Zebra Technologies Corporation $ZBRA Stake Lessened by HighPoint Advisor Group LLC

HighPoint Advisor Group LLC lowered its holdings in Zebra Technologies Corporation (NASDAQ:ZBRA) by 48.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,852 shares of the industrial products company’s stock after selling 2,726 shares during the period. HighPoint Advisor Group LLC’s holdings in Zebra Technologies were worth $693,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Bank of New York Mellon Corp raised its holdings in shares of Zebra Technologies by 19.6% during the third quarter. Bank of New York Mellon Corp now owns 378,980 shares of the industrial products company’s stock worth $112,618,000 after acquiring an additional 62,046 shares in the last quarter. Atlantic Union Bankshares Corp raised its holdings in shares of Zebra Technologies by 43,654.5% during the third quarter. Atlantic Union Bankshares Corp now owns 4,813 shares of the industrial products company’s stock worth $1,430,000 after acquiring an additional 4,802 shares in the last quarter. Envestnet Asset Management Inc. raised its holdings 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 worth $74,700,000 after acquiring an additional 9,272 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of Zebra Technologies by 1.3% during the third quarter. Vanguard Group Inc. now owns 6,513,454 shares of the industrial products company’s stock worth $1,935,538,000 after acquiring an additional 86,672 shares in the last quarter. Finally, SG Americas Securities LLC raised its holdings in shares of Zebra Technologies by 399.5% during the fourth quarter. SG Americas Securities LLC now owns 64,907 shares of the industrial products company’s stock worth $15,761,000 after acquiring an additional 51,913 shares in the last quarter. Hedge funds and other institutional investors own 91.03% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on ZBRA shares. Truist Financial increased their price objective on Zebra Technologies from $256.00 to $267.00 and gave the stock a “hold” rating in a report on Wednesday. Morgan Stanley set a $323.00 price objective on Zebra Technologies in a report on Thursday, February 12th. Barclays increased their price objective on Zebra Technologies from $330.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday. Northcoast Research cut their price objective on Zebra Technologies from $364.00 to $344.00 and set a “buy” rating for the company in a report on Monday, April 27th. Finally, Robert W. Baird increased their price objective on Zebra Technologies from $300.00 to $310.00 and gave the stock an “outperform” rating in a report on Wednesday. Eight investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $319.00.

More 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 Activity

In other news, insider Cristen L. Kogl sold 145 shares of the firm’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $235.71, for a total value of $34,177.95. Following the sale, the insider directly owned 23,687 shares of the company’s stock, valued at approximately $5,583,262.77. This trade represents a 0.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.91% of the company’s stock.

Zebra Technologies Price Performance

NASDAQ ZBRA opened at $246.76 on Thursday. Zebra Technologies Corporation has a fifty-two week low of $199.05 and a fifty-two week high of $352.66. The stock’s 50-day moving average is $218.66 and its two-hundred day moving average is $240.55. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.96 and a quick ratio of 0.58. The firm has a market cap of $12.14 billion, a P/E ratio of 29.84 and a beta of 1.62.

Zebra Technologies (NASDAQ:ZBRA) last posted its earnings results on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, beating the consensus estimate of $4.21 by $0.54. Zebra Technologies had a return on equity of 18.91% and a net margin of 7.49%.The company had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.48 billion. During the same period last year, the company earned $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, analysts anticipate that Zebra Technologies Corporation will post 15 earnings per share 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.