HSBC

HSBC HOLDINGS PLC

OTC · Savings Institution, Federally Chartered · CIK 0001089113
$92.67 +2.15% $318.3B
20 New Institutional Positions9 Institutional Exits
Vol
Market Cap$318.3B
Cap SizeMega Cap
Inst. Holders50 funds
Inst. Value$4.0B
Inst. Activity20 buys / 9 sells
Insider Activity1B / 1S
Insider Net $-$418.5K
Reddit Sentiment43° Neutral
SEC Reports8
Exchange OTC·Sector Savings Institution, Federally Chartered·CIK 0001089113·Prev Close $90.72

Recent Activity

Jun 11, 2026 short_volume
Short Volume: HSBC — 64.4% short (0.3M / 0.5M)
Short: 345,401 | Exempt: 557 | TRF Vol: 536,095 | Short Ratio: 64.4% | Off-exchange volume (dark poo
May 22, 2026 Insider
Palomaki Daniel Scott was granted 88 shares
Global Financial Controller
May 21, 2026 SEC
The New York Appellate Division affirmed summary judgment in favor of HSBC Bank USA in a residential mortgage foreclosur
COURT-RULING — Impact 1/10
May 21, 2026 Event
HSBC Bank USA v. Keeling
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No
May 15, 2026 SEC
The Federal Circuit affirmed the dismissal of a patent infringement case against HSBC Bank USA, N.A., ruling that mCom I
COURT-RULING — Impact 4/10
May 7, 2026 Insider
Palomaki Daniel Scott sold 23,123 shares
Global Financial Controller @ $18.11 ($418.7K)
May 1, 2026 SEC
The New York Appellate Division ruled against HSBC Bank USA in a routine mortgage foreclosure case, affirming the lower
COURT-RULING — Impact 1/10
Mar 27, 2026 Insider
Bingham Jonathan bought 13 shares
Global Financial Controller @ $15.81 ($205.49)

Price Targets

Historical data — last covering-analyst action Dec 2025. No current recommendation available.
$102.00 (Dec 2025)
Current $92.67 Low $97.00 Median $101.00 High $108.00 3 analysts
$97.00 $108.00

Analyst Ratings

Historical distribution52% buy · 21 analysts · last covering-analyst action Dec 2025
3Strong Buy
8Buy
8Hold
2Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Dec 17, 2025 Keefe, Bruyette & Woods UPGRADE Market Perform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.29 ▼ -3.9% $2.29 — $2.29 1
Next Q $2.20 ▼ -2.1% $2.20 — $2.20 1
Current FY $8.52 $8.24 — $8.80 13% YoY 2
Next FY $9.46 ▲ +1.1% $9.03 — $9.89 11% YoY 2

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
DIMENSIONAL FUND ADVISORS LP$822.6M
MORGAN STANLEY$631.7M
GOLDMAN SACHS GROUP INC$382.0M
FMR LLC$311.5M

Recent Insider Trades

DateInsiderTypeValue
May 22, 2026Palomaki DanielA$0.00
May 7, 2026Palomaki DanielSELL$418.7K
Mar 27, 2026Bingham JonathanBUY$205.49
Mar 20, 2026Bingham JonathanA$0.00

