HSBC
HSBC Holdings plc NYSE Listed Jul 16, 1999$94.97
-0.27%
vs $95.23
Mkt Cap $333.3B
52w Low $58.43
99.3% of range
52w High $95.23
50d MA $91.26
200d MA $80.54
P/E (TTM)
15.7x
EV/EBITDA
-2.5x
P/B
1.8x
Debt/Equity
2.8x
ROE
—
P/FCF
35.5x
RSI (14)
52.70
ATR (14)
$1.56
Beta
0.56
50d MA
$91.26
200d MA
$80.54
Avg Volume
1.7M
HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit and debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, global asset management services, investment management, and private wealth solutions. This segment serves personal banking and high net worth individuals. The Commercial Banking segment provides credit and lending, treasury management, payment, cash management, commercial insurance, and investment services; commercial cards; international trade and receivables finance services; foreign exchange products; capital raising services on debt and equity markets; and advisory services. It serves small and medium sized enterprises, mid-market enterprises, and corporates. The Global Banking and Markets segment offers financing, advisory, and transaction services; and credit, rates, foreign exchange, equities, money markets, and securities services; and engages in principal investment activities. It serves government, corporate and institutional clients, and private investors. HSBC Holdings plc was founded in 1865 and is headquartered in London, the United Kingdom.
8 Canada Square · London, X0 E14 5HQ · GB
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2026 | BMO | 1.80 | 1.85 | +2.8% | 94.20 | -0.5% | +0.3% | +0.0% | -1.4% | -3.7% | -4.7% | — |
| Oct 28, 2025 | BMO | 1.65 | 1.80 | +9.1% | 70.04 | +0.3% | +0.6% | +0.0% | -0.2% | -0.4% | +0.6% | — |
| Jul 30, 2025 | BMO | 1.62 | 1.95 | +20.4% | 61.48 | -0.2% | -0.3% | +0.0% | +0.1% | +0.7% | +0.4% | — |
| Apr 29, 2025 | BMO | 1.60 | 1.95 | +21.9% | 57.47 | -3.6% | -2.4% | +0.0% | -1.7% | +2.5% | +0.3% | — |
| Feb 19, 2025 | BMO | 1.41 | 1.45 | +2.8% | 56.96 | -1.4% | -1.7% | +0.0% | +0.2% | -0.7% | +3.7% | — |
| Oct 29, 2024 | BMO | 1.50 | 1.70 | +13.3% | 46.44 | -0.3% | -0.5% | +0.0% | -0.2% | +0.1% | +1.0% | — |
| Jul 31, 2024 | BMO | 1.61 | 1.65 | +2.5% | 45.15 | -4.9% | -6.0% | +0.0% | -2.7% | -2.1% | +0.5% | — |
| Apr 30, 2024 | BMO | 1.61 | 1.70 | +5.6% | 43.58 | +0.5% | +0.2% | +0.0% | +2.0% | -0.1% | +0.7% | — |
| Feb 21, 2024 | BMO | 0.90 | 0.57 | -36.7% | 37.22 | +0.5% | +1.3% | +0.0% | +1.3% | -0.3% | +0.7% | — |
| Oct 30, 2023 | BMO | 1.52 | 1.45 | -4.6% | 36.02 | +1.0% | +0.9% | +0.0% | -0.2% | +2.1% | +1.1% | — |
| Aug 1, 2023 | BMO | 1.50 | 1.70 | +13.3% | 42.21 | -2.7% | -3.7% | +0.0% | +0.8% | -0.5% | +1.8% | — |
