HSBC Holdings plc (HSBC) Stock Price & Analysis
HSBC Holdings plc (HSBC) — MoonshotScore 47/100 (Fair band), calculated Oct 4, 2026. Price $96.14 (+0.33%), as of the Oct 2, 2026 trading session; market cap $330B. Expected results Oct 27, 2026.
Educational signal · not a buy or sell recommendation · How to read this
HSBC Holdings plc · HSBC · NYSE · Financial Services · Banks - Diversified
Research dated 2026-09-12: HSBC is a London-based global bank spanning household finance, business banking, wealth, trade, payments and institutional markets. Its economics hinge on whether that breadth can keep producing profitable revenue while simplification savings absorb added investment.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · HSBC Holdings (HSBC)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Average across the board, but the score sits below the pillars — the real driver is off the card; nothing here stands out either way, so treat with caution. Business Quality: Solid; Financial Safety: Okay; Valuation: Cheap; Growth Durability: Flat; Momentum: Rising.
- quarterly revenue $34.16B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z -0.28 · Piotroski F 5
Helping: an attractive price, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 53 | Fair | |
| 50 | Fair | |
| 53 | Fair | |
| 53 | Fair | |
| 50 | Fair | |
| 50 | Fair |
The score was 47 in the stored Oct 3, 2026 snapshot and remains 47 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Growth Durability -1 and Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $96.14 | |
| Change on the day | +0.33% | |
| 52-week range | $64.65 – $107.92 | |
| Market capitalisation | $330B | |
| Price / earnings (trailing) | 13.54 | |
| Shares traded on the day | 2.02M | |
| Beta (volatility vs the S&P 500) | 0.57 | |
| Dividends per share (last 12 months) | $3.75 | |
| Dividend yield (last 12 months) | 3.90% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
So we expect in the next year, that we will offset any additional investment with simplification saves.
Manveen Kaur · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for HSBC Holdings (HSBC): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
3 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Oct 3, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the HSBC film — every key number, told as a short cinematic story
~2 min · open the film
What is HSBC Holdings (HSBC), and what does it report?
Short answer · as of
HSBC sells financial relationships rather than a narrow banking product.
Research dated 2026-09-12.
HSBC sells financial relationships rather than a narrow banking product. Individuals use deposits, mortgages, cards, payments, investments and insurance; businesses add credit, treasury, trade finance and foreign exchange; governments, corporations and investors use financing, advisory, markets execution and securities services.
Reported revenue therefore blends lending, transaction, wealth and markets activity across Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets. The obvious diversified-bank reading misses the connective tissue: an international commercial client can move from payments and receivables finance into foreign exchange, funding and capital markets without leaving HSBC.
What do the latest results show for HSBC Holdings (HSBC)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $34.16B.
Research dated 2026-09-12.
The latest full year brought lower revenue and net income than the prior year, but the recent quarterly pattern has improved. In the latest period, revenue rose only modestly from the preceding period and gross profit eased, while operating profit, net income and diluted earnings per share advanced to the strongest levels in the recent run.
The latest reported revenue exceeded the prevailing estimate while earnings per share landed only slightly above it; the preceding release cleared the revenue estimate but missed the earnings estimate. Management separately expects simplification savings to offset added investment, making cost discipline a stated forward mechanism rather than an established explanation for the recent profit improvement.
What do the reported financial results show?
Reported revenue, net income and earnings per share from the income statement.
- Latest quarter · revenue
- $34.16B Jun 30, 2026
- Latest quarter · net income
- $7.91B Jun 30, 2026
- Latest quarter · EPS
- $2.2000 (diluted) Jun 30, 2026
| Period end | Revenue | Net income | EPS |
|---|---|---|---|
| Jun 30, 2026 | $34.16B | $7.91B | $2.2000 (diluted) |
| Mar 31, 2026 | $33.84B | $7.34B | $2.0000 (diluted) |
| Dec 31, 2025 | $33.03B | $4.94B | $1.3500 (diluted) |
| Sep 30, 2025 | $33.48B | $5.28B | $1.4000 (diluted) |
Revenue and net income are in USD; EPS is USD per share. Statement EPS is labelled diluted or basic only when its source identifies that basis. Otherwise, its basis is unknown.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $19.04B Aug 4, 2026
- Latest report · revenue estimate
- $18.66B Aug 4, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 4, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 4, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 4, 2026 | $19.04B | $18.66B | $2.2500 | $2.2400 |
| May 5, 2026 | $19.13B | $18.60B | $2.0000 | $2.1800 |
| Feb 25, 2026 | $17.70B | $17.01B | $1.8500 | $1.8000 |
| Oct 28, 2025 | $33.48B | $16.04B | $1.8000 | $1.6500 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $34.16B | $7.91B | $2.20 (diluted) |
| Q1 FY2026 | $33.84B | $7.34B | $2.00 (diluted) |
| Q4 FY2025 | $33.03B | $4.94B | $1.35 (diluted) |
| Q3 FY2025 | $33.48B | $5.28B | $1.40 (diluted) |
What are the financial strengths and risks for HSBC Holdings (HSBC)?
