Swiss Life Asset Management Ltd lifted its position in Zebra Technologies Corporation (NASDAQ:ZBRA – Free Report) by 36.4% during the 4th quarter, HoldingsChannel reports. The firm owned 30,673 shares of the industrial products company’s stock after acquiring an additional 8,183 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Zebra Technologies were worth $7,448,000 at the end of the most recent reporting period.
A number of other hedge funds also recently made changes to their positions in the company. Ameriflex Group Inc. bought a new position in Zebra Technologies during the third quarter valued at approximately $26,000. Garner Asset Management Corp bought a new stake in Zebra Technologies in the 4th quarter worth approximately $30,000. SBI Securities Co. Ltd. raised its holdings in shares of Zebra Technologies by 164.8% during the 4th quarter. SBI Securities Co. Ltd. now owns 143 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 89 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new stake in shares of Zebra Technologies during the 2nd quarter worth approximately $39,000. Finally, Eastern Bank boosted its position in shares of Zebra Technologies by 132.0% during the 3rd quarter. Eastern Bank now owns 174 shares of the industrial products company’s stock valued at $52,000 after acquiring an additional 99 shares during the last quarter. 91.03% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
Several equities research analysts recently weighed in on ZBRA shares. Northcoast Research reduced their price target on shares of Zebra Technologies from $364.00 to $344.00 and set a “buy” rating on the stock in a research report on Monday, April 27th. Wolfe Research dropped their price objective on shares of Zebra Technologies from $309.00 to $281.00 and set an “outperform” rating for the company in a research note on Wednesday, April 8th. KeyCorp upgraded shares of Zebra Technologies from a “sector weight” rating to an “overweight” rating and set a $305.00 target price on the stock in a report on Wednesday. Robert W. Baird upped their target price on shares of Zebra Technologies from $300.00 to $310.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $345.00 price target on shares of Zebra Technologies in a research report on Wednesday. Eight research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $319.00.
Key Zebra Technologies News
Here are the key news stories impacting Zebra Technologies this week:
- Positive Sentiment: Zebra beat Q1 expectations with EPS of $4.75 on revenue of $1.50 billion, driven by broad-based growth across segments and stronger demand in manufacturing and logistics. Zebra Technologies Announces First-Quarter 2026 Results
- Positive Sentiment: Management raised FY 2026 guidance, signaling confidence in continued demand and improved operating performance, with Q2 EPS guidance also above consensus. Zebra Technologies lifts annual sales forecast on strong automation demand
- Positive Sentiment: KeyBanc upgraded Zebra after the strong quarter, and other firms also raised price targets, reinforcing the view that the results may mark a turning point for the stock. Zebra Technologies gets upgrade at KeyBanc after ‘strong’ Q1 results
- Positive Sentiment: Analysts continue to respond favorably, with Needham reaffirming a Buy and BNP Paribas Exane and Truist both lifting their price targets. KeyBanc upgrades Zebra Technologies (ZBRA)
- Neutral Sentiment: Commentary around the stock notes improving automation and AI-driven demand, but also flags near-term margin pressure from freight and memory costs, which could limit upside if those costs rise further. ZBRA Q1 deep dive: Automation and AI drive broad-based growth, memory supply managed
Insider Buying and Selling
In related news, insider Cristen L. Kogl sold 145 shares of the company’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $235.71, for a total transaction of $34,177.95. Following the transaction, the insider directly owned 23,687 shares in the company, valued at approximately $5,583,262.77. This represents a 0.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.91% of the company’s stock.
Zebra Technologies Stock Up 2.1%
Shares of ZBRA opened at $246.76 on Thursday. The company has a quick ratio of 0.58, a current ratio of 0.96 and a debt-to-equity ratio of 0.69. The business has a fifty day moving average of $218.66 and a 200 day moving average of $240.55. The company has a market cap of $12.14 billion, a PE ratio of 29.84 and a beta of 1.62. Zebra Technologies Corporation has a 52-week low of $199.05 and a 52-week high of $352.66.
Zebra Technologies (NASDAQ:ZBRA – Get Free Report) last posted its quarterly earnings data on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, beating analysts’ consensus estimates of $4.21 by $0.54. Zebra Technologies had a net margin of 7.49% and a return on equity of 18.91%. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.48 billion. During the same quarter in the previous year, the business posted $4.02 earnings per share. The business’s revenue was up 14.3% compared to the same quarter last year. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. On average, sell-side analysts expect that Zebra Technologies Corporation will post 15 EPS for the current year.
About Zebra Technologies
Zebra Technologies Corporation is a global technology company specializing in marking, tracking and computer printing solutions. The company produces a wide range of hardware and software products designed to enable real-time visibility of assets, inventory and personnel across diverse industries. Its offerings help businesses automate data capture and streamline operations in environments such as retail, healthcare, manufacturing, transportation and logistics.
The company’s product portfolio includes barcode and RFID printers, mobile computing devices, barcode scanners, RFID readers and related supplies such as labels and tags.
Featured Stories
- Five stocks we like better than Zebra Technologies
- D-Wave Earnings Looked Weak, But Investors May Be Missing This
- Nebius Upside Expands as AI Feedback Loop Intensifies
- Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell
- Plug Power Flips The Switch On Profitability
Want to see what other hedge funds are holding ZBRA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Zebra Technologies Corporation (NASDAQ:ZBRA – Free Report).
Receive News & Ratings for Zebra Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Zebra Technologies and related companies with MarketBeat.com's FREE daily email newsletter.
