Havemeyer Place LP Makes New $2.04 Million Investment in HubSpot, Inc. $HUBS

Havemeyer Place LP purchased a new position in shares of HubSpot, Inc. (NYSE:HUBS) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,093 shares of the software maker’s stock, valued at approximately $2,044,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Pinebridge Investments LLC purchased a new stake in HubSpot during the fourth quarter worth about $3,019,000. PBU The Pension Fund of Early Childhood & Youth Educators purchased a new stake in HubSpot during the fourth quarter worth about $9,213,000. Parallel Advisors LLC increased its stake in HubSpot by 746.6% during the fourth quarter. Parallel Advisors LLC now owns 5,291 shares of the software maker’s stock worth $2,124,000 after purchasing an additional 4,666 shares during the period. Prudential PLC increased its stake in shares of HubSpot by 14.8% during the fourth quarter. Prudential PLC now owns 1,068 shares of the software maker’s stock worth $429,000 after buying an additional 138 shares during the period. Finally, Westfield Capital Management Co. LP raised its holdings in HubSpot by 162.5% in the fourth quarter. Westfield Capital Management Co. LP now owns 352,154 shares of the software maker’s stock valued at $141,319,000 after acquiring an additional 217,979 shares in the last quarter. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

HubSpot Trading Down 3.8%

HUBS stock opened at $211.90 on Friday. The stock has a market cap of $10.85 billion, a P/E ratio of 110.94, a PEG ratio of 2.33 and a beta of 1.21. HubSpot, Inc. has a twelve month low of $173.25 and a twelve month high of $610.61. The company’s 50 day moving average is $218.71 and its two-hundred day moving average is $283.71.

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

Analyst Ratings Changes

A number of research analysts recently issued reports on HUBS shares. BMO Capital Markets decreased their price target on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a research note on Friday, May 8th. Sanford C. Bernstein set a $381.00 price target on shares of HubSpot in a report on Friday, May 8th. Royal Bank Of Canada lowered their price target on shares of HubSpot from $400.00 to $350.00 and set an “outperform” rating for the company in a report on Friday, May 8th. Cantor Fitzgerald cut shares of HubSpot from an “overweight” rating to a “neutral” rating and lowered their price target for the stock from $325.00 to $200.00 in a report on Friday, May 8th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $382.00 price target on shares of HubSpot in a report on Friday, May 8th. Twenty-two equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $311.00.

Insider Activity at HubSpot

In other news, CEO Yamini Rangan acquired 2,750 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were bought at an average price of $189.84 per share, with a total value of $522,060.00. Following the completion of the acquisition, the chief executive officer owned 102,982 shares in the company, valued at $19,550,102.88. This trade represents a 2.74% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Dharmesh Shah bought 10,000 shares of HubSpot stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the completion of the acquisition, the chief technology officer directly owned 1,295,400 shares in the company, valued at approximately $234,946,698. The trade was a 0.78% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 26,207 shares valued at $6,233,049. 3.70% of the stock is owned by company insiders.

About HubSpot

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.