HubSpot, Inc. $HUBS Holdings Trimmed by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. cut its stake in HubSpot, Inc. (NYSE:HUBS) by 64.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,947 shares of the software maker’s stock after selling 8,863 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in HubSpot were worth $1,014,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Access Investment Management LLC bought a new stake in shares of HubSpot during the third quarter valued at approximately $32,000. Elevation Wealth Partners LLC increased its holdings in shares of HubSpot by 66.7% in the third quarter. Elevation Wealth Partners LLC now owns 175 shares of the software maker’s stock valued at $36,000 after purchasing an additional 70 shares in the last quarter. Global Retirement Partners LLC acquired a new stake in shares of HubSpot in the second quarter valued at approximately $38,000. Oslo Pensjonsforsikring AS bought a new position in HubSpot in the 1st quarter worth approximately $74,000. Finally, CX Institutional raised its position in HubSpot by 4,785.7% in the 2nd quarter. CX Institutional now owns 342 shares of the software maker’s stock worth $62,000 after purchasing an additional 335 shares during the last quarter. 90.39% of the stock is owned by institutional investors.

Insider Buying and Selling at HubSpot

In other HubSpot news, Director Gerald Dischler bought 925 shares of the company’s stock in a transaction on Monday, August 10th. The stock was bought at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the transaction, the director owned 1,940 shares of the company’s stock, valued at approximately $418,904.20. The trade was a 91.13% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Erika Fisher sold 702 shares of the stock in a transaction on Tuesday, November 3rd. The shares were sold at an average price of $227.72, for a total value of $159,859.44. Following the completion of the transaction, the insider directly owned 12,829 shares in the company, valued at approximately $2,921,419.88. This trade represents a 5.19% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 26,202 shares of company stock worth $6,149,894. Insiders own 3.70% of the company’s stock.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 revenue rose 17.1% year over year to $947.6 million, adjusted EPS of $3.81 topped estimates, and HubSpot added 5,300 net customers. The company also raised its full-year 2026 outlook. HubSpot: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Insider Erika Fisher sold 702 shares for about $160,000, reducing her direct stake by 5.19%; she retained 12,829 shares, making the sale a relatively limited signal. HubSpot insider share sale
• Negative Sentiment: Q4 revenue guidance of $945 million–$947 million fell short of market expectations, overshadowing the Q3 beat. Reports also point to AI-related growth headwinds and customers demanding clearer proof of value before purchasing, which could slow sales. HubSpot Q4 revenue outlook and AI headwinds Customers want proof of value
• Negative Sentiment: Several firms downgraded HubSpot or cut price targets after the results and outlook, including Cantor Fitzgerald, Morgan Stanley, KeyCorp and BTIG. The broadening analyst caution adds pressure despite some firms retaining Buy or Outperform ratings. Analyst downgrades after Q3 results and guidance

HubSpot Price Performance

HUBS opened at $201.11 on Friday. The company has a market cap of $10.03 billion, a price-to-earnings ratio of 48.00, a price-to-earnings-growth ratio of 1.72 and a beta of 1.14. The firm has a 50 day simple moving average of $232.10 and a 200 day simple moving average of $229.88. HubSpot, Inc. has a fifty-two week low of $169.63 and a fifty-two week high of $406.94.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.27 by $0.54. HubSpot had a net margin of 5.95% and a return on equity of 12.18%. The business had revenue of $947.57 million for the quarter, compared to analyst estimates of $925.50 million. During the same period in the prior year, the business posted $2.66 earnings per share. HubSpot’s revenue was up 17.1% compared to the same quarter last year. As a group, analysts expect that HubSpot, Inc. will post 4.69 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Citigroup reduced their price objective on HubSpot from $287.00 to $230.00 and set a “neutral” rating on the stock in a report on Friday. Wolfe Research cut HubSpot from an “outperform” rating to a “peer perform” rating in a research note on Thursday, August 6th. Sanford C. Bernstein downgraded HubSpot from an “outperform” rating to a “market perform” rating and dropped their target price for the stock from $381.00 to $220.00 in a research report on Thursday, August 6th. Zacks Research downgraded HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. Finally, Stephens upped their price target on HubSpot from $251.00 to $255.00 and gave the company an “equal weight” rating in a research note on Monday, September 21st. Eight equities research analysts have rated the stock with a Buy rating, twenty-three have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $257.65.

HubSpot Profile

HubSpot, Inc develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences.

Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce.