Advisors Preferred LLC Has $377,000 Stock Holdings in HSBC Holdings plc $HSBC

Key Points

• Advisors Preferred LLC cut its stake in HSBC by 75.6% in Q4, leaving it with 4,686 shares valued at about $377,000 after selling 14,545 shares.
• HSBC hiked its quarterly dividend to $2.25 (from $0.50), an annualized $9.00 that implies a 9.8% yield and a dividend payout ratio of 148.43%.
• Shares trade near $92.05 with a market cap of $316.35 billion and a P/E of 15.21; analysts' consensus is a Moderate Buy even though the average target price of $63.00 is below the current level.

Advisors Preferred LLC lessened its position in HSBC Holdings plc (NYSE:HSBC - Free Report) by 75.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,686 shares of the financial services provider's stock after selling 14,545 shares during the period. Advisors Preferred LLC's holdings in HSBC were worth $377,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Cornerstone Planning Group LLC raised its holdings in shares of HSBC by 30.7% in the fourth quarter. Cornerstone Planning Group LLC now owns 498 shares of the financial services provider's stock valued at $43,000 after buying an additional 117 shares during the last quarter. Lester Murray Antman dba SimplyRich raised its holdings in shares of HSBC by 1.0% in the fourth quarter. Lester Murray Antman dba SimplyRich now owns 12,445 shares of the financial services provider's stock valued at $979,000 after buying an additional 123 shares during the last quarter. Checchi Capital Advisers LLC raised its holdings in shares of HSBC by 0.5% in the fourth quarter. Checchi Capital Advisers LLC now owns 26,554 shares of the financial services provider's stock valued at $2,089,000 after buying an additional 144 shares during the last quarter. Net Worth Advisory Group raised its holdings in shares of HSBC by 2.3% in the fourth quarter. Net Worth Advisory Group now owns 6,466 shares of the financial services provider's stock valued at $509,000 after buying an additional 146 shares during the last quarter. Finally, Bridgewater Advisors Inc. raised its holdings in shares of HSBC by 1.9% in the third quarter. Bridgewater Advisors Inc. now owns 8,186 shares of the financial services provider's stock valued at $589,000 after buying an additional 153 shares during the last quarter. Institutional investors and hedge funds own 1.48% of the company's stock.

HSBC Stock Performance

Shares of NYSE:HSBC opened at $92.05 on Monday. The stock has a market capitalization of $316.35 billion, a P/E ratio of 15.21, a P/E/G ratio of 0.89 and a beta of 0.56. HSBC Holdings plc has a 1-year low of $56.21 and a 1-year high of $94.79. The company has a current ratio of 0.87, a quick ratio of 0.87 and a debt-to-equity ratio of 0.62. The business has a 50-day moving average price of $86.35 and a two-hundred day moving average price of $80.34.

HSBC (NYSE:HSBC - Get Free Report) last announced its quarterly earnings data on Saturday, February 14th. The financial services provider reported $1.35 earnings per share for the quarter. The firm had revenue of $17.70 billion during the quarter. HSBC had a return on equity of 13.10% and a net margin of 16.07%. Equities analysts predict that HSBC Holdings plc will post 8.48 earnings per share for the current year.

HSBC Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Friday, March 13th were paid a $2.25 dividend. This is a boost from HSBC's previous quarterly dividend of $0.50. The ex-dividend date of this dividend was Friday, March 13th. This represents a $9.00 dividend on an annualized basis and a dividend yield of 9.8%. HSBC's dividend payout ratio (DPR) is currently 148.43%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on HSBC. Morgan Stanley began coverage on HSBC in a report on Wednesday, January 14th. They issued an "equal weight" rating for the company. Zacks Research raised HSBC from a "hold" rating to a "strong-buy" rating in a report on Monday, April 6th. Citigroup reaffirmed a "buy" rating on shares of HSBC in a report on Friday, January 9th. BNP Paribas Exane cut HSBC from an "outperform" rating to a "neutral" rating in a report on Tuesday, April 14th. Finally, The Goldman Sachs Group assumed coverage on HSBC in a report on Thursday, March 26th. They set a "buy" rating for the company. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $63.00.

Key Stories Impacting HSBC

Here are the key news stories impacting HSBC this week:

• Positive Sentiment: HSBC and partner Haiqu (with IBM technology) say they’ve unlocked a scalable quantum-enhanced approach to risk modelling — a potential long-term competitive edge for risk calculation and capital efficiency if it scales. How HSBC and Haiqu Unlock Scalable Quantum Risk Models
• Positive Sentiment: HSBC appointed David Rice as Chief AI Officer — adds senior leadership to accelerate AI strategy and deployment across banking operations, which could boost efficiency and product development over time. People Moves: David Rice, Chief AI Officer for HSBC
• Positive Sentiment: Senior executives reinvested dividends into additional HSBC shares — insider reinvestment is a tangible signal of management confidence and can support sentiment. HSBC Executives Reinvest Dividend into Additional Shares
• Neutral Sentiment: HSBC (as an institutional holder) opened new positions in IXC and MASI in its 13F filings — shows active portfolio management by HSBC’s asset arm but has limited direct impact on the bank’s share price. Fund Update: New $269.9M $IXC stock position opened by HSBC HOLDINGS PLC
• Neutral Sentiment: HSBC disclosed issuance of a small number of new shares under its employee share plan and updated its share capital figures — routine disclosure with negligible dilution at current scale. HSBC Issues New Shares Under Employee Share Plan, Updates Block Listing Balances
• Negative Sentiment: Erste Group reduced its FY2026 EPS estimate for HSBC (small cut vs. consensus) — analyst downgrades can pressure sentiment if followed by others. Erste Group cuts FY2026 EPS estimate for HSBC
• Negative Sentiment: Hong Kong regulators flagged fake stablecoins falsely labeled as linked to HSBC — a reputational/regulatory alert that’s unlikely to hit core earnings but could create short-term noise in Asian markets. Fake ‘HSBC’ Stablecoins Launch—Hong Kong Warning

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.

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