Thematics Asset Management Buys Shares of 53,188 Zebra Technologies Corporation $ZBRA

Thematics Asset Management purchased a new stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 53,188 shares of the industrial products company’s stock, valued at approximately $15,805,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fenimore Asset Management Inc boosted its holdings in Zebra Technologies by 0.6% in 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 grew its position in shares of Zebra Technologies by 19.6% during 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 in the last quarter. Atlantic Union Bankshares Corp increased its holdings in shares of Zebra Technologies by 43,654.5% in the third quarter. Atlantic Union Bankshares Corp now owns 4,813 shares of the industrial products company’s stock worth $1,430,000 after purchasing an additional 4,802 shares during the period. Envestnet Asset Management Inc. increased its holdings 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 purchasing an additional 9,272 shares during the period. Finally, Nordea Investment Management AB raised its position 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 buying an additional 945,718 shares in the last quarter. 91.03% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently issued reports on ZBRA. Barclays dropped their price objective on Zebra Technologies from $351.00 to $330.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Zacks Research raised Zebra Technologies from a “hold” rating to a “strong-buy” rating in a report on Friday, February 20th. Needham & Company LLC reiterated a “buy” rating and set a $345.00 price target on shares of Zebra Technologies in a research report on Friday, February 13th. 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. Finally, UBS Group restated a “buy” rating and issued a $335.00 price objective on shares of Zebra Technologies in a research report on Friday, February 13th. One investment 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 company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $339.25.

Zebra Technologies Stock Performance

NASDAQ ZBRA opened at $202.72 on Friday. Zebra Technologies Corporation has a 52-week low of $201.64 and a 52-week high of $352.66. The company has a fifty day moving average of $242.54 and a 200-day moving average of $266.36. The company has a market capitalization of $9.97 billion, a P/E ratio of 24.81 and a beta of 1.65. 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 released its earnings results on Thursday, February 12th. The industrial products company reported $4.33 EPS for the quarter, missing analysts’ consensus estimates of $4.34 by ($0.01). Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The firm had revenue of $1.48 billion during the quarter, compared to the consensus estimate of $1.47 billion. During the same period in the prior year, the company earned $4.00 EPS. The firm’s 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. As a group, equities research analysts predict that Zebra Technologies Corporation will post 13.71 EPS for the current fiscal year.

Insider Activity at Zebra Technologies

In other news, insider Cristen L. Kogl sold 145 shares of the stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $235.71, for a total transaction of $34,177.95. Following the transaction, the insider directly owned 23,687 shares in the company, valued at approximately $5,583,262.77. This represents a 0.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.84% of the company’s stock.

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.