HubSpot, Inc. $HUBS Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC trimmed its position in HubSpot, Inc. (NYSE:HUBS) by 99.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,875 shares of the software maker’s stock after selling 857,942 shares during the period. Janus Henderson Group PLC’s holdings in HubSpot were worth $1,434,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Geode Capital Management LLC raised its holdings in HubSpot by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after purchasing an additional 14,159 shares in the last quarter. Slow Capital Inc. boosted its holdings in HubSpot by 35.9% in the 4th 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 in the last quarter. Havemeyer Place LP acquired a new position in HubSpot during the 4th quarter worth approximately $2,044,000. Zurcher Kantonalbank Zurich Cantonalbank increased its position in HubSpot by 65.9% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock worth $17,891,000 after purchasing an additional 17,713 shares during the period. Finally, Forsta AP Fonden raised its stake in shares of HubSpot by 28.2% during the 4th quarter. Forsta AP Fonden now owns 24,620 shares of the software maker’s stock worth $9,880,000 after buying an additional 5,420 shares in the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Wells Fargo & Company lowered HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday. Citigroup decreased their target price on shares of HubSpot from $217.00 to $210.00 and set a “buy” rating on the stock in a research report on Friday. BTIG Research lowered their price target on shares of HubSpot from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday. Stephens downgraded shares of HubSpot from an “overweight” rating to a “hold” rating and set a $251.00 price target for the company. in a report on Thursday. Finally, JPMorgan Chase & Co. reduced their price objective on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $268.90.

HubSpot Price Performance

Shares of HubSpot stock opened at $209.96 on Monday. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $525.51. The business has a 50 day moving average price of $206.74 and a 200 day moving average price of $228.78. The company has a market capitalization of $10.47 billion, a P/E ratio of 74.19, a P/E/G ratio of 2.22 and a beta of 1.19.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, topping the consensus estimate of $3.02 by $0.24. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The company had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. During the same quarter last year, the business posted $2.19 earnings per share. HubSpot’s revenue was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, research analysts expect that HubSpot, Inc. will post 4.41 EPS for the current fiscal year.

Insider Buying and Selling

In other HubSpot news, insider Erika Ashley Fisher sold 702 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value of $165,124.44. Following the transaction, the insider directly owned 14,581 shares in the company, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Yamini Rangan purchased 2,750 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the purchase, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. The trade was a 2.74% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have sold 26,202 shares of company stock worth $5,481,959. 3.70% of the stock is owned by company insiders.

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

About HubSpot

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.