Hubbell Incorporated (HUBB)

Over the past six months, Hubbell Inc. has experienced several notable stock-related events. In Q2 2025, Hubbell reported earnings per share (EPS) of $4.93, surpassing the consensus estimate, but revenue fell short. In Q3 2025, diluted EPS was $4.77 and adjusted diluted EPS of $5.17, beating estimates, with net sales increasing by 4%. Hubbell's Board of Directors declared an 8% increase in its common stock dividend rate. Several analysts have updated their price targets and ratings for HUBB. Hubbell insiders have engaged in stock sales. Wellington Management Group LLP significantly increased its stake, while Marshall Wace, LLP removed shares.

Hubbell's demand can be influenced by seasonality and broader market trends. Historically, the company has anticipated a quarterly drop in sales in the fourth quarter due to typical seasonality. Hubbell is well-positioned to benefit from long-term secular growth trends such as grid modernization, renewable energy integration, and the pervasive "electrification of everything." Utility markets have the potential to generate mid-single-digit organic growth. Transmission and Substation Markets are expected to see strong demand. The Electrical Solutions Segment has shown strong organic growth. Telecom Markets were expected to be sluggish in the first half of 2024. Hubbell anticipates sustained momentum and projects 4-6% organic revenue growth CAGR and 6-9% total revenue growth CAGR through 2027.

Hubbell, Inc. is a leading international manufacturer of utility and electrical solutions, operating within the Industrials sector, specifically in the Electrical Equipment & Parts industry. The company is structured into two main segments: Electrical Solutions and Utility Solutions. Its major products include electrical systems, lighting products, power systems, and other solutions for critical infrastructure across various markets.

Hubbell, Inc. operates both in the United States and internationally, with approximately 90% of its revenue derived domestically. The company's products and solutions are utilized globally, with market presence and demand across Europe, North America, Asia-Pacific, the Middle East & Africa, and Latin America.

Hubbell, Inc. maintains a strong brand reputation. The company was recognized as one of the "2025 World's Most Ethical Companies," highlighting its commitment to ethical practices. Its consistent dividend increases reinforce its reputation as a reliable industrial dividend payer and a financially disciplined company. Hubbell's focus on sustainability also contributes positively to its brand image.

Hubbell, Inc. is primarily owned by institutional shareholders, who hold approximately 88.08% to 99.2% of the company's stock. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Individual insiders hold approximately 0.409% to 12.93% of the shares, with notable holders including Adage Capital Partners GP LLC and Louie E. Trust Roche.