Oppenheimer & Co. Inc. Cuts Position in HSBC Holdings plc $HSBC

Oppenheimer & Co. Inc. lessened its position in shares of HSBC Holdings plc (NYSE:HSBC) by 46.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,355 shares of the financial services provider’s stock after selling 21,515 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in HSBC were worth $1,916,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Lester Murray Antman dba SimplyRich lifted its stake in shares of HSBC by 1.0% in the 4th quarter. Lester Murray Antman dba SimplyRich now owns 12,445 shares of the financial services provider’s stock valued at $979,000 after purchasing an additional 123 shares during the last quarter. Checchi Capital Advisers LLC lifted its stake in shares of HSBC by 0.5% in the 4th quarter. Checchi Capital Advisers LLC now owns 26,554 shares of the financial services provider’s stock valued at $2,089,000 after purchasing an additional 144 shares during the last quarter. Net Worth Advisory Group lifted its stake in shares of HSBC by 2.3% in the 4th quarter. Net Worth Advisory Group now owns 6,466 shares of the financial services provider’s stock valued at $509,000 after purchasing an additional 146 shares during the last quarter. Bridgewater Advisors Inc. lifted its stake in shares of HSBC by 1.9% in the 3rd quarter. Bridgewater Advisors Inc. now owns 8,186 shares of the financial services provider’s stock valued at $589,000 after purchasing an additional 153 shares during the last quarter. Finally, Salomon & Ludwin LLC lifted its stake in shares of HSBC by 12.5% in the 4th quarter. Salomon & Ludwin LLC now owns 1,418 shares of the financial services provider’s stock valued at $115,000 after purchasing an additional 158 shares during the last quarter. Hedge funds and other institutional investors own 1.48% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on HSBC. Citigroup reaffirmed a “buy” rating on shares of HSBC in a research note on Friday, January 9th. Weiss Ratings lowered HSBC from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 10th. Zacks Research raised HSBC from a “hold” rating to a “strong-buy” rating in a research note on Monday, April 6th. BNP Paribas Exane lowered HSBC from an “outperform” rating to a “neutral” rating in a research note on Tuesday, April 14th. Finally, The Goldman Sachs Group initiated coverage on HSBC in a research note on Thursday, March 26th. They set a “buy” rating for the company. One equities 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’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $63.00.

HSBC Trading Down 2.1%

Shares of NYSE HSBC opened at $90.03 on Tuesday. 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 business has a fifty day simple moving average of $86.35 and a two-hundred day simple moving average of $80.34. The firm has a market cap of $309.41 billion, a PE ratio of 14.88, a price-to-earnings-growth ratio of 0.89 and a beta of 0.56. HSBC Holdings plc has a twelve month low of $56.21 and a twelve month high of $94.79.

HSBC (NYSE:HSBC) last issued its earnings results on Saturday, February 14th. The financial services provider reported $1.35 earnings per share for the quarter. The business had revenue of $17.70 billion during the quarter. HSBC had a return on equity of 13.10% and a net margin of 16.07%. Analysts expect that HSBC Holdings plc will post 8.48 earnings per share 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 given a dividend of $2.25 per share. This is a boost from HSBC’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend was Friday, March 13th. This represents a $9.00 dividend on an annualized basis and a yield of 10.0%. HSBC’s dividend payout ratio is presently 148.43%.

HSBC News Roundup

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.