Westfield Capital Management Co. LP Grows Stock Position in HubSpot, Inc. $HUBS

Westfield Capital Management Co. LP raised its position in HubSpot, Inc. (NYSE:HUBS) by 162.5% during the fourth quarter, Holdings Channel reports. The firm owned 352,154 shares of the software maker’s stock after buying an additional 217,979 shares during the quarter. Westfield Capital Management Co. LP’s holdings in HubSpot were worth $141,319,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Geode Capital Management LLC raised its position in HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares during the period. Thrivent Financial for Lutherans raised its position in HubSpot by 23.7% in the third quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock valued at $11,128,000 after purchasing an additional 4,559 shares during the period. OFI Invest Asset Management raised its position in HubSpot by 130.2% in the fourth quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock valued at $39,978,000 after purchasing an additional 56,348 shares during the period. Slow Capital Inc. raised its position in HubSpot by 35.9% in the fourth quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock valued at $7,470,000 after purchasing an additional 4,913 shares during the period. Finally, Zurcher Kantonalbank Zurich Cantonalbank raised its position in HubSpot by 65.9% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after purchasing an additional 17,713 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

HubSpot Trading Down 0.9%

Shares of HUBS stock opened at $220.35 on Friday. The firm has a fifty day moving average price of $219.23 and a 200 day moving average price of $284.21. The company has a market cap of $11.29 billion, a P/E ratio of 115.37, a PEG ratio of 2.43 and a beta of 1.21. HubSpot, Inc. has a 12 month low of $173.25 and a 12 month high of $611.00.

HubSpot (NYSE:HUBS) last issued its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The firm had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The company’s revenue was up 23.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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. On average, equities analysts forecast that HubSpot, Inc. will post 4.39 EPS for the current year.

Analyst Ratings Changes

A number of brokerages have issued reports on HUBS. BTIG Research reissued a “buy” rating and issued a $300.00 target price on shares of HubSpot in a research report on Tuesday, April 21st. UBS Group cut their target price on HubSpot from $260.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. William Blair lowered HubSpot from an “outperform” rating to a “market perform” rating in a research report on Friday, May 8th. BNP Paribas Exane lowered HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price objective on the stock. in a research report on Monday, May 11th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $250.00 price objective on shares of HubSpot in a research report on Friday, May 8th. Twenty-two investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

Insider Activity

In related news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $220.00, for a total transaction of $1,870,000.00. Following the completion of the transaction, the director owned 353,500 shares in the company, valued at approximately $77,770,000. The trade was a 2.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the business’s 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 transaction, the insider owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. The trade was a 5.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have acquired 14,063 shares of company stock valued at $2,585,781 and have sold 26,207 shares valued at $6,233,049. 3.70% of the stock is currently owned by company 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.