Reddit Sentiment

43°
Neutral
Bearish Neutral Bullish
19 mentions 1 bullish 4 bearish
50 institutional holders with $4.0B total value (48,645,129 shares) as of 2026-Q1. Top holders: NOMURA, DIMENSIONAL, MORGAN. Net buying activity: 20 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2DIMENSIONAL FUND ADVISORS LP9,972,221$822.6M20.5%
3MORGAN STANLEY7,658,493$631.7M15.7%
4GOLDMAN SACHS GROUP INC4,630,433$382.0M9.5%
5FMR LLC3,776,696$311.5M7.8%
6Sanders Capital, LLC2,807,030$231.6M5.8%
7BlackRock, Inc.2,563,845$211.5M5.3%
8BANK OF AMERICA CORP /DE/2,385,883$196.8M4.9%
9Clearbridge Investments, LLC1,539,807$127.0M3.2%ADD +77.0%
10ROYAL BANK OF CANADA1,304,192$107.6M2.7%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP1,013,500$83.6M2.1%
12Connor, Clark & Lunn Investment Management Ltd.936,567$77.3M1.9%ADD +30.9%
13CITADEL ADVISORS LLC715,700$59.0M1.5%
14O'SHAUGHNESSY ASSET MANAGEMENT, LLC633,809$52.3M1.3%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC579,607$47.8M1.2%
16RAYMOND JAMES FINANCIAL INC551,177$45.4M1.1%
17RENAISSANCE TECHNOLOGIES LLC524,122$43.2M1.1%DOUBLED +391.6%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP505,700$41.7M1.0%
19FIRST TRUST ADVISORS LP500,505$41.3M1.0%
20ENVESTNET ASSET MANAGEMENT INC469,123$38.7M1.0%ADD +34.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Connor, Clark & Lunn Investment Management Ltd.ADD715,725936,567+30.9%$77.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED106,622524,122+391.6%$43.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD348,992469,123+34.4%$38.7M2026-Q1
MARSHALL WACE, LLPDOUBLED169,065338,412+100.2%$27.9M2026-Q1
BANK OF MONTREAL /CAN/DOUBLED146,375336,940+130.2%$27.8M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED23,570187,427+695.2%$15.5M2026-Q1
Tredje AP-fondenADD86,869133,889+54.1%$11.0M2026-Q1
Vident Advisory, LLCADD73,452116,003+57.9%$9.6M2026-Q1
M&T BANK CORPDOUBLED17,526115,369+558.3%$9.5M2026-Q1
Neuberger Berman Group LLCADD62,84683,222+32.4%$6.9M2026-Q1
Rockefeller Capital Management L.P.ADD41,45655,786+34.6%$4.6M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCTRIM98,64955,390-43.9%$4.6M2026-Q1
Horizon Investments, LLCDOUBLED18,94839,512+108.5%$3.3M2026-Q1
Allspring Global Investments Holdings, LLCADD29,52537,589+27.3%$3.2M2026-Q1
Vestmark Advisory Solutions, Inc.TRIM49,76423,427-52.9%$1.9M2026-Q1
TD Waterhouse Canada Inc.TRIM83,64721,714-74.0%$1.9M2026-Q1
EARNEST PARTNERS LLCTRIM30,35620,995-30.8%$1.7M2026-Q1
Beacon Pointe Advisors, LLCDOUBLED5,77518,605+222.2%$1.5M2026-Q1
Invesco Ltd.ADD10,21416,042+57.1%$1.3M2026-Q1
Parallax Volatility Advisers, L.P.NEAR_EXIT58,77012,642-78.5%$1.1M2026-Q1
Concurrent Investment Advisors, LLCADD7,71812,429+61.0%$1.0M2026-Q1
COMMERCE BANKDOUBLED3,0109,212+206.0%$759.9K2026-Q1
Cresset Asset Management, LLCADD5,5777,698+38.0%$646.9K2026-Q1
Envestnet Portfolio Solutions, Inc.TRIM13,0227,163-45.0%$590.8K2026-Q1
FRED ALGER MANAGEMENT, LLCADD4,2576,653+56.3%$563.7K2026-Q1
2 unique insiders with 4 transactions. Net insider value: -$418.5K ($205.49 bought, $418.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026Palomaki Daniel ScottGlobal Financial ControllerAWARD88
May 7, 2026Palomaki Daniel ScottGlobal Financial ControllerSELL23,123$18.11$418.7K
Mar 27, 2026Bingham JonathanGlobal Financial ControllerBUY13$15.81$205.49
Mar 20, 2026Bingham JonathanGlobal Financial ControllerAWARD792

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

Historical analyst distribution (last covering-analyst action Dec 2025): 52% buy across 21 analysts — 3 strong buy, 8 buy, 8 hold, 2 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Dec 2025. No current recommendation available.
$102.00 mean target (Dec 2025)
$97.00 Low $108.00 High
MetricValue
Current Price$92.67
Target Low$97.00
Target Mean$102.00
Target Median$101.00
Target High$108.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.29 $2.29 $2.29 -3.9% 0↑ 1↓ $18.9B 6.9% 1
Next Q
2026-09-30
$2.20 $2.20 $2.20 -2.1% 0↑ 1↓ $19.2B 7.1% 1
Current FY
2026-12-31
$8.52 $8.24 $8.80 12.8% +0.3% 2↑ 0↓ $74.8B 5.4% 2
Next FY
2027-12-31
$9.46 $9.03 $9.89 11.0% +1.1% 2↑ 0↓ $77.9B 4.1% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.286
7d ago$2.281+0.005
30d ago$2.378-0.093
60d ago$2.311-0.025
90d ago$2.311-0.025
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Dec 17, 2025 Keefe, Bruyette & Woods UPGRADE Market Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263882052%
May 1, 20263982055%
Apr 1, 20263982055%
Mar 1, 20263882052%
Feb 1, 202637101048%
Jan 1, 20263790053%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

43°
Neutral
Bearish Neutral Bullish
19 mentions 1 bullish 4 bearish 17 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 11, 2026156° Neutral001
Jun 11, 2026256° Neutral002
May 19, 2026140° Cool011
May 19, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 15, 2026156° Neutral001
Apr 15, 2026156° Neutral001
Mar 31, 2026150° Neutral001
Mar 31, 2026150° Neutral001
Mar 31, 2026150° Neutral001
Mar 30, 2026150° Neutral001
Mar 28, 2026150° Neutral001
Mar 28, 2026150° Neutral001
Mar 17, 2026250° Neutral002
Mar 17, 2026150° Neutral001
Feb 25, 2026160° Warm101

