Themes Management Co LLC Buys New Stake in HSBC Holdings plc $HSBC

Themes Management Co LLC purchased a new position in shares of HSBC Holdings plc (NYSE:HSBC) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,195 shares of the financial services provider’s stock, valued at approximately $959,000.

A number of other institutional investors have also modified their holdings of HSBC. Measured Wealth Private Client Group LLC purchased a new stake in shares of HSBC in the 3rd quarter valued at $26,000. Binnacle Investments Inc boosted its holdings in HSBC by 80.5% during the 3rd quarter. Binnacle Investments Inc now owns 444 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 198 shares during the period. Cornerstone Planning Group LLC grew its position in HSBC by 30.7% in the 4th quarter. Cornerstone Planning Group LLC now owns 498 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 117 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC purchased a new stake in HSBC during the fourth quarter worth about $43,000. Finally, Bartlett & CO. Wealth Management LLC increased its stake in HSBC by 126.4% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 575 shares of the financial services provider’s stock worth $45,000 after purchasing an additional 321 shares during the period. 1.48% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC reported stronger operating momentum in Australia, where profit nearly doubled, suggesting solid regional execution and improved profitability. HSBC Australia nearly doubles profit
• Positive Sentiment: HSBC expanded its green-finance push by launching a $4 billion clean-energy credit facility and highlighting the Philippines as a hub for the initiative, reinforcing growth in sustainable lending. HSBC launches 4 billion clean energy credit facility
• Positive Sentiment: Management’s investor-day remarks likely helped reinforce confidence in strategy, capital allocation, and longer-term profitability. HSBC Holdings plc (HSBC) Analyst/Investor Day Prepared Remarks Transcript
• Neutral Sentiment: HSBC CEO urged employees not to resist AI adoption, signaling continued cost and productivity modernization, but with no immediate financial impact disclosed. HSBC CEO Urges Staff Not to Resist AI as Banking Roles Evolve
• Neutral Sentiment: HSBC’s market commentary on emerging markets and quick-commerce stocks reflects its broader research influence, but it is not a direct earnings driver for HSBC shares. 9 Most Undervalued Foreign Stocks to Buy Now
• Neutral Sentiment: Additional headlines about fund products, a new premier center in Malaysia, and a leadership change at Hang Seng Bank mainly support HSBC’s regional franchise story, but are unlikely to move the stock on their own. HSBC Bank opens third Premier Centre in Subang Jaya
• Negative Sentiment: HSBC’s macro view that central banks may need to keep raising rates amid supply shocks could weigh on investor sentiment if it signals a tougher operating environment or slower global growth. HSBC forecasts central banks to raise rates amid supply shocks from US-Iran conflict

HSBC Trading Down 0.1%

NYSE HSBC opened at $91.94 on Tuesday. HSBC Holdings plc has a 52 week low of $58.14 and a 52 week high of $94.79. The firm has a 50 day moving average of $87.11 and a two-hundred day moving average of $82.71. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.52. The stock has a market capitalization of $315.96 billion, a PE ratio of 15.07, a price-to-earnings-growth ratio of 0.92 and a beta of 0.56.

HSBC (NYSE:HSBC) last announced its quarterly earnings data on Tuesday, March 31st. The financial services provider reported $0.44 earnings per share for the quarter. The business had revenue of $19.13 billion for the quarter. HSBC had a net margin of 16.06% and a return on equity of 13.35%. As a group, research analysts expect that HSBC Holdings plc will post 8.54 EPS for the current fiscal year.

HSBC Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Friday, May 15th will be paid a $0.50 dividend. The ex-dividend date is Friday, May 15th. This represents a $2.00 dividend on an annualized basis and a yield of 2.2%. HSBC’s dividend payout ratio (DPR) is currently 32.46%.

Wall Street Analysts Forecast Growth

HSBC has been the subject of several recent research reports. The Goldman Sachs Group started coverage on shares of HSBC in a research note on Thursday, March 26th. They issued a “buy” rating for the company. BNP Paribas Exane lowered shares of HSBC from an “outperform” rating to a “neutral” rating in a report on Tuesday, April 14th. Royal Bank Of Canada restated a “sector perform” rating on shares of HSBC in a research note on Thursday, May 14th. Weiss Ratings lowered HSBC from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Finally, Zacks Research lowered HSBC from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. Five equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $63.00.

Insider Transactions at HSBC

In other news, insider Daniel Scott Palomaki sold 23,123 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $18.11, for a total transaction of $418,757.53. Following the completion of the transaction, the insider directly owned 4,973 shares of the company’s stock, valued at approximately $90,061.03. This represents a 82.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.01% of the stock is owned by company insiders.

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.