OTC· Savings Institution, Federally Chartered· CIK 0001089113

HSBC

HSBC HOLDINGS PLC
$96.14 ▲ +0.33%
Prev close $95.82
Market cap$341.0B
12-mo target$106.08 (+10.3%)
24 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on HSBC right now — valuation, ownership and activity at a glance.
Market Cap
$341.0B
Cap Size
Mega Cap
Inst. Holders
50 funds
Inst. Value
$7.2B
Inst. Activity
24 buys / 18 sells
Insider Activity
$205.49 buy / $418.7K sell
Insider Net $
-$418.5K
Social Sentiment
48° Neutral
SEC Reports
20
Price chart 30d -9.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 SEC
HSBC filed two 6-Ks on 16 September 2026. The first is a routine report of financial information, and the second is a pr
6-K — Impact 3/10
Sep 16, 2026 short_volume
Short Volume: HSBC — 55.4% short (0.4M / 0.6M)
Short: 353,294 | Exempt: 12 | TRF Vol: 637,776 | Short Ratio: 55.4% | Off-exchange volume (dark pool
Sep 15, 2026 SEC
HSBC disclosed a routine daily share buyback transaction on September 15, 2026, purchasing 4,256,883 ordinary shares acr
6-K — Impact 2/10
Sep 14, 2026 SEC
No summary provided
6-K — Impact 2/10
Aug 21, 2026 Insider
Palomaki Daniel Scott was granted 76 shares
Global Financial Controller
Jun 30, 2026 Inst.
Clearbridge Investments, LLC — TRIM
1,057,593 shares ($100.6M)
Jun 30, 2026 Inst.
Tredje AP-fonden — DOUBLED
441,900 shares ($42.0M)
Jun 30, 2026 Event
Rubino v. HSBC Bank USA, N.A.
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No
Analyst ratings buy % -15.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
DateFirmActionRatingFirm rating
Dec 17, 2025Keefe, Bruyette & WoodsUPGRADEOutperform 58%
Dec 10, 2025B of A SecuritiesUPGRADEBuy 54%
Oct 10, 2025JefferiesDOWNGRADEHold 53%
Mar 4, 2025BarclaysUPGRADEOverweight 54%
Mar 27, 2024BarclaysDOWNGRADEEqual-Weight 54%
Aug 4, 2022Goldman SachsDOWNGRADENeutral 54%
Aug 2, 2022Exane BNP ParibasDOWNGRADENeutral 52%
Oct 6, 2021UBSUPGRADEBuy 55%
Mar 16, 2021Credit SuisseUPGRADENeutral—
Feb 9, 2021RBC CapitalUPGRADESector Perform 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20262893045%
Aug 1, 20263891052%
Jul 1, 20263882052%
Jun 1, 20263882052%
May 1, 20263982055%
Apr 1, 20263982055%
Mar 1, 20263882052%
Feb 1, 202637101048%
Price targets
Where 3 covering analysts think HSBC trades over the next 12 months.
$106.08 +10.3% upside Buy
Current$96.14 Low$101.00 Median$102.00 High$115.24 3 analysts
$101.00$115.24
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -26.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
48°
Neutral
BearishNeutralBullish
28 mentions 5 bullish 6 bearish 17 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 20 neutral · avg impact 2.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 16, 2026
short_volume
Short Volume: HSBC — 55.4% short (0.4M / 0.6M)
Short: 353,294 | Exempt: 12 | TRF Vol: 637,776 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Aug 25, 2026
ftd
FTD: HSBC — 20,282 shares ($2.1M) failed to deliver
Settlement: 20260825, Price: $104.09, FTD Value: $2,111,153.38, HSBC HOLD PLC ADS (REP 5 ORD)
Aug 21, 2026
ftd
FTD: HSBC — 56,370 shares ($5.8M) failed to deliver
Settlement: 20260821, Price: $102.33, FTD Value: $5,768,342.1, HSBC HOLD PLC ADS (REP 5 ORD)
Aug 20, 2026
ftd
FTD: HSBC — 20,532 shares ($2.1M) failed to deliver
Settlement: 20260820, Price: $102.30, FTD Value: $2,100,423.6, HSBC HOLD PLC ADS (REP 5 ORD)
Aug 7, 2026
short_volume
Short Volume: HSBC — 69.7% short (0.4M / 0.6M)
Short: 434,207 | Exempt: 542 | TRF Vol: 623,207 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.27$2.27–$2.27—+3.0%1↑ 0↓$19.2B1
Next Q$2.05$2.05–$2.0510.7%-2.5%0↑ 1↓$18.4B1
Current FY$8.60$8.40–$8.7913.9%-3.0%0↑ 1↓$75.8B2
Next FY$9.47$9.14–$9.8010.2%-4.2%0↑ 1↓$80.0B2
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.269—
7d ago$2.186+0.083
30d ago$2.203+0.066
60d ago$2.203+0.066
90d ago$2.198+0.071
Institutional ownership
Which big funds own HSBC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.2B total value (75,241,111 shares) as of 2026-Q2. Top holders: Fisher, DIMENSIONAL, MORGAN. Net buying activity: 24 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
Fisher Asset Management, LLC18,572,508$1.8B24.6%—
DIMENSIONAL FUND ADVISORS LP9,812,755$933.1M13.0%—
MORGAN STANLEY8,077,493$768.1M10.7%—
GOLDMAN SACHS GROUP INC5,658,007$538.0M7.5%—
FMR LLC4,336,546$412.4M5.7%—
NORTHERN TRUST CORP3,012,114$286.4M4.0%—
Sanders Capital, LLC2,632,430$250.3M3.5%—
BlackRock, Inc.2,480,130$235.8M3.3%—
BANK OF AMERICA CORP /DE/2,399,615$228.2M3.2%—
AMERICAN CENTURY COMPANIES INC1,665,928$158.4M2.2%—
Recent position changes
FundActionPrevCurrentChangeValue
Clearbridge Investments, LLCTRIM1,539,8071,057,593-31.3%$100.6M
Tredje AP-fondenDOUBLED133,889441,900+230.0%$42.0M
1832 Asset Management L.P.ADD291,683433,579+48.6%$41.2M
Connor, Clark & Lunn Investment Management Ltd.TRIM936,567392,331-58.1%$37.3M
Qube Research & Technologies LtdADD201,660342,206+69.7%$32.5M
MILLENNIUM MANAGEMENT LLCTRIM310,370161,690-47.9%$15.4M
Nuveen, LLCNEW—145,568—$13.8M
NOMURA HOLDINGS INCNEW—140,648—$13.4M
CITIGROUP INCTRIM415,108135,190-67.4%$12.9M
BNP PARIBAS FINANCIAL MARKETSTRIM305,338133,031-56.4%$12.6M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 5 transactions. Net -$418.5K — $205.49 bought, $418.7K sold.
DateInsiderTitleTypeSharesPriceValue
Aug 21, 2026Palomaki Daniel ScottGlobal Financial ControllerAWARD76——
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——
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HSBC.
Shares short
5,423,759
Settlement Sep 15, 2026
Change vs prior
+4.4%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈0.2%
Estimate — not % of float
All HSBC filing & press-release reports (70)