HDB

HDFC BANK LTD

NYSE · Commercial Banks, NEC · Inc. K7 · CIK 0001144967
$23.01 -1.71% $119.2B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)Congressional Activity (1)
Vol
Market Cap$119.2B
Cap SizeLarge Cap
Inst. Holders10 funds
Inst. Value$1.9B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$271.7K
SEC Reports12
Congressional2 trades
Exchange NYSE·Sector Commercial Banks, NEC·Inc. K7·CIK 0001144967·Prev Close $23.41

Recent Activity

May 28, 2026 SEC
HDFC Bank filed a 6-K responding to exchange queries about a media report on an internal probe into Rs 45 crore interest
6-K — Impact 2/10
May 21, 2026 SEC
HDFC Bank filed a 6-K reporting that shareholders approved amendments to the Employee Stock Incentive Plan 2022 via post
6-K — Impact 2/10
May 7, 2026 Insider
Srinivasan N sold 10,000 shares
Group Head - Operations @ $8.72 ($87.2K)
May 6, 2026 Insider
RAJPUT RAKESH KUMAR sold 12,600 shares
Group Head - Compliance @ $7.08 ($89.2K)
May 6, 2026 Insider
RAJPUT RAKESH KUMAR sold 12,600 shares
Group Head - Compliance @ $7.08 ($89.2K)
Apr 21, 2026 SEC
HDFC Bank filed a Form 6-K to announce a postal ballot notice for its members, enabling remote electronic voting on a co
6-K — Impact 2/10
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
533,992 shares ($19.5M)
Inst.
ARIEL INVESTMENTS, LLC — ADD
13,151 shares ($480.5K)

Price Targets

Historical data — last covering-analyst action Jul 2024. No current recommendation available.
$34.43 (Jul 2024)
Current $23.29 Low $29.70 Median $36.00 High $36.00 4 analysts
$29.70 $36.00

Analyst Ratings

Historical distribution96% buy · 46 analysts · last covering-analyst action Jul 2024
24Strong Buy
20Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jul 22, 2024 JP Morgan DOWNGRADE Overweight → Neutral
Sep 9, 2019 Bernstein DOWNGRADE Outperform → Market Perform
Jun 11, 2019 Nomura DOWNGRADE Buy → Neutral
Mar 21, 2017 Morgan Stanley DOWNGRADE Overweight → Equal-Weight
Sep 14, 2016 Goldman Sachs MAINTAIN Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.39 ▼ -7.8% $0.39 — $0.39 -5% YoY 1
Next Q $0.39 ▼ -8.7% $0.39 — $0.39 -5% YoY 1
Current FY $1.27 ▼ -6.5% $0.88 — $1.67 -19% YoY 2
Next FY $1.47 ▼ -29.4% $1.00 — $1.94 16% YoY 2

Top Institutional Holders

FundValueMove
MORGAN STANLEY$792.6MADD
FMR LLC$469.9MADD
BANK OF AMERICA CORP$274.0MDOUBLED
DODGE & COX$201.0MDOUBLED
Mawer Investment Management Ltd.$116.5MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026Srinivasan NSELL$87.2K
May 6, 2026RAJPUT RAKESHX$89.2K
May 6, 2026RAJPUT RAKESHX$89.2K
Apr 28, 2026Parthasarthy AshishSELL$48.7K
Apr 23, 2026Bhavnani AnilX$20.4K

