Bank of New York Mellon Corp Sells 21,855 Shares of HubSpot, Inc. $HUBS

Bank of New York Mellon Corp reduced its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 4.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 526,339 shares of the software maker’s stock after selling 21,855 shares during the quarter. Bank of New York Mellon Corp owned about 1.00% of HubSpot worth $246,222,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Jennison Associates LLC grew its stake in HubSpot by 548.6% during the second quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock valued at $442,341,000 after acquiring an additional 672,158 shares in the last quarter. Norges Bank bought a new position in shares of HubSpot during the 2nd quarter valued at about $269,941,000. Neuberger Berman Group LLC grew its position in shares of HubSpot by 166.2% during the second quarter. Neuberger Berman Group LLC now owns 321,679 shares of the software maker’s stock valued at $179,055,000 after purchasing an additional 200,844 shares in the last quarter. Vanguard Group Inc. increased its holdings in shares of HubSpot by 2.8% in the second quarter. Vanguard Group Inc. now owns 5,391,241 shares of the software maker’s stock worth $3,000,926,000 after purchasing an additional 144,507 shares during the last quarter. Finally, Rakuten Investment Management Inc. bought a new stake in shares of HubSpot in the third quarter worth about $48,548,000. Institutional investors own 90.39% of the company’s stock.

Insider Activity at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the transaction, the director owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold a total of 25,735 shares of company stock worth $8,943,006 over the last quarter. Corporate insiders own 4.00% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on HUBS. Evercore ISI set a $500.00 price target on HubSpot in a research note on Thursday, November 6th. KeyCorp lowered their target price on HubSpot from $775.00 to $650.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. UBS Group cut their target price on shares of HubSpot from $600.00 to $450.00 and set a “buy” rating for the company in a report on Wednesday. Stifel Nicolaus decreased their price target on shares of HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, January 23rd. Finally, Piper Sandler lowered their price objective on shares of HubSpot from $675.00 to $590.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, HubSpot presently has an average rating of “Moderate Buy” and a consensus target price of $593.07.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Customer win / migration — a leading security workforce platform completed a global Marketo→HubSpot migration, highlighting enterprise adoption and potential revenue expansion from platform migrations. Leading Security Workforce Platform Unifies Global Marketing
• Positive Sentiment: Integration / ecosystem growth — Mitto launched “Number Insight for HubSpot,” expanding HubSpot’s partner ecosystem and adding product stickiness for messaging/telephony workflows. Mitto Introduces Number Insight for HubSpot
• Neutral Sentiment: Upcoming earnings catalyst — HubSpot will report Q4 & full‑year 2025 results after market close on Feb. 11 and host a 4:30 p.m. ET call; this is the next major event that can materially move the stock. HubSpot to Announce Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Regional partner expansion — Periti Digital opened a North America office in Cambridge, which could broaden HubSpot implementation and services demand but is an indirect/longer‑term benefit. Periti Digital Expands to North America
• Negative Sentiment: Analyst price‑target cut (BMO) — BMO lowered its target from $465 to $385 (still an “outperform”), reducing near‑term analyst support and likely contributing to selling pressure despite a retained constructive stance. HubSpot price target lowered by BMO Capital
• Negative Sentiment: Analyst price‑target cut (UBS) — UBS trimmed its target from $600 to $450 while keeping a “buy” rating; another downward revision that can weigh on sentiment even though upside remains per the revised targets. UBS lowers HubSpot price target
• Negative Sentiment: Short interest rose sharply — short interest grew ~28.3% in January to ~1.82M shares (≈3.6% of shares), indicating increased bearish positioning and added downside pressure if sellers remain active. (Data from recent filings summarized by market trackers.)
• Neutral Sentiment: Market‑support analysis — recent coverage examines whether HubSpot is gaining or losing institutional support; this analysis frames flows but does not itself change fundamentals. Is HubSpot Inc Gaining or Losing Market Support?

HubSpot Stock Down 11.2%

NYSE HUBS opened at $281.67 on Friday. HubSpot, Inc. has a 52 week low of $276.73 and a 52 week high of $881.13. The firm has a market capitalization of $14.76 billion, a price-to-earnings ratio of -3,520.93, a PEG ratio of 7.51 and a beta of 1.46. The company has a fifty day moving average of $366.05 and a two-hundred day moving average of $435.89.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, November 6th. The software maker reported $2.66 earnings per share for the quarter, beating the consensus estimate of $2.58 by $0.08. HubSpot had a negative net margin of 0.12% and a positive return on equity of 1.21%. The business had revenue of $809.52 million for the quarter, compared to the consensus estimate of $786.80 million. During the same quarter in the prior year, the firm posted $2.18 earnings per share. The business’s revenue for the quarter was up 20.9% on a year-over-year basis. Equities research analysts anticipate that HubSpot, Inc. will post 1.01 EPS for the current year.

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.