First Trust Advisors LP Decreases Holdings in HubSpot, Inc. $HUBS

Key Points

• First Trust Advisors LP trimmed its stake in HubSpot by 1.1% in Q3, holding 302,334 shares worth about $141.4 million, and institutional investors now own roughly 90.39% of the stock.
• HubSpot beat Q4 expectations, reporting EPS of $3.09 versus $2.99 expected and revenue of $846.8 million (up 20.4% year‑over‑year), supporting recent positive sentiment around its product and partner momentum.
• Analyst views are mixed: some firms have cut price targets while others upgraded, leaving an average target of $454.20 and a "Moderate Buy" consensus, but the stock trades at a high valuation (PE ~340x), implying notable upside and valuation risk.

First Trust Advisors LP trimmed its position in shares of HubSpot, Inc. (NYSE:HUBS - Free Report) by 1.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 302,334 shares of the software maker's stock after selling 3,423 shares during the quarter. First Trust Advisors LP owned 0.58% of HubSpot worth $141,432,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Goodman Advisory Group LLC bought a new stake in shares of HubSpot in the second quarter worth $27,000. Exane Asset Management bought a new position in HubSpot in the third quarter valued at about $30,000. Rakuten Securities Inc. boosted its position in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker's stock worth $30,000 after purchasing an additional 47 shares during the last quarter. Westside Investment Management Inc. boosted its position in HubSpot by 80.5% in the third quarter. Westside Investment Management Inc. now owns 74 shares of the software maker's stock worth $33,000 after purchasing an additional 33 shares during the last quarter. Finally, Osterweis Capital Management Inc. bought a new stake in shares of HubSpot during the 2nd quarter valued at about $34,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4/earnings momentum: Analysts and sector write-ups highlight HubSpot’s strong Q4 results and positioning in sales software, reinforcing confidence in near‑term revenue and execution. Sales Software Stocks Q4 Earnings: HubSpot (HUBS) Firing on All Cylinders
• Positive Sentiment: Analyst upgrades & bullish notes: Recent analyst upgrades and positive comments (including Cantor Fitzgerald coverage) have driven renewed buying interest and helped lift the stock. HubSpot NYSE: HUBS Trading Up 3.7% Following Analyst Upgrade
• Positive Sentiment: Inclusion on buy/idea lists: Multiple outlets and ranking services (Zacks, sector idea pieces) list HubSpot among software names to own as the sector shows signs of recovery—supporting investor sentiment. The Software Recovery Already Started: 5 Stocks to Buy Now
• Positive Sentiment: Partner momentum: A top HubSpot implementation partner (Wendt Partners) earned a Manufacturing Industry Specialist badge — a sign HubSpot’s partner ecosystem is expanding in verticals that can drive new customer adoption. Wendt Partners Recognized as a Top HubSpot Partner for Manufacturing Companies
• Neutral Sentiment: AI product push: HubSpot is accelerating AI capabilities (Clearbit integration, generative tools and cheaper tiers) that could expand addressable market but may take time to materially move revenue. This is constructive long‑term but mixed for near‑term expectations. HubSpot’s AI Shift With Clearbit Puts Growth And Partner Risks In Focus
• Neutral Sentiment: Modest fair‑value tweak amid mixed analyst views: One update nudged fair value slightly higher, but Street research remains mixed with offsets from both raises and deep cuts — keeps price targets dispersed. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Analyst divergence & valuation risk: While many notes are positive, some analysts are materially cutting targets as they reassess growth and multiples—introducing downside risk if execution slips or macro headwinds persist. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance

HubSpot Stock Up 1.6%

HUBS opened at $296.27 on Monday. The company has a market capitalization of $15.63 billion, a PE ratio of 340.54, a price-to-earnings-growth ratio of 4.42 and a beta of 1.40. The firm has a 50-day simple moving average of $298.56 and a two-hundred day simple moving average of $389.07. HubSpot, Inc. has a 52 week low of $207.20 and a 52 week high of $682.57.

HubSpot (NYSE:HUBS - Get Free Report) last issued its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $846.75 million for the quarter, compared to analysts' expectations of $830.65 million. During the same period in the previous year, the firm posted $2.32 earnings per share. The business's revenue was up 20.4% compared to the same quarter last year. As a group, sell-side analysts expect that HubSpot, Inc. will post 1.01 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on HUBS shares. Truist Financial lowered their price objective on shares of HubSpot from $650.00 to $300.00 and set a "buy" rating on the stock in a research note on Thursday, February 12th. Canaccord Genuity Group set a $485.00 target price on shares of HubSpot in a research report on Thursday, February 12th. Cantor Fitzgerald upped their target price on shares of HubSpot from $280.00 to $325.00 and gave the company an "overweight" rating in a report on Tuesday, March 3rd. JPMorgan Chase & Co. decreased their price target on shares of HubSpot from $650.00 to $530.00 and set an "overweight" rating on the stock in a research report on Thursday, February 12th. Finally, Piper Sandler dropped their price target on shares of HubSpot from $400.00 to $280.00 and set an "overweight" rating on the stock in a research note on Thursday, February 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $454.20.

Insider Buying and Selling

In related news, Director Brian Halligan sold 8,261 shares of the firm's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $253.00, for a total value of $2,090,033.00. Following the completion of the transaction, the director directly owned 481,168 shares of the company's stock, valued at approximately $121,735,504. This trade represents a 1.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the business's stock in a transaction on Wednesday, February 4th. The stock was 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 $2,408,423.19. This represents a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 26,691 shares of company stock worth $8,136,702. Corporate insiders own 4.00% of the company's stock.

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.

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