The Manufacturers Life Insurance Company Raises Holdings in HubSpot, Inc. $HUBS

The Manufacturers Life Insurance Company increased its holdings in HubSpot, Inc. (NYSE:HUBS) by 175.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,063 shares of the software maker’s stock after buying an additional 7,044 shares during the period. The Manufacturers Life Insurance Company’s holdings in HubSpot were worth $2,700,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Quantinno Capital Management LP increased its holdings in shares of HubSpot by 91.2% in the 1st quarter. Quantinno Capital Management LP now owns 98,749 shares of the software maker’s stock valued at $24,105,000 after acquiring an additional 47,090 shares during the period. Lazard Asset Management LLC purchased a new stake in shares of HubSpot during the 1st quarter worth $1,056,000. Family Manage LLC purchased a new stake in shares of HubSpot during the 1st quarter worth $210,000. Ardmore Road Asset Management LP boosted its position in HubSpot by 108.3% during the first quarter. Ardmore Road Asset Management LP now owns 125,800 shares of the software maker’s stock valued at $30,708,000 after purchasing an additional 65,409 shares in the last quarter. Finally, Weiss Asset Management LP bought a new stake in HubSpot during the first quarter valued at about $1,292,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

Analysts Set New Price Targets

A number of equities analysts have commented on HUBS shares. Stephens downgraded shares of HubSpot from an “overweight” rating to a “hold” rating and set a $251.00 target price for the company. in a report on Thursday. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 price objective on shares of HubSpot in a research report on Friday, May 8th. Bank of America reiterated an “underperform” rating and set a $200.00 price objective on shares of HubSpot in a research note on Thursday. Barclays decreased their target price on shares of HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, Wells Fargo & Company lowered shares of HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, HubSpot has an average rating of “Hold” and an average target price of $268.90.

HubSpot Trading Up 3.7%

Shares of HubSpot stock opened at $209.96 on Friday. The firm’s 50 day simple moving average is $206.74 and its two-hundred day simple moving average is $229.37. The firm has a market capitalization of $10.75 billion, a price-to-earnings ratio of 74.19, a PEG ratio of 2.29 and a beta of 1.19. HubSpot, Inc. has a 12-month low of $169.63 and a 12-month high of $525.51.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. The business had revenue of $911.74 million during 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 for the quarter was up 19.8% compared to the same quarter last year. During the same period in the previous 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. On average, sell-side analysts predict that HubSpot, Inc. will post 4.41 EPS for the current fiscal year.

Insider Activity at HubSpot

In other news, CEO Yamini Rangan purchased 2,750 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were acquired at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the purchase, the chief executive officer owned 102,982 shares in the company, valued at $19,550,102.88. This trade represents a 2.74% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CTO Dharmesh Shah acquired 10,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $181.37 per share, for a total transaction of $1,813,700.00. Following the completion of the acquisition, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at approximately $234,946,698. This trade represents a 0.78% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have acquired 14,063 shares of company stock worth $2,585,781 and have sold 26,202 shares worth $5,481,959. 3.70% of the stock is owned by 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.