Caprock Group LLC Invests $3.87 Million in HSBC Holdings plc $HSBC

Caprock Group LLC acquired a new position in HSBC Holdings plc (NYSE:HSBC) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 59,569 shares of the financial services provider’s stock, valued at approximately $3,870,000.

Other large investors also recently added to or reduced their stakes in the company. Shilanski & Associates Inc. acquired a new stake in HSBC during the 3rd quarter worth $5,141,000. ABC Arbitrage SA increased its holdings in shares of HSBC by 237.0% in the second quarter. ABC Arbitrage SA now owns 170,779 shares of the financial services provider’s stock worth $10,382,000 after acquiring an additional 120,110 shares in the last quarter. Dynasty Wealth Management LLC acquired a new stake in shares of HSBC during the third quarter worth about $1,563,000. Atria Investments Inc lifted its holdings in shares of HSBC by 78.2% during the 2nd quarter. Atria Investments Inc now owns 9,119 shares of the financial services provider’s stock valued at $554,000 after purchasing an additional 4,002 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd grew its position in shares of HSBC by 63.4% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 49,410 shares of the financial services provider’s stock valued at $3,507,000 after purchasing an additional 19,176 shares during the period. 1.48% of the stock is currently owned by institutional investors and hedge funds.

Key HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC has elected to fully redeem its US$1bn 4.000% perpetual contingent convertible securities in March 2026, removing a high‑coupon, hybrid instrument from its capital structure and simplifying liabilities — a move that can reduce future coupon outflows and signal capital flexibility. HSBC to Fully Redeem US$1bn Contingent Convertible Securities in March 2026
• Positive Sentiment: HSBC has scheduled a board committee meeting for 25 February to approve 2025 results and to consider a fourth interim dividend — the potential dividend decision is a near‑term catalyst that investors will watch closely. HSBC Sets February Board Meeting to Approve 2025 Results and Consider Fourth Interim Dividend
• Neutral Sentiment: HSBC is projected to report quarterly earnings this week; guidance and actual results will determine market reaction but the item itself is procedural ahead of the release. HSBC (HSBC) Projected to Post Quarterly Earnings on Wednesday
• Neutral Sentiment: Management/governance updates in Singapore: Group COO Suzy White has been appointed to the HSBC Singapore board, and HSBC Singapore also named a new director — incremental governance changes with limited immediate financial impact but supportive of regional oversight. HSBC Singapore Appoints Group COO Suzy White to Board HSBC Singapore appoints new director to board
• Neutral Sentiment: Consumer‑facing news: reminders about a limited‑time cashback deadline for retail customers are operational/marketing items unlikely to move the stock materially. HSBC issues two-week warning over £750 cashback as deadline is set
• Negative Sentiment: Short interest rose ~21.7% between mid‑ and end‑January to ~7.45M shares (about 0.2% of float) with a ~4.0 days‑to‑cover — an uptick in shorting could add selling pressure or volatility if sentiment worsens.

Analyst Ratings Changes

A number of research analysts have weighed in on HSBC shares. Zacks Research raised shares of HSBC from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of HSBC in a research report on Monday, December 29th. Citigroup reaffirmed a “buy” rating on shares of HSBC in a research note on Friday, January 9th. Bank of America raised HSBC from a “neutral” rating to a “buy” rating in a research note on Wednesday, December 10th. Finally, Erste Group Bank raised HSBC from a “hold” rating to a “buy” rating in a research report on Thursday, November 20th. One equities research 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 company. According to data from MarketBeat, HSBC currently has an average rating of “Moderate Buy” and a consensus price target of $63.00.

HSBC Stock Performance

HSBC opened at $89.37 on Thursday. The business’s 50-day simple moving average is $81.27 and its 200 day simple moving average is $72.49. HSBC Holdings plc has a 52-week low of $45.66 and a 52-week high of $90.81. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.92 and a current ratio of 0.92. The firm has a market capitalization of $306.98 billion, a PE ratio of 18.81, a PEG ratio of 0.96 and a beta of 0.52.

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.