FY2026 Earnings Forecast for HSBC Issued By Erste Group Bank

HSBC Holdings plc (NYSE:HSBC) – Equities research analysts at Erste Group Bank upped their FY2026 earnings estimates for shares of HSBC in a report issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now forecasts that the financial services provider will post earnings of $8.40 per share for the year, up from their previous estimate of $8.30. The consensus estimate for HSBC’s current full-year earnings is $6.66 per share.

HSBC (NYSE:HSBC) last posted its quarterly earnings results on Saturday, February 14th. The financial services provider reported $1.35 EPS for the quarter. The business had revenue of $17.70 billion during the quarter. HSBC had a net margin of 16.07% and a return on equity of 13.10%.

HSBC has been the topic of several other reports. Keefe, Bruyette & Woods upgraded shares of HSBC from a “hold” rating to a “moderate buy” rating in a research report on Wednesday, December 17th. The Goldman Sachs Group initiated coverage on shares of HSBC in a research report on Thursday, March 26th. They issued a “buy” rating on the stock. Zacks Research upgraded shares of HSBC from a “hold” rating to a “strong-buy” rating in a research report on Monday. Weiss Ratings upgraded shares of HSBC from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 16th. Finally, Morgan Stanley initiated coverage on shares of HSBC in a research report on Wednesday, January 14th. They issued an “equal weight” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $63.00.

HSBC Trading Up 6.0%

Shares of NYSE:HSBC opened at $90.29 on Thursday. The company has a market cap of $310.14 billion, a PE ratio of 14.92, a P/E/G ratio of 0.88 and a beta of 0.55. The company’s 50-day moving average price is $85.54 and its 200 day moving average price is $77.93. HSBC has a fifty-two week low of $45.66 and a fifty-two week high of $94.79. The company has a quick ratio of 0.87, a current ratio of 0.87 and a debt-to-equity ratio of 0.62.

Institutional Trading of HSBC

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Transamerica Financial Advisors LLC raised its position in shares of HSBC by 287.1% during the 4th quarter. Transamerica Financial Advisors LLC now owns 329 shares of the financial services provider’s stock worth $26,000 after buying an additional 244 shares in the last quarter. Mather Group LLC. bought a new stake in shares of HSBC during the 3rd quarter worth about $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of HSBC during the 3rd quarter worth about $26,000. Binnacle Investments Inc raised its position in shares of HSBC by 80.5% during the 3rd quarter. Binnacle Investments Inc now owns 444 shares of the financial services provider’s stock worth $32,000 after buying an additional 198 shares in the last quarter. Finally, Retirement Wealth Solutions LLC bought a new stake in shares of HSBC during the 3rd quarter worth about $32,000. 1.48% of the stock is currently owned by institutional investors.

HSBC Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, March 13th will be given a dividend of $2.25 per share. This is a positive change from HSBC’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, March 13th. This represents a $9.00 dividend on an annualized basis and a dividend yield of 10.0%. HSBC’s payout ratio is presently 148.43%.

Key HSBC News

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: Zacks upgraded HSBC from “Hold” to “Strong Buy,” boosting investor sentiment and likely contributing to buying interest. Zacks.com
• Positive Sentiment: Erste Group raised its FY2027 EPS forecast for HSBC (from $8.95 to $9.05), signaling stronger earnings expectations relative to prior guidance and supporting the stock. Erste estimate note
• Positive Sentiment: HSBC has refined its Australia exit plan to prioritize the sale of a roughly $26 billion loan portfolio — a move that could unlock capital, reduce regional complexity and speed redeployment into higher‑growth markets. That strategic clarity is likely viewed favorably by investors. HSBC Refines Australia Exit Strategy With Focus on Loan Portfolio Sale
• Neutral Sentiment: HSBC Continental Europe is acting as a stabilisation manager for a Hochtief bond offering — a routine capital markets role that highlights fee‑earning activity but is unlikely to move the stock materially on its own. HSBC Continental Europe: Pre Stabilisation Notice
• Neutral Sentiment: Canara HSBC Life Insurance activity (new market‑linked savings product launch and a ₹250 crore NCD issuance advisory) underscores ongoing JV business momentum in India but has limited immediate impact on HSBC’s listed shares. Canara HSBC Life Insurance Launches Promise4Wealth
• Neutral Sentiment: HSBC’s new hub in Qormi earned LEED Gold certification — positive for ESG credentials but unlikely to be a near‑term stock driver. HSBC Hub in Qormi awarded LEED Gold certification
• Negative Sentiment: Sector caution: Evercore ISI commentary and HSBC warnings about repricing across bank stocks point to broader banking‑sector valuation risk that could cap upside or create short-term volatility for HSBC shares. Evercore ISI Lowers USB Target; HSBC Flags Repricing Across Bank Stocks

About HSBC

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.