Vanguard Personalized Indexing Management LLC Has $10.29 Million Position in HSBC Holdings plc $HSBC

Vanguard Personalized Indexing Management LLC grew its position in HSBC Holdings plc (NYSE:HSBC) by 4.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 130,851 shares of the financial services provider’s stock after purchasing an additional 6,016 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in HSBC were worth $10,294,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Fisher Asset Management LLC raised its position in shares of HSBC by 2.3% in the 4th quarter. Fisher Asset Management LLC now owns 17,800,748 shares of the financial services provider’s stock valued at $1,400,385,000 after buying an additional 402,288 shares in the last quarter. Dimensional Fund Advisors LP raised its position in shares of HSBC by 1.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 10,575,644 shares of the financial services provider’s stock valued at $750,659,000 after buying an additional 185,073 shares in the last quarter. Morgan Stanley raised its position in shares of HSBC by 15.3% in the 4th quarter. Morgan Stanley now owns 7,483,883 shares of the financial services provider’s stock valued at $588,757,000 after buying an additional 993,473 shares in the last quarter. Northern Trust Corp raised its position in shares of HSBC by 4.7% in the 3rd quarter. Northern Trust Corp now owns 3,045,134 shares of the financial services provider’s stock valued at $216,144,000 after buying an additional 136,342 shares in the last quarter. Finally, Clearbridge Investments LLC raised its position in shares of HSBC by 77.0% in the 4th quarter. Clearbridge Investments LLC now owns 1,443,716 shares of the financial services provider’s stock valued at $113,577,000 after buying an additional 627,857 shares in the last quarter. 1.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Daniel Scott Palomaki sold 23,123 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $18.11, for a total transaction of $418,757.53. Following the completion of the transaction, the insider owned 4,973 shares of the company’s stock, valued at approximately $90,061.03. This trade represents a 82.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.01% of the company’s stock.

HSBC Price Performance

HSBC stock opened at $92.92 on Tuesday. The company has a fifty day moving average price of $90.67 and a 200-day moving average price of $84.98. The company has a market capitalization of $319.35 billion, a P/E ratio of 15.23, a PEG ratio of 0.82 and a beta of 0.56. HSBC Holdings plc has a 52-week low of $58.14 and a 52-week high of $95.61. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.92 and a current ratio of 0.92.

HSBC (NYSE:HSBC) last released its quarterly earnings results on Tuesday, March 31st. The financial services provider reported $0.44 earnings per share (EPS) for the quarter. The firm had revenue of $19.13 billion during the quarter. HSBC had a net margin of 16.06% and a return on equity of 13.35%. As a group, equities analysts expect that HSBC Holdings plc will post 8.6 EPS for the current year.

HSBC Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Friday, May 15th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.00 annualized dividend and a dividend yield of 2.2%. HSBC’s dividend payout ratio (DPR) is presently 32.46%.

HSBC News Summary

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC introduced TradeCash, a new trade finance tool that helps customers access working capital faster by sharing invoice data online and borrowing against it. The product could support fee income and deepen client relationships in HSBC’s trade finance business. HSBC Intros Tool to Speed Access to Working Capital
• Positive Sentiment: HSBC announced its first interim dividend for 2026 and provided details on currency options, reinforcing its shareholder-return story, which can support the stock. HSBC Sets First Interim Dividend for 2026 and Details Currency Options
• Neutral Sentiment: Allianz is reported to be leading bidding for HSBC Life Singapore, suggesting HSBC may be exploring portfolio changes or monetization of a non-core asset. That could free up capital, but the market is still waiting on confirmed terms. HSBC works to fix Hong Kong mobile banking app access issues
• Neutral Sentiment: HSBC’s Hong Kong mobile banking services experienced another outage, but the bank said access issues were restored. The incident highlights technology reliability concerns, though there was no sign of lasting financial damage. HSBC works to fix Hong Kong mobile banking app access issues
• Negative Sentiment: Reports of a second Hong Kong mobile app glitch in six months may weigh on sentiment, since repeated service disruptions can hurt customer confidence and increase scrutiny of HSBC’s digital banking operations. Hong Kong’s largest lender HSBC reports 2nd mobile app glitch in 6 months

Analyst Ratings Changes

HSBC has been the subject of a number of research analyst reports. Zacks Research cut shares of HSBC from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Weiss Ratings cut shares of HSBC from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. The Goldman Sachs Group initiated coverage on shares of HSBC in a research report on Thursday, March 26th. They set a “buy” rating for the company. Royal Bank Of Canada reiterated a “sector perform” rating on shares of HSBC in a research report on Thursday, May 14th. Finally, BNP Paribas Exane cut shares of HSBC from an “outperform” rating to a “neutral” rating in a research report on Tuesday, April 14th. Five research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold”.

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.