Erste Asset Management GmbH Increases Stake in Zebra Technologies Corporation $ZBRA

Erste Asset Management GmbH grew its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 940.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,250 shares of the industrial products company’s stock after purchasing an additional 14,688 shares during the quarter. Erste Asset Management GmbH’s holdings in Zebra Technologies were worth $4,871,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ZBRA. Fenimore Asset Management Inc increased its holdings in Zebra Technologies by 0.6% during the 3rd quarter. Fenimore Asset Management Inc now owns 353,914 shares of the industrial products company’s stock valued at $105,169,000 after purchasing an additional 2,281 shares during the period. Bank of New York Mellon Corp lifted its holdings in Zebra Technologies by 19.6% in the 3rd quarter. Bank of New York Mellon Corp now owns 378,980 shares of the industrial products company’s stock worth $112,618,000 after buying an additional 62,046 shares during the period. Atlantic Union Bankshares Corp lifted its holdings in Zebra Technologies by 43,654.5% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 4,813 shares of the industrial products company’s stock worth $1,430,000 after buying an additional 4,802 shares during the period. Nordea Investment Management AB grew its position in shares of Zebra Technologies by 1,826.5% in the 3rd quarter. Nordea Investment Management AB now owns 997,495 shares of the industrial products company’s stock worth $292,705,000 after buying an additional 945,718 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in shares of Zebra Technologies by 3.8% during the third quarter. Envestnet Asset Management Inc. now owns 251,378 shares of the industrial products company’s stock valued at $74,700,000 after buying an additional 9,272 shares during the period. 91.03% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

ZBRA has been the subject of a number of research analyst reports. Truist Financial dropped their price target on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a research note on Thursday, December 18th. Citigroup upped their price objective on shares of Zebra Technologies from $311.00 to $315.00 and gave the stock a “neutral” rating in a report on Friday, February 13th. Needham & Company LLC reaffirmed a “buy” rating and issued a $345.00 target price on shares of Zebra Technologies in a research report on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Zebra Technologies in a research note on Wednesday, January 21st. Finally, Barclays reduced their price target on shares of Zebra Technologies from $351.00 to $330.00 and set an “overweight” rating on the stock in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $339.25.

Zebra Technologies Price Performance

Shares of NASDAQ ZBRA opened at $223.96 on Friday. The company has a 50 day simple moving average of $248.15 and a two-hundred day simple moving average of $273.06. Zebra Technologies Corporation has a fifty-two week low of $205.73 and a fifty-two week high of $352.66. The company has a market capitalization of $11.02 billion, a price-to-earnings ratio of 27.41 and a beta of 1.69. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97.

Zebra Technologies (NASDAQ:ZBRA) last posted its quarterly earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing the consensus estimate of $4.34 by ($0.01). Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.The company had revenue of $1.48 billion during the quarter, compared to analysts’ expectations of $1.47 billion. During the same quarter in the previous year, the company earned $4.00 EPS. The business’s quarterly revenue was up 10.6% on a year-over-year basis. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. Analysts expect that Zebra Technologies Corporation will post 13.71 EPS for the current fiscal year.

Zebra Technologies Profile

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.