Envestnet Asset Management Inc. Has $15.82 Million Stake in HSBC Holdings plc $HSBC

Envestnet Asset Management Inc. raised its stake in shares of HSBC Holdings plc (NYSE:HSBC) by 141.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 222,916 shares of the financial services provider’s stock after purchasing an additional 130,440 shares during the period. Envestnet Asset Management Inc.’s holdings in HSBC were worth $15,823,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Hantz Financial Services Inc. boosted its holdings in HSBC by 207.3% in the third quarter. Hantz Financial Services Inc. now owns 36,891 shares of the financial services provider’s stock valued at $2,619,000 after acquiring an additional 24,886 shares during the last quarter. Ashton Thomas Private Wealth LLC bought a new stake in shares of HSBC in the 3rd quarter valued at $251,000. Allianz Asset Management GmbH acquired a new stake in shares of HSBC during the third quarter worth $277,000. Mission Wealth Management LP raised its stake in HSBC by 3.2% during the third quarter. Mission Wealth Management LP now owns 9,451 shares of the financial services provider’s stock worth $671,000 after buying an additional 289 shares during the last quarter. Finally, Jones Financial Companies Lllp lifted its holdings in HSBC by 8.5% in the third quarter. Jones Financial Companies Lllp now owns 8,309 shares of the financial services provider’s stock valued at $580,000 after buying an additional 648 shares during the period. Institutional investors and hedge funds own 1.48% of the company’s stock.

Analyst Upgrades and Downgrades

HSBC has been the subject of a number of recent analyst reports. Zacks Research upgraded HSBC from a “hold” rating to a “strong-buy” rating in a report on Monday, November 3rd. Bank of America upgraded HSBC from a “neutral” rating to a “buy” rating in a report on Wednesday, December 10th. Keefe, Bruyette & Woods raised HSBC from a “hold” rating to a “moderate buy” rating in a research note on Wednesday, December 17th. Morgan Stanley assumed coverage on shares of HSBC in a research report on Wednesday, January 14th. They set an “equal weight” rating for the company. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of HSBC in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $63.00.

HSBC News Summary

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: UK Treasury picked HSBC’s Orion platform to power a pilot issuance of digital gilts — a validation of HSBC’s tokenisation product that could lead to fee revenue, deepen relationships with sovereign and institutional clients, and position the bank as a market infrastructure provider. UK picks HSBC as platform provider for its digital bond pilot issuance
• Positive Sentiment: Multiple outlets detail the DIGIT appointment and HSBC’s blockchain role, underscoring market recognition and potential for follow‑on mandates as more sovereigns explore tokenised debt. UK picks HSBC as platform provider for its digital bond pilot issuance
• Positive Sentiment: HSBC’s broader tokenisation and BaaS work (including partnerships like with asset managers) supports a strategic push into 24/7 asset settlement and custody services — complementary revenue streams to traditional banking. Tokenizing The Real World: How HSBC And BlackRock Use BaaS For 24/7 Asset Settlement
• Positive Sentiment: HSBC Group COO Suzy White was appointed to the board of HSBC Singapore, strengthening regional governance and management continuity in a key Asia hub. HSBC Group COO Suzy White Joins HSBC Singapore Board
• Neutral Sentiment: HSBC’s equity research downgraded BP after BP suspended buybacks — this is a reflection of HSBC research activity, not HSBC the bank’s operations; it may modestly affect perceptions of HSBC’s research team but not core bank fundamentals. BP downgraded to Sell equivalent at HSBC after buyback suspension
• Neutral Sentiment: Marketing/sponsorship and macro commentary (e.g., HSBC analysis on China trade and the yuan, and event sponsorships) appeared in coverage — useful for brand and macro insight but less likely to move near‑term stock performance. China’s huge trade surplus helps lift global risk assets, a stronger Yuan may reverse trend: HSBC

HSBC Trading Down 1.8%

HSBC opened at $85.19 on Monday. HSBC Holdings plc has a fifty-two week low of $45.66 and a fifty-two week high of $90.81. The firm has a market capitalization of $292.61 billion, a PE ratio of 17.93, a P/E/G ratio of 0.91 and a beta of 0.52. 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’s 50-day moving average is $81.86 and its 200 day moving average is $72.87.

About HSBC

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.