Tejara Capital Ltd Purchases Shares of 14,960 HubSpot, Inc. $HUBS

Tejara Capital Ltd acquired a new position in HubSpot, Inc. (NYSE:HUBS) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 14,960 shares of the software maker’s stock, valued at approximately $2,730,000. HubSpot comprises 1.1% of Tejara Capital Ltd’s portfolio, making the stock its 29th biggest position.

Other institutional investors also recently made changes to their positions in the company. Vise Technologies Inc. bought a new position in shares of HubSpot during the 2nd quarter valued at $353,000. Edmond DE Rothschild Holding S.A. purchased a new position in HubSpot in the 2nd quarter worth $64,616,000. Danica Pension Livsforsikringsaktieselskab bought a new stake in HubSpot in the second quarter worth $1,116,000. Danske Bank A S bought a new position in shares of HubSpot during the second quarter valued at about $247,000. Finally, Wealthfront Advisers LLC purchased a new position in shares of HubSpot in the second quarter worth about $492,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

HubSpot Price Performance

HUBS opened at $238.74 on Friday. The stock has a 50-day moving average price of $208.60 and a 200-day moving average price of $223.57. The firm has a market cap of $11.91 billion, a PE ratio of 84.36, a P/E/G ratio of 2.47 and a beta of 1.19. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $525.51.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business’s revenue was up 19.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, sell-side analysts anticipate that HubSpot, Inc. will post 4.54 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages have weighed in on HUBS. Mizuho lowered their price objective on HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a research report on Friday, May 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $250.00 price target on shares of HubSpot in a research report on Friday, May 8th. Sanford C. Bernstein cut shares of HubSpot from an “outperform” rating to a “market perform” rating and cut their price target for the company from $381.00 to $220.00 in a report on Thursday, August 6th. Wolfe Research cut shares of HubSpot from an “outperform” rating to a “peer perform” rating in a research report on Thursday, August 6th. Finally, BTIG Research reduced their target price on HubSpot from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Fifteen research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $268.90.

Insider Transactions at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $219.50, for a total value of $1,865,750.00. Following the transaction, the director owned 76,500 shares of the company’s stock, valued at approximately $16,791,750. This represents a 10.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Erika Ashley Fisher sold 702 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the transaction, the insider directly owned 14,581 shares in the company, valued at $3,429,742.82. The trade was a 4.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 26,202 shares of company stock worth $5,477,709 over the last three months. 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.