| May 1, 2023 | BMO | 1.75 | 2.60 | +48.6% | 35.83 | +5.3% | +3.5% | +0.0% | -0.0% | -0.1% | +3.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec 17 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $74.66 | $77.12 | +3.3% | +1.9% | +0.9% | +1.5% | +1.0% | +0.7% |
| Dec 10 | BofA Securities | Upgrade | Neutral → Buy | — | $70.79 | $72.86 | +2.9% | +4.6% | +1.6% | -0.3% | +0.4% | -0.8% |
| Oct 10 | Jefferies | Downgrade | Buy → Hold | — | $67.33 | $66.80 | -0.8% | -2.1% | +0.8% | +0.6% | -0.6% | -0.5% |
| Mar 4 | Barclays | Upgrade | Equal Weight → Overweight | — | $60.33 | $59.72 | -1.0% | +0.2% | +1.9% | -3.3% | -2.5% | -4.0% |
| Mar 27 | Barclays | Downgrade | Overweight → Equal Weight | — | $39.70 | $39.05 | -1.6% | -1.8% | +0.9% | -0.1% | +0.0% | +2.1% |
| Aug 4 | Goldman Sachs | Downgrade | Buy → Neutral | — | $32.85 | $32.76 | -0.3% | -0.4% | +0.3% | +0.4% | +1.5% | -0.5% |
| Aug 2 | Exane BNP Paribas | Downgrade | Outperform → Neutral | — | $33.44 | $32.85 | -1.8% | -3.0% | +1.2% | -0.4% | +0.3% | +0.4% |
| Oct 6 | UBS | Upgrade | Neutral → Buy | — | $26.88 | $27.65 | +2.9% | +3.1% | +1.7% | +1.0% | +1.2% | +0.8% |
| Mar 16 | Credit Suisse | Upgrade | Underperform → Neutral | — | $29.58 | $29.64 | +0.2% | -0.6% | +1.5% | +1.9% | -1.5% | -2.0% |
| Feb 9 | BofA Securities | Upgrade | Underperform → Neutral | — | $26.83 | $27.11 | +1.0% | +1.8% | +0.9% | -0.8% | +1.7% | +7.1% |
| Feb 9 | RBC Capital | Upgrade | Underperform → Sector Perform | — | $26.83 | $27.11 | +1.0% | +1.8% | +0.9% | -0.8% | +1.7% | +7.1% |
| Jul 23 | Credit Suisse | Downgrade | Neutral → Underperform | — | $23.56 | $23.46 | -0.4% | -0.9% | -0.5% | -2.5% | +0.4% | +3.6% |
| Mar 16 | Citigroup | Upgrade | Sell → Neutral | — | $29.90 | $26.93 | -9.9% | -5.9% | +5.5% | -3.7% | +1.7% | -0.9% |
| Feb 20 | CFRA | Upgrade | Hold → Buy | — | $36.23 | $35.98 | -0.7% | -0.2% | +0.8% | -2.6% | -1.9% | +2.4% |
| Feb 7 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $37.10 | $37.42 | +0.9% | +0.5% | +0.4% | +2.2% | +0.9% | -1.0% |
| Nov 18 | Jefferies | Upgrade | Hold → Buy | — | $37.01 | $37.24 | +0.6% | +0.6% | +0.5% | -0.9% | -0.7% | +1.0% |
| May 23 | Goldman Sachs | Upgrade | Neutral → Buy | — | $41.70 | $41.69 | -0.0% | +0.3% | +0.5% | -1.0% | +0.0% | -0.6% |
| Feb 25 | Macquarie | Downgrade | Neutral → Underperform | — | $40.71 | $40.66 | -0.1% | -0.3% | +0.4% | +0.9% | -0.7% | -0.5% |
| May 7 | CLSA | Maintains | Outperform → Buy | — | $48.98 | $48.82 | -0.3% | -0.4% | -0.3% | +1.9% | +0.8% | +0.5% |
| Dec 5 | Morgan Stanley | Upgrade | Underweight → Equal Weight | — | $39.69 | $39.77 | +0.2% | +0.4% | +4.4% | +3.2% | -1.0% | +0.2% |
| Nov 29 | Credit Suisse | Maintains | Neutral → Neutral | — | $39.13 | $39.22 | +0.2% | +0.5% | +0.6% | +0.0% | +0.4% | +0.4% |
