COMPANY DATA
HSBC Holdings plc functions as a prominent global entity, delivering a full spectrum of banking and financial services around the world. Its operations are structured into three key divisions: Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The Wealth and Personal Banking unit is…
PRICE HISTORY
1D
-0.4 %
1W
+1.7 %
1M
+0 %
6M
+10.4 %
YTD
+32.2 %
1Y
+58.8 %
2Y
+138 %
5Y
+283 %
10Y
+189.9 %
EARNINGS
Next earnings date
27/10/2026 (in 62 days)
Volatility around earnings
~25% stronger price swings than usual
SCORES
Valued significantly more expensively than its own historical average.
Clear uptrend.
Solid balance sheet quality and profitability.
Very irregular or barely covered dividend.
Strong expected growth at a fair price.
Insiders are selling significantly more shares than they buy.
Roughly meets expectations.
Balanced picture in analyst ratings.
Not enough data yet for an assessment.
Persistently high short volume ratio, partly with a Reg SHO threshold listing.
Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 26/08/2026.
ASK THE AGENTS ABOUT HSBC
ANALYST ASSESSMENT
PRICE TARGET LOW
US$52.00
CONSENSUS
US$52.00
MEDIAN
US$52.00
PRICE TARGET HIGH
US$52.00
0
STRONG BUY
8
BUY
11
HOLD
2
SELL
0
STRONG SELL
21
TOTAL · Hold
| DATE | ANALYST FIRM | RATING | ACTION |
|---|---|---|---|
| 14/04/2026 | Exane BNP Paribas | Outperform → Neutral | downgrade |
| 17/12/2025 | Keefe, Bruyette & Woods | Market Perform → Outperform | upgrade |
| 10/12/2025 | B of A Securities | Neutral → Buy | upgrade |
| 20/11/2025 | Erste Group | Hold → Buy | upgrade |
| 10/10/2025 | Jefferies | Buy → Hold | downgrade |
| 05/09/2025 | Exane BNP Paribas | Underperform → Outperform | upgrade |
| 03/06/2025 | B of A Securities | Buy → Neutral | downgrade |
| 04/03/2025 | Barclays | Equal Weight → Overweight | upgrade |
METRICS
P/E
14.7
P/B
1.81
EV/EBITDA
7.27
RETURN ON EQUITY
4 %
NET MARGIN
23.2 %
DEBT/EQUITY
0.68
DIVIDEND YIELD
3.6 %
AS OF
30/06/2026
FREE FLOAT & LIQUIDITY
FREE FLOAT
100 %
FLOAT SHARES
3,436,706,253
AVG. DAILY VOLUME (30D)
1,231,038
INSIDER TRANSACTIONS (SEC)
| DATE | INSIDER | ROLE | TRANSACTION | SHARES | PRICE | PLAN TYPE |
|---|---|---|---|---|---|---|
| 11/05/2026 | Palomaki Daniel Scott | Officer | Sale | 23,123 | 18.11 | Spontaneous |
ATTENTION
1 mention today in US forums, 67% fewer than yesterdayPrice since yesterday: -0.4%
Forums (Reddit)
INSTITUTIONAL HOLDERS
| FUND / INSTITUTION | SHARES | CHANGE | AS OF |
|---|---|---|---|
| Fisher Asset Management, LLC | 18,572,508 | +369,708 | 30/06/2026 |
| DIMENSIONAL FUND ADVISORS LP | 9,812,755 | -159,466 | 30/06/2026 |
| MORGAN STANLEY | 8,077,493 | +419,000 | 30/06/2026 |
| GOLDMAN SACHS GROUP INC | 5,658,007 | +1,027,574 | 30/06/2026 |
| FMR LLC | 4,336,546 | +559,850 | 30/06/2026 |
DIVIDENDS
| EX-DATE | PAY DATE | AMOUNT | YIELD |
|---|---|---|---|
| 14/08/2026 | 25/09/2026 | US$0.50 | 3.6 % |
| 15/05/2026 | 26/06/2026 | US$0.50 | 4.2 % |
| 13/03/2026 | 30/04/2026 | US$2.25 | 4.8 % |
| 07/11/2025 | 18/12/2025 | US$0.50 | 4.6 % |
| 15/08/2025 | 26/09/2025 | US$0.50 | 5.2 % |
STOCK SPLITS
| DATE | RATIO |
|---|---|
| 16/07/1999 | 6:1 |
Not investment advice. Past performance is not an indicator of future results.