HSBC Holdings Set to Release Q4 Earnings on February 25
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy HSBC?
Source: seekingalpha
- Earnings Announcement: HSBC Holdings is set to announce its Q4 earnings on February 25 before market open, with consensus estimates predicting an EPS of $1.80 and revenue of $17.01 billion, highlighting investor interest in its financial performance.
- Historical Performance: Over the past two years, HSBC has consistently beaten EPS estimates 100% of the time and revenue estimates 75% of the time, indicating its stability and profitability in the market.
- Structural Wealth Release: The privatization advantage of HSBC is seen as a potential unlock for structural wealth growth, which could support the company's future strategic development and enhance its competitive position.
- Digital Bond Pilot: The UK Treasury plans to pilot digital government bonds on HSBC’s Orion blockchain platform, an innovative move that may enhance HSBC's influence in the fintech sector and drive its business transformation.
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Analyst Views on HSBC
About HSBC
HSBC Holdings plc (HSBC) is a banking and financial services company. Its business segments include Hong Kong, UK, Corporate and Institutional Banking (CIB), and International Wealth and Premier Banking (IWPB). Its Hong Kong business comprises retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. Its UK business comprises UK retail banking and wealth (including first direct and M&S Bank) and UK commercial banking, including HSBC Innovation Bank. The CIB segment is formed from the integration of its commercial banking business (outside the UK and Hong Kong) with its global banking and markets business. The IWPB segment comprises premier banking outside of Hong Kong and the UK, its global private bank, and its asset management, insurance and investment distribution businesses. Its customers worldwide through a network covering 58 countries and territories. Its customers range from individual savers and investors to companies, governments and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Investment Opportunity: The Lazard International Dynamic Equity exchange-traded fund is highlighted as a strong choice for investors looking for international stocks post-Iran war decline.
Advantages Over Index Funds: This fund offers exposure to various countries and sectors similar to foreign index funds, but it focuses on higher-quality stocks.
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- Target Price Increase: HSBC raised Block's target price from $70 to $77, indicating around 20% upside potential for the stock, which reflects a positive outlook on its valuation.
- Layoff Plan Interpretation: Despite Block's plan to cut nearly half its workforce, HSBC emphasized that this move is not a response to operational stress but rather aimed at significantly enhancing earnings power, noting the company's healthy financial performance.
- Back-Loaded Earnings Growth: HSBC highlighted that earnings improvements are primarily expected in the second half of 2026, with about 60% of adjusted operating earnings projected to be generated then, suggesting that 2027 consensus estimates may be too low.
See More
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- Market Performance Comparison: As of February 13, 2026, Core Natural Resources shares were priced at $91.51, reflecting an 8.03% increase over the past year, yet underperforming the S&P 500 by 3.76 percentage points, suggesting insufficient market competitiveness.
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See More
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- Sale Plan: HSBC Holdings is looking to sell its Singapore life insurance product manufacturing business in a deal expected to exceed $1 billion, aiming to streamline its operations and focus on core strengths.
- Revenue Performance: The manufacturing operations recorded approximately $2.3 billion in revenue last year, highlighting its significance in the market and the attractiveness for potential buyers.
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- Potential Buyers: HSBC has engaged with potential buyers including Nippon Life and Dai-ichi Life, with non-binding bids expected within a month, further advancing the transaction's progress.
See More
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- Surge in Memory Chip Demand: The performance of major memory chip manufacturers like Samsung and SK Hynix, driven by unprecedented demand for AI infrastructure, has propelled the Vanguard FTSE Pacific ETF's gains, although cyclical fluctuations in the memory industry may pose future challenges.
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