HubSpot, Inc. $HUBS Shares Sold by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC cut its holdings in shares of HubSpot, Inc. (NYSE:HUBS) by 3.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 230,400 shares of the software maker’s stock after selling 9,198 shares during the period. HubSpot makes up 1.5% of TimesSquare Capital Management LLC’s holdings, making the stock its 10th biggest holding. TimesSquare Capital Management LLC’s holdings in HubSpot were worth $107,781,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Empowered Funds LLC raised its stake in shares of HubSpot by 88.5% in the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after purchasing an additional 737 shares during the last quarter. Apollon Wealth Management LLC raised its position in HubSpot by 64.0% in the 2nd quarter. Apollon Wealth Management LLC now owns 664 shares of the software maker’s stock valued at $370,000 after buying an additional 259 shares during the last quarter. Sequoia Financial Advisors LLC raised its position in HubSpot by 5.2% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 985 shares of the software maker’s stock valued at $548,000 after buying an additional 49 shares during the last quarter. Generali Asset Management SPA SGR lifted its stake in HubSpot by 43.8% during the 2nd quarter. Generali Asset Management SPA SGR now owns 2,966 shares of the software maker’s stock valued at $1,651,000 after acquiring an additional 903 shares in the last quarter. Finally, Allianz Asset Management GmbH grew its stake in shares of HubSpot by 33.3% in the 2nd quarter. Allianz Asset Management GmbH now owns 50,944 shares of the software maker’s stock worth $28,357,000 after acquiring an additional 12,732 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

HubSpot Trading Up 6.3%

Shares of NYSE:HUBS opened at $243.31 on Friday. The company has a market cap of $12.83 billion, a PE ratio of 279.67, a price-to-earnings-growth ratio of 5.79 and a beta of 1.44. The stock has a 50 day moving average of $337.83 and a 200 day moving average of $411.53. HubSpot, Inc. has a 12-month low of $207.20 and a 12-month high of $820.00.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $0.10. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The company had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. During the same quarter last year, the company earned $2.32 EPS. The firm’s quarterly revenue was up 20.4% on a year-over-year basis. Equities research analysts predict that HubSpot, Inc. will post 1.01 earnings per share for the current fiscal year.

Insider Buying and Selling at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the sale, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 26,930 shares of company stock worth $9,175,604 in the last three months. Insiders own 4.00% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and aggressive FY‑2026 guidance — HubSpot reported Q4 EPS $3.09 and revenue $846.7M (both above estimates) and gave FY‑2026 revenue and EPS guidance well ahead of consensus, which investors view as proof of continued growth acceleration. HubSpot rallies in premarket on earnings beat and upbeat 2026 outlook
• Positive Sentiment: $1B buyback and margin targets boost upside — Management approved a $1B repurchase program alongside targets for ~20% pro‑forma margins and strong FCF, signaling capital return confidence that supports valuation recovery narratives. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Enterprise CRM adoption pickup — HubSpot is seeing adoption growth inside the Russell 1000 and stronger multi‑hub customer adoption, suggesting larger deal traction and improving retention/expandability. HubSpot Sees Adoption Growth in Russell 1000 CRM Push
• Neutral Sentiment: Analyst bull/bear debate and valuation review — Coverage is polarized: some analysts raised targets (Citigroup), while others trimmed PTs substantially; independent writeups are reassessing valuation given the buyback and lowered multiples after the stock drawdown. Assessing HubSpot Valuation After Earnings Beat
• Negative Sentiment: Widespread price‑target cuts — Multiple sell‑side firms slashed targets (Goldman, UBS, Mizuho, Truist, Piper, BTIG and others), reflecting persistent skepticism on longer‑term multiples despite the beat; that keeps downside risk if sentiment doesn’t improve. Benzinga roundup of analyst changes
• Negative Sentiment: Near‑term volatility and profit‑taking — Despite the beat and strong guidance, headlines reported a volatile intra‑day reaction (initial tumble in some sessions) as investors weigh valuation, prompting short‑term swings. HubSpot shares tumble despite earnings beat and strong guidance

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Citigroup raised their price target on shares of HubSpot from $600.00 to $640.00 and gave the company a “buy” rating in a research report on Friday. Barclays dropped their target price on shares of HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday. Evercore set a $500.00 target price on HubSpot in a report on Thursday, November 6th. Jefferies Financial Group dropped their price target on HubSpot from $560.00 to $325.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Wells Fargo & Company reduced their price objective on HubSpot from $600.00 to $350.00 and set an “overweight” rating for the company in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and a consensus target price of $452.70.

HubSpot 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.