Lido Advisors LLC Reduces Holdings in HubSpot, Inc. $HUBS

Lido Advisors LLC trimmed its holdings in shares of HubSpot, Inc. (NYSE:HUBS) by 36.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,390 shares of the software maker’s stock after selling 2,511 shares during the period. Lido Advisors LLC’s holdings in HubSpot were worth $1,762,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of HUBS. Empowered Funds LLC increased its stake in shares of HubSpot by 88.5% during the 1st quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after purchasing an additional 737 shares in the last quarter. NewEdge Advisors LLC increased its stake in shares of HubSpot by 12.1% during the 2nd quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after purchasing an additional 516 shares in the last quarter. Treasurer of the State of North Carolina increased its stake in shares of HubSpot by 4.7% during the 2nd quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock worth $13,222,000 after purchasing an additional 1,077 shares in the last quarter. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot during the 2nd quarter worth approximately $34,000. Finally, Alliancebernstein L.P. increased its stake in shares of HubSpot by 35.0% during the 2nd quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock worth $209,335,000 after purchasing an additional 97,469 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot Trading Down 2.2%

Shares of HubSpot stock opened at $207.96 on Tuesday. HubSpot, Inc. has a twelve month low of $173.25 and a twelve month high of $610.61. The stock has a market capitalization of $10.65 billion, a P/E ratio of 108.88, a PEG ratio of 2.33 and a beta of 1.22. The business’s fifty day moving average price is $217.97 and its 200 day moving average price is $281.97.

HubSpot (NYSE:HUBS) last issued its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share 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 last year, the firm earned $1.84 earnings per share. The firm’s revenue for the quarter was up 23.4% compared to the same quarter last year. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, sell-side analysts predict that HubSpot, Inc. will post 4.39 EPS for the current year.

Insider Activity

In other HubSpot news, Director Lorrie M. Norrington purchased 1,313 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the transaction, the director 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. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Erika Ashley Fisher sold 915 shares of the company’s 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 sale, the insider directly owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. This trade represents a 5.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders bought 14,063 shares of company stock worth $2,585,781 and sold 26,207 shares worth $6,233,049. Company insiders own 3.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on HUBS. Morgan Stanley dropped their price objective on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Evercore set a $225.00 target price on shares of HubSpot in a research note on Friday, May 8th. Canaccord Genuity Group set a $335.00 target price on shares of HubSpot in a research note on Friday, May 8th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $382.00 target price on shares of HubSpot in a research note on Friday, May 8th. Finally, Needham & Company LLC lowered their target price on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average 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.