Candriam S.C.A. Has $4.82 Million Stock Position in HubSpot, Inc. $HUBS

Candriam S.C.A. lifted its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 13.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,749 shares of the software maker’s stock after purchasing an additional 2,318 shares during the quarter. Candriam S.C.A.’s holdings in HubSpot were worth $4,821,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. National Bank of Canada FI lifted its holdings in shares of HubSpot by 8.6% in the 3rd quarter. National Bank of Canada FI now owns 379 shares of the software maker’s stock worth $177,000 after purchasing an additional 30 shares in the last quarter. Jackson Thornton Wealth Management LLC increased its stake in HubSpot by 6.6% during the 4th quarter. Jackson Thornton Wealth Management LLC now owns 691 shares of the software maker’s stock valued at $274,000 after purchasing an additional 43 shares in the last quarter. Rakuten Securities Inc. increased its stake in HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after purchasing an additional 47 shares in the last quarter. Orion Porfolio Solutions LLC increased its stake in HubSpot by 2.9% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 1,784 shares of the software maker’s stock valued at $994,000 after purchasing an additional 51 shares in the last quarter. Finally, Strategic Advocates LLC acquired a new position in HubSpot during the third quarter worth $25,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Erika Ashley Fisher sold 915 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $236.66, for a total transaction of $216,543.90. Following the completion of the sale, the insider directly owned 16,270 shares in the company, valued at $3,850,458.20. This represents a 5.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Lorrie M. Norrington purchased 1,313 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was bought at an average cost 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 in the company, valued at approximately $540,411.96. This trade represents a 86.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over 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 $5,567,244. Corporate insiders own 3.70% of the company’s stock.

HubSpot Trading Up 5.0%

Shares of NYSE HUBS opened at $217.88 on Tuesday. The business has a 50-day moving average of $199.46 and a 200-day moving average of $249.04. The firm has a market capitalization of $11.16 billion, a price-to-earnings ratio of 114.07, a PEG ratio of 2.27 and a beta of 1.22. HubSpot, Inc. has a 12 month low of $169.63 and a 12 month high of $568.16.

HubSpot (NYSE:HUBS) last posted 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. 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 analysts’ expectations of $863.32 million. During the same quarter last year, the company posted $1.84 EPS. The business’s quarterly 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, analysts predict that HubSpot, Inc. will post 4.39 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on HUBS. BMO Capital Markets cut their price target on HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a research note on Friday, May 8th. Barclays cut their target price on HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a research report on Monday, May 11th. Wells Fargo & Company decreased their price target on HubSpot from $350.00 to $300.00 and set an “overweight” rating for the company in a report on Friday, May 8th. JPMorgan Chase & Co. dropped their target price on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Finally, Morgan Stanley dropped their price objective on HubSpot from $405.00 to $350.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Twenty-one analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $311.00.

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.