Havemeyer Place LP Takes Position in HSBC Holdings plc $HSBC

Havemeyer Place LP bought a new stake in HSBC Holdings plc (NYSE:HSBC) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 10,597 shares of the financial services provider’s stock, valued at approximately $834,000.

A number of other large investors have also modified their holdings of the stock. Fisher Asset Management LLC grew its stake in shares of HSBC by 2.3% in the fourth quarter. Fisher Asset Management LLC now owns 17,800,748 shares of the financial services provider’s stock valued at $1,400,385,000 after buying an additional 402,288 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in shares of HSBC by 1.8% in the third quarter. Dimensional Fund Advisors LP now owns 10,575,644 shares of the financial services provider’s stock valued at $750,659,000 after buying an additional 185,073 shares in the last quarter. Northern Trust Corp grew its stake in shares of HSBC by 4.7% in the third quarter. Northern Trust Corp now owns 3,045,134 shares of the financial services provider’s stock valued at $216,144,000 after buying an additional 136,342 shares in the last quarter. American Century Companies Inc. grew its stake in shares of HSBC by 14.7% in the third quarter. American Century Companies Inc. now owns 1,311,820 shares of the financial services provider’s stock valued at $93,113,000 after buying an additional 168,438 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of HSBC by 1,272.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 909,464 shares of the financial services provider’s stock valued at $71,548,000 after buying an additional 843,186 shares in the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

HSBC Trading Up 0.8%

Shares of HSBC opened at $91.55 on Tuesday. The company has a market capitalization of $314.64 billion, a P/E ratio of 15.01, a P/E/G ratio of 0.81 and a beta of 0.56. HSBC Holdings plc has a one year low of $58.14 and a one year high of $95.61. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.92 and a current ratio of 0.92. The stock has a 50-day moving average price of $89.84 and a 200 day moving average price of $84.22.

HSBC (NYSE:HSBC) last issued its quarterly earnings results on Tuesday, March 31st. The financial services provider reported $0.44 EPS for the quarter. HSBC had a return on equity of 13.35% and a net margin of 16.06%.The firm had revenue of $19.13 billion during the quarter. Sell-side analysts forecast that HSBC Holdings plc will post 8.55 EPS for the current fiscal year.

HSBC Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Friday, May 15th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, May 15th. HSBC’s dividend payout ratio (DPR) is currently 32.46%.

HSBC News Roundup

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC was highlighted by analysts as one of several banks likely to benefit from AI-driven efficiency gains, with investors watching for cost savings and margin improvement as the sector cuts jobs and automates more tasks. Article Title
• Positive Sentiment: HSBC’s stock was also helped by research coverage flagging the bank as a value name, while a separate broker note kept the shares on a “Hold” rating rather than signaling fresh downside. Article Title
• Positive Sentiment: The bank’s Asia economist, Fred Neumann, said AI-driven volatility is a major concern for central banks, underscoring HSBC’s relevance in global macro analysis and its positioning in Asian markets. Article Title
• Neutral Sentiment: HSBC CEO comments that “human judgment” remains essential even as AI is introduced suggest the bank is pursuing technology carefully, but the remarks were more strategic than stock-moving. Article Title
• Neutral Sentiment: HSBC also drew attention for its stock-picking research in real estate, but the article mainly reflects the bank’s views on markets rather than a direct earnings catalyst. Article Title
• Negative Sentiment: Customer-payment headlines about HSBC offering or paying £1,500 in “outstanding” deal-related cases may raise questions about customer experience and could add a small reputational overhang. Article Title
• Negative Sentiment: Broader coverage also noted UK bank tax risks in the sector, which can pressure sentiment on large lenders like HSBC if policymakers become more aggressive. Article Title

Insider Buying and Selling

In other HSBC news, insider Daniel Scott Palomaki sold 23,123 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $18.11, for a total transaction of $418,757.53. Following the transaction, the insider owned 4,973 shares of the company’s stock, valued at $90,061.03. This trade represents a 82.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.01% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Royal Bank Of Canada reiterated a “sector perform” rating on shares of HSBC in a research note on Thursday, May 14th. BNP Paribas Exane lowered HSBC from an “outperform” rating to a “neutral” rating in a research note on Tuesday, April 14th. Zacks Research downgraded HSBC from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. The Goldman Sachs Group assumed coverage on HSBC in a report on Thursday, March 26th. They issued a “buy” rating for the company. Finally, Weiss Ratings downgraded HSBC from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Five analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, HSBC currently has an average rating of “Hold”.

HSBC 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.