Recent Reddit Threads

r/investing Neutral 2mo ago
Advice: HSBC FTSE 250 Index
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 2mo ago
HSBC Personal Loan EMI Calculator - Quick & Accurate
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
This is how analyst Rajesh kumar made HSBC billions #Eli Lilly
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 2mo ago
This is how analyst Rajesh kumar made HSBC billions #Eli Lilly
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 3mo ago
HSBC FY 25 Earnings:
▲ 11 💬 5 ⚡ 0.3
Jun 11, 2026
short_volume
Short Volume: HSBC — 64.4% short (0.3M / 0.5M)
Short: 345,401 | Exempt: 557 | TRF Vol: 536,095 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: HSBC — 58.3% short (0.4M / 0.7M)
Short: 408,178 | Exempt: 198 | TRF Vol: 700,610 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: HSBC — 62.9% short (0.5M / 0.8M)
Short: 487,190 | Exempt: 146 | TRF Vol: 774,279 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: HSBC — 73.2% short (0.4M / 0.5M)
Short: 387,660 | Exempt: 41 | TRF Vol: 529,253 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
Enforcement
HSBC Bank USA v. Keeling
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No. 35472/15|Appeal No. 6677|Case No. 2024-07071|
May 20, 2026
short_volume
Short Volume: HSBC — 72.5% short (0.4M / 0.5M)
Short: 370,607 | Exempt: 16 | TRF Vol: 511,386 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
Enforcement
McOm Ip, LLC v. HSBC Bank USA, N.A.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-1828
May 5, 2026
short_volume
Short Volume: HSBC — 74.1% short (0.6M / 0.8M)
Short: 609,488 | Exempt: 395 | TRF Vol: 822,382 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
Enforcement
Matter of HSBC Bank USA, N.A. (Campbell)
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: 209 CA 25-00060
Apr 28, 2026
short_interest
FTD: HSBC — 118,487 shares ($10.7M) failed to deliver
Settlement: 20260428, Price: $89.96, FTD Value: $10,659,090.52, HSBC HOLD PLC ADS (REP 5 ORD)
Apr 24, 2026
short_interest
FTD: HSBC — 68,693 shares ($6.2M) failed to deliver
Settlement: 20260424, Price: $89.64, FTD Value: $6,157,640.52, HSBC HOLD PLC ADS (REP 5 ORD)
Apr 23, 2026
Enforcement
Olga Quijano and Jose L. De Vivo v. HSBC Bank USA , N.A.
Court ruling from District Court of Appeal of Florida. Docket: 4D2025-1652
Apr 1, 2026
short_interest
FTD: HSBC — 15,331 shares ($1.3M) failed to deliver
Settlement: 20260401, Price: $82.49, FTD Value: $1,264,654.19, HSBC HOLD PLC ADS (REP 5 ORD)
Mar 30, 2026
short_interest
FTD: HSBC — 83,307 shares ($6.6M) failed to deliver
Settlement: 20260330, Price: $79.19, FTD Value: $6,597,081.33, HSBC HOLD PLC ADS (REP 5 ORD)
Mar 27, 2026
short_interest
FTD: HSBC — 50,586 shares ($4.0M) failed to deliver
Settlement: 20260327, Price: $79.63, FTD Value: $4,028,163.18, HSBC HOLD PLC ADS (REP 5 ORD)
Mar 25, 2026
short_interest
FTD: HSBC — 17,853 shares ($1.4M) failed to deliver
Settlement: 20260325, Price: $79.27, FTD Value: $1,415,207.31, HSBC HOLD PLC ADS (REP 5 ORD)
Mar 23, 2026
short_interest
FTD: HSBC — 40,836 shares ($3.1M) failed to deliver
Settlement: 20260323, Price: $76.95, FTD Value: $3,142,330.2, HSBC HOLD PLC ADS (REP 5 ORD)
Mar 17, 2026
Enforcement
HSBC Bank USA, N.A. v. Nicholas
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket:
Mar 16, 2026
short_interest
FTD: HSBC — 344,306 shares ($26.9M) failed to deliver
Settlement: 20260316, Price: $78.19, FTD Value: $26,921,286.14, HSBC HOLD PLC ADS (REP 5 ORD)
Feb 18, 2026
short_interest
FTD: HSBC — 165,933 shares ($14.4M) failed to deliver
Settlement: 20260218, Price: $86.57, FTD Value: $14,364,819.81, HSBC HOLD PLC ADS (REP 5 ORD)