Gradient Investments LLC Raises Holdings in HSBC Holdings plc $HSBC

Gradient Investments LLC lifted its holdings in HSBC Holdings plc (NYSE:HSBC) by 42.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,558 shares of the financial services provider’s stock after purchasing an additional 8,245 shares during the quarter. Gradient Investments LLC’s holdings in HSBC were worth $2,168,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of HSBC. Bridgewater Advisors Inc. lifted its stake in HSBC by 1.9% during the 3rd quarter. Bridgewater Advisors Inc. now owns 8,186 shares of the financial services provider’s stock valued at $589,000 after acquiring an additional 153 shares during the period. AE Wealth Management LLC raised its holdings in shares of HSBC by 2.2% during the third quarter. AE Wealth Management LLC now owns 7,531 shares of the financial services provider’s stock valued at $535,000 after purchasing an additional 162 shares during the last quarter. Addison Advisors LLC raised its holdings in shares of HSBC by 6.6% during the third quarter. Addison Advisors LLC now owns 2,629 shares of the financial services provider’s stock valued at $187,000 after purchasing an additional 163 shares during the last quarter. TIAA Trust National Association lifted its position in HSBC by 3.7% during the third quarter. TIAA Trust National Association now owns 4,718 shares of the financial services provider’s stock valued at $335,000 after purchasing an additional 169 shares during the period. Finally, Lido Advisors LLC grew its position in HSBC by 3.1% in the 2nd quarter. Lido Advisors LLC now owns 6,267 shares of the financial services provider’s stock worth $381,000 after purchasing an additional 189 shares during the period. 1.48% of the stock is owned by hedge funds and other institutional investors.

HSBC Trading Up 3.8%

NYSE:HSBC opened at $79.90 on Tuesday. HSBC Holdings plc has a one year low of $45.66 and a one year high of $94.79. The business has a fifty day moving average price of $85.74 and a 200-day moving average price of $76.76. The firm has a market capitalization of $274.46 billion, a price-to-earnings ratio of 13.21, a price-to-earnings-growth ratio of 0.80 and a beta of 0.50. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.87 and a quick ratio of 0.87.

HSBC (NYSE:HSBC) last released its earnings results on Wednesday, February 25th. The financial services provider reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.25. HSBC had a return on equity of 13.10% and a net margin of 16.07%.The company had revenue of $17.72 billion for the quarter, compared to the consensus estimate of $17.01 billion. Sell-side analysts forecast that HSBC Holdings plc will post 6.66 EPS for the current year.

HSBC Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Friday, March 13th will be given a dividend of $2.25 per share. This represents a $9.00 dividend on an annualized basis and a dividend yield of 11.3%. The ex-dividend date of this dividend is Friday, March 13th. This is an increase from HSBC’s previous quarterly dividend of $0.50. HSBC’s payout ratio is presently 148.43%.

Wall Street Analyst Weigh In

HSBC has been the topic of several research analyst reports. Morgan Stanley began coverage on HSBC in a report on Wednesday, January 14th. They set an “equal weight” rating on the stock. Keefe, Bruyette & Woods raised HSBC from a “hold” rating to a “moderate buy” rating in a report on Wednesday, December 17th. Weiss Ratings raised HSBC from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 16th. Bank of America raised HSBC from a “neutral” rating to a “buy” rating in a research report on Wednesday, December 10th. Finally, Citigroup restated a “buy” rating on shares of HSBC in a research note on Friday, January 9th. Six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $63.00.

More HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: Zacks highlights HSBC as a high-yield dividend rebound candidate (Zacks Rank #2, Buy), which supports demand from income-focused investors and can lift sentiment. Read More.
• Positive Sentiment: HSBC appointed David Rice as its first Chief AI Officer, signaling a strategic push to scale generative AI across the bank to boost productivity and lower operating costs — a move investors often view as earnings-accretive over time. Read More.
• Neutral Sentiment: Zacks also profiles HSBC as a top-ranked value stock based on style scores, reinforcing the narrative that valuation metrics may attract value investors even absent near-term catalysts. Read More.
• Neutral Sentiment: Comparative coverage (HSBC vs. NAB) discusses relative value and regional exposures, helping portfolio managers decide allocation but unlikely to move the stock sharply by itself. Read More.
• Neutral Sentiment: Organizational updates at HSBC Asset Management (new alternatives CEO) are incremental and relevant for AM division watchers but have limited immediate impact on the parent bank’s share price. Read More.
• Negative Sentiment: Reports say the AI push is tied to a sweeping restructure that could include cuts of up to ~20,000 jobs — a near-term headwind for employee morale, possible one‑time restructuring charges, and political/regulatory scrutiny in key markets. That risk can weigh on sentiment despite long-term cost benefits. Read More.
• Negative Sentiment: Coverage noting the AI hire specifically frames it as part of cost-cutting plans; investors may factor potential restructuring costs and execution risk into near-term valuation. 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.