Key Points
- Insider selling: Hubbell VP Nero Jonathan Del sold 2,245 shares for $1,123,847 (a 44.8% cut to his stake), and the company has seen additional large insider sales including CEO Gerben Bakker's ~25,233-share ($~12.6M) sale and another VP selling 4,610 shares, creating notable near-term insider selling pressure.
- Solid results and forward guidance: Hubbell beat Q4 EPS ( $4.73 vs. $4.70), delivered 11.9% revenue growth, set FY2026 guidance of $19.15–$19.85, declared a $1.42 quarterly dividend, and saw several analysts raise targets—leaving a consensus "Moderate Buy" with a ~$529.75 price target.
Hubbell Inc (NYSE:HUBB - Get Free Report) VP Nero Jonathan Del sold 2,245 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $500.60, for a total transaction of $1,123,847.00. Following the sale, the vice president directly owned 2,769 shares of the company's stock, valued at $1,386,161.40. The trade was a 44.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.
Hubbell Price Performance
Shares of Hubbell stock opened at $515.72 on Thursday. The company's fifty day simple moving average is $468.76 and its two-hundred day simple moving average is $446.27. Hubbell Inc has a 12-month low of $299.42 and a 12-month high of $519.14. The firm has a market cap of $27.41 billion, a PE ratio of 30.94, a price-to-earnings-growth ratio of 2.54 and a beta of 1.02. The company has a quick ratio of 1.00, a current ratio of 1.72 and a debt-to-equity ratio of 0.53.
Hubbell (NYSE:HUBB - Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $4.73 EPS for the quarter, beating the consensus estimate of $4.70 by $0.03. The firm had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.49 billion. Hubbell had a net margin of 15.29% and a return on equity of 27.45%. The company's quarterly revenue was up 11.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.10 earnings per share. Hubbell has set its FY 2026 guidance at 19.150-19.850 EPS. As a group, equities analysts expect that Hubbell Inc will post 17.63 EPS for the current year.
Hubbell Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be issued a $1.42 dividend. The ex-dividend date is Friday, February 27th. This represents a $5.68 annualized dividend and a yield of 1.1%. Hubbell's dividend payout ratio (DPR) is 34.07%.
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of the business. Boston Partners bought a new stake in Hubbell during the second quarter worth about $230,691,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in shares of Hubbell during the third quarter valued at approximately $162,309,000. Troy Asset Management Ltd bought a new stake in shares of Hubbell in the 2nd quarter worth approximately $132,540,000. Bain Capital Public Equity Management II LLC purchased a new stake in shares of Hubbell in the 2nd quarter worth approximately $132,286,000. Finally, Massachusetts Financial Services Co. MA grew its stake in shares of Hubbell by 15.9% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,655,746 shares of the industrial products company's stock worth $712,484,000 after buying an additional 226,856 shares during the last quarter. 88.16% of the stock is currently owned by institutional investors.
Key Hubbell News
Here are the key news stories impacting Hubbell this week:
- Positive Sentiment: Hubbell beat Q4 EPS expectations, reported double-digit revenue growth year-over-year and set FY2026 guidance at $19.15–$19.85 per share; the board also declared a $1.42 quarterly dividend (ex-dividend Feb 27). These fundamentals and the confirmed guidance are supportive for valuation and forward earnings expectations. HUBB on MarketBeat
- Positive Sentiment: Several sell-side analysts raised targets and maintained bullish views after the results (examples: Wells Fargo to $550, Mizuho $575); consensus remains a Moderate Buy with a street target above current levels — a tailwind for price momentum. HUBB analyst coverage
- Positive Sentiment: Short interest declined ~14.7% in January to ~2.54M shares (about 4.8% of float), reducing one potential source of downside and suggesting less immediate short-pressure on the stock. Source: short interest report
- Neutral Sentiment: Minor institutional activity: a handful of smaller funds tweaked positions (small % changes). Institutional ownership remains high (~88%), which can both stabilize and amplify moves depending on flows. Source: MarketBeat institutional data
- Neutral Sentiment: Analyst/earnings coverage: an MSN piece summarized the top analyst questions from Hubbell’s Q4 call — useful context for catalysts but not a direct price driver. The top 5 analyst questions from Hubbell’s Q4 earnings call
- Negative Sentiment: CEO Gerben Bakker sold 25,233 shares (~$12.6M) in early February, reducing his stake by ~28% — a large insider sale that can be perceived negatively by investors assessing insider conviction. CEO Gerben Bakker Sells 25,233 Shares
- Negative Sentiment: Two senior VPs also sold sizable stakes (Nero Jonathan M. Del: 2,245 shares; Katherine Anne Lane: 4,610 shares), further adding to near-term insider selling pressure. Nero Form 4 Lane Form 4
Analysts Set New Price Targets
A number of brokerages recently commented on HUBB. Weiss Ratings restated a "buy (b-)" rating on shares of Hubbell in a report on Thursday, January 22nd. Evercore boosted their price objective on shares of Hubbell from $575.00 to $585.00 and gave the company an "outperform" rating in a research report on Wednesday, February 4th. Morgan Stanley set a $515.00 price objective on shares of Hubbell in a report on Wednesday, January 7th. Barclays lifted their target price on shares of Hubbell from $465.00 to $481.00 and gave the company an "equal weight" rating in a research note on Wednesday, February 4th. Finally, Stephens reissued an "overweight" rating and issued a $550.00 price target on shares of Hubbell in a research note on Thursday, February 5th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $529.75.
Read Our Latest Research Report on HUBB
Hubbell Company Profile
(
Get Free Report)
Hubbell Incorporated (NYSE: HUBB) is an industrial manufacturer and distributor of electrical and electronic products serving a range of end markets including commercial and residential construction, industrial, and utility customers. Founded in 1888 by Harvey Hubbell, the company has a long history in electrical innovation and product development and is headquartered in Connecticut. Hubbell designs, manufactures and sells components and systems that enable the distribution and control of electrical power and provide lighting solutions for indoor and outdoor environments.
The company's offerings span a broad portfolio of products used by contractors, utilities, original equipment manufacturers and facility owners.
Read More
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
