Lazard Asset Management LLC Invests $1.06 Million in HubSpot, Inc. $HUBS

Lazard Asset Management LLC purchased a new position in shares of HubSpot, Inc. (NYSE:HUBS) in the 1st quarter, Holdings Channel reports. The institutional investor purchased 4,325 shares of the software maker’s stock, valued at approximately $1,056,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. purchased a new stake in HubSpot in the 3rd quarter valued at approximately $25,000. Rakuten Securities Inc. raised its stake in shares of HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after buying an additional 47 shares in the last quarter. Cary Street Partners Investment Advisory LLC acquired a new stake in shares of HubSpot in the 4th quarter valued at approximately $33,000. Osterweis Capital Management Inc. acquired a new stake in shares of HubSpot in the 2nd quarter valued at approximately $34,000. Finally, Larson Financial Group LLC lifted its holdings in shares of HubSpot by 378.9% in the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after buying an additional 72 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot Price Performance

NYSE HUBS opened at $251.14 on Thursday. The business has a 50 day moving average price of $206.87 and a 200 day moving average price of $230.28. The company has a market capitalization of $12.86 billion, a P/E ratio of 131.49, a PEG ratio of 2.72 and a beta of 1.19. HubSpot, Inc. has a 1-year low of $169.63 and a 1-year high of $525.51.

HubSpot (NYSE:HUBS) last posted its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. During the same period in the previous year, the business earned $2.19 earnings per share. HubSpot’s quarterly revenue was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, research analysts expect that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently weighed in on HUBS shares. Citigroup reaffirmed a “neutral” rating on shares of HubSpot in a report on Friday, July 24th. 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. UBS Group lowered shares of HubSpot from an “overweight” rating to a “neutral” rating in a research report on Thursday. KeyCorp lowered their price target on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Finally, BTIG Research reiterated a “buy” rating and issued a $300.00 price target on shares of HubSpot in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $307.86.

Insiders Place Their Bets

In other HubSpot news, Director Lorrie M. Norrington bought 1,313 shares of HubSpot stock in a transaction that occurred on Monday, May 11th. The shares were purchased at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the transaction, the director owned 2,838 shares of the company’s stock, valued at $540,411.96. This represents a 86.10% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Yamini Rangan purchased 2,750 shares of the firm’s stock in a transaction on Tuesday, May 12th. The stock was acquired at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the purchase, the chief executive officer owned 102,982 shares in the company, valued at $19,550,102.88. The trade was a 2.74% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 25,500 shares valued at $5,316,835. 3.70% of the stock is currently owned by insiders.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q2 results exceeded expectations. HubSpot reported adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue reached $911.7 million versus expectations of $898.3 million. Revenue increased approximately 20% year over year, and EPS rose from $2.19 in the prior-year quarter. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Full-year profit guidance was raised relative to analyst expectations. HubSpot forecast fiscal 2026 EPS of $13.23-$13.31, well above the consensus estimate of $11.37. Full-year revenue guidance of approximately $3.7 billion was broadly in line with expectations. HubSpot Q2 Earnings and Revenues Beat Estimates
• Neutral Sentiment: An insider transaction appeared administrative. HubSpot’s chief legal officer sold 728 shares to cover tax withholding obligations. The transaction was not described as a discretionary reduction in ownership and is therefore unlikely to materially change the investment outlook. HubSpot Chief Legal Officer Sells Shares for Tax Withholding
• Negative Sentiment: Near-term revenue guidance disappointed. HubSpot projected third-quarter revenue of $924.0 million-$925.0 million, below the $941.2 million analyst consensus. Although projected EPS of $3.25-$3.27 exceeded estimates, investors appear more concerned about the pace of sales growth and the possibility of slowing demand. HubSpot Tumbles After Guidance Falls Short of Expectations

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.