HSBC

HSBC HOLDINGS PLC

OTC · Savings Institution, Federally Chartered · CIK 0001089113
$89.34 -2.39% $314.4B
Vol
Market Cap$314.4B
Cap SizeMega Cap
Inst. Holders6 funds
Inst. Value$1.1B
Inst. Activity0 buys / 1 sells
Insider Activity1B / 1S
Insider Net $-$418.5K
Reddit Sentiment43° Neutral
SEC Reports8
Exchange OTC·Sector Savings Institution, Federally Chartered·CIK 0001089113·Prev Close $91.53

Recent Activity

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 poo
May 22, 2026 Insider
Palomaki Daniel Scott sold 88 shares
Global Financial Controller @ $0.00 ($0.00)
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 $89.34 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
MORGAN STANLEY$588.8M
FMR LLC$247.2M
BANK OF AMERICA CORP$177.9M
CHARLES SCHWAB INVESTMENT MANAGEMENT$38.2MNEW
WELLS FARGO & COMPANY/MN$37.0MADD

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
16 mentions 1 bullish 4 bearish
6 institutional holders with $1.1B total value (13,950,194 shares) as of 2025-Q4. Top holders: MORGAN, FMR, BANK. Net selling activity: 1 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY7,483,883$588.8M53.6%
2FMR LLC3,142,028$247.2M22.5%
3BANK OF AMERICA CORP /DE/2,261,682$177.9M16.2%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC485,468$38.2M3.5%NEW
5WELLS FARGO & COMPANY/MN470,511$37.0M3.4%ADD +40.0%
6RENAISSANCE TECHNOLOGIES LLC106,622$8.4M0.8%NEAR_EXIT -78.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT490,922106,622-78.3%$8.4M2025-Q4
UBS Group AGTRIM1,393,207576,614-58.6%$40.9M2025-Q3
WELLS FARGO & COMPANY/MNADD279,437391,129+40.0%$27.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD394,622651,222+65.0%$39.6M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT10,1000-100.0%$0.002025-Q2
UBS Group AGADD1,153,0301,450,001+25.8%$83.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED116,015394,622+240.1%$22.7M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT1,540,859331,316-78.5%$19.0M2025-Q1
UBS Group AGDOUBLED447,1901,153,030+157.8%$57.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM272,665116,015-57.5%$5.7M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW215,748$9.7M2024-Q3
2 unique insiders with 2 transactions. Net insider value: -$418.5K ($205.49 bought, $418.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026Palomaki Daniel ScottGlobal Financial ControllerA88$0.00$0.00
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 ControllerA792$0.00$0.00

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$89.34
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% 1↑ 0↓ $19.2B 7.1% 1
Current FY
2026-12-31
$8.52 $8.24 $8.80 12.8% +0.3% $74.8B 5.4% 2
Next FY
2027-12-31
$9.46 $9.03 $9.89 11.0% +1.1% 1↑ 1↓ $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
16 mentions 1 bullish 4 bearish 15 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
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 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)
Feb 17, 2026
short_interest
FTD: HSBC — 395,945 shares ($33.7M) failed to deliver
Settlement: 20260217, Price: $85.15, FTD Value: $33,714,716.75, HSBC HOLD PLC ADS (REP 5 ORD)