Congressional Trades

1 members: 0 buys, 2 sells
MemberPartyTypeAmount
Josh GottheimerDSELL$1,001 - $15,000
Josh GottheimerDSELL$1,001 - $15,000
10 institutional holders with $1.9B total value (52,763,173 shares) as of 2025-Q4. Top holders: MORGAN, FMR, BANK.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY21,690,727$792.6M41.1%ADD +83.9%
2FMR LLC12,860,281$469.9M24.4%ADD +67.8%
3BANK OF AMERICA CORP /DE/7,498,180$274.0M14.2%DOUBLED +105.4%
4DODGE & COX5,501,800$201.0M10.4%DOUBLED +108.4%
5Mawer Investment Management Ltd.3,187,295$116.5M6.0%DOUBLED +110.8%
6TWO SIGMA INVESTMENTS, LP533,992$19.5M1.0%TRIM -73.0%
7WELLS FARGO & COMPANY/MN532,594$19.5M1.0%ADD +29.3%
8VANGUARD GROUP INC522,874$19.1M1.0%ADD +97.3%
9CAUSEWAY CAPITAL MANAGEMENT LLC422,279$15.4M0.8%DOUBLED +105.3%
10ARIEL INVESTMENTS, LLC13,151$480.5K0.0%ADD +42.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPTRIM1,975,583533,992-73.0%$19.5M2025-Q4
ARIEL INVESTMENTS, LLCADD9,24013,151+42.3%$480.5K2025-Q4
MORGAN STANLEYADD12,098,70122,244,812+83.9%$759.9M2025-Q3
FMR LLCADD9,473,70215,895,031+67.8%$543.0M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED3,097,8486,363,925+105.4%$217.4M2025-Q3
DODGE & COXDOUBLED2,982,4006,214,800+108.4%$212.3M2025-Q3
UBS Group AGDOUBLED1,447,5913,787,950+161.7%$129.4M2025-Q3
Mawer Investment Management Ltd.DOUBLED1,408,0232,968,430+110.8%$101.4M2025-Q3
TWO SIGMA INVESTMENTS, LPADD1,011,7151,975,583+95.3%$67.5M2025-Q3
WELLS FARGO & COMPANY/MNADD414,384535,877+29.3%$18.3M2025-Q3
VANGUARD GROUP INCADD263,845520,684+97.3%$17.8M2025-Q3
CAUSEWAY CAPITAL MANAGEMENT LLCDOUBLED187,589385,186+105.3%$13.2M2025-Q3
ARIEL INVESTMENTS, LLCNEW9,240$315.6K2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT48,6000-100.0%$0.002025-Q3
MORGAN STANLEYTRIM17,282,26512,098,701-30.0%$927.6M2025-Q2
BANK OF AMERICA CORP /DE/TRIM6,476,1113,097,848-52.2%$237.5M2025-Q2
UBS Group AGTRIM2,104,1381,447,591-31.2%$111.0M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED120,3831,011,715+740.4%$77.6M2025-Q2
CAUSEWAY CAPITAL MANAGEMENT LLCADD127,749187,589+46.8%$14.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW48,600$3.7M2025-Q2
Elliott Investment Management L.P.EXIT670,2150-100.0%$0.002025-Q2
MORGAN STANLEYTRIM24,755,96917,282,265-30.2%$1.1B2025-Q1
UBS Group AGTRIM2,943,6592,104,138-28.5%$139.8M2025-Q1
VANGUARD GROUP INCADD163,014272,824+67.4%$18.1M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW120,383$8.0M2025-Q1
7 unique insiders with 4 transactions. Net insider value: -$271.7K ($0.00 bought, $271.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026Srinivasan NGroup Head - OperationsSELL10,000$8.72$87.2K
May 6, 2026RAJPUT RAKESH KUMARGroup Head - ComplianceX12,600$7.08$89.2K
May 6, 2026RAJPUT RAKESH KUMARGroup Head - ComplianceX12,600$7.08$89.2K
Apr 28, 2026Parthasarthy AshishGroup Head - TreasurySELL5,600$8.70$48.7K
Apr 23, 2026Bhavnani AnilGroup Head - TransportationX3,000$6.80$20.4K
Apr 23, 2026Bhavnani AnilGroup Head - TransportationX3,000$6.80$20.4K
Apr 21, 2026Parthasarthy AshishGroup Head - TreasurySELL6,000$8.94$53.6K
Apr 17, 2026Bharucha KaizadDirectorX5,000$6.80$34.0K
Apr 17, 2026Bharucha KaizadDirectorX5,000$6.80$34.0K
Apr 16, 2026Shah Nirav VimalGroup Head Corporate BankingX51,800$7.85$406.6K
Apr 16, 2026Shah Nirav VimalGroup Head Corporate BankingX51,800$7.85$406.6K
Apr 7, 2026Shah Nirav VimalGroup Head Corporate BankingX80,000$6.80$544.0K
Apr 7, 2026Shah Nirav VimalGroup Head Corporate BankingX80,000$6.80$544.0K
Apr 3, 2026Bharucha KaizadDirectorX10,000$6.80$68.0K
Apr 3, 2026Bharucha KaizadDirectorX10,000$6.80$68.0K
Apr 2, 2026Shah Nirav VimalGroup Head Corporate BankingX50,000$6.80$340.0K
Apr 2, 2026Shah Nirav VimalGroup Head Corporate BankingX50,000$6.80$340.0K
Mar 23, 2026Srinivasan NGroup Head - OperationsSELL10,000$8.21$82.1K
Mar 23, 2026Bharucha KaizadDirectorX6,000$6.80$40.8K
Mar 23, 2026Bharucha KaizadDirectorX6,000$6.80$40.8K