| Nov 21 | Bernstein | Upgrade | Underperform → Market Perform | — | $39.02 | $39.42 | +1.0% | +1.2% | +0.7% | +0.5% | -0.2% | -1.8% |
| Sep 14 | UBS | Downgrade | Buy → Neutral | — | $36.96 | $37.11 | +0.4% | +0.4% | +2.0% | -1.8% | +1.5% | +0.2% |
| Aug 4 | BofA Securities | Upgrade | Neutral → Buy | — | $33.70 | $33.92 | +0.7% | +1.6% | +1.6% | +0.8% | +0.3% | -0.8% |
| Jun 27 | JP Morgan | Maintains | Neutral → Neutral | — | $30.68 | $29.27 | -4.6% | -4.2% | +2.6% | +1.7% | +2.1% | +0.1% |
| Jun 27 | Exane BNP Paribas | Upgrade | Underperform → Neutral | — | $30.68 | $29.27 | -4.6% | -4.2% | +2.6% | +1.7% | +2.1% | +0.1% |
| Apr 25 | CLSA | Downgrade | Outperform → Underperform | — | $33.66 | $33.30 | -1.1% | -0.8% | +2.9% | -0.8% | -0.9% | -1.4% |
| Mar 29 | Exane BNP Paribas | Downgrade | Neutral → Underperform | — | $31.29 | $30.94 | -1.1% | -0.1% | +0.7% | -1.2% | -0.6% | -0.4% |
| Mar 24 | BofA Securities | Downgrade | Neutral → Underperform | — | $31.60 | $31.13 | -1.5% | -1.2% | +0.3% | -0.1% | +0.7% | -1.2% |
| Feb 29 | Bernstein | Downgrade | Market Perform → Underperform | — | $32.18 | $31.92 | -0.8% | -1.3% | +1.6% | -0.8% | +0.4% | +0.4% |
| Feb 8 | Morgan Stanley | Downgrade | Equal Weight → Underweight | — | $33.33 | $32.11 | -3.7% | -4.4% | -0.8% | +0.7% | -3.6% | +3.9% |
| Jan 14 | Macquarie | Maintains | Neutral → Neutral | — | $35.97 | $36.03 | +0.2% | +1.3% | -4.9% | -0.0% | -3.2% | +0.0% |
| Sep 30 | UBS | Maintains | Neutral → Hold | — | $37.04 | $37.80 | +2.1% | +2.3% | +0.8% | +2.0% | +1.5% | -0.0% |
| Jun 30 | Goldman Sachs | Downgrade | Buy → Neutral | — | $45.17 | $45.46 | +0.6% | -0.8% | -0.3% | +1.1% | -2.0% | -1.2% |
| May 19 | Bernstein | Downgrade | Outperform → Market Perform | — | $48.45 | $47.70 | -1.5% | -1.2% | -0.1% | +0.3% | +0.3% | -1.5% |
| Apr 20 | Goldman Sachs | Maintains | Buy → Buy | — | $44.86 | $45.55 | +1.5% | +1.4% | +0.2% | +0.0% | +1.1% | +3.5% |
| Apr 14 | Investec | Downgrade | Hold → Sell | — | $45.27 | $45.50 | +0.5% | +0.8% | +0.5% | -1.0% | -1.3% | +1.4% |
| Mar 18 | Barclays | Downgrade | Overweight → Equal Weight | — | $42.25 | $42.29 | +0.1% | +2.0% | -1.2% | +2.3% | -0.8% | -0.4% |
| Mar 10 | Goldman Sachs | Upgrade | Neutral → Buy | — | $42.95 | $42.85 | -0.2% | -1.4% | -0.7% | -0.2% | -1.0% | +0.5% |
| Feb 24 | UBS | Downgrade | Buy → Neutral | — | $44.68 | $44.58 | -0.2% | +0.8% | -0.6% | +0.2% | -0.5% | +0.6% |
| Feb 24 | Canaccord Genuity | Downgrade | Buy → Hold | — | $44.68 | $44.58 | -0.2% | +0.8% | -0.6% | +0.2% | -0.5% | +0.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | Palomaki Daniel ScottOff | Global Financial Controller | Sell | 23,123 | $18.11 | $419K | 4,973 | -0.64% | +1.98% |
No recent filings available.
