Hubbell slides as investors digest Q1 results despite higher full-year outlook

Hubbell Incorporated (HUBB) is down 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s first-quarter 2026 earnings release and updated full-year outlook. Even though Hubbell raised its FY2026 EPS ranges, the stock may be reacting to near-term profitability and cost-headwind commentary (including tariffs and inflation) and a “sell-the-news” response after the print.

Details:

Hubbell reported Q1 2026 diluted EPS of $3.41 and adjusted diluted EPS of $3.93 on net sales of $1.5167 billion (up 11% year over year).

The company raised its FY2026 guidance, including GAAP diluted EPS of $17.45–$18.00 and adjusted diluted EPS of $19.30–$19.85, alongside an expectation for 8–11% total sales growth (6–9% organic).

Management highlighted that Q1 margin performance benefited from volume, pricing, and productivity, but noted offsets from higher cost inflation, raw materials, tariffs, and restructuring investment.

Utility Solutions revenue increased to $949 million, with strength in Grid Infrastructure while Grid Automation declined year over year, which could be contributing to investor caution around mix and sustainability.

Sources:

GlobeNewswire, U.S. Securities and Exchange Commission, TradingView

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HUBB Insider Trading Activity

$HUBB insiders have traded $HUBB stock on the open market 19 times in the past 6 months. Of those trades, 1 have been purchases and 18 have been sales.

Here’s a breakdown of recent trading of $HUBB stock by insiders over the last 6 months:

GERBEN BAKKER (Chairman, President & CEO) has made 0 purchases and 11 sales selling 25,233 shares for an estimated $12,590,627.
MARK EUGENE MIKES (President Electrical Solutions) has made 0 purchases and 2 sales selling 5,071 shares for an estimated $2,514,475.
KATHERINE ANNE LANE (Senior VP, GC & Secretary) sold 4,610 shares for an estimated $2,330,835
ALYSSA R FLYNN (Chief Human Resources Officer) has made 0 purchases and 3 sales selling 3,239 shares for an estimated $1,556,293.
NERO JONATHAN M. DEL (Vice President, Controller) sold 2,245 shares for an estimated $1,123,849
JOHN F. MALLOY purchased 435 shares for an estimated $186,719

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$HUBB Hedge Fund Activity

We have seen 427 institutional investors add shares of $HUBB stock to their portfolio, and 376 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP added 1,468,701 shares (+140.4%) to their portfolio in Q4 2025, for an estimated $652,264,801
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 973,271 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $432,239,383
BOSTON PARTNERS added 278,649 shares (+37.8%) to their portfolio in Q4 2025, for an estimated $123,750,807
ARTISAN PARTNERS LIMITED PARTNERSHIP removed 218,711 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $97,131,742
TROY ASSET MANAGEMENT LTD added 208,327 shares (+60.7%) to their portfolio in Q4 2025, for an estimated $92,520,103
CARTENNA CAPITAL, LP removed 155,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $68,837,050
FIRST TRUST ADVISORS LP added 145,909 shares (+35.0%) to their portfolio in Q4 2025, for an estimated $64,799,645

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$HUBB Analyst Ratings

Wall Street analysts have issued reports on $HUBB in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 01/07/2026

To track analyst ratings and price targets for $HUBB, check out Quiver Quantitative's $HUBB forecast page.

$HUBB Price Targets

Multiple analysts have issued price targets for $HUBB recently. We have seen 7 analysts offer price targets for $HUBB in the last 6 months, with a median target of $530.0.

Here are some recent targets:

Joseph O'Dea from Wells Fargo set a target price of $530.0 on 04/01/2026
Chris Snyder from Morgan Stanley set a target price of $565.0 on 03/11/2026
Stephen Tusa from JP Morgan set a target price of $532.0 on 02/04/2026
Alexander Virgo from Evercore ISI Group set a target price of $585.0 on 02/04/2026
Julian Mitchell from Barclays set a target price of $481.0 on 02/04/2026
Brett Linzey from Mizuho set a target price of $500.0 on 01/05/2026
Neal Burk from UBS set a target price of $450.0 on 11/20/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.