Fisher Asset Management LLC Increases Stock Holdings in HSBC Holdings plc $HSBC

Fisher Asset Management LLC boosted its position in shares of HSBC Holdings plc (NYSE:HSBC) by 2.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,398,460 shares of the financial services provider’s stock after purchasing an additional 355,089 shares during the period. Fisher Asset Management LLC owned approximately 0.50% of HSBC worth $1,234,943,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in HSBC. Bridgewater Advisors Inc. grew its stake in shares of HSBC by 1.9% during the third 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 in the last quarter. AE Wealth Management LLC grew its stake in HSBC by 2.2% during the 3rd 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 in the last quarter. Addison Advisors LLC increased its holdings in HSBC by 6.6% during the 3rd quarter. Addison Advisors LLC now owns 2,629 shares of the financial services provider’s stock worth $187,000 after purchasing an additional 163 shares during the last quarter. TIAA Trust National Association raised its position in shares of HSBC by 3.7% in the 3rd 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 in the last quarter. Finally, Moors & Cabot Inc. boosted its stake in shares of HSBC by 2.7% during the 2nd quarter. Moors & Cabot Inc. now owns 7,152 shares of the financial services provider’s stock valued at $435,000 after buying an additional 189 shares during the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on HSBC shares. Zacks Research raised shares of HSBC from a “hold” rating to a “strong-buy” rating in a report on Monday, November 3rd. Citigroup restated a “buy” rating on shares of HSBC in a research note on Friday, January 9th. Bank of America upgraded HSBC from a “neutral” rating to a “buy” rating in a research note on Wednesday, December 10th. Morgan Stanley started coverage on HSBC in a report on Wednesday, January 14th. They set an “equal weight” rating on the stock. Finally, Erste Group Bank upgraded HSBC from a “hold” rating to a “buy” rating in a research note on Thursday, November 20th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $63.00.

HSBC Trading Down 1.4%

NYSE:HSBC opened at $93.16 on Monday. The stock has a fifty day simple moving average of $84.76 and a 200 day simple moving average of $74.71. The firm has a market capitalization of $320.00 billion, a price-to-earnings ratio of 15.40, a price-to-earnings-growth ratio of 1.01 and a beta of 0.50. HSBC Holdings plc has a 1-year low of $45.66 and a 1-year high of $94.79. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.62.

HSBC (NYSE:HSBC) last posted its quarterly earnings data on Wednesday, February 25th. The financial services provider reported $0.37 EPS for the quarter, missing analysts’ consensus estimates of $1.60 by ($1.23). HSBC had a net margin of 16.07% and a return on equity of 13.10%. The firm had revenue of $17.72 billion for the quarter, compared to analysts’ expectations of $17.01 billion. Sell-side analysts forecast that HSBC Holdings plc will post 6.66 earnings per share for the current year.

HSBC Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, March 13th will be issued a dividend of $2.25 per share. This represents a $9.00 annualized dividend and a yield of 9.7%. This is a boost from HSBC’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, March 13th. HSBC’s dividend payout ratio is 32.73%.

Key Headlines Impacting HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC announced a big quarterly dividend hike to $2.25 (a 350% increase versus the prior $0.50), implying a roughly 9.5% yield — a material cash-return boost that supports income-focused demand and signals management confidence in capital generation. (Note the ex-dividend/record dates disclosed with the announcement.)
• Positive Sentiment: HSBC has kicked off a sale process for its Singapore life-insurance product manufacturing business and is targeting proceeds of over $1 billion — a potential non-core disposal that could strengthen capital metrics and redeploy proceeds. HSBC kicks off Singapore insurance business sale, eyes over $1 billion value, sources say
• Neutral Sentiment: HSBC published a base prospectus supplement for fixed-income issuance — routine funding activity that signals capital markets access but is typically neutral for equity unless it changes capital structure materially. HSBC Updates Base Prospectus Supplement for Fixed-Income Issuance
• Neutral Sentiment: Analysts and commentary remain mixed after 2025 results: HSBC beat EPS/revenue expectations, but at least one post-earnings write-up maintained a “Hold”, suggesting limited immediate upgrades to consensus momentum. Monitor revisions to EPS/targets and guidance. HSBC Remains A ‘Hold’ Following Its 2025 Earnings
• Negative Sentiment: HSBC disclosed share disposals by two senior executives under UK market-abuse rules — insider selling can spook investors (even when compliant), particularly after a recent rally and big dividend move. HSBC Discloses Share Sales by Senior Executives Under Market Abuse Rules
• Negative Sentiment: Reports say regional banks (DBS, OCBC, UOB) are among bidders for HSBC assets in Indonesia — market speculation over asset disposals can raise concerns about strategic downsizing or forced sales, pressuring sentiment. DBS, OCBC, UOB among banks to bid for HSBC assets in Indonesia — Bloomberg
• Negative Sentiment: FT reports criticism of the board and higher non-exec fees amid a “botched” chair search — governance scrutiny can weigh on investor confidence and may dampen sentiment despite operational positives. HSBC board earns almost £1mn more despite botched chair search

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.