Allianz Asset Management GmbH Purchases 21,161 Shares of Hub Group, Inc. $HUBG

Allianz Asset Management GmbH grew its holdings in shares of Hub Group, Inc. (NASDAQ:HUBG) by 43.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 69,374 shares of the transportation company’s stock after purchasing an additional 21,161 shares during the quarter. Allianz Asset Management GmbH owned approximately 0.11% of Hub Group worth $2,389,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Geode Capital Management LLC lifted its position in shares of Hub Group by 0.6% in the second quarter. Geode Capital Management LLC now owns 1,520,025 shares of the transportation company’s stock valued at $50,821,000 after acquiring an additional 9,608 shares in the last quarter. River Road Asset Management LLC increased its holdings in shares of Hub Group by 79.2% in the second quarter. River Road Asset Management LLC now owns 1,103,402 shares of the transportation company’s stock worth $38,641,000 after purchasing an additional 487,703 shares during the last quarter. Deprince Race & Zollo Inc. boosted its stake in Hub Group by 44.8% during the third quarter. Deprince Race & Zollo Inc. now owns 996,567 shares of the transportation company’s stock valued at $34,322,000 after buying an additional 308,379 shares during the last quarter. Qube Research & Technologies Ltd grew its holdings in Hub Group by 149.7% during the 2nd quarter. Qube Research & Technologies Ltd now owns 560,265 shares of the transportation company’s stock valued at $18,730,000 after buying an additional 335,871 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in shares of Hub Group by 0.4% in the second quarter. Bank of New York Mellon Corp now owns 552,733 shares of the transportation company’s stock valued at $18,478,000 after purchasing an additional 2,249 shares in the last quarter. Hedge funds and other institutional investors own 46.77% of the company’s stock.

Hub Group News Roundup

Here are the key news stories impacting Hub Group this week:

• Neutral Sentiment: Short‑interest data is inconsistent in recent filings — older data showed a meaningful short position (~1.72M shares, ~2.9% of float, days‑to‑cover ~3.8 in late Jan), while some February summaries report zeros or data errors; this makes current short‑interest impact unclear.
• Negative Sentiment: Hagens Berman highlights Hub Group’s admission of improper accounting and notes the company’s warning that prior quarterly reports since March 31, 2025 should not be relied upon — an event that previously drove a multi‑week ~27% share collapse and remains the core catalyst for today’s weakness. Hagens Berman Article
• Negative Sentiment: Multiple plaintiff and investor‑rights law firms have opened investigations or solicited clients (Rosen Law Firm, Faruqi & Faruqi, Kirby McInerney, Bleichmar Fonti & Auld, Hagens Berman). These actions increase the risk of class actions, potential litigation costs and reputational damage. Examples: Rosen Law Firm investigation. Rosen Law Firm Article
• Negative Sentiment: Additional law‑firm notices and investigator outreach (Faruqi & Faruqi, Kirby McInerney, BFA) further amplify regulatory and litigation tail risks that investors now price into the stock. Representative notices: Faruqi & Faruqi investigation; BFA/Bleichmar Fonti & Auld alerts. Faruqi & Faruqi Article BFA Article

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Morgan Stanley set a $46.00 price objective on shares of Hub Group and gave the company an “equal weight” rating in a research report on Monday, December 8th. Barclays reissued an “overweight” rating and issued a $48.00 price objective (up from $38.00) on shares of Hub Group in a research report on Thursday, January 15th. Zacks Research upgraded Hub Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 1st. Raymond James Financial reiterated an “outperform” rating and issued a $50.00 price target on shares of Hub Group in a report on Monday. Finally, JPMorgan Chase & Co. raised their price target on Hub Group from $42.00 to $50.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Eight research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Hub Group currently has an average rating of “Hold” and a consensus price target of $44.53.

Insider Buying and Selling

In other news, CEO Phillip D. Yeager sold 32,000 shares of Hub Group stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $43.68, for a total transaction of $1,397,760.00. Following the transaction, the chief executive officer owned 168,315 shares in the company, valued at $7,351,999.20. The trade was a 15.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Gary Yablon purchased 4,566 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were purchased at an average price of $43.73 per share, with a total value of $199,671.18. Following the acquisition, the director directly owned 32,778 shares in the company, valued at approximately $1,433,381.94. The trade was a 16.18% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 3.48% of the company’s stock.

Hub Group Stock Performance

NASDAQ HUBG opened at $42.53 on Thursday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.47 and a current ratio of 1.47. The firm has a market capitalization of $2.60 billion, a P/E ratio of 24.58, a PEG ratio of 1.36 and a beta of 1.13. The stock has a 50-day simple moving average of $45.13 and a two-hundred day simple moving average of $39.17. Hub Group, Inc. has a fifty-two week low of $30.75 and a fifty-two week high of $53.26.

Hub Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 17th. Investors of record on Friday, December 5th were issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, December 5th. Hub Group’s dividend payout ratio (DPR) is currently 28.90%.

About Hub Group

Hub Group, Inc (NASDAQ: HUBG) is a leading supply chain solutions provider headquartered in Oak Brook, Illinois. Founded in 1971 as Hub City Terminals and renamed Hub Group in 1978, the company completed its initial public offering in 2007. Over the decades, Hub Group has developed a comprehensive multimodal transportation network, leveraging partnerships with major rail carriers and an extensive drayage fleet to offer cost-efficient, sustainable shipping alternatives.

The company operates through two primary segments: Intermodal and Transportation Management.