Generali Investments Towarzystwo Funduszy Inwestycyjnych Increases Stock Position in HubSpot, Inc. $HUBS

Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 26.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,900 shares of the software maker’s stock after purchasing an additional 3,100 shares during the period. HubSpot makes up 1.9% of Generali Investments Towarzystwo Funduszy Inwestycyjnych’s investment portfolio, making the stock its 11th largest holding. Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings in HubSpot were worth $3,637,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Blue Trust Inc. grew its position in HubSpot by 72.2% in the 1st quarter. Blue Trust Inc. now owns 1,672 shares of the software maker’s stock worth $408,000 after purchasing an additional 701 shares during the period. OP Asset Management Ltd purchased a new stake in HubSpot during the 1st quarter valued at $1,634,000. Banque Cantonale Vaudoise lifted its holdings in shares of HubSpot by 3.7% during the 1st quarter. Banque Cantonale Vaudoise now owns 1,735 shares of the software maker’s stock valued at $424,000 after buying an additional 62 shares during the period. Assenagon Asset Management S.A. lifted its holdings in shares of HubSpot by 98.3% during the 1st quarter. Assenagon Asset Management S.A. now owns 96,385 shares of the software maker’s stock valued at $23,528,000 after buying an additional 47,786 shares during the period. Finally, Brookstone Capital Management boosted its stake in shares of HubSpot by 10.5% in the 1st quarter. Brookstone Capital Management now owns 1,817 shares of the software maker’s stock worth $444,000 after buying an additional 173 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at HubSpot

In other HubSpot news, Director Lorrie M. Norrington bought 1,313 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were bought at an average price of $190.42 per share, with a total value of $250,021.46. Following the purchase, the director owned 2,838 shares of the company’s stock, valued at $540,411.96. This trade represents a 86.10% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $184.42, for a total value of $1,567,570.00. Following the completion of the transaction, the director directly owned 93,500 shares in the company, valued at approximately $17,243,270. This represents a 8.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 26,207 shares valued at $5,567,244. 3.70% of the stock is currently owned by insiders.

HubSpot Price Performance

Shares of HUBS stock opened at $170.07 on Friday. HubSpot, Inc. has a one year low of $169.63 and a one year high of $568.16. The company’s fifty day moving average price is $206.27 and its 200-day moving average price is $265.00. The company has a market capitalization of $8.71 billion, a price-to-earnings ratio of 89.04, a PEG ratio of 1.97 and a beta of 1.21.

HubSpot (NYSE:HUBS) last issued its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Equities research analysts expect that HubSpot, Inc. will post 4.41 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. UBS Group reaffirmed a “neutral” rating on shares of HubSpot in a report on Wednesday, June 17th. Evercore set a $225.00 target price on HubSpot in a research report on Friday, May 8th. Sanford C. Bernstein set a $381.00 price target on HubSpot in a research note on Friday, May 8th. Mizuho cut their price target on HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a research note on Friday, May 8th. Finally, JPMorgan Chase & Co. reduced their price target on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Twenty-one analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot currently has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

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.