Advisors Preferred LLC Invests $1.37 Million in HSBC Holdings plc $HSBC

Advisors Preferred LLC acquired a new stake in HSBC Holdings plc (NYSE:HSBC) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 19,231 shares of the financial services provider’s stock, valued at approximately $1,372,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in HSBC. Fisher Asset Management LLC lifted its position in shares of HSBC by 9.2% during the 2nd quarter. Fisher Asset Management LLC now owns 17,043,371 shares of the financial services provider’s stock valued at $1,036,067,000 after acquiring an additional 1,430,797 shares during the period. JPMorgan Chase & Co. raised its holdings in HSBC by 160.9% during the second quarter. JPMorgan Chase & Co. now owns 502,200 shares of the financial services provider’s stock worth $30,529,000 after purchasing an additional 309,738 shares during the last quarter. Bank of Montreal Can boosted its position in HSBC by 175.6% during the second quarter. Bank of Montreal Can now owns 209,666 shares of the financial services provider’s stock worth $12,746,000 after purchasing an additional 133,591 shares in the last quarter. Envestnet Asset Management Inc. grew its holdings in HSBC by 141.1% in the third quarter. Envestnet Asset Management Inc. now owns 222,916 shares of the financial services provider’s stock valued at $15,823,000 after purchasing an additional 130,440 shares during the last quarter. Finally, American Century Companies Inc. increased its position in shares of HSBC by 11.9% in the second quarter. American Century Companies Inc. now owns 1,143,382 shares of the financial services provider’s stock valued at $69,506,000 after buying an additional 121,151 shares in the last quarter. 1.48% of the stock is currently owned by institutional investors and hedge funds.

HSBC Stock Performance

HSBC stock 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 52 week low of $45.66 and a 52 week high of $90.81. The firm has a market capitalization of $302.75 billion, a P/E ratio of 18.55, a PEG ratio of 0.94 and a beta of 0.52. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.49.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Morgan Stanley initiated coverage on shares of HSBC in a report on Wednesday, January 14th. They issued an “equal weight” rating on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of HSBC in a research report on Monday, December 29th. Bank of America upgraded HSBC from a “neutral” rating to a “buy” rating in a report on Wednesday, December 10th. Erste Group Bank raised HSBC from a “hold” rating to a “buy” rating in a report on Thursday, November 20th. Finally, Citigroup restated a “buy” rating on shares of HSBC in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price 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 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.