Hubbell Incorporated (HUBB)

Hubbell's stock (HUBB) experienced several notable events in the past six months. The company reported Q3 2025 earnings on October 28, 2025, posting $5.17 EPS, exceeding analysts' estimates and leading to a share increase. Hubbell also beat EPS estimates in Q2 2025 and Q4 2024, while missing slightly in Q1 2025. Management raised its full-year adjusted EPS guidance for 2025 to $18.10–$18.30. The company increased its quarterly dividend to $1.42, paid on December 15, 2025, marking the seventeenth consecutive year of increase. Analyst ratings for HUBB generally lean towards "Moderate Buy," with an average 12-month price target of $497.25. The stock price has shown positive momentum, increasing in the past month and over the last 12 months.

Hubbell's demand can exhibit some seasonality, typically anticipating a 5% quarterly drop in sales for the fourth quarter due to seasonal factors, although it expects an increase in organic sales for that quarter. Hubbell is strategically positioned to benefit from several long-term "megatrends," including grid modernization, electrification, the integration of renewable energy, and the exponential growth of artificial intelligence (AI) driving data center demand. Utility markets are projected to achieve mid-single-digit organic growth, and the transmission and substation markets are expected to experience strong demand. Hubbell's focus on high-growth vertical markets, such as data centers, was a key driver of 8% organic growth in its Electrical Solutions segment in Q3 2025.

Hubbell Incorporated (HUBB) specializes in the design, manufacture, and sale of electrical and electronic products for various applications, operating primarily within the industrial products and capital goods sectors. Its product portfolio is divided into Electrical Solutions and Utility Solutions, featuring brands like Aclara, Chance, Anderson, Burndy, Killark, and Progress Lighting (residential lighting business divested in 2024).

Hubbell Incorporated has a significant international presence with its headquarters in Shelton, Connecticut, United States. It operates manufacturing facilities in the United States, Canada, Switzerland, Puerto Rico, Mexico, China, Italy, the United Kingdom, Brazil, and Australia. Additionally, Hubbell maintains sales offices in Singapore, China, India, Mexico, South Korea, and various countries in the Middle East. In 2024, 91.7% of Hubbell's revenue was generated in the United States.

Hubbell Incorporated has maintained a positive brand reputation in the past year. In March 2024, the company was recognized for the fourth time as one of the Ethisphere Institute's World's Most Ethical Companies of the Year. Additionally, in 2024, Hubbell launched a refreshed Mission, Vision, and Hubbell brand.

Hubbell Incorporated's ownership is heavily concentrated among institutional investors, holding approximately 88% to 97.7% of the company's shares. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., State Street Corp, Bank of New York Mellon Corp, T. Rowe Price Group, Inc., Massachusetts Financial Services Company, Geode Capital Management, LLC, and Invesco Ltd. Individual, non-professional investors hold around 11% of the company's ownership. Insiders, including board members, own under 1% of Hubbell Incorporated. Adage Capital Partners GP LLC is noted as a large individual Hubbell shareholder.