Zebra Technologies Corporation $ZBRA Stock Position Lowered by Isthmus Partners LLC

Posted by Brian Himes on Oct 23rd, 2026

Isthmus Partners LLC cut its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA – Free Report) by 40.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 33,199 shares of the industrial products company’s stock after selling 22,874 shares during the period. Isthmus Partners LLC’s holdings in Zebra Technologies were worth $12,394,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Dimensional Fund Advisors LP increased its stake in Zebra Technologies by 37.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 686,335 shares of the industrial products company’s stock valued at $143,473,000 after buying an additional 185,387 shares during the period. Lazard Asset Management LLC raised its position in Zebra Technologies by 3.4% during the 1st quarter. Lazard Asset Management LLC now owns 623,965 shares of the industrial products company’s stock worth $130,459,000 after buying an additional 20,567 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Zebra Technologies by 111.6% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 500,628 shares of the industrial products company’s stock worth $104,671,000 after acquiring an additional 264,015 shares during the period. Robeco Institutional Asset Management B.V. lifted its stake in shares of Zebra Technologies by 34.3% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 256,025 shares of the industrial products company’s stock worth $95,577,000 after acquiring an additional 65,320 shares during the period. Finally, Swedbank AB boosted its holdings in shares of Zebra Technologies by 958.0% in the first quarter. Swedbank AB now owns 417,898 shares of the industrial products company’s stock valued at $87,374,000 after acquiring an additional 378,400 shares in the last quarter. 91.03% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

ZBRA has been the topic of a number of recent analyst reports. Wall Street Zen upgraded shares of Zebra Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 17th. TD Cowen raised their price objective on shares of Zebra Technologies from $400.00 to $450.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. Truist Financial lifted their price objective on Zebra Technologies from $355.00 to $378.00 and gave the company a “hold” rating in a report on Monday, October 5th. Weiss Ratings upgraded Zebra Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research report on Tuesday, October 13th. Finally, Wolfe Research reiterated an “outperform” rating and set a $317.00 target price on shares of Zebra Technologies in a research report on Thursday, July 9th. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $385.83.

Check Out Our Latest Report on ZBRA

Insider Activity

In other news, insider Michael Cho sold 3,500 shares of Zebra Technologies stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $375.20, for a total transaction of $1,313,200.00. Following the completion of the sale, the insider directly owned 5,170 shares in the company, valued at approximately $1,939,784. This trade represents a 40.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Linda Connly sold 500 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $377.68, for a total value of $188,840.00. Following the sale, the director directly owned 3,708 shares in the company, valued at $1,400,437.44. This trade represents a 11.88% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.91% of the company’s stock.

Zebra Technologies Stock Performance

NASDAQ:ZBRA opened at $384.16 on Friday. The company has a quick ratio of 0.33, a current ratio of 0.52 and a debt-to-equity ratio of 0.14. Zebra Technologies Corporation has a fifty-two week low of $199.05 and a fifty-two week high of $392.78. The stock has a market cap of $18.30 billion, a PE ratio of 35.15 and a beta of 1.58. The firm’s fifty day simple moving average is $365.86 and its 200-day simple moving average is $295.60.

Zebra Technologies (NASDAQ:ZBRA – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.36 by $1.99. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. The business had revenue of $1.56 billion during the quarter, compared to the consensus estimate of $1.50 billion. During the same quarter last year, the firm posted $3.61 EPS. The business’s revenue was up 20.4% compared to the same quarter last year. Zebra Technologies has set its Q3 2026 guidance at 4.700-4.900 EPS and its FY 2026 guidance at 20.750-21.250 EPS. Analysts expect that Zebra Technologies Corporation will post 18.07 earnings per share for the current fiscal year.

Zebra Technologies Company Profile

(Free Report)

Zebra Technologies Corp. (NASDAQ: ZBRA) develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company’s portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.