HubSpot, Inc. $HUBS Stake Raised by Ilmarinen Mutual Pension Insurance Co

Ilmarinen Mutual Pension Insurance Co boosted its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 107.2% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 34,979 shares of the software maker’s stock after purchasing an additional 18,100 shares during the period. Ilmarinen Mutual Pension Insurance Co’s holdings in HubSpot were worth $14,037,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in HubSpot by 6.4% during the third quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after purchasing an additional 345,524 shares in the last quarter. Pictet Asset Management Holding SA grew its position in HubSpot by 32.7% during the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after purchasing an additional 476,740 shares in the last quarter. State Street Corp grew its position in HubSpot by 1.9% during the third quarter. State Street Corp now owns 1,148,895 shares of the software maker’s stock valued at $537,453,000 after purchasing an additional 21,358 shares in the last quarter. Geode Capital Management LLC grew its position in HubSpot by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares in the last quarter. Finally, AQR Capital Management LLC grew its position in HubSpot by 89.2% during the third quarter. AQR Capital Management LLC now owns 546,436 shares of the software maker’s stock valued at $255,623,000 after purchasing an additional 257,577 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot Stock Down 1.4%

NYSE HUBS opened at $197.95 on Friday. The stock has a market capitalization of $10.14 billion, a PE ratio of 103.64, a price-to-earnings-growth ratio of 2.20 and a beta of 1.23. The company has a 50 day moving average price of $221.58 and a two-hundred day moving average price of $289.82. HubSpot, Inc. has a 12-month low of $173.25 and a 12-month high of $621.16.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, beating analysts’ consensus estimates of $2.47 by $0.25. The business had revenue of $881.00 million for the quarter, compared to analyst estimates of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, equities analysts anticipate that HubSpot, Inc. will post 4.39 EPS for the current year.

Insider Buying and Selling at HubSpot

In other news, insider Erika Ashley Fisher sold 915 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $236.66, for a total value of $216,543.90. Following the completion of the sale, the insider directly owned 16,270 shares in the company, valued at approximately $3,850,458.20. The trade was a 5.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on 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 completion of the sale, the director owned 353,500 shares of the company’s stock, valued at $77,770,000. The trade was a 2.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have acquired 14,063 shares of company stock worth $2,585,781 and have sold 26,207 shares worth $6,233,049. Insiders own 4.00% of the company’s stock.

Wall Street Analysts Forecast Growth

HUBS has been the topic of a number of research analyst reports. Morgan Stanley lowered their price objective on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Wall Street Zen downgraded shares of HubSpot from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 19th. Raymond James Financial reaffirmed an “outperform” rating and set a $250.00 price objective on shares of HubSpot in a research report on Friday, May 8th. Needham & Company LLC lowered their price objective on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Finally, Barclays lowered their price objective on shares of HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a research report on Monday, May 11th. Twenty-two analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, HubSpot currently has a consensus rating of “Moderate Buy” and a consensus target price of $311.00.

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.