Zebra Technologies Corporation $ZBRA Shares Acquired by Summitry LLC

Summitry LLC boosted its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 5.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 170,102 shares of the industrial products company’s stock after buying an additional 8,474 shares during the period. Zebra Technologies comprises 2.1% of Summitry LLC’s investment portfolio, making the stock its 18th largest holding. Summitry LLC owned about 0.33% of Zebra Technologies worth $50,547,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. NewEdge Advisors LLC raised its holdings in shares of Zebra Technologies by 39.9% during the first quarter. NewEdge Advisors LLC now owns 1,318 shares of the industrial products company’s stock valued at $372,000 after acquiring an additional 376 shares during the period. Caxton Associates LLP acquired a new stake in Zebra Technologies during the 1st quarter valued at $317,000. Empowered Funds LLC lifted its holdings in shares of Zebra Technologies by 7.2% in the first quarter. Empowered Funds LLC now owns 1,441 shares of the industrial products company’s stock valued at $407,000 after purchasing an additional 97 shares in the last quarter. IFP Advisors Inc grew its holdings in shares of Zebra Technologies by 64.1% during the second quarter. IFP Advisors Inc now owns 233 shares of the industrial products company’s stock valued at $72,000 after buying an additional 91 shares in the last quarter. Finally, Blue Trust Inc. grew its holdings in shares of Zebra Technologies by 81.7% during the second quarter. Blue Trust Inc. now owns 109 shares of the industrial products company’s stock valued at $34,000 after buying an additional 49 shares in the last quarter. 91.03% of the stock is owned by hedge funds and other institutional investors.

Zebra Technologies Price Performance

Shares of Zebra Technologies stock opened at $264.62 on Monday. The company has a current ratio of 0.97, a quick ratio of 0.58 and a debt-to-equity ratio of 0.66. The firm has a fifty day simple moving average of $251.71 and a 200-day simple moving average of $278.15. The stock has a market capitalization 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.

Zebra Technologies (NASDAQ:ZBRA) last announced its earnings results on Thursday, February 12th. The industrial products company reported $4.33 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 the consensus estimate of $1.47 billion. During the same quarter last year, the business earned $4.00 EPS. The business’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. On average, sell-side analysts expect that Zebra Technologies Corporation will post 13.71 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on ZBRA. Weiss Ratings reissued a “hold (c)” rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. Citigroup lifted their price objective on Zebra Technologies from $311.00 to $315.00 and gave the company a “neutral” rating in a research report on Friday. Truist Financial dropped their target price on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a research report on Thursday, December 18th. Needham & Company LLC reaffirmed a “buy” rating and set a $345.00 price target on shares of Zebra Technologies in a research note on Friday. Finally, Barclays lowered their price target on Zebra Technologies from $351.00 to $330.00 and set an “overweight” rating for the company in a research note on Friday. Five equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $339.25.

Zebra Technologies News Summary

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 Buying and Selling at Zebra Technologies

In other Zebra Technologies news, Director Satish Dhanasekaran purchased 1,000 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were bought at an average cost of $233.12 per share, with a total value 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 position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Corporate 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.