Landscape Capital Management L.L.C. Acquires New Position in HubSpot, Inc. $HUBS

Landscape Capital Management L.L.C. bought a new position in HubSpot, Inc. (NYSE:HUBS) in the 2nd quarter, Holdings Channel reports. The fund bought 24,689 shares of the software maker’s stock, valued at approximately $4,506,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot in the third quarter worth approximately $25,000. Rakuten Securities Inc. raised its position in shares of HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after purchasing an additional 47 shares during the period. Cary Street Partners Investment Advisory LLC bought a new stake in shares of HubSpot during the 4th quarter valued at $33,000. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot during the 2nd quarter valued at $34,000. Finally, Larson Financial Group LLC lifted its stake in shares of HubSpot by 378.9% during the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after buying an additional 72 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

HubSpot Stock Performance

HUBS opened at $240.26 on Friday. The stock has a market capitalization of $11.98 billion, a price-to-earnings ratio of 84.90, a PEG ratio of 2.45 and a beta of 1.19. The company has a fifty day moving average of $209.65 and a 200 day moving average of $223.69. HubSpot, Inc. has a fifty-two week low of $169.63 and a fifty-two week high of $525.51.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. The company had revenue of $911.74 million for 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%. HubSpot’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 EPS. 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, equities research analysts forecast that HubSpot, Inc. will post 4.54 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on HUBS shares. Jefferies Financial Group reiterated a “buy” rating and issued a $250.00 price target on shares of HubSpot in a research note on Friday, May 8th. Zacks Research downgraded HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. Wall Street Zen lowered HubSpot from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 4th. Capital One Financial set a $206.00 target price on HubSpot and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Finally, Citigroup decreased their target price on HubSpot from $217.00 to $210.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Fifteen research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $268.90.

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $219.50, for a total value of $1,865,750.00. Following the sale, the director directly owned 76,500 shares in the company, valued at approximately $16,791,750. The trade was a 10.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Gerald Dischler bought 925 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The stock was purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director directly owned 1,940 shares of the company’s stock, valued at $418,904.20. This represents a 91.13% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders have sold 26,202 shares of company stock valued at $5,477,709. 3.70% of the stock is currently owned by insiders.

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.