Fifth Third Bancorp Buys 2,450 Shares of HubSpot, Inc. $HUBS

Fifth Third Bancorp raised its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 203.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,656 shares of the software maker’s stock after buying an additional 2,450 shares during the quarter. Fifth Third Bancorp’s holdings in HubSpot were worth $892,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Geode Capital Management LLC increased its stake in HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares in the last quarter. OFI Invest Asset Management boosted its position in shares of HubSpot by 130.2% during the fourth quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock worth $39,978,000 after purchasing an additional 56,348 shares in the last quarter. Slow Capital Inc. boosted its position in shares of HubSpot by 35.9% during the fourth quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock worth $7,470,000 after purchasing an additional 4,913 shares in the last quarter. Havemeyer Place LP acquired a new position in shares of HubSpot in the 4th quarter valued at $2,044,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of HubSpot by 65.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after buying an additional 17,713 shares in the last quarter. 90.39% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO Yamini Rangan purchased 2,750 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was purchased at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the purchase, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. The trade was a 2.74% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lorrie M. Norrington acquired 1,313 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the transaction, the director owned 2,838 shares in the company, valued at approximately $540,411.96. This trade represents a 86.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders purchased 14,063 shares of company stock valued at $2,585,781 and sold 17,915 shares valued at $3,654,114. 3.70% of the stock is owned by insiders.

HubSpot Stock Up 0.2%

HUBS stock opened at $205.38 on Monday. The company has a market cap of $10.52 billion, a price-to-earnings ratio of 107.53, a P/E/G ratio of 2.24 and a beta of 1.22. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $568.16. The business has a 50 day moving average price of $200.86 and a two-hundred day moving average price of $237.50.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The company had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business’s revenue was up 23.4% compared to the same quarter last year. During the same quarter in the prior year, the business 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. On average, equities research analysts anticipate that HubSpot, Inc. will post 4.39 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on HUBS. The Goldman Sachs Group reaffirmed a “buy” rating and set a $382.00 price objective on shares of HubSpot in a research note on Friday, May 8th. Citigroup restated a “neutral” rating on shares of HubSpot in a report on Friday. Bank of America reaffirmed an “underperform” rating and set a $180.00 price target (down from $300.00) on shares of HubSpot in a research report on Friday, May 8th. Barclays cut their price objective on HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Finally, Royal Bank Of Canada decreased their price objective on HubSpot from $400.00 to $350.00 and set an “outperform” rating for the company in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $307.86.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents
• Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut
• Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns
• Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates
• Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares
• Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo

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.