Erste Asset Management GmbH Takes Position in Zoom Communications, Inc. $ZM

Posted by Geri Gentry on Jun 11th, 2026

Erste Asset Management GmbH purchased a new stake in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 6,295 shares of the company’s stock, valued at approximately $543,000.

A number of other institutional investors and hedge funds have also made changes to their positions in ZM. Norges Bank purchased a new position in shares of Zoom Communications in the 4th quarter valued at $509,788,000. AQR Capital Management LLC increased its holdings in shares of Zoom Communications by 23.4% in the 3rd quarter. AQR Capital Management LLC now owns 8,477,057 shares of the company’s stock valued at $699,357,000 after acquiring an additional 1,607,253 shares during the period. Two Sigma Investments LP purchased a new position in shares of Zoom Communications in the 3rd quarter valued at $86,709,000. Vanguard Group Inc. increased its holdings in shares of Zoom Communications by 4.0% in the 4th quarter. Vanguard Group Inc. now owns 26,967,224 shares of the company’s stock valued at $2,327,002,000 after acquiring an additional 1,029,623 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Zoom Communications by 46.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,645,846 shares of the company’s stock valued at $218,282,000 after acquiring an additional 836,594 shares during the period. 66.54% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Zoom Communications

In other Zoom Communications news, COO Aparna Bawa sold 12,886 shares of Zoom Communications stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $87.62, for a total transaction of $1,129,071.32. Following the completion of the sale, the chief operating officer owned 1,978 shares of the company’s stock, valued at approximately $173,312.36. The trade was a 86.69% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Velchamy Sankarlingam sold 7,645 shares of Zoom Communications stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $85.44, for a total value of $653,188.80. Following the sale, the insider directly owned 141,971 shares of the company’s stock, valued at approximately $12,130,002.24. This represents a 5.11% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 156,638 shares of company stock worth $13,900,194. 11.51% of the stock is owned by insiders.

Zoom Communications Price Performance

Shares of ZM stock opened at $93.96 on Thursday. Zoom Communications, Inc. has a 1-year low of $69.15 and a 1-year high of $114.74. The stock’s fifty day moving average price is $95.51 and its 200 day moving average price is $88.57. The company has a market cap of $27.55 billion, a price-to-earnings ratio of 13.80, a price-to-earnings-growth ratio of 5.37 and a beta of 1.01.

Zoom Communications (NASDAQ:ZM – Get Free Report) last announced its earnings results on Thursday, May 21st. The company reported $1.55 earnings per share for the quarter, topping the consensus estimate of $1.42 by $0.13. Zoom Communications had a return on equity of 11.87% and a net margin of 41.99%.The firm had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the previous year, the business earned $1.43 EPS. The firm’s revenue for the quarter was up 5.5% on a year-over-year basis. Zoom Communications has set its FY 2027 guidance at 5.960-6.000 EPS and its Q2 2027 guidance at 1.450-1.470 EPS. As a group, equities research analysts anticipate that Zoom Communications, Inc. will post 4.06 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. BTIG Research lifted their price target on Zoom Communications from $100.00 to $125.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Jefferies Financial Group lifted their price target on Zoom Communications from $105.00 to $118.00 and gave the company a “buy” rating in a report on Friday, May 22nd. HSBC lifted their price target on Zoom Communications from $107.00 to $133.00 and gave the company a “buy” rating in a report on Tuesday, June 2nd. Piper Sandler boosted their target price on Zoom Communications from $91.00 to $107.00 and gave the stock a “neutral” rating in a research note on Friday, May 22nd. Finally, Needham & Company LLC boosted their target price on Zoom Communications from $100.00 to $130.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, Zoom Communications currently has a consensus rating of “Moderate Buy” and a consensus target price of $109.33.

Get Our Latest Report on Zoom Communications

About Zoom Communications

(Free Report)

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.