SG Americas Securities LLC Purchases 43,148 Shares of HubSpot, Inc. $HUBS

SG Americas Securities LLC lifted its position in shares of HubSpot, Inc. (NYSE:HUBS) by 142.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,520 shares of the software maker’s stock after acquiring an additional 43,148 shares during the quarter. SG Americas Securities LLC’s holdings in HubSpot were worth $17,946,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Turning Point Benefit Group Inc. bought a new position in HubSpot in the third quarter valued at about $25,000. Strategic Advocates LLC acquired a new stake in shares of HubSpot during the third quarter valued at about $25,000. Rakuten Securities Inc. grew its holdings in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC bought a new stake in shares of HubSpot during the fourth quarter worth about $33,000. Finally, Osterweis Capital Management Inc. acquired a new position in shares of HubSpot in the second quarter valued at approximately $34,000. Institutional investors own 90.39% of the company’s stock.

HubSpot Price Performance

Shares of HUBS opened at $170.07 on Friday. The business has a 50-day moving average of $206.27 and a 200-day moving average of $265.00. The company has a market capitalization of $8.71 billion, a price-to-earnings ratio of 89.04, a price-to-earnings-growth ratio of 1.97 and a beta of 1.21. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $568.16.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, beating the consensus estimate of $2.47 by $0.25. The business had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm’s revenue was up 23.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, sell-side analysts anticipate that HubSpot, Inc. will post 4.41 EPS for the current year.

Insider Transactions at HubSpot

In other news, CTO Dharmesh Shah acquired 10,000 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was bought at an average cost of $181.37 per share, for a total transaction of $1,813,700.00. Following the completion of the transaction, the chief technology officer directly owned 1,295,400 shares in the company, valued at $234,946,698. This represents a 0.78% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lorrie M. Norrington bought 1,313 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the purchase, the director directly owned 2,838 shares of the company’s stock, valued at $540,411.96. The trade was a 86.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have acquired 14,063 shares of company stock worth $2,585,781 and have sold 26,207 shares worth $5,567,244. Company insiders own 3.70% of the company’s stock.

Wall Street Analyst Weigh In

HUBS has been the subject of a number of research reports. Stifel Nicolaus set a $275.00 price objective on shares of HubSpot in a report on Friday, May 8th. Barclays reduced their target price on shares of HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. William Blair downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a research note on Friday, May 8th. Jefferies Financial Group reaffirmed a “buy” rating and set a $250.00 price target on shares of HubSpot in a research note on Friday, May 8th. Finally, Mizuho cut 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 Friday, May 8th. Twenty-one equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target 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.