Mar 19, 2026Jha SudhirkumarGroup Head - Corporate LegalX4,000$8.28$33.1K
Mar 19, 2026Jha SudhirkumarGroup Head - Corporate LegalX4,000$8.28$33.1K
12 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 10 neutral. Avg impact: 3.3/10.
NEUTRAL 6-K 2/10
HDFC Bank filed a 6-K responding to exchange queries about a media report on an internal probe into
May 28, 2026
NEUTRAL 6-K 2/10
HDFC Bank filed a 6-K reporting that shareholders approved amendments to the Employee Stock Incentiv
May 21, 2026
NEUTRAL 6-K 2/10
HDFC Bank filed a Form 6-K to announce a postal ballot notice for its members, enabling remote elect
Apr 21, 2026
BULLISH 6-K 7/10
HDFC Bank reported strong financial results for the year ended March 31, 2026, with net profit up 10
Apr 20, 2026
NEUTRAL 6-K 3/10
HDFC Bank announced the retirement of Executive Director Bhavesh Zaveri, effective April 18, 2026, a
Apr 20, 2026
NEUTRAL 6-K 4/10
HDFC Bank's board approved an investment of up to Rs. 1,000 crore in a preferential equity issue by
Apr 17, 2026
NEUTRAL 6-K 2/10
HDFC Bank updated the timing of its upcoming earnings call for the quarter and year ended March 31,
Apr 15, 2026
NEUTRAL 6-K 3/10
HDFC Bank announced an upcoming earnings call on April 18, 2026, to discuss its audited standalone a
Apr 14, 2026
BULLISH 6-K 7/10
HDFC Bank reported strong year-over-year growth in advances and deposits for the March 2026 quarter,
Apr 6, 2026
NEUTRAL 6-K 3/10
HDFC Bank announced that its Board will meet on April 18, 2026, to potentially consider issuing perp
Apr 6, 2026
NEUTRAL 6-K 2/10
HDFC Bank disclosed that ESG Risk Assessments & Insights Limited independently assigned it an ESG ra
Apr 6, 2026
NEUTRAL 6-K 3/10
HDFC Bank Ltd filed a 6-K to announce the initiation of a postal ballot process for shareholders, wi
Mar 27, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jul 2024): 96% buy across 46 analysts — 24 strong buy, 20 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jul 2024. No current recommendation available.
$34.43 mean target (Jul 2024)
$29.70 Low $36.00 High
MetricValue
Current Price$23.29
Target Low$29.70
Target Mean$34.43
Target Median$36.00
Target High$36.00
# Analysts4
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.39 $0.39 $0.39 -4.6% -7.8% 0↑ 1↓ $471.1B -11.4% 1
Next Q
2026-09-30
$0.39 $0.39 $0.39 -5.4% -8.7% 0↑ 1↓ $497.0B 8.3% 1
Current FY
2027-03-31
$1.27 $0.88 $1.67 -18.9% -6.5% 0↑ 1↓ $3350.0B 8.1% 2
Next FY
2028-03-31
$1.47 $1.00 $1.94 15.7% -29.4% 0↑ 1↓ $3704.1B 10.6% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.392
7d ago$0.401-0.009
30d ago$0.425-0.033
60d ago$0.425-0.033
90d ago$0.425-0.033
6 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jul 22, 2024 JP Morgan DOWNGRADE Overweight Neutral
Sep 9, 2019 Bernstein DOWNGRADE Outperform Market Perform
Jun 11, 2019 Nomura DOWNGRADE Buy Neutral
Mar 21, 2017 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Sep 14, 2016 Goldman Sachs MAINTAIN Buy
Mar 11, 2015 Societe Generale INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026242020096%
May 1, 2026242020096%
Apr 1, 2026232030093%
Mar 1, 2026222040091%
Feb 1, 2026222040091%
Jan 1, 2026202240091%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000H D F C Bank LtdMay 20, 2026 (38d)
Mar 12, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000H D F C Bank LtdApr 9, 2026 (29d)

Recent Reddit Threads

r/investing Bearish 8d 13h ago
Weaknesses in fundamentals vs cyclical trend
▲ 0 💬 1
Mar 23, 2026
short_interest
FTD: HDB — 51,848 shares ($1.3M) failed to deliver
Settlement: 20260323, Price: $25.39, FTD Value: $1,316,420.72, HDFC BK LTD ADS (3 EQTY)
Mar 4, 2026
short_interest
FTD: HDB — 140,864 shares ($4.3M) failed to deliver
Settlement: 20260304, Price: $30.85, FTD Value: $4,345,654.4, HDFC BK LTD ADS (3 EQTY)
Mar 3, 2026
short_interest
FTD: HDB — 26,176 shares ($0.8M) failed to deliver
Settlement: 20260303, Price: $31.56, FTD Value: $826,114.56, HDFC BK LTD ADS (3 EQTY)