HubSpot, Inc. $HUBS Stock Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its stake in HubSpot, Inc. (NYSE:HUBS) by 2.3% during the third quarter, Holdings Channel reports. The institutional investor owned 329,389 shares of the software maker’s stock after acquiring an additional 7,327 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in HubSpot were worth $67,518,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. BlackRock Inc. purchased a new position in HubSpot during the second quarter valued at approximately $631,386,000. Arrowstreet Capital Limited Partnership lifted its holdings in 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 acquiring an additional 703,706 shares during the period. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in HubSpot in the 2nd quarter worth approximately $112,671,000. Bank of America Corp DE purchased a new stake in HubSpot in the 2nd quarter worth approximately $70,174,000. Finally, Edmond DE Rothschild Holding S.A. purchased a new stake in HubSpot in the 2nd quarter worth approximately $64,616,000. 90.39% of the stock is owned by institutional investors and hedge funds.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Software M&A speculation lifted sentiment: Salesforce’s agreement to acquire Braze—the third notable software deal in recent weeks—renewed expectations for consolidation and strategic acquisition interest across the cloud-software sector, benefiting HubSpot by association. Why HubSpot Stock Rallied Today
• Positive Sentiment: Technical momentum improved: HubSpot’s 50-day moving average recently moved above its 200-day average, creating a “golden cross.” Zacks characterized the pattern and the stock’s support level as constructive signals for momentum-oriented investors. HubSpot Golden Cross Analysis
• Positive Sentiment: Industry recognition supports the platform narrative: LeadG2 said HubSpot recognized it as a Professional Services Industry Specialist, offering a modest validation of HubSpot’s partner ecosystem and industry-focused CRM strategy. LeadG2 Recognized by HubSpot
• Neutral Sentiment: Quarterly results are approaching: HubSpot will report third-quarter 2026 results after the market closes on November 4, followed by a conference call. The event could become the next major catalyst as investors assess growth, margins and forward guidance. HubSpot to Announce Third-Quarter Results
• Negative Sentiment: Insider selling and analyst caution temper the rally: Director Brian Halligan sold 8,500 shares worth approximately $2.04 million, reducing his position by 12.5%. Separately, JPMorgan downgraded HubSpot to Hold and assigned a $240 price target, suggesting limited near-term upside after the recent advance. HubSpot Director Stock Sale JPMorgan Downgrades HubSpot
• Negative Sentiment: AI pricing requires careful management: Commentary warning about HubSpot’s new AI credit-swap system highlights potential customer concerns over usage costs and budgeting, though it does not represent a formal company guidance change. HubSpot AI Credit Swap Commentary

Insider Activity

In related news, Director Gerald Dischler purchased 925 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The shares were purchased at an average price of $215.93 per share, with a total value of $199,735.25. Following the purchase, the director owned 1,940 shares of the company’s stock, valued at $418,904.20. The trade was a 91.13% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on Tuesday, October 20th. The stock was 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 directly owned 59,500 shares of the company’s stock, valued at approximately $14,254,415. The trade was a 12.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,202 shares of company stock worth $6,155,159 in the last quarter. Corporate insiders own 3.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on HUBS. Weiss Ratings raised shares of HubSpot from a “sell (d)” rating to a “sell (d+)” rating in a research note on Friday, October 2nd. William Blair reiterated a “market perform” rating on shares of HubSpot in a research note on Tuesday, October 6th. Piper Sandler downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating and lowered their price target for the stock from $250.00 to $220.00 in a report on Thursday, August 6th. Wolfe Research lowered shares of HubSpot from an “outperform” rating to a “peer perform” rating in a research report on Thursday, August 6th. Finally, Sanford C. Bernstein lowered shares of HubSpot from an “outperform” rating to a “market perform” rating and dropped their price target for the company from $381.00 to $220.00 in a research report on Thursday, August 6th. Twelve research analysts have rated the stock with a Buy rating, twenty have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $264.97.

HubSpot Trading Up 6.9%

Shares of HUBS stock opened at $267.14 on Friday. The company has a market capitalization of $13.32 billion, a P/E ratio of 78.58, a P/E/G ratio of 2.58 and a beta of 1.24. The business’s 50 day moving average is $232.39 and its two-hundred day moving average is $217.83. HubSpot, Inc. has a 12-month low of $169.63 and a 12-month high of $497.96.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating the consensus estimate of $3.02 by $0.24. The company had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%. HubSpot’s quarterly revenue was up 19.8% compared to the same quarter last year. During the same period last year, the company earned $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, research analysts predict that HubSpot, Inc. will post 4.63 earnings per share for the current fiscal year.

HubSpot Profile

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.