context for the bank’s Asia franchise but not an immediate driver of HSBC’s own earnings. India PMI via HSBC research
• Neutral Sentiment: Analyst notes and downgrades issued by HSBC research (including ratings changes on Walmart and TechnipFMC) reflect active coverage but have limited direct impact on HSBC’s own fundamentals. HSBC downgrades Walmart
• Negative Sentiment: Reports that HSBC cut roughly 10% of its U.S. debt capital markets team as part of a broader overhaul are pressuring sentiment — layoffs signal short‑term disruption, potential deal coverage loss in the U.S. and ongoing restructuring risk. HSBC cuts 10% of US debt capital markets team

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.