Jupiter Asset Management Ltd. Has $26.35 Million Stock Position in HubSpot, Inc. $HUBS

Jupiter Asset Management Ltd. cut its holdings in HubSpot, Inc. (NYSE:HUBS) by 4.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 65,665 shares of the software maker’s stock after selling 2,949 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in HubSpot were worth $26,351,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Strategic Advocates LLC acquired a new stake in shares of HubSpot in the third quarter valued at approximately $25,000. Turning Point Benefit Group Inc. acquired a new stake in shares of HubSpot in the third quarter valued at approximately $25,000. Rakuten Securities Inc. raised its holdings in shares of HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after purchasing an additional 47 shares during the last quarter. Westside Investment Management Inc. raised its holdings in shares of HubSpot by 80.5% in the third quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock valued at $33,000 after purchasing an additional 33 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC acquired a new stake in shares of HubSpot in the fourth quarter valued at approximately $33,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently issued reports on HUBS shares. Cantor Fitzgerald downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating and lowered their price objective for the company from $325.00 to $200.00 in a report on Friday, May 8th. Wells Fargo & Company lowered their price objective on shares of HubSpot from $350.00 to $300.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Mizuho lowered their price objective 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. Canaccord Genuity Group set a $335.00 price objective on shares of HubSpot in a report on Friday, May 8th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $250.00 price objective on shares of HubSpot in a report on Friday, May 8th. Twenty-two analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot has a consensus rating of “Moderate Buy” and an average price target of $311.00.

HubSpot Stock Performance

Shares of HubSpot stock opened at $221.08 on Friday. The firm has a 50-day moving average of $220.76 and a 200-day moving average of $289.33. The stock has a market cap of $11.32 billion, a PE ratio of 115.75, a PEG ratio of 2.18 and a beta of 1.23. HubSpot, Inc. has a 52-week low of $173.25 and a 52-week high of $621.16.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 23.4% on a year-over-year basis. During the same quarter in the previous 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. Equities research analysts predict that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Insider Activity

In other news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $220.00, for a total transaction of $1,870,000.00. Following the sale, the director directly owned 353,500 shares in the company, valued at approximately $77,770,000. The trade was a 2.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the business’s 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 sale, the insider owned 16,270 shares in the company, valued at approximately $3,850,458.20. This trade represents a 5.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have acquired 14,063 shares of company stock valued at $2,585,781 and have sold 26,207 shares valued at $6,233,049. Insiders own 4.00% of the company’s stock.

HubSpot Profile

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.