Short answer · as of
The MoonshotScore pillars rate an attractive price, positive momentum as strengths.
Research dated 2026-09-12.
HSBC carries a large pool of cash and investments relative to its stated debt, and cash plus short-term investments has expanded substantially across the recent history. That is not an industrial-company cash surplus: investments and an enormous liability base sit inside the machinery of banking, so liquidity composition and funding stability matter more than the headline cash total alone.
Profitability is positive across net margin, operating margin, return on equity and return on assets, while the shares trade above book value. The business is exposed across households, commercial borrowers and institutional markets, so weakness in credit demand, trade flows, payments or market activity can press more than one revenue engine at the same time.
What should you watch next at HSBC Holdings (HSBC)?
Short answer · as of
The next earnings report is expected on Oct 27, 2026.
Research dated 2026-09-12.
The next report should show whether modest revenue momentum continues to translate into stronger operating and net results. The useful checks are the relationship between revenue and gross profit, the movement in operating profitability, and whether cash and short-term investments remain stable within the wider investment pool.
Management has set a concrete test for execution: simplification savings are expected to absorb added investment. Longer-range analyst estimates assume rising revenue and earnings, yet recent rating actions include upgrades and downgrades, so delivery against that cost promise matters more than the direction of outside opinion.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
So we expect in the next year, that we will offset any additional investment with simplification saves.
Manveen Kaur ·
How does HSBC Holdings compare with its peers?
Short answer
HSBC Holdings's score ranks 3rd of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
HSBC belongs beside universal banks with consumer, commercial and institutional franchises, not beside lenders whose economics rest mainly on deposits and loans. Its distinguishing feature is the continuity of service across personal wealth, smaller businesses, major corporations, governments and institutional investors, with international payments, trade finance and foreign exchange embedded throughout.
That breadth creates multiple fee and financing channels from the same client relationship, but it also joins the fortunes of transaction activity, credit demand, wealth assets and capital-markets activity. Comparison with similar banks is therefore most useful at the level of revenue mix and operating efficiency, rather than headline revenue alone.
| Company | Price | Market value | Score |
|---|---|---|---|
| $53.75 Oct 2, 2026 | $381B | 76 5-pillar Oct 4, 2026 | |
| $22.82 Oct 2, 2026 | $257B | 59 5-pillar Oct 4, 2026 | |
| HSBC Holdings (HSBC) — this page | $96.14 | $330B | 47 |
| $190.31 Oct 2, 2026 | $300B | 37 5-pillar Oct 4, 2026 | |
| $128.50 Oct 2, 2026 | $220B | 33 5-pillar Oct 4, 2026 | |
| $902.56 Oct 2, 2026 | $266B | 31 5-pillar Oct 4, 2026 | |
| $195.67 Date unavailable | $272B | — Model unavailable | |
| $80.45 Date unavailable | $243B | — Model unavailable | |
| $117.88 Date unavailable | $199B | — Model unavailable | |
| $13.36 Date unavailable | $196B | — Model unavailable | |
| $25.40 Date unavailable | $161B | — Model unavailable | |
| $47.71 Date unavailable | $156B | — Model unavailable | |
| $26.98 Date unavailable | $149B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Aug 21, 2026
- Transactions
- 3
- Identified insiders
- 1
- Purchases
- 0
- Sales
- 1
- Other transactions
- 2
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 2.5% Period end Jun 30, 2026
- Previous quarter · ownership
- 2.4% Prior to period end Jun 30, 2026
- Reporting holders
- 749 Period end Jun 30, 2026
- Previous quarter · holders
- 672 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Fisher Asset Management, LLC | 18,572,508 |
| Dimensional Fund Advisors LP | 9,812,755 |
| Morgan Stanley | 8,077,493 |
| Goldman Sachs Group INC | 5,658,007 |
| Fmr LLC | 4,336,546 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about HSBC Holdings (HSBC)?
Common Questions About HSBC (Financial Services)
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Why are HSBC cross-border payments and trade finance part of the same commercial relationship?
Commercial clients can combine credit, treasury management, payments, receivables finance, foreign exchange and capital-markets access through HSBC. The relationship therefore depends on transaction and financing activity across a client’s operations, not merely on loan balances.
