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HSBC

Hsbc Holdings PLC
$97.40 -1.34 (-1.36%) At close · Jul 7
Market Cap
$334.05B
Shares
3,429,641,901

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$97.40 Open$98.10 Day$97.16–98.60 52W$58.10–98.78 Avg vol 30d1.5M Short int6.4M · 0.2% float · 3.1d Short vol69% Last earningsMar 31, 2026 DataJan 2020–Jul 2026
Equibles Rating blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Limited Quant / Vol Low
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +19%
above
Price vs 50-day avg +5%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 97%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +7%
trailing
6-month return +23%
trailing
YTD return +27%
this year
Relative strength +16%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $92 › 200d $82 — 50d above 200d
Institutional flow Accumulating
27 of 646 funds reported for Jun 30 · net +8.2K sh shares · +5 new
Insider flow Distributing
Net -$418.7K over 90 days · 100% sells
Short interest Falling
0.19% of float · ▼ -3.7% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
646 holders — near 3-yr high, broad support
Squeeze score 29
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 27%
annualized · 1-yr
Max drawdown −16%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
FQ3-26 quarter ends
~Sep 30, 2026 Est
Guidance & track record
Latest guidance · from the Earnings Call filed Mar 31, 2026
full year
Banking NII Initiated $46B
target
Simplification saves $1.5B
2026 compared to 2025
Cost growth Initiated 1%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+19% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
97% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $92 › 200d $82 — 50d above 200d
Institutional flow Accumulating
27 of 646 funds reported for Jun 30 · net +8.2K sh shares · +5 new
Insider flow Distributing
Net -$418.7K over 90 days · 100% sells
Short interest Falling
0.19% of float · ▼ -3.7% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
646 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $58 Now $97 · 97% 52-wk high $99
vs 200-day avg +19% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Asset Management fee and other income growth 3% Q1 2026 call
banking NII $11.3B Q1 2026 call
CIB deposits growth quarter-on-quarter $10B Q1 2026 call
deposit growth over the last 12 months $99B Q1 2026 call
Foreign exchange fee and other income growth -1% Q1 2026 call
insurance CSM balance $15.2B Q1 2026 call
Insurance fee and other income growth 19% Q1 2026 call
Investment distribution fee and other income growth 21% Q1 2026 call
IWPB deposit growth $4B Q1 2026 call
net new money $39B Q1 2026 call
new-to-bank customers in Hong Kong 287,000 Q1 2026 call
Payments fee and other income growth 3% Q1 2026 call
Private Banking fee and other income growth 8% Q1 2026 call
return on tangible equity, excluding notable items non-GAAP 18.7% Q1 2026 call
Securities Services fee and other income growth 11% Q1 2026 call
Trade fee and other income growth 8% Q1 2026 call
wealth balances $1.6 Q1 2026 call
wealth fee and other income $2.7B Q1 2026 call

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Banks - Diversified — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
HSBC
Hsbc Holdings PLC
this stock
$334.05B +27.3% 0.2%
JPM
Jpmorgan Chase & Co
$889.21B +5.8% +22.9% 15.9 1.1%
BAC
Bank Of America Corp /De/
$413.73B +6.6% +6.8% 14.5 1.4%
RY
Royal Bank Of Canada
$285.95B +20.7% 0.5%
WFC
Wells Fargo & Company/Mn
$261.83B -7.7% -1.6% 13.2 1.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
651
% held
2.6%
Reported
27 of 646
Top holder
Fisher Asset Management,…
Held Float
View
Held by Funds
Fund positions
58
View
Short & Settlement
Short Interest Falling
Shares short
6.4M
Days to cover
3.1d
Change
-246.3K sh
View
Short Volume
Short vol %
69%
As of
Jul 8, 2026
Short Total
View
Fails to Deliver
FTD shares
5.0K
Value
$449.9K
As of
Jun 12, 2026
View
Off-Exchange
Off-exchange %
34.7%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$418.7K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Sell
Member
Lisa McClain
Amount
$1.0K–$15.0K
Traded
Oct 14, 2025
View
Filings
SEC Filings
Latest
6-K
Filed
Jul 2, 2026
This year
71
View
Earnings & Events
Earnings Calls
Last call
Mar 31, 2026
View
Investor Relations
Upcoming events
2
View

Performance

5D 20D 120D MTD YTD
HSBC +2.4% +7.3% +23.2% +2.4% +27.3%
SPY +0.9% +1.4% +7.6% +0.1% +9.7%
vs SPY +1.5% +5.9% +15.6% +2.3% +17.6%

Capital returns

Latest dividend
$0.50 / share · ex May 15, 2026
Cut 77.8%
Paid (TTM)
$3.75 / share · 4 payouts
Dividend yield (TTM, derived)
3.85%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1089113 CUSIP 404280406 13F (30d) 31 filings 29 filers Visit website Investor relations