HubSpot, Inc. $HUBS Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 8.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,564 shares of the software maker’s stock after buying an additional 3,979 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.10% of HubSpot worth $19,327,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in HubSpot by 6.4% during the 3rd quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after buying an additional 345,524 shares during the period. Pictet Asset Management Holding SA increased its stake in HubSpot by 32.7% during 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 period. State Street Corp increased its stake in HubSpot by 1.9% during the 3rd quarter. State Street Corp now owns 1,148,895 shares of the software maker’s stock valued at $537,453,000 after buying an additional 21,358 shares during the period. AQR Capital Management LLC increased its stake in HubSpot by 89.2% during the 3rd quarter. AQR Capital Management LLC now owns 546,436 shares of the software maker’s stock valued at $255,623,000 after buying an additional 257,577 shares during the period. Finally, Amundi increased its stake in HubSpot by 57.6% during the 3rd quarter. Amundi now owns 452,252 shares of the software maker’s stock valued at $209,660,000 after buying an additional 165,315 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot Price Performance

HubSpot stock opened at $196.87 on Friday. The firm’s 50 day simple moving average is $243.61 and its 200-day simple moving average is $317.94. The company has a market cap of $10.13 billion, a P/E ratio of 103.07, a price-to-earnings-growth ratio of 2.69 and a beta of 1.23. HubSpot, Inc. has a fifty-two week low of $180.50 and a fifty-two week high of $682.57.

HubSpot (NYSE:HUBS) last released its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.25. The business had revenue of $881.00 million for the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The firm’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period last year, the firm posted $1.84 earnings per share. 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 expect that HubSpot, Inc. will post 3.66 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have commented on HUBS. Oppenheimer lowered their target price on shares of HubSpot from $550.00 to $350.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 4th. Wall Street Zen cut shares of HubSpot from a “strong-buy” rating to a “buy” rating in a research note on Sunday, April 19th. Cantor Fitzgerald downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating and dropped their target price for the stock from $325.00 to $200.00 in a report on Friday. Needham & Company LLC dropped their target price on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $250.00 target price on shares of HubSpot in a report on Friday. Twenty-two analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $315.85.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot beat Q1 estimates, with EPS of $2.72 versus $2.47 expected and revenue of $881 million versus $863.3 million expected, while revenue rose 23.4% year over year. HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: The company also raised guidance, projecting Q2 EPS of $3.00-$3.02 and FY2026 EPS of $13.04-$13.12, both above analyst expectations, which supports the long-term growth thesis. HubSpot (HUBS) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Several firms still maintain bullish ratings despite cutting price targets, including JPMorgan, RBC, Wells Fargo, Mizuho, Morgan Stanley and Piper Sandler, signaling Wall Street still sees upside from current levels. Analyst price target updates

Insider Activity at HubSpot

In related news, Director Brian Halligan sold 8,292 shares of the firm’s stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $230.72, for a total transaction of $1,913,130.24. Following the completion of the sale, the director directly owned 362,000 shares in the company, valued at approximately $83,520,640. This trade represents a 2.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $236.66, for a total transaction of $216,543.90. Following the sale, the insider owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 25,968 shares of company stock valued at $6,453,082. 4.00% of the stock is currently owned by corporate insiders.

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.