Cinctive Capital Management LP Purchases 4,116 Shares of HubSpot, Inc. $HUBS

Cinctive Capital Management LP increased its position in shares of HubSpot, Inc. (NYSE:HUBS) by 10.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 43,875 shares of the software maker’s stock after buying an additional 4,116 shares during the period. HubSpot accounts for about 1.0% of Cinctive Capital Management LP’s investment portfolio, making the stock its 19th largest holding. Cinctive Capital Management LP’s holdings in HubSpot were worth $17,607,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of HUBS. Price T Rowe Associates Inc. MD increased 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 during the period. Capital World Investors bought a new stake in shares of HubSpot during the fourth quarter valued at approximately $259,930,000. AQR Capital Management LLC grew its position in HubSpot by 117.6% in the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares during the period. Pictet Asset Management Holding SA grew its position in HubSpot by 32.7% in 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 acquiring an additional 476,740 shares during the period. Finally, Alyeska Investment Group L.P. grew its position in HubSpot by 408.1% in the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock valued at $224,763,000 after acquiring an additional 449,864 shares during the period. 90.39% of the stock is currently owned by institutional investors.

HubSpot Stock Performance

Shares of HUBS stock opened at $176.67 on Thursday. The stock’s fifty day moving average is $210.34 and its 200-day moving average is $273.41. The stock has a market capitalization of $9.05 billion, a PE ratio of 92.50, a PEG ratio of 2.00 and a beta of 1.21. HubSpot, Inc. has a 52 week low of $173.25 and a 52 week high of $568.16.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, topping the consensus estimate of $2.47 by $0.25. The company had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.84 earnings per share. 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, analysts forecast that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Insider Activity at HubSpot

In other news, insider Erika Ashley Fisher sold 915 shares of the 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 owned 16,270 shares in the company, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Lorrie M. Norrington bought 1,313 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were acquired at an average price of $190.42 per share, for a total transaction of $250,021.46. Following the acquisition, the director directly owned 2,838 shares of the company’s stock, valued at approximately $540,411.96. The trade was a 86.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 17,707 shares valued at $3,999,674. Company insiders own 3.70% of the company’s stock.

Analyst Upgrades and Downgrades

HUBS has been the topic of a number of analyst reports. UBS Group reiterated a “neutral” rating on shares of HubSpot in a research report on Wednesday. Royal Bank Of Canada lowered their price target on HubSpot from $400.00 to $350.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. Barclays lowered their price target on HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a research report on Monday, May 11th. BTIG Research reiterated a “buy” rating and issued a $300.00 price target on shares of HubSpot in a research report on Tuesday, April 21st. Finally, Canaccord Genuity Group set a $335.00 price target on HubSpot in a research report on Friday, May 8th. Twenty-one equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, HubSpot has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

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.