HubSpot, Inc. $HUBS Holdings Lifted by Man Group plc

Man Group plc boosted its position in shares of HubSpot, Inc. (NYSE:HUBS) by 29.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 535,882 shares of the software maker’s stock after buying an additional 123,249 shares during the quarter. Man Group plc’s holdings in HubSpot were worth $215,049,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of HUBS. Interval Partners LP lifted its holdings in shares of HubSpot by 98.7% during the fourth quarter. Interval Partners LP now owns 13,082 shares of the software maker’s stock valued at $5,250,000 after purchasing an additional 6,498 shares during the last quarter. Investment Management Corp of Ontario lifted its holdings in shares of HubSpot by 7.0% during the fourth quarter. Investment Management Corp of Ontario now owns 5,500 shares of the software maker’s stock valued at $2,207,000 after purchasing an additional 360 shares during the last quarter. Gotham Asset Management LLC lifted its holdings in shares of HubSpot by 310.0% during the fourth quarter. Gotham Asset Management LLC now owns 1,812 shares of the software maker’s stock valued at $727,000 after purchasing an additional 1,370 shares during the last quarter. Evolve Private Wealth LLC purchased a new stake in shares of HubSpot during the fourth quarter valued at $1,055,000. Finally, Cinctive Capital Management LP lifted its holdings in shares of HubSpot by 10.4% during the fourth quarter. Cinctive Capital Management LP now owns 43,875 shares of the software maker’s stock valued at $17,607,000 after purchasing an additional 4,116 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Insider Transactions at HubSpot

In related news, insider Erika Ashley Fisher sold 915 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the completion of the sale, the insider directly owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Dharmesh Shah acquired 10,000 shares of HubSpot stock in a transaction that occurred on Tuesday, May 12th. The stock was acquired at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the completion of the purchase, the chief technology officer owned 1,295,400 shares in the company, valued at approximately $234,946,698. This represents a 0.78% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders bought 14,063 shares of company stock worth $2,585,781 and sold 17,707 shares worth $3,999,674. Insiders own 3.70% of the company’s stock.

HubSpot Trading Down 3.4%

Shares of HubSpot stock opened at $176.67 on Thursday. The stock has a 50-day moving average price of $210.34 and a 200 day moving average price of $273.41. The company has a market cap of $9.05 billion, a P/E ratio of 92.50, a P/E/G ratio of 2.00 and a beta of 1.21. HubSpot, Inc. has a 1 year low of $173.25 and a 1 year high of $568.16.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.25. The firm had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same period in the prior year, the business earned $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, equities analysts forecast that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. BMO Capital Markets reduced their target price on HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a report on Friday, May 8th. Truist Financial reduced their target price on HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 8th. Morgan Stanley reduced their target price on HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. JPMorgan Chase & Co. reduced their target price on HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Finally, Stifel Nicolaus set a $275.00 target price on HubSpot in a report on Friday, May 8th. Twenty-one investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and an average target price of $311.00.

About HubSpot

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.