Edmond DE Rothschild Holding S.A. Takes Position in HubSpot, Inc. $HUBS

Edmond DE Rothschild Holding S.A. bought a new stake in HubSpot, Inc. (NYSE:HUBS) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 354,042 shares of the software maker’s stock, valued at approximately $64,616,000. HubSpot accounts for about 0.9% of Edmond DE Rothschild Holding S.A.’s portfolio, making the stock its 27th biggest position. Edmond DE Rothschild Holding S.A. owned 0.71% of HubSpot at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Empowered Funds LLC raised its holdings in shares of HubSpot by 88.5% in the 1st quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after buying an additional 737 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of HubSpot by 12.1% during the 2nd quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after buying an additional 516 shares during the period. Treasurer of the State of North Carolina boosted its stake in HubSpot by 4.7% in the 2nd quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock valued at $13,222,000 after buying an additional 1,077 shares in the last quarter. Osterweis Capital Management Inc. acquired a new stake in HubSpot in the 2nd quarter valued at $34,000. Finally, Alliancebernstein L.P. grew its position in HubSpot by 35.0% in the second quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock valued at $209,335,000 after acquiring an additional 97,469 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot Stock Up 6.8%

HubSpot stock opened at $241.60 on Thursday. The stock has a 50-day simple moving average of $207.56 and a 200 day simple moving average of $223.86. The stock has a market capitalization of $12.05 billion, a price-to-earnings ratio of 85.37, a P/E/G ratio of 2.31 and a beta of 1.19. HubSpot, Inc. has a 12-month low of $169.63 and a 12-month high of $525.51.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data 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 net margin of 4.26% and a return on equity of 8.66%. The firm had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. During the same quarter in the prior year, the firm earned $2.19 EPS. The company’s revenue was up 19.8% on a year-over-year basis. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, sell-side analysts anticipate that HubSpot, Inc. will post 4.54 EPS for the current year.

Insider Activity

In related news, Director Gerald Dischler purchased 925 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were acquired at an average cost of $215.93 per share, with a total value of $199,735.25. Following the completion of the purchase, the director directly owned 1,940 shares of the company’s stock, valued at $418,904.20. This trade represents a 91.13% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Erika Ashley Fisher sold 702 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total transaction of $165,124.44. Following the completion of the sale, the insider directly owned 14,581 shares of the company’s stock, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 17,702 shares of company stock valued at $3,611,959 over the last three months. 3.70% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on HUBS shares. BMO Capital Markets cut HubSpot from an “outperform” rating to a “market perform” rating and cut their price objective for the company from $230.00 to $215.00 in a report on Thursday, August 6th. BNP Paribas Exane lowered shares of HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 target price on the stock. in a report on Monday, May 11th. JPMorgan Chase & Co. cut their price target on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Mizuho decreased their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a research note on Friday, May 8th. Finally, BTIG Research dropped their price objective on shares of HubSpot from $300.00 to $250.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Fifteen analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $268.90.

HubSpot Company 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.