HSBC Holdings plc $HSBC Shares Sold by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. lowered its stake in shares of HSBC Holdings plc (NYSE:HSBC) by 3.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 623,969 shares of the financial services provider’s stock after selling 22,755 shares during the quarter. HSBC comprises about 1.8% of Cookson Peirce & Co. Inc.’s holdings, making the stock its 13th largest position. Cookson Peirce & Co. Inc.’s holdings in HSBC were worth $44,289,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of HSBC. Sivia Capital Partners LLC raised its holdings in HSBC by 19.0% during the second quarter. Sivia Capital Partners LLC now owns 11,896 shares of the financial services provider’s stock worth $723,000 after purchasing an additional 1,899 shares in the last quarter. Ignite Planners LLC grew its holdings in HSBC by 1.5% in the second quarter. Ignite Planners LLC now owns 17,122 shares of the financial services provider’s stock valued at $1,076,000 after purchasing an additional 253 shares during the last quarter. Concurrent Investment Advisors LLC purchased a new position in HSBC during the 2nd quarter valued at about $290,000. Allspring Global Investments Holdings LLC raised its position in shares of HSBC by 1.5% during the 2nd quarter. Allspring Global Investments Holdings LLC now owns 22,338 shares of the financial services provider’s stock worth $1,353,000 after purchasing an additional 320 shares during the last quarter. Finally, MGO One Seven LLC lifted its position in shares of HSBC by 5.9% in the second quarter. MGO One Seven LLC now owns 28,668 shares of the financial services provider’s stock valued at $1,743,000 after acquiring an additional 1,604 shares in the last quarter. 1.48% of the stock is owned by institutional investors and hedge funds.

Key HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: UK Treasury selects HSBC’s Orion blockchain platform to run a pilot issuance of tokenised government bonds — a marquee win that highlights HSBC’s leadership in tokenisation and could drive fee income and platform adoption if the programme scales. Read More. Read More.
• Positive Sentiment: HSBC plans to fully redeem US$1bn of contingent convertible (CoCo) securities in March — a capital‑management move that cuts perpetual coupon expense and can simplify the capital structure, which investors often view as credit‑positive. Read More.
• Positive Sentiment: HSBC’s tokenisation capability continues to get traction with institutional partners (coverage on how HSBC and asset managers use BaaS for near‑real‑time settlement), reinforcing recurring revenue potential from digital asset services. Read More.
• Neutral Sentiment: Management and governance updates in Asia — HSBC Singapore elevated Group COO Suzy White to the board and appointed a new director; incremental for regional execution but not materially value‑moving on its own. Read More.
• Neutral Sentiment: Canara HSBC Life Insurance redesignated an executive to deputy CEO and CDO‑bancassurance — group‑level affiliate news with limited direct impact on HSBC Holdings’ stock. Read More.
• Neutral Sentiment: HSBC research commentary noted China’s large trade surplus is supporting risk assets but warned a stronger yuan could reverse the trend — useful market color but not company‑specific news. Read More.
• Neutral Sentiment: Preview and analyst coverage items (earnings projections, head‑to‑head comparisons) are circulating ahead of results; these routine reports can influence short‑term sentiment but contain no new operational surprises. Read More.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on HSBC. Keefe, Bruyette & Woods upgraded shares of HSBC from a “hold” rating to a “moderate buy” rating in a research report on Wednesday, December 17th. Bank of America upgraded shares of HSBC from a “neutral” rating to a “buy” rating in a research note on Wednesday, December 10th. Zacks Research upgraded HSBC from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 3rd. Citigroup reiterated a “buy” rating on shares of HSBC in a report on Friday, January 9th. Finally, Erste Group Bank upgraded HSBC from a “hold” rating to a “buy” rating in a research note on Thursday, November 20th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $63.00.

HSBC Stock Down 2.9%

NYSE:HSBC opened at $86.83 on Friday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.92 and a current ratio of 0.92. The company has a market capitalization of $298.26 billion, a price-to-earnings ratio of 18.28, a price-to-earnings-growth ratio of 0.96 and a beta of 0.52. HSBC Holdings plc has a one year low of $45.66 and a one year high of $90.81. The stock has a 50-day simple moving average of $81.57 and a 200 day simple moving average of $72.59.

HSBC Profile

HSBC Holdings plc (NYSE: HSBC) is a multinational banking and financial services organization headquartered in London. It traces its origins to the Hongkong and Shanghai Banking Corporation, founded in 1865 to facilitate trade between Europe and Asia, and has since grown into one of the world’s largest banking groups. The company is publicly listed in multiple markets, including the London Stock Exchange, the Hong Kong Stock Exchange and as an American depositary receipt on the New York Stock Exchange.

HSBC operates a universal banking model, serving retail, commercial, corporate and institutional clients.