Dynamic Advisor Solutions LLC Takes $609,000 Position in HSBC Holdings plc $HSBC

Dynamic Advisor Solutions LLC purchased a new position in shares of HSBC Holdings plc (NYSE:HSBC) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 7,741 shares of the financial services provider’s stock, valued at approximately $609,000.

Other hedge funds also recently bought and sold shares of the company. Sivia Capital Partners LLC lifted its stake in HSBC by 19.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 11,896 shares of the financial services provider’s stock worth $723,000 after purchasing an additional 1,899 shares in the last quarter. SG Americas Securities LLC grew its position in shares of HSBC by 103.0% in the second quarter. SG Americas Securities LLC now owns 3,675 shares of the financial services provider’s stock valued at $223,000 after purchasing an additional 1,865 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in shares of HSBC by 160.9% in the second quarter. JPMorgan Chase & Co. now owns 502,200 shares of the financial services provider’s stock valued at $30,529,000 after purchasing an additional 309,738 shares during the last quarter. Rhumbline Advisers increased its holdings in shares of HSBC by 2.0% in the second quarter. Rhumbline Advisers now owns 34,921 shares of the financial services provider’s stock valued at $2,123,000 after purchasing an additional 672 shares during the last quarter. Finally, American Century Companies Inc. lifted its position in HSBC by 11.9% during the second quarter. American Century Companies Inc. now owns 1,143,382 shares of the financial services provider’s stock worth $69,506,000 after buying an additional 121,151 shares in the last quarter. Institutional investors and hedge funds own 1.48% of the company’s stock.

HSBC Price Performance

HSBC stock opened at $79.58 on Friday. The business’s fifty day moving average price is $85.61 and its 200 day moving average price is $76.91. HSBC Holdings plc has a 12-month low of $45.66 and a 12-month high of $94.79. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 0.62. The company has a market capitalization of $273.35 billion, a PE ratio of 13.15, a P/E/G ratio of 0.84 and a beta of 0.50.

HSBC (NYSE:HSBC) last released its earnings results on Wednesday, February 25th. The financial services provider reported $1.85 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.25. The company had revenue of $17.72 billion during the quarter, compared to the consensus estimate of $17.01 billion. HSBC had a return on equity of 13.10% and a net margin of 16.07%. On average, sell-side analysts anticipate that HSBC Holdings plc will post 6.66 EPS for the current year.

HSBC Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, March 13th will be issued a $2.25 dividend. This represents a $9.00 dividend on an annualized basis and a dividend yield of 11.3%. This is an increase from HSBC’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, March 13th. HSBC’s dividend payout ratio (DPR) is presently 148.43%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on HSBC. Zacks Research cut HSBC from a “strong-buy” rating to a “hold” rating in a report on Friday, March 6th. Bank of America raised shares of HSBC from a “neutral” rating to a “buy” rating in a research report on Wednesday, December 10th. Citigroup reissued a “buy” rating on shares of HSBC in a report on Friday, January 9th. Weiss Ratings upgraded shares of HSBC from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 16th. Finally, Morgan Stanley assumed coverage on shares of HSBC in a report on Wednesday, January 14th. They issued an “equal weight” rating on the stock. Seven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, HSBC has an average rating of “Moderate Buy” and an average price target of $63.00.

Trending Headlines about HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a “Buy” rating, which can attract demand from institutional investors and support the stock.
• Positive Sentiment: HSBC reports a rise in demand for estate‑planning services, which could boost wealth management revenues and fee income. HSBC Sees ‘Explosion’ in Estate Planning Demand as Risks Rise
• Positive Sentiment: HSBC won a Hong Kong Stock Exchange waiver to issue additional contingent convertible securities, increasing capital‑raising flexibility and regulatory options for managing buffers. HSBC Wins Hong Kong Waiver to Issue Extra Contingent Convertible Securities
• Positive Sentiment: HSBC appointed a new finance chief for Asia & the Middle East, a governance move that can reassure investors on regional execution and controls. HSBC Appoints New Finance Chief for Asia, Middle East
• Neutral Sentiment: HSBC research is active: the bank projects big tech will prioritize capex over payouts in an AI megacycle and it has upgraded coverage on companies like Arm — these show HSBC’s role as a market‑moving analyst but are indirect for HSBC’s own stock. Big Tech giants to spend more on capex than payouts in 2026 amid AI boom: HSBC
• Neutral Sentiment: FX and macro notes (NZD/USD commentary) and sector pieces on S‑REITs reflect HSBC economics/research views; useful for markets but have limited direct impact on HSBC’s share price. NZD/USD: RBNZ risk but pressure to persist – HSBC
• Neutral Sentiment: HSBC Life launched a preventive‑care programme — positive for the insurance arm over time but unlikely to move the stock immediately. HSBC Life pushes preventive care shift with new programme
• Neutral Sentiment: Company disclosures: HSBC filed senior executive dealings under UK rules — routine compliance disclosure; market impact depends on whether trades indicate insider selling. HSBC Discloses Senior Executive Dealings in Capital Securities and Shares
• Negative Sentiment: An Anglican clergy pension fund plans to vote against certain HSBC directors (alongside other banks), signaling activist governance pressure that can weigh on sentiment and raise questions about board oversight. Anglican clergy pension fund to vote against directors at NatWest, Santander and HSBC

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.