Bank of New York Mellon Corp Sells 21,855 Shares of HubSpot, Inc. $HUBS

Bank of New York Mellon Corp decreased its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 4.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 526,339 shares of the software maker’s stock after selling 21,855 shares during the quarter. Bank of New York Mellon Corp’s holdings in HubSpot were worth $246,222,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Rakuten Investment Management Inc. acquired a new stake in HubSpot during the 3rd quarter worth about $48,548,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in shares of HubSpot by 19.2% in the second quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 9,533 shares of the software maker’s stock worth $5,306,000 after purchasing an additional 1,533 shares during the last quarter. Nordea Investment Management AB raised its stake in shares of HubSpot by 34.9% in the third quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock worth $10,148,000 after purchasing an additional 5,595 shares during the last quarter. Triasima Portfolio Management inc. acquired a new stake in shares of HubSpot during the third quarter worth about $2,079,000. Finally, Los Angeles Capital Management LLC boosted its position in HubSpot by 24.1% in the second quarter. Los Angeles Capital Management LLC now owns 13,228 shares of the software maker’s stock valued at $7,363,000 after buying an additional 2,569 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Customer win / migration — a leading security workforce platform completed a global Marketo→HubSpot migration, highlighting enterprise adoption and potential revenue expansion from platform migrations. Leading Security Workforce Platform Unifies Global Marketing
• Positive Sentiment: Integration / ecosystem growth — Mitto launched “Number Insight for HubSpot,” expanding HubSpot’s partner ecosystem and adding product stickiness for messaging/telephony workflows. Mitto Introduces Number Insight for HubSpot
• Neutral Sentiment: Upcoming earnings catalyst — HubSpot will report Q4 & full‑year 2025 results after market close on Feb. 11 and host a 4:30 p.m. ET call; this is the next major event that can materially move the stock. HubSpot to Announce Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Regional partner expansion — Periti Digital opened a North America office in Cambridge, which could broaden HubSpot implementation and services demand but is an indirect/longer‑term benefit. Periti Digital Expands to North America
• Negative Sentiment: Analyst price‑target cut (BMO) — BMO lowered its target from $465 to $385 (still an “outperform”), reducing near‑term analyst support and likely contributing to selling pressure despite a retained constructive stance. HubSpot price target lowered by BMO Capital
• Negative Sentiment: Analyst price‑target cut (UBS) — UBS trimmed its target from $600 to $450 while keeping a “buy” rating; another downward revision that can weigh on sentiment even though upside remains per the revised targets. UBS lowers HubSpot price target
• Negative Sentiment: Short interest rose sharply — short interest grew ~28.3% in January to ~1.82M shares (≈3.6% of shares), indicating increased bearish positioning and added downside pressure if sellers remain active. (Data from recent filings summarized by market trackers.)
• Neutral Sentiment: Market‑support analysis — recent coverage examines whether HubSpot is gaining or losing institutional support; this analysis frames flows but does not itself change fundamentals. Is HubSpot Inc Gaining or Losing Market Support?

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value of $2,578,730.00. Following the sale, the director 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders have sold 25,735 shares of company stock valued at $8,943,006. 4.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on HUBS. BTIG Research assumed coverage on shares of HubSpot in a research report on Monday, January 5th. They set a “buy” rating and a $500.00 price target for the company. JPMorgan Chase & Co. cut their price objective on shares of HubSpot from $675.00 to $650.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Jefferies Financial Group reduced their target price on shares of HubSpot from $650.00 to $560.00 and set a “buy” rating for the company in a report on Thursday, November 6th. BMO Capital Markets lowered their price target on shares of HubSpot from $465.00 to $385.00 and set an “outperform” rating on the stock in a report on Thursday. Finally, Truist Financial reduced their price objective on HubSpot from $675.00 to $650.00 and set a “buy” rating for the company in a research note on Friday, November 7th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $593.07.

HubSpot Stock Down 11.2%

HUBS stock opened at $281.67 on Friday. HubSpot, Inc. has a 52-week low of $276.73 and a 52-week high of $881.13. The firm has a market cap of $14.76 billion, a P/E ratio of -3,520.93, a PEG ratio of 7.51 and a beta of 1.46. The company’s 50-day simple moving average is $366.05 and its 200-day simple moving average is $435.89.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Thursday, November 6th. The software maker reported $2.66 earnings per share for the quarter, topping analysts’ consensus estimates of $2.58 by $0.08. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The company had revenue of $809.52 million during the quarter, compared to analysts’ expectations of $786.80 million. During the same quarter in the prior year, the firm posted $2.18 EPS. HubSpot’s quarterly revenue was up 20.9% compared to the same quarter last year. On average, analysts anticipate that HubSpot, Inc. will post 1.01 earnings per share for the current fiscal year.

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.