AMJ Financial Wealth Management Raises Stake in HSBC Holdings plc $HSBC

AMJ Financial Wealth Management raised its position in HSBC Holdings plc (NYSE:HSBC) by 91.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 118,837 shares of the financial services provider’s stock after purchasing an additional 56,624 shares during the period. HSBC accounts for 2.0% of AMJ Financial Wealth Management’s investment portfolio, making the stock its 23rd largest holding. AMJ Financial Wealth Management’s holdings in HSBC were worth $8,435,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of HSBC. Bridgewater Advisors Inc. raised its stake in HSBC by 1.9% in the third quarter. Bridgewater Advisors Inc. now owns 8,186 shares of the financial services provider’s stock valued at $589,000 after buying an additional 153 shares in the last quarter. Factory Mutual Insurance Co. acquired a new stake in shares of HSBC during the 3rd quarter worth about $5,505,000. Pekin Hardy Strauss Inc. boosted its holdings in HSBC by 6.9% in the third quarter. Pekin Hardy Strauss Inc. now owns 28,368 shares of the financial services provider’s stock valued at $2,014,000 after purchasing an additional 1,843 shares in the last quarter. Wealth Alliance LLC purchased a new position in HSBC in the third quarter valued at approximately $272,000. Finally, Fiera Capital Corp lifted its position in shares of HSBC by 33.4% during the 3rd quarter. Fiera Capital Corp now owns 7,477 shares of the financial services provider’s stock worth $531,000 after buying an additional 1,871 shares during the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

Analyst Ratings Changes

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

Trending Headlines about HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC provided a £135m green loan to fund the redevelopment of a landmark Lloyds office in Edinburgh — a sign of continued deal pipeline, fee and lending activity and support for the bank’s ESG credentials. Green loan for Edinburgh office redevelopment
• Positive Sentiment: HSBC Institutional Trust (acting as trustee) helped secure refinancing for Parkway Life REIT’s S$887m facility — illustrates recurring transaction-related revenue and client banking activity. Parkway Life REIT refinancing
• Neutral Sentiment: HSBC research highlighted India’s private sector PMI rising to a three‑month high — useful macro context for the bank’s Asia franchise but not an immediate driver of HSBC’s own earnings. India PMI via HSBC research
• Neutral Sentiment: Analyst notes and downgrades issued by HSBC research (including ratings changes on Walmart and TechnipFMC) reflect active coverage but have limited direct impact on HSBC’s own fundamentals. HSBC downgrades Walmart
• Negative Sentiment: Reports that HSBC cut roughly 10% of its U.S. debt capital markets team as part of a broader overhaul are pressuring sentiment — layoffs signal short‑term disruption, potential deal coverage loss in the U.S. and ongoing restructuring risk. HSBC cuts 10% of US debt capital markets team

HSBC Price Performance

Shares of NYSE HSBC opened at $88.14 on Friday. The stock has a fifty day moving average price of $83.23 and a 200 day moving average price of $73.68. HSBC Holdings plc has a 1-year low of $45.66 and a 1-year high of $90.81. 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 has a market cap of $302.75 billion, a PE ratio of 18.55, a P/E/G ratio of 0.94 and a beta of 0.52.

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.