ING Groep NV Cuts Stake in Zebra Technologies Corporation $ZBRA

ING Groep NV lowered its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 80.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 3,973 shares of the industrial products company’s stock after selling 16,218 shares during the period. ING Groep NV’s holdings in Zebra Technologies were worth $1,181,000 as of its most recent filing with the SEC.

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

Key Headlines Impacting Zebra Technologies

Here are the key news stories impacting Zebra Technologies this week:

• Positive Sentiment: Management raised FY2026 and Q1 guidance well above consensus (sales and EPS) — this upgrade is the main catalyst for the recent rally. Reuters: Upbeat 2026 forecast
• Positive Sentiment: The board authorized an additional $1 billion share‑repurchase, increasing capital return and supporting EPS. BusinessWire: $1B buyback
• Positive Sentiment: Company reported revenue growth and highlighted strategic tailwinds — AI, RFID, machine vision and services that shift mix toward software/analytics (a longer‑term margin/recurring revenue story). Seeking Alpha: AI pivot
• Neutral Sentiment: Q4 results: revenue beat estimates ($1.48B) but EPS missed by $0.01 — revenue up ~10.6% YoY; management provided slide deck and call for more detail. BusinessWire: Q4 results
• Neutral Sentiment: Analyst reaction is mixed but includes bullish notes and higher price targets (e.g., Needham reaffirmed Buy with $345 PT), providing some aftermarket support. Benzinga: Needham reaffirmation
• Negative Sentiment: Management flagged a ~2‑point gross‑margin headwind from rising memory/chip costs in 2026; offset plans (price increases, productivity, robotics exit) are in place but execution risk remains. Yahoo: Memory costs and outlook
• Negative Sentiment: Despite guidance upside, the quarter showed higher expenses and a slight EPS miss and cash softness noted by some outlets — these mixed fundamentals help explain intraday volatility and profit‑taking. Zacks: EPS miss and expense note
• Negative Sentiment: Shares swung sharply after the beat/guidance — Furious short‑covering and momentum buying earlier this week created a high‑volatility setup that often leads to near‑term pullbacks. Fool: Volatility after big move

Insider Activity

In other Zebra Technologies news, Director Satish Dhanasekaran bought 1,000 shares of Zebra Technologies stock in a transaction that occurred on Tuesday, November 18th. The shares were bought at an average price of $233.12 per share, with a total value of $233,120.00. Following the acquisition, the director owned 3,356 shares in the company, valued at approximately $782,350.72. This trade represents a 42.44% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on ZBRA shares. Needham & Company LLC restated a “buy” rating and set a $345.00 target price on shares of Zebra Technologies in a research report on Friday. Citigroup boosted their price objective on Zebra Technologies from $311.00 to $315.00 and gave the stock a “neutral” rating in a report on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Zacks Research upgraded shares of Zebra Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. Finally, UBS Group reissued a “buy” rating and issued a $335.00 price target on shares of Zebra Technologies in a research note on Friday. Five investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Zebra Technologies has a consensus rating of “Hold” and an average price target of $339.25.

Zebra Technologies Stock Performance

Shares of NASDAQ ZBRA opened at $264.62 on Friday. The stock’s 50-day moving average is $251.71 and its 200 day moving average is $278.90. The stock has a market cap of $13.41 billion, a price-to-earnings ratio of 32.39 and a beta of 1.69. Zebra Technologies Corporation has a 1-year low of $205.73 and a 1-year high of $352.66. The company has a current ratio of 0.97, a quick ratio of 1.19 and a debt-to-equity ratio of 0.66.

Zebra Technologies (NASDAQ:ZBRA) last issued its earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share (EPS) 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 firm had revenue of $1.48 billion during the quarter, compared to analysts’ expectations of $1.47 billion. During the same period in the prior year, the company earned $4.00 EPS. The firm’s quarterly revenue was up 10.6% compared to the same quarter last year. 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. On average, sell-side analysts anticipate 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.