EP Wealth Advisors LLC Takes Position in HubSpot, Inc. $HUBS

EP Wealth Advisors LLC purchased a new position in shares of HubSpot, Inc. (NYSE:HUBS) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,112 shares of the software maker’s stock, valued at approximately $386,000.

Several other institutional investors also recently modified their holdings of HUBS. National Bank of Canada FI raised its position in HubSpot by 8.6% during the 3rd quarter. National Bank of Canada FI now owns 379 shares of the software maker’s stock worth $177,000 after purchasing an additional 30 shares during the last quarter. Rakuten Securities Inc. grew its position in shares of HubSpot by 783.3% in the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after buying an additional 47 shares during the last quarter. Orion Porfolio Solutions LLC grew its position in shares of HubSpot by 2.9% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 1,784 shares of the software maker’s stock valued at $994,000 after buying an additional 51 shares during the last quarter. Elevation Point Wealth Partners LLC raised its position in shares of HubSpot by 3.3% during the fourth quarter. Elevation Point Wealth Partners LLC now owns 1,738 shares of the software maker’s stock worth $697,000 after acquiring an additional 55 shares during the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot in the third quarter worth approximately $25,000. Institutional investors own 90.39% of the company’s stock.

HubSpot Stock Performance

HUBS stock opened at $237.65 on Wednesday. The business has a 50-day simple moving average of $211.91 and a two-hundred day simple moving average of $223.29. HubSpot, Inc. has a 52-week low of $169.63 and a 52-week high of $525.51. The company has a market capitalization of $11.85 billion, a P/E ratio of 83.98, a price-to-earnings-growth ratio of 2.64 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 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. The business had revenue of $911.74 million during the quarter, compared to analyst estimates of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.HubSpot’s quarterly revenue was up 19.8% compared to the same quarter last year. During the same period in the prior 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. As a group, sell-side analysts forecast that HubSpot, Inc. will post 4.54 earnings per share for the current fiscal year.

Analysts Set New Price Targets

HUBS has been the subject of several analyst reports. Capital One Financial set a $206.00 price target on shares of HubSpot and gave the stock an “equal weight” rating in a report on Thursday, August 6th. Wolfe Research lowered shares of HubSpot from an “outperform” rating to a “peer perform” rating in a research note on Thursday, August 6th. Wall Street Zen cut shares of HubSpot from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Wells Fargo & Company downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating in a research note on Thursday, August 6th. Finally, The Goldman Sachs Group set a $276.00 price target on shares of HubSpot in a research report on Thursday, August 6th. Fifteen analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, HubSpot presently has an average rating of “Hold” and a consensus price target of $268.90.

Insider Buying and Selling at HubSpot

In other HubSpot news, insider Erika Ashley Fisher sold 702 shares of the business’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 $3,429,742.82. The trade was a 4.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gerald Dischler acquired 925 shares of HubSpot stock in a transaction on Monday, August 10th. The shares were purchased at an average cost of $215.93 per share, with a total value of $199,735.25. Following the completion of the acquisition, the director owned 1,940 shares of the company’s stock, valued at $418,904.20. This trade represents a 91.13% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 26,202 shares of company stock worth $5,477,709 in the last quarter. 3.70% of the stock is currently owned by company insiders.

HubSpot Company 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.