United Capital Financial Advisors LLC Acquires Shares of 2,689 HubSpot, Inc. $HUBS

United Capital Financial Advisors LLC acquired a new position in shares of HubSpot, Inc. (NYSE:HUBS) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 2,689 shares of the software maker’s stock, valued at approximately $491,000.

Other institutional investors also recently made changes to their positions in the company. Public Employees Retirement System of Ohio acquired a new stake in shares of HubSpot during the second quarter worth approximately $2,600,000. Capstone Investment Advisors LLC bought a new position in HubSpot during the 2nd quarter valued at $341,000. Proficio Capital Partners LLC bought a new position in HubSpot during the 2nd quarter valued at $221,000. Corient Private Wealth LP acquired a new position in HubSpot during the 2nd quarter worth $667,000. Finally, Bank of America Corp DE acquired a new position in HubSpot during the 2nd quarter worth $70,174,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on HUBS. Raymond James Financial reaffirmed an “outperform” rating and set a $250.00 price target on shares of HubSpot in a research report on Friday, May 8th. BMO Capital Markets lowered HubSpot from an “outperform” rating to a “market perform” rating and lowered their price objective for the company from $230.00 to $215.00 in a report on Thursday, August 6th. Stephens cut HubSpot from an “overweight” rating to a “hold” rating and set a $251.00 price objective on the stock. in a research note on Thursday, August 6th. Oppenheimer downgraded HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Fifteen equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $268.90.

Insider Buying and Selling at HubSpot

In other news, Director Gerald Dischler purchased 925 shares of the company’s stock in a transaction on Monday, August 10th. The shares were bought at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the purchase, the director 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 702 shares of HubSpot stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value of $165,124.44. Following the sale, the insider directly owned 14,581 shares in the company, valued at $3,429,742.82. The trade was a 4.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 26,202 shares of company stock valued at $5,477,709 in the last ninety days. Company insiders own 3.70% of the company’s stock.

HubSpot Trading Up 0.4%

Shares of HubSpot stock opened at $261.68 on Tuesday. The stock has a market capitalization of $13.05 billion, a price-to-earnings ratio of 92.47, a PEG ratio of 2.82 and a beta of 1.19. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $525.51. The business’s 50 day simple moving average is $218.19 and its 200-day simple moving average is $223.97.

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 return on equity of 8.66% and a net margin of 4.26%.The firm had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. During the same period in the prior year, the business earned $2.19 EPS. The firm’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. Sell-side analysts predict that HubSpot, Inc. will post 4.54 earnings per share for the current year.

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.