Summitry LLC Buys 8,474 Shares of Zebra Technologies Corporation $ZBRA

Summitry LLC boosted its position in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 5.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 170,102 shares of the industrial products company’s stock after buying an additional 8,474 shares during the quarter. Zebra Technologies makes up approximately 2.1% of Summitry LLC’s investment portfolio, making the stock its 18th biggest holding. Summitry LLC’s holdings in Zebra Technologies were worth $50,547,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Zebra Technologies by 1.3% in the third quarter. Vanguard Group Inc. now owns 6,513,454 shares of the industrial products company’s stock valued at $1,935,538,000 after purchasing an additional 86,672 shares in the last quarter. State Street Corp raised its stake in shares of Zebra Technologies by 1.2% in the 2nd quarter. State Street Corp now owns 2,204,370 shares of the industrial products company’s stock valued at $679,740,000 after buying an additional 26,927 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Zebra Technologies by 5.8% during the 2nd quarter. Invesco Ltd. now owns 1,413,247 shares of the industrial products company’s stock worth $435,789,000 after acquiring an additional 77,383 shares during the period. Boston Partners boosted its position in shares of Zebra Technologies by 18.1% during the 2nd quarter. Boston Partners now owns 1,125,880 shares of the industrial products company’s stock valued at $347,151,000 after acquiring an additional 172,396 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its stake in Zebra Technologies by 1.0% in the third quarter. JPMorgan Chase & Co. now owns 1,015,482 shares of the industrial products company’s stock valued at $301,764,000 after acquiring an additional 9,753 shares during the period. Institutional investors own 91.03% of the company’s stock.

Insider Buying and Selling at Zebra Technologies

In other news, Director Satish Dhanasekaran acquired 1,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was acquired at an average price of $233.12 per share, for a total transaction of $233,120.00. Following the transaction, the director directly owned 3,356 shares in the company, valued at approximately $782,350.72. This represents a 42.44% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. 0.84% of the stock is currently owned by corporate insiders.

Zebra Technologies Stock Performance

ZBRA stock opened at $264.62 on Monday. Zebra Technologies Corporation has a twelve month low of $205.73 and a twelve month high of $352.66. The company has a quick ratio of 0.58, a current ratio of 0.97 and a debt-to-equity ratio of 0.66. The company has a market cap of $13.41 billion, a P/E ratio of 32.39 and a beta of 1.69. The business’s fifty day moving average is $251.71 and its 200-day moving average is $278.15.

Zebra Technologies (NASDAQ:ZBRA) last released its 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 net margin of 7.76% and a return on equity of 18.09%. The company had revenue of $1.48 billion during the quarter, compared to analyst estimates of $1.47 billion. During the same period in the previous year, the company posted $4.00 EPS. The company’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. Equities research analysts forecast that Zebra Technologies Corporation will post 13.71 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ZBRA. Zacks Research raised Zebra Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. KeyCorp restated a “sector weight” rating on shares of Zebra Technologies in a research report on Thursday, October 30th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Zebra Technologies in a research note on Wednesday, January 21st. Morgan Stanley set a $323.00 price objective on Zebra Technologies in a research note on Thursday. Finally, Truist Financial cut their price objective on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $339.25.

Key Stories 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

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.