Zenas BioPharma (NASDAQ:ZBIO) Shares Gap Up Following Insider Buying Activity

Shares of Zenas BioPharma, Inc. (NASDAQ:ZBIO) gapped up prior to trading on Wednesday after an insider bought additional shares in the company. The stock had previously closed at $19.72, but opened at $21.21. Zenas BioPharma shares last traded at $21.70, with a volume of 247,461 shares.

Specifically, CEO Leon O. Moulder, Jr. purchased 57,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were acquired at an average price of $17.96 per share, for a total transaction of $1,023,720.00. Following the completion of the purchase, the chief executive officer owned 423,155 shares of the company’s stock, valued at approximately $7,599,863.80. The trade was a 15.57% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Analysts Set New Price Targets

A number of equities analysts have weighed in on ZBIO shares. Jefferies Financial Group reissued a “buy” rating and set a $48.00 price objective on shares of Zenas BioPharma in a research note on Tuesday, January 6th. HC Wainwright reaffirmed a “buy” rating on shares of Zenas BioPharma in a research note on Tuesday, December 16th. Citigroup raised their price objective on shares of Zenas BioPharma from $27.00 to $46.00 and gave the company a “buy” rating in a research note on Tuesday, October 28th. Evercore ISI initiated coverage on Zenas BioPharma in a report on Wednesday, November 26th. They set an “outperform” rating and a $55.00 target price on the stock. Finally, Wall Street Zen cut Zenas BioPharma from a “hold” rating to a “sell” rating in a report on Saturday, January 10th. Six analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $43.14.

More Zenas BioPharma News

Here are the key news stories impacting Zenas BioPharma this week:

• Positive Sentiment: CEO insider buy — Zenas’ CEO Leon Moulder Jr. purchased 57,000 shares (≈$1.02M at ~$17.96/share), increasing his stake ~15.6%, a strong signal of management confidence that likely helped lift the stock. Insider Buy Article
• Positive Sentiment: Analyst consensus supports upside — Aggregate analyst coverage shows a “Moderate Buy” consensus and an above‑current average target (MarketBeat data cited ~ $43.14 average target), which can attract momentum buyers and funds. Analyst Consensus Article
• Positive Sentiment: Investor presentation scheduled — Management will present at the Guggenheim Emerging Outlook: Biotech Summit on Feb. 11, increasing near‑term investor access and the chance for new data/clarity that could support the stock. Summit Presentation Article
• Neutral Sentiment: Upcoming earnings — Zenas is projected to post quarterly results this week; the print and guidance will be a catalyst and could swing sentiment. Investors should watch revenue, cash runway commentary and any program updates. Earnings Projection Article
• Negative Sentiment: Shareholder investigation — Pomerantz LLP announced an investigation into Zenas on Feb. 3, creating litigation risk and possible reputational/financial uncertainty that can cap upside or increase volatility. Pomerantz Investigation Article

Zenas BioPharma Stock Performance

The company has a fifty day moving average price of $30.01 and a two-hundred day moving average price of $25.30. The firm has a market cap of $1.16 billion, a price-to-earnings ratio of -3.07 and a beta of -1.50. The company has a debt-to-equity ratio of 0.37, a current ratio of 5.66 and a quick ratio of 5.66.

Zenas BioPharma (NASDAQ:ZBIO) last announced its earnings results on Wednesday, November 12th. The company reported ($1.22) EPS for the quarter, missing the consensus estimate of ($0.87) by ($0.35).

Institutional Investors Weigh In On Zenas BioPharma

Institutional investors have recently modified their holdings of the stock. Quarry LP grew its stake in Zenas BioPharma by 34.5% in the third quarter. Quarry LP now owns 1,134 shares of the company’s stock valued at $25,000 after purchasing an additional 291 shares in the last quarter. Russell Investments Group Ltd. bought a new position in shares of Zenas BioPharma during the 3rd quarter valued at $30,000. GF Fund Management CO. LTD. acquired a new stake in shares of Zenas BioPharma in the 4th quarter valued at $38,000. BNP Paribas Financial Markets increased its position in Zenas BioPharma by 120.0% during the third quarter. BNP Paribas Financial Markets now owns 3,146 shares of the company’s stock worth $70,000 after buying an additional 1,716 shares during the last quarter. Finally, CWM LLC raised its holdings in Zenas BioPharma by 48.3% during the fourth quarter. CWM LLC now owns 2,178 shares of the company’s stock valued at $79,000 after buying an additional 709 shares in the last quarter.

About Zenas BioPharma

Zenas BioPharma, Inc is a clinical-stage biotechnology company focused on the discovery and development of novel therapies in oncology and infectious diseases. The company’s proprietary platform integrates structure-guided design, computational modeling and high-throughput screening to address challenging protein-protein interactions. Zenas BioPharma is advancing multiple preclinical and clinical-stage candidates aimed at providing new treatment options where current modalities may be limited by efficacy or safety concerns.

Founded in 2021 and headquartered in Cambridge, Massachusetts, Zenas BioPharma was built to streamline the drug discovery process from target identification through to IND-enabling studies.