What makes HSBC’s cash and investment pool different from a corporate cash pile?
Cash, short-term investments and long-term investments are substantial, but they sit alongside the large liability base inherent in HSBC’s banking operations. The meaningful question is how liquid resources and investments support funding obligations, rather than whether the total resembles surplus cash available to an ordinary company.
Can HSBC offset added investment with simplification savings?
Management expects simplification savings to absorb added investment. Confirmation would come from expenses remaining controlled while operating profitability holds up as investment continues.
Why did HSBC’s recent profit improve faster than revenue?
Revenue moved only modestly and gross profit eased from the preceding period, while operating profit, net income and diluted earnings per share rose. The pattern places cost control and other items below gross profit at the center of the next earnings comparison.
What is the HSBC stock price today?
The last price recorded on this page for HSBC Holdings plc (HSBC) is $96.14, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Does HSBC pay a dividend?
Yes. HSBC Holdings plc (HSBC) shows a trailing 12-month dividend yield of 3.90%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (62 figures)
The 62 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Manveen Kaur (Aug 4, 2026): So we expect in the next year, that we will offset any additional investment with simplification saves. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 8 Canada Square, London, X0, E145HQ | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "8 Canada Square, London, GL, E14 5HQ, GB". |
FMP — 51 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $96.14 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:40.633Z. | |
px.change | Change on the day | +0.33% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $330B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T20:54:39.019Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
earn.next | Next earnings date | Oct 27, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.change_abs | Change on the day, in dollars | +$0.32 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $34.16B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 13.54 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 2.02M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.57 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Georges Bahjat El-Hedery | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 209,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $73.95B, net result $13.92B; FY2022 revenue $76.17B, net result $15.56B; FY2023 revenue $129.51B, net result $23.53B; FY2024 revenue $143.29B, net result $23.98B; FY2025 revenue $134.10B, net result $22.29B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $34.16B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.net_result_k | Net income — period end 2026-06-30 | $7.91B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.eps | EPS — period end 2026-06-30 | $2.2000 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $33.84B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.net_result_k | Net income — period end 2026-03-31 | $7.34B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.eps | EPS — period end 2026-03-31 | $2.0000 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $33.03B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.net_result_k | Net income — period end 2025-12-31 | $4.94B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.eps | EPS — period end 2025-12-31 | $1.3500 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $33.48B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.net_result_k | Net income — period end 2025-09-30 | $5.28B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.eps | EPS — period end 2025-09-30 | $1.4000 (diluted) | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-04.revenue_actual | Revenue · reported — report date 2026-08-04 | $19.04B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.revenue_estimated | Revenue · estimate — report date 2026-08-04 | $18.66B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_actual | EPS · reported — report date 2026-08-04 | $2.2500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_estimated | EPS · estimate — report date 2026-08-04 | $2.2400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.revenue_actual | Revenue · reported — report date 2026-05-05 | $19.13B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.revenue_estimated | Revenue · estimate — report date 2026-05-05 | $18.60B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.eps_actual | EPS · reported — report date 2026-05-05 | $2.0000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.eps_estimated | EPS · estimate — report date 2026-05-05 | $2.1800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.revenue_actual | Revenue · reported — report date 2026-02-25 | $17.70B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.revenue_estimated | Revenue · estimate — report date 2026-02-25 | $17.01B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.eps_actual | EPS · reported — report date 2026-02-25 | $1.8500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-25.eps_estimated | EPS · estimate — report date 2026-02-25 | $1.8000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_actual | Revenue · reported — report date 2025-10-28 | $33.48B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_estimated | Revenue · estimate — report date 2025-10-28 | $16.04B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_actual | EPS · reported — report date 2025-10-28 | $1.8000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_estimated | EPS · estimate — report date 2025-10-28 | $1.6500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
own.insiders | Insider transactions via FMP | 3 transactions · 0 purchases, 1 sales, 2 other transactions · 1 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Aug 21, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 2.5% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 2.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 749 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 672 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Fisher Asset Management, LLC — shares in provider snapshot | 18,572,508 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Dimensional Fund Advisors LP — shares in provider snapshot | 9,812,755 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Morgan Stanley — shares in provider snapshot | 8,077,493 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Goldman Sachs Group INC — shares in provider snapshot | 5,658,007 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Fmr LLC — shares in provider snapshot | 4,336,546 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-05 | |
