Generali Investments Towarzystwo Funduszy Inwestycyjnych Buys 3,100 Shares of HubSpot, Inc. $HUBS

Generali Investments Towarzystwo Funduszy Inwestycyjnych boosted its stake in HubSpot, Inc. (NYSE:HUBS) by 26.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,900 shares of the software maker’s stock after purchasing an additional 3,100 shares during the quarter. HubSpot comprises approximately 1.9% of Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings, making the stock its 11th largest holding. Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings in HubSpot were worth $3,637,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Price T Rowe Associates Inc. MD grew its position in shares of HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock valued at $1,838,727,000 after purchasing an additional 1,224,424 shares in the last quarter. Pictet Asset Management Holding SA boosted its stake in HubSpot by 32.7% during the fourth 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. State Street Corp boosted its stake in HubSpot by 3.7% during the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after buying an additional 42,948 shares during the last quarter. AQR Capital Management LLC grew its holdings in HubSpot by 117.6% during 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 in the last quarter. Finally, Geode Capital Management LLC increased its stake in HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after acquiring an additional 14,159 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on HUBS shares. BTIG Research reaffirmed a “buy” rating and set a $300.00 price objective on shares of HubSpot in a report on Tuesday, April 21st. Piper Sandler reduced their price target on shares of HubSpot from $260.00 to $250.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Evercore set a $225.00 price target on shares of HubSpot in a research note on Friday, May 8th. Stifel Nicolaus set a $275.00 price objective on shares of HubSpot in a research report on Friday, May 8th. Finally, Citigroup cut shares of HubSpot from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $321.00 to $230.00 in a research note on Friday, May 8th. Twenty-one investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

HubSpot Price Performance

Shares of NYSE:HUBS opened at $170.07 on Friday. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $568.16. The business has a 50 day simple moving average of $206.27 and a two-hundred day simple moving average of $265.00. The firm has a market capitalization of $8.71 billion, a PE ratio of 89.04, a price-to-earnings-growth ratio of 1.97 and a beta of 1.21.

HubSpot (NYSE:HUBS) last released 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 return on equity of 5.66% and a net margin of 3.04%.The firm had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. During the same quarter in the prior year, the firm posted $1.84 earnings per share. The company’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. Equities research analysts expect that HubSpot, Inc. will post 4.41 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, insider Erika Ashley Fisher sold 915 shares of HubSpot stock in a transaction 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 completion of the sale, the insider directly owned 16,270 shares in the company, valued at approximately $3,850,458.20. This trade represents a 5.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Yamini Rangan bought 2,750 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were acquired at an average price of $189.84 per share, with a total value of $522,060.00. Following the completion of the transaction, the chief executive officer owned 102,982 shares of the company’s stock, valued at approximately $19,550,102.88. The trade was a 2.74% increase in their position. The disclosure for this purchase is available in the SEC filing. 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. 3.70% of the stock is currently owned by company insiders.

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.