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 14,967,766 | $1.2B | Added | Dec 2025 |
| 2 | Fmr Llc | 3,776,696 | $312M | Added | Mar 2026 |
| 3 | Northern Trust Corp | 3,047,482 | $251M | Added | Mar 2026 |
| 4 | Sanders Capital, Llc | 2,807,030 | $232M | Reduced | Mar 2026 |
| 5 | Bank Of America Corp /de/ | 2,385,883 | $197M | Added | Mar 2026 |
| 6 | Clearbridge Investments, Llc | 1,539,807 | $127M | Added | Mar 2026 |
| 7 | Royal Bank Of Canada | 1,304,192 | $108M | Added | Mar 2026 |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | 715,725 | $56M | Added | Dec 2025 |
| 9 | Ubs Group Ag | 608,194 | $50M | Added | Mar 2026 |
| 10 | Cookson Peirce & Co Inc | 593,877 | $49M | Reduced | Mar 2026 |
| 11 | Raymond James Financial Inc | 551,177 | $45M | Reduced | Mar 2026 |
| 12 | Quantinno Capital Management Lp | 525,775 | $43M | Added | Mar 2026 |
| 13 | Renaissance Technologies Llc | 524,122 | $43M | Added | Mar 2026 |
| 14 | First Trust Advisors Lp | 500,505 | $41M | Added | Mar 2026 |
| 15 | Contrarian Capital Management, L.l.c. | 481,063 | $40M | Reduced | Mar 2026 |
| 16 | Wells Fargo & Company/mn | 464,649 | $38M | New | Mar 2026 |
| 17 | Jpmorgan Chase & Co | 481,751 | $38M | Added | Mar 2026 |
| 18 | Natixis Advisors, Llc | 406,801 | $34M | — | Mar 2026 |
| 19 | Marshall Wace, Llp | 338,412 | $28M | Added | Mar 2026 |
| 20 | Bank Of Montreal /can/ | 336,940 | $28M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$333.29B
Enterprise Value
-$73.04B
P/E (TTM)
15.70x
Forward P/E
11.47x
PEG Ratio
-3.84x
P/B
1.79x
P/S
2.25x
P/FCF
35.50x
EV/EBITDA
-2.52x
Shares Out
3.51B
Financials (TTM)
Revenue
$147.86B
Net Income
$22.34B
EBITDA
$29.03B
Free Cash Flow
$9.39B
Op Cash Flow
$29.77B
EPS Basic
$6.05
EPS Diluted
$6.05
EPS Forward
$8.28
Gross Margin
54.6%
Op Margin
20.3%
Net Margin
15.1%
Balance Sheet
Total Assets
$3.23T
Total Liab.
$3.05T
Total Equity
$184.95B
Cash
$653.08B
LT Debt
$246.75B
Book Value/Sh
$53.06
Debt/Equity
2.79x
Current Ratio
2.62
Quick Ratio
2.62
Returns & Growth
ROE
—
ROA
—
ROIC
0.7%
Rev Growth YoY
+3.2%
EPS Growth YoY
-3.2%
Price Returns
2W
+3.3%
1M
+2.0%
3M
+0.6%
6M
+31.7%
12M
+58.1%
Technicals
52W High
$95.23
52W Low
$58.43
50d MA
$91.26
200d MA
$80.54
RSI (14)
52.70
ATR (14)
$1.56
Beta
0.56
Avg Volume
1.7M
Dividends
Div Rate
$3.88
Div Yield
4.2%
Frequency
4
Ex-Div Date
Mar 13, 2026
Analyst Price Targets
Consensus
$52.00
High
$52.00
Low
$52.00
Median
$52.00
Data updated apr 26, 2026 10:53am
· Source: financialmodelingprep.com