Wealth Enhancement Advisory Services LLC Takes $1.36 Million Position in ZoomInfo Technologies Inc. $GTM

Wealth Enhancement Advisory Services LLC purchased a new position in shares of ZoomInfo Technologies Inc. (NASDAQ:GTM) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 129,425 shares of the company’s stock, valued at approximately $1,358,000.

Several other large investors also recently added to or reduced their stakes in GTM. JPMorgan Chase & Co. bought a new stake in ZoomInfo Technologies in the 3rd quarter valued at about $74,670,000. CIBC Private Wealth Group LLC bought a new position in ZoomInfo Technologies during the third quarter worth about $5,419,000. New Mexico Educational Retirement Board purchased a new position in shares of ZoomInfo Technologies in the third quarter worth about $681,000. Swiss Life Asset Management Ltd bought a new stake in shares of ZoomInfo Technologies in the third quarter valued at approximately $140,000. Finally, Advisory Services Network LLC bought a new stake in shares of ZoomInfo Technologies in the third quarter valued at approximately $105,000. Hedge funds and other institutional investors own 95.47% of the company’s stock.

Insider Activity

In related news, CRO James M. Roth sold 35,723 shares of the business’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $5.87, for a total transaction of $209,694.01. Following the completion of the transaction, the executive directly owned 139,795 shares in the company, valued at $820,596.65. The trade was a 20.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Ashley Mcgrane sold 6,959 shares of the company’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $5.87, for a total value of $40,849.33. Following the completion of the transaction, the general counsel owned 76,872 shares in the company, valued at $451,238.64. This represents a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 44,727 shares of company stock valued at $262,834. 9.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Wells Fargo & Company cut their price objective on shares of ZoomInfo Technologies from $10.00 to $6.00 and set an “underweight” rating for the company in a report on Tuesday, February 10th. Barclays lowered their target price on shares of ZoomInfo Technologies from $12.00 to $9.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 11th. Citizens Jmp downgraded ZoomInfo Technologies from a “market perform” rating to a “mkt underperform” rating and set a $6.00 target price on the stock. in a research report on Tuesday, February 10th. BTIG Research initiated coverage on ZoomInfo Technologies in a report on Wednesday, December 17th. They issued a “buy” rating and a $13.00 price target for the company. Finally, KeyCorp upgraded ZoomInfo Technologies from an “underweight” rating to a “sector weight” rating in a research report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $9.25.

ZoomInfo Technologies Stock Performance

NASDAQ GTM opened at $5.81 on Friday. The company’s 50 day simple moving average is $6.51 and its two-hundred day simple moving average is $9.00. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.72 and a quick ratio of 0.72. ZoomInfo Technologies Inc. has a 1 year low of $5.57 and a 1 year high of $12.51. The stock has a market capitalization of $1.77 billion, a PE ratio of 15.29, a P/E/G ratio of 1.63 and a beta of 1.08.

ZoomInfo Technologies (NASDAQ:GTM) last released its quarterly earnings results on Monday, February 9th. The company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.20 by $0.12. ZoomInfo Technologies had a net margin of 9.94% and a return on equity of 16.32%. The firm had revenue of $319.10 million during the quarter. During the same quarter last year, the firm earned $0.26 earnings per share. The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. ZoomInfo Technologies has set its Q1 2026 guidance at 0.250-0.270 EPS and its FY 2026 guidance at 1.100-1.120 EPS.

ZoomInfo Technologies Company Profile

ZoomInfo Technologies (NASDAQ:GTM) is a leading provider of go-to-market intelligence and sales engagement software designed to help organizations accelerate growth. The company offers a cloud-based platform that delivers comprehensive contact and company data, intent signals, and analytics to support prospecting, lead generation, and customer retention. Its solutions enable sales and marketing teams to identify and engage target accounts, personalize outreach, and optimize campaigns with real-time insights into buyer behavior and market trends.

Founded in 2007 and headquartered in Waltham, Massachusetts, ZoomInfo Technologies has expanded its global footprint across North America, Europe, and Asia–Pacific.