Private Advisory Group LLC Acquires New Shares in HubSpot, Inc. $HUBS

Private Advisory Group LLC acquired a new position in shares of HubSpot, Inc. (NYSE:HUBS) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 31,176 shares of the software maker’s stock, valued at approximately $6,390,000. Private Advisory Group LLC owned approximately 0.06% of HubSpot at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of HUBS. Access Investment Management LLC bought a new position in shares of HubSpot in the third quarter valued at about $32,000. Elevation Wealth Partners LLC grew its holdings in HubSpot by 66.7% during the 3rd quarter. Elevation Wealth Partners LLC now owns 175 shares of the software maker’s stock worth $36,000 after acquiring an additional 70 shares during the period. Global Retirement Partners LLC bought a new stake in HubSpot in the second quarter valued at about $38,000. Provenance Wealth Advisors LLC increased its stake in shares of HubSpot by 152.2% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 290 shares of the software maker’s stock valued at $59,000 after acquiring an additional 175 shares during the last quarter. Finally, CX Institutional raised its holdings in HubSpot by 4,785.7% in the second quarter. CX Institutional now owns 342 shares of the software maker’s stock worth $62,000 after purchasing an additional 335 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Key Stories Impacting HubSpot

Here are a few of the latest stories about HUBS:

• Positive Sentiment: Co-founder Brian Halligan is returning as CEO, replacing Yamini Rangan, in a move described as a “refounding” of the company. HubSpot also named Karen Burgess as its next CFO. Investors appear to be welcoming the leadership reset. Reuters: HubSpot co-founder Brian Halligan returns as CEO
• Positive Sentiment: HubSpot raised its FY2026 adjusted EPS guidance to $13.59–$13.61, well above the $11.84 consensus estimate. Its Q4 EPS forecast of $3.85–$3.87 also tops the $3.44 consensus, signaling stronger expected profitability. Yahoo Finance: HubSpot announces leadership transition
• Neutral Sentiment: Revenue guidance is broadly in line with expectations: $3.7 billion for FY2026 and $945–$947 million for Q4, versus consensus of $3.7 billion and $946.8 million, respectively. Yahoo Finance: HubSpot stock rises on leadership overhaul

Analysts Set New Price Targets

HUBS has been the subject of several recent research reports. Weiss Ratings raised shares of HubSpot from a “sell (d)” rating to a “sell (d+)” rating in a research report on Friday, October 2nd. Needham & Company LLC restated a “buy” rating and issued a $300.00 price target on shares of HubSpot in a research note on Tuesday, October 6th. Royal Bank Of Canada lowered their price target on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a report on Thursday, November 5th. Oppenheimer downgraded HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Finally, Raymond James Financial cut HubSpot from an “outperform” rating to a “market perform” rating in a research note on Monday, October 5th. Eight investment analysts have rated the stock with a Buy rating, twenty-two have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $251.23.

Insider Buying and Selling at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the sale, the director owned 59,500 shares in the company, valued at $14,254,415. The trade was a 12.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Erika Fisher sold 702 shares of the company’s stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $227.72, for a total value of $159,859.44. Following the completion of the transaction, the insider directly owned 12,829 shares of the company’s stock, valued at approximately $2,921,419.88. The trade was a 5.19% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 26,202 shares of company stock worth $6,149,894. 3.70% of the stock is currently owned by company insiders.

HubSpot Trading Up 6.3%

Shares of HubSpot stock opened at $215.72 on Friday. The firm’s 50 day moving average is $228.14 and its 200 day moving average is $227.63. The firm has a market capitalization of $10.54 billion, a PE ratio of 51.49, a price-to-earnings-growth ratio of 1.93 and a beta of 1.14. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $406.94.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 EPS for the quarter, beating the consensus estimate of $3.27 by $0.54. The business had revenue of $947.57 million during the quarter, compared to the consensus estimate of $925.50 million. HubSpot had a net margin of 5.95% and a return on equity of 12.18%. The firm’s revenue was up 17.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.66 EPS. As a group, research analysts anticipate that HubSpot, Inc. will post 5.14 earnings per share for the current year.

About HubSpot

HubSpot, Inc. develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences. Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce. HubSpot also offers automation, analytics, and artificial intelligence features to help organizations manage customer interactions and coordinate business processes.