Vinva Investment Management Ltd Boosts Position in HubSpot, Inc. $HUBS

Vinva Investment Management Ltd increased its position in shares of HubSpot, Inc. (NYSE:HUBS) by 277.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 19,232 shares of the software maker’s stock after acquiring an additional 14,136 shares during the period. Vinva Investment Management Ltd’s holdings in HubSpot were worth $8,997,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Goodman Advisory Group LLC purchased a new stake in HubSpot in the second quarter valued at approximately $27,000. Rakuten Securities Inc. boosted its holdings in shares of HubSpot by 783.3% in the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares in the last quarter. Osterweis Capital Management Inc. purchased a new stake in HubSpot in the second quarter worth approximately $34,000. Exane Asset Management purchased a new stake in shares of HubSpot in the 3rd quarter valued at $30,000. Finally, Atlantic Union Bankshares Corp bought a new position in shares of HubSpot during the second quarter valued at about $39,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on HUBS shares. BMO Capital Markets decreased their price target on HubSpot from $385.00 to $285.00 and set an “outperform” rating on the stock in a research note on Thursday, February 12th. Zacks Research raised shares of HubSpot from a “strong sell” rating to a “strong-buy” rating in a research note on Tuesday, February 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a report on Thursday, February 12th. KeyCorp decreased their price objective on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Finally, Truist Financial dropped their target price on shares of HubSpot from $650.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and a consensus target price of $454.20.

HubSpot Price Performance

Shares of NYSE HUBS opened at $296.27 on Monday. HubSpot, Inc. has a 1 year low of $207.20 and a 1 year high of $682.57. The firm has a 50-day moving average of $298.56 and a 200 day moving average of $389.07. The stock has a market cap of $15.63 billion, a P/E ratio of 340.54, a price-to-earnings-growth ratio of 4.42 and a beta of 1.40.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The business had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. During the same quarter in the prior year, the company earned $2.32 earnings per share. The business’s revenue was up 20.4% compared to the same quarter last year. Research analysts expect that HubSpot, Inc. will post 1.01 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In other news, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares in the company, valued at $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the completion of the transaction, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 26,691 shares of company stock worth $8,136,702. 4.00% of the stock is currently owned by company insiders.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4/earnings momentum: Analysts and sector write-ups highlight HubSpot’s strong Q4 results and positioning in sales software, reinforcing confidence in near?term revenue and execution. Sales Software Stocks Q4 Earnings: HubSpot (HUBS) Firing on All Cylinders
• Positive Sentiment: Analyst upgrades & bullish notes: Recent analyst upgrades and positive comments (including Cantor Fitzgerald coverage) have driven renewed buying interest and helped lift the stock. HubSpot (NYSE:HUBS) Trading Up 3.7% Following Analyst Upgrade
• Positive Sentiment: Inclusion on buy/idea lists: Multiple outlets and ranking services (Zacks, sector idea pieces) list HubSpot among software names to own as the sector shows signs of recovery—supporting investor sentiment. The Software Recovery Already Started: 5 Stocks to Buy Now
• Positive Sentiment: Partner momentum: A top HubSpot implementation partner (Wendt Partners) earned a Manufacturing Industry Specialist badge — a sign HubSpot’s partner ecosystem is expanding in verticals that can drive new customer adoption. Wendt Partners Recognized as a Top HubSpot Partner for Manufacturing Companies
• Neutral Sentiment: AI product push: HubSpot is accelerating AI capabilities (Clearbit integration, generative tools and cheaper tiers) that could expand addressable market but may take time to materially move revenue. This is constructive long?term but mixed for near?term expectations. HubSpot’s AI Shift With Clearbit Puts Growth And Partner Risks In Focus
• Neutral Sentiment: Modest fair?value tweak amid mixed analyst views: One update nudged fair value slightly higher, but Street research remains mixed with offsets from both raises and deep cuts — keeps price targets dispersed. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Analyst divergence & valuation risk: While many notes are positive, some analysts are materially cutting targets as they reassess growth and multiples—introducing downside risk if execution slips or macro headwinds persist. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance

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.