Keybank National Association OH Grows Position in Hubbell Inc $HUBB

Keybank National Association OH lifted its position in Hubbell Inc (NYSE:HUBB) by 6.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 17,480 shares of the industrial products company’s stock after purchasing an additional 1,087 shares during the period. Keybank National Association OH’s holdings in Hubbell were worth $7,763,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Townsquare Capital LLC raised its holdings in Hubbell by 0.8% during the 3rd quarter. Townsquare Capital LLC now owns 2,817 shares of the industrial products company’s stock valued at $1,212,000 after buying an additional 22 shares during the last quarter. BSW Wealth Partners grew its holdings in Hubbell by 2.9% in the 4th quarter. BSW Wealth Partners now owns 769 shares of the industrial products company’s stock worth $341,000 after acquiring an additional 22 shares during the last quarter. Unique Wealth LLC grew its holdings in Hubbell by 2.6% in the 3rd quarter. Unique Wealth LLC now owns 897 shares of the industrial products company’s stock worth $386,000 after acquiring an additional 23 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Hubbell by 2.2% in the fourth quarter. GAMMA Investing LLC now owns 1,065 shares of the industrial products company’s stock valued at $473,000 after acquiring an additional 23 shares during the period. Finally, Benjamin Edwards Inc. raised its stake in shares of Hubbell by 2.0% during the second quarter. Benjamin Edwards Inc. now owns 1,237 shares of the industrial products company’s stock valued at $505,000 after acquiring an additional 24 shares during the last quarter. 88.16% of the stock is owned by hedge funds and other institutional investors.

Hubbell News Summary

Here are the key news stories impacting Hubbell this week:

• Positive Sentiment: Q1 results beat consensus: Hubbell reported $3.93 EPS vs. ~$3.90 expected and revenue of $1.52B (+11% y/y), showing continued top‑line growth and improved margins. This is the primary fundamental support for the shares. Hubbell Reports First Quarter 2026 Results
• Positive Sentiment: Management framed a confident growth path on the earnings call, underscoring strength in electrical end markets and data center-related products — a signal that core business momentum is intact. Hubbell B Earnings Call Signals Confident Growth Path
• Neutral Sentiment: FY‑2026 guidance set to $19.30–$19.85 EPS and revenue $6.3B–$6.5B — largely in line with consensus on midpoint but the range’s lower bound sits below Street expectations, leaving room for interpretation. Hubbell Reports First Quarter 2026 Results
• Neutral Sentiment: Detailed call transcript and slide deck provide transparency but showed mixed trends across end markets — useful for longer‑term investors but not a clear near‑term catalyst. Hubbell (HUBB) Q1 2026 Earnings Transcript
• Negative Sentiment: Investors sold after the print: heavy volume and a notable intraday drop suggest profit‑taking and sensitivity to any guidance softening or margin/cost commentary. Market reaction indicates expectations were for a clearer upside beat or firmer margin guidance. Hubbell Q1 Release & Call
• Negative Sentiment: Cost pressures and whether data‑center gains offset those costs were flagged as potential headwinds, which may have amplified caution among traders. Hubbell earnings on deck: Can data center gains offset costs?

Analysts Set New Price Targets

A number of research firms have recently weighed in on HUBB. Wells Fargo & Company dropped their target price on shares of Hubbell from $550.00 to $530.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. Morgan Stanley boosted their price target on Hubbell from $515.00 to $565.00 and gave the company an “equal weight” rating in a report on Wednesday, March 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Hubbell in a research report on Thursday, January 22nd. JPMorgan Chase & Co. increased their price objective on Hubbell from $478.00 to $532.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Finally, Evercore lifted their price objective on Hubbell from $575.00 to $585.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. Five research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $533.50.

Hubbell Trading Down 7.0%

NYSE:HUBB opened at $507.94 on Friday. The company has a 50-day moving average price of $508.77 and a 200-day moving average price of $476.92. Hubbell Inc has a 12 month low of $341.03 and a 12 month high of $565.50. The company has a current ratio of 1.72, a quick ratio of 1.00 and a debt-to-equity ratio of 0.53. The stock has a market cap of $27.00 billion, a price-to-earnings ratio of 30.47, a P/E/G ratio of 2.76 and a beta of 1.00.

Hubbell (NYSE:HUBB) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $3.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.87 by $0.06. Hubbell had a net margin of 15.29% and a return on equity of 27.45%. The company had revenue of $1.52 billion for the quarter, compared to analysts’ expectations of $1.50 billion. During the same quarter in the previous year, the company earned $3.50 earnings per share. Hubbell’s quarterly revenue was up 11.1% on a year-over-year basis. Hubbell has set its FY 2026 guidance at 19.300-19.850 EPS. Equities analysts predict that Hubbell Inc will post 19.79 EPS for the current year.

Hubbell Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be issued a dividend of $1.42 per share. The ex-dividend date is Friday, May 29th. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.1%. Hubbell’s dividend payout ratio is 34.07%.

Insider Transactions at Hubbell

In other news, VP Nero Jonathan M. Del sold 2,245 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $500.60, for a total value of $1,123,847.00. Following the completion of the transaction, the vice president owned 2,769 shares of the company’s stock, valued at approximately $1,386,161.40. This represents a 44.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gerben Bakker sold 25,233 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $498.97, for a total value of $12,590,510.01. Following the completion of the transaction, the chief executive officer owned 64,420 shares of the company’s stock, valued at approximately $32,143,647.40. The trade was a 28.15% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 34,689 shares of company stock worth $17,407,395 over the last 90 days. 0.63% of the stock is currently owned by insiders.

About Hubbell

Hubbell Incorporated (NYSE: HUBB) is an industrial manufacturer and distributor of electrical and electronic products serving a range of end markets including commercial and residential construction, industrial, and utility customers. Founded in 1888 by Harvey Hubbell, the company has a long history in electrical innovation and product development and is headquartered in Connecticut. Hubbell designs, manufactures and sells components and systems that enable the distribution and control of electrical power and provide lighting solutions for indoor and outdoor environments.

The company’s offerings span a broad portfolio of products used by contractors, utilities, original equipment manufacturers and facility owners.