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Equibles

HSBC · Hsbc Holdings PLC

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$96.14 +0.32 (+0.33%) At close · Oct 2
Rebalance outlook locked
Market Cap
$345.38B
Shares
3.42B
Volume · Oct 2 2.02M Avg daily vol (3M) 1.34M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$96.14 Open$95.14 Day$94.82–96.18 52W close$65.67–107.86 Avg vol 30d1.4M Short int5.4M · 0.2% float · 4.0d Short vol43% Last earningsFeb 23, 2027 DataJan 2020–Oct 2026

Up next

Next earnings call
Oct 27, 2026 Scheduled · in 3 wks
Q1 2026 earnings call transcript
call held Mar 31, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$71.89B
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
+3.7%
Year over year
Operating margin
42.8%
Trailing 12 months
P / E (TTM)
14.3
Trailing earnings · reciprocal yield 7.0%
FCF yield
27.9%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$424.27B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-4.3%
Year over year · fewer shares
Price change (1Y)
+35.7%
Trailing year
Short interest
0.2%
Latest settlement · 4.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Neutral Fundamentals Limited Quant / Vol Low
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +4%
above
Price vs 50-day avg −7%
below
RSI (14) 32
neutral
MACD trend Negative
52-week position 72%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −10%
trailing
6-month return +6%
trailing
YTD return +22%
this year
Relative strength −7%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $103 › 200d $92 — 50d above 200d
Institutional flow Accumulating
7 of 725 funds reported for Sep 30 · net +5.4K sh shares · +3 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.16% of float · ▲ +4.4% MoM · 4.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
725 holders — near 3-yr high, broad support
Squeeze score 38
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Low
Volatility 28%
annualized · 1-yr
Max drawdown −19%
past year
ATR 1.9%
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.

Guidance & track record

Latest guidance · from the Earnings Call filed Mar 31, 2026
Banking NII · full year 2026 Initiated $46B

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

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+4% Bullish
Price vs 50-day avg
−7% Bearish
RSI (14)
32 Neutral
MACD trend
Negative Bearish
52-week position
72% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $103 › 200d $92 — 50d above 200d
Institutional flow Accumulating
7 of 725 funds reported for Sep 30 · net +5.4K sh shares · +3 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.16% of float · ▲ +4.4% MoM · 4.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
725 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $66 Now $96 · 72% Range high $108
vs 200-day avg +4% vs 50-day avg -7%

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

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
$345.38B +22.2% — — 0.2%
JPM
Jpmorgan Chase & Co
 $911.92B +3.2% +2.8% 14.7 0.0%
BAC
Bank Of America Corp /De/
 $384.32B -2.3% +6.8% 12.7 1.2%
RY
Royal Bank Of Canada
 $279.63B +14.8% — — 0.2%
MUFG
Mitsubishi Ufj Financial Group Inc
 $264.29B +43.9% — — 0.0%

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
728
% held
2.6%
Reported
7 of 725
Top holder
Fisher Asset Management,…
Held Float
View
Held by Funds
Fund positions
56
View
Short & Settlement
Short Interest Rising
Shares short
5.4M
Days to cover
4.0d
Change
+229.3K sh
View
Short Volume
Short vol %
43%
As of
Oct 2, 2026
Short Total
View
Fails to Deliver
FTD shares
885
Value
$91.8K
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
32.4%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Lisa McClain
Amount
$1.0K–$15.0K
Traded
Jun 17, 2025
View
Filings
SEC Filings
Latest
6-K
Filed
Sep 30, 2026
This year
149
View
Earnings & Events
Webcasts Upcoming
Next webcast
Oct 27, 2026
Last webcast
Aug 4, 2026
View
Investor Relations
Upcoming events
2
View

Performance

5D 20D 120D MTD YTD
HSBC -4.8% -9.7% +5.7% -3.2% +22.2%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY -4.5% -9.2% -6.5% -4.1% +9.4%
Key facts CIK 1089113 CUSIP 404280406 13F (30d) 20 filings 18 filers Visit website Investor relations