Oregon Public Employees Retirement Fund Buys New Stake in HubSpot, Inc. $HUBS

Oregon Public Employees Retirement Fund bought a new stake in HubSpot, Inc. (NYSE:HUBS) during the third quarter, HoldingsChannel reports. The institutional investor bought 10,329 shares of the software maker’s stock, valued at approximately $2,117,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HUBS. One Way Holdings LLC grew its stake in shares of HubSpot by 27.6% in the third quarter. One Way Holdings LLC now owns 47,767 shares of the software maker’s stock valued at $9,791,000 after buying an additional 10,322 shares in the last quarter. Greenleaf Trust boosted its holdings in HubSpot by 7.5% during the 3rd quarter. Greenleaf Trust now owns 5,161 shares of the software maker’s stock valued at $1,058,000 after acquiring an additional 360 shares during the period. Mirae Asset Global Investments Co. Ltd. purchased a new position in HubSpot during the 3rd quarter valued at about $981,000. Profund Advisors LLC boosted its holdings in HubSpot by 55.2% during the 3rd quarter. Profund Advisors LLC now owns 2,345 shares of the software maker’s stock valued at $481,000 after acquiring an additional 834 shares during the period. Finally, ProShare Advisors LLC acquired a new position in HubSpot in the 3rd quarter valued at about $439,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

More HubSpot News

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

Analyst Upgrades and Downgrades

HUBS has been the topic of a number of recent research reports. Wells Fargo & Company cut their price target on shares of HubSpot from $250.00 to $200.00 and set an “equal weight” rating on the stock in a research note on Thursday. Cantor Fitzgerald cut shares of HubSpot from a “neutral” rating to an “underweight” rating and dropped their price objective for the company from $265.00 to $170.00 in a report on Thursday. Stifel Nicolaus lifted their price objective on shares of HubSpot from $200.00 to $225.00 and gave the company a “hold” rating in a report on Friday, September 11th. Canaccord Genuity Group cut their target price on shares of HubSpot from $335.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. Finally, Royal Bank Of Canada reduced their target price on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a report on Thursday. Eight equities research analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $257.65.

Insider Transactions at HubSpot

In other news, Director Gerald Dischler bought 925 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the purchase, the director owned 1,940 shares in the company, valued at approximately $418,904.20. This trade represents a 91.13% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 $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 three months, insiders sold 26,202 shares of company stock valued at $6,149,894. Insiders own 3.70% of the company’s stock.

HubSpot Price Performance

Shares of HubSpot stock traded down $3.85 on Friday, reaching $201.11. 2,127,106 shares of the company were exchanged, compared to its average volume of 1,037,110. HubSpot, Inc. has a 1-year low of $169.63 and a 1-year high of $406.94. The company has a market cap of $10.03 billion, a P/E ratio of 48.00, a price-to-earnings-growth ratio of 2.37 and a beta of 1.14. The stock’s 50 day moving average price is $232.10 and its 200-day moving average price is $229.88.

HubSpot (NYSE:HUBS) last issued its earnings results 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. The firm had revenue of $947.57 million for the quarter, compared to analysts’ expectations of $925.50 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm’s revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.66 earnings per share. On average, research analysts predict that HubSpot, Inc. will post 5.48 earnings per share for the current fiscal year.

About HubSpot

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.