HubSpot, Inc. $HUBS Stock Holdings Lifted by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. lifted its holdings in HubSpot, Inc. (NYSE:HUBS) by 395.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,742 shares of the software maker’s stock after acquiring an additional 26,933 shares during the quarter. Jefferies Financial Group Inc.’s holdings in HubSpot were worth $6,916,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. BlackRock Inc. acquired a new position in HubSpot in the second quarter worth $631,386,000. Arrowstreet Capital Limited Partnership increased its stake in shares of HubSpot by 352.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock valued at $220,559,000 after buying an additional 703,706 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of HubSpot in the second quarter valued at $112,671,000. Bank of America Corp DE acquired a new stake in shares of HubSpot in the second quarter valued at $70,174,000. Finally, Edmond DE Rothschild Holding S.A. bought a new position in shares of HubSpot in the second quarter valued at about $64,616,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at HubSpot

In other news, insider Erika Fisher sold 702 shares of the business’s stock in a transaction on Tuesday, November 3rd. The shares were sold at an average price of $227.72, for a total value of $159,859.44. Following the completion of the transaction, the insider owned 12,829 shares of the company’s stock, valued at $2,921,419.88. The trade was a 5.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the completion of the sale, the director owned 59,500 shares of the company’s stock, valued at approximately $14,254,415. This represents a 12.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 26,202 shares of company stock worth $6,149,894. Company insiders own 3.70% of the company’s stock.

HubSpot Price Performance

Shares of HUBS stock opened at $215.72 on Friday. The stock has a market cap of $10.54 billion, a PE ratio of 46.32, a price-to-earnings-growth ratio of 1.93 and a beta of 1.14. The stock has a 50-day moving average of $228.14 and a 200-day moving average of $227.63. HubSpot, Inc. has a one year low of $169.63 and a one year high of $406.94.

HubSpot (NYSE:HUBS) last released its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.27 by $0.54. The business had revenue of $947.57 million for the quarter, compared to analyst estimates of $925.50 million. HubSpot had a net margin of 5.95% and a return on equity of 12.18%. HubSpot’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the firm earned $2.66 EPS. As a group, research analysts anticipate that HubSpot, Inc. will post 5.14 earnings per share for the current year.

Analysts Set New Price Targets

HUBS has been the topic of several research reports. Royal Bank Of Canada reduced their price target on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a research report on Thursday, November 5th. Weiss Ratings upgraded shares of HubSpot from a “sell (d)” rating to a “sell (d+)” rating in a research report on Friday, October 2nd. Raymond James Financial downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a research note on Monday, October 5th. BTIG Research lowered shares of HubSpot from a “buy” rating to a “neutral” rating in a research report on Thursday, November 5th. Finally, Stephens upped their target price on shares of HubSpot from $251.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Monday, September 21st. Eight analysts have rated the stock with a Buy rating, twenty-two have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, HubSpot presently has an average rating of “Hold” and an average price target of $251.23.

More HubSpot News

These are some of the HUBS news items that stood out recently:

• Positive Sentiment: HubSpot raised its FY2026 adjusted EPS guidance to $13.59–$13.61, well above the $11.84 consensus estimate. Its Q4 EPS forecast of $3.85–$3.87 also tops the $3.44 consensus, signaling stronger expected profitability. Yahoo Finance: HubSpot announces leadership transition
• Neutral Sentiment: Revenue guidance is broadly in line with expectations: $3.7 billion for FY2026 and $945–$947 million for Q4, versus consensus of $3.7 billion and $946.8 million, respectively. Yahoo Finance: HubSpot stock rises on leadership overhaul
• Neutral Sentiment: The CEO and CFO changes could bring renewed strategic focus, but leadership transitions also leave uncertainty about execution and the company’s direction. The Boston Globe: HubSpot cofounder Halligan returns to lead the company

HubSpot Profile

HubSpot, Inc. develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences. Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce. HubSpot also offers automation, analytics, and artificial intelligence features to help organizations manage customer interactions and coordinate business processes.