fin.scores | Distress and quality screens | Altman Z -0.28 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 | |
px.range52 | 52-week range | $64.65 – $107.92 | UNRECORDED | Stored company-profile observation — Captured 2026-10-05 |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $3.75 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 3.90% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-04.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($19.04B) with the recorded estimate ($18.66B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-04.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($2.2500) with the recorded estimate ($2.2400) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 47 of 100 · Fair · pillars 60 / 41 / 83 / 49 / 78 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 47 (stored snapshot Oct 3, 2026) → 47 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. Revenue and net income are in USD; EPS is USD per share. Statement EPS is labelled diluted or basic only when its source identifies that basis. Otherwise, its basis is unknown. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.net_result_k,fin.q_table.depth.2026-06-30.eps,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.net_result_k,fin.q_table.depth.2026-03-31.eps,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.net_result_k,fin.q_table.depth.2025-12-31.eps,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.net_result_k,fin.q_table.depth.2025-09-30.eps. - Earnings-history note. Source series as of 2026-08-04. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-04.revenue_actual,earn.history.depth.2026-08-04.revenue_estimated,earn.history.depth.2026-08-04.revenue_actual.comparison,earn.history.depth.2026-08-04.eps_actual.comparison,earn.history.depth.2026-08-04.eps_actual,earn.history.depth.2026-08-04.eps_estimated,earn.history.depth.2026-05-05.revenue_actual,earn.history.depth.2026-05-05.revenue_estimated,earn.history.depth.2026-05-05.eps_actual,earn.history.depth.2026-05-05.eps_estimated,earn.history.depth.2026-02-25.revenue_actual,earn.history.depth.2026-02-25.revenue_estimated,earn.history.depth.2026-02-25.eps_actual,earn.history.depth.2026-02-25.eps_estimated,earn.history.depth.2025-10-28.revenue_actual,earn.history.depth.2025-10-28.revenue_estimated,earn.history.depth.2025-10-28.eps_actual,earn.history.depth.2025-10-28.eps_estimated.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | HSBC HOLDINGS PLC Our market-data provider lists the name as "HSBC Holdings plc"; the filer's own record is used here. | 2026-09-12 | OFFICIAL | SEC EDGAR filer record |
| Headquarters | 8 CANADA SQUARE, LONDON, X0, E145HQ Our market-data provider lists "8 Canada Square, London, GL, E14 5HQ, GB"; the address on file with the SEC is used here. | 2026-09-12 | OFFICIAL | SEC EDGAR filer business address |
| Business description | 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 dedicated to individual customers, supplying a broad array of retail banking offerings. This includes essential services like current and savings accounts, various lending products such as mortgages and personal loans, a selection of credit and debit cards, and convenient local and international payment facilities. Furthermore, this segment provides in-depth wealth management solutions, encompassing insurance and investment products, worldwide asset management expertise, and tailored private wealth strategies for both general banking clients and affluent individuals. The Commercial Banking division targets businesses across the size spectrum. It extends crucial services such as credit and financing, treasury and cash flow management, payment processing, business insurance, and investment support. Additionally, it offers corporate cards, international trade and receivables financing, foreign exchange transactions, capital-raising capabilities via debt and equity markets, and strategic advisory services. Its client base spans from small and medium-sized enterprises to larger corporations. Lastly, the Global Banking and Markets segment focuses on advanced financial services for major organizations and investors. It provides sophisticated financing, expert advisory, and transaction execution across various asset classes, including credit, interest rates, foreign exchange, equities, and money market instruments, along with comprehensive securities services. This division also undertakes principal investment activities, serving governmental bodies, corporate entities, institutional clients, and high-net-worth private investors. Founded in 1865, HSBC Holdings plc maintains its central operations in London, United Kingdom. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-04 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Sector / industry (provider taxonomy) | Financial Services / Banks - Diversified The company's SEC filings classify it under SIC 6035 — Savings Institution, Federally Chartered. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-04 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $132.90B; Liquidity basis: cash and short-term investments; Total liabilities: $3.24T; Cash and short-term investments: $632.76B; Cash and investments: $2.08T; Long-term investments: $1.44T; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $2.08T; Cash and short-term investments: $632.76B; Long-term investments: $1.44T; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Trailing twelve-month ratio set | Quick ratio: 0.32; Current ratio: 0.32; Debt to equity: 0.68; Net margin: 18.9%; Gross margin: 54.9%; Operating margin: 25%; Return on assets: 0.7%; Return on equity: 13% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2026-10-27; EPS estimate: $2.2 per share; Revenue estimate: $19.09B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-04-14 | FMP | Financial Modeling Prep (FMP) analyst grades |
Data provided for informational purposes only.
ETFs that hold HSBC
Funds in our ETF coverage that list HSBC among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Themes Global Systemically Important Banks ETF (GSIB) | 4.16% |