Fifth Third Bancorp Acquires 2,450 Shares of HubSpot, Inc. $HUBS

Fifth Third Bancorp increased its holdings in shares of HubSpot, Inc. (NYSE:HUBS) by 203.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,656 shares of the software maker’s stock after acquiring an additional 2,450 shares during the quarter. Fifth Third Bancorp’s holdings in HubSpot were worth $892,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD lifted its stake in shares of HubSpot by 36.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares during the last quarter. Capital World Investors bought a new stake in shares of HubSpot during the 4th quarter worth about $259,930,000. AQR Capital Management LLC grew its stake in HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares during the last quarter. Pictet Asset Management Holding SA grew its stake in HubSpot by 32.7% in the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after buying an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. raised its holdings in HubSpot by 408.1% in the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock valued at $224,763,000 after acquiring an additional 449,864 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents
• Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut
• Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns
• Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates
• Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares
• Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo

Insider Buying and Selling

In related news, insider Erika Ashley Fisher sold 915 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $236.66, for a total transaction of $216,543.90. Following the completion of the sale, the insider owned 16,270 shares of the company’s stock, valued at $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Lorrie M. Norrington acquired 1,313 shares of HubSpot stock in a transaction on Monday, May 11th. The shares were purchased at an average price of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares of the company’s stock, valued at approximately $540,411.96. This represents a 86.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 17,915 shares valued at $3,654,114. Company insiders own 3.70% of the company’s stock.

HubSpot Price Performance

Shares of NYSE:HUBS opened at $205.38 on Monday. The company has a market capitalization of $10.52 billion, a P/E ratio of 107.53, a P/E/G ratio of 2.24 and a beta of 1.22. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $568.16. The business’s 50 day simple moving average is $200.86 and its 200 day simple moving average is $237.50.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.25. The firm had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $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. On average, sell-side analysts anticipate that HubSpot, Inc. will post 4.39 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on HUBS. Morgan Stanley cut their price objective on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Wells Fargo & Company reiterated an “equal weight” rating and set a $225.00 price objective (down from $300.00) on shares of HubSpot in a research report on Monday, July 20th. Stifel Nicolaus set a $275.00 target price on HubSpot in a report on Friday, May 8th. BTIG Research reissued a “buy” rating and issued a $300.00 target price on shares of HubSpot in a research report on Tuesday, April 21st. Finally, Bank of America restated an “underperform” rating and issued a $180.00 price target (down from $300.00) on shares of HubSpot in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $307.86.

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.