Thematics Asset Management Invests $15.81 Million in Zebra Technologies Corporation $ZBRA

Thematics Asset Management bought a new stake in Zebra Technologies Corporation (NASDAQ:ZBRA) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 53,188 shares of the industrial products company’s stock, valued at approximately $15,805,000. Thematics Asset Management owned about 0.10% of Zebra Technologies at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in ZBRA. NewEdge Advisors LLC lifted its position in shares of Zebra Technologies by 39.9% during the 1st quarter. NewEdge Advisors LLC now owns 1,318 shares of the industrial products company’s stock worth $372,000 after buying an additional 376 shares in the last quarter. Caxton Associates LLP bought a new position in shares of Zebra Technologies in the first quarter valued at approximately $317,000. Empowered Funds LLC grew 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 acquiring an additional 97 shares in the last quarter. ProShare Advisors LLC increased its position in shares of Zebra Technologies by 6.1% during the second quarter. ProShare Advisors LLC now owns 16,733 shares of the industrial products company’s stock valued at $5,160,000 after acquiring an additional 962 shares during the last quarter. Finally, Allworth Financial LP increased its position in shares of Zebra Technologies by 41.1% during the second quarter. Allworth Financial LP now owns 271 shares of the industrial products company’s stock valued at $84,000 after acquiring an additional 79 shares during the last quarter. 91.03% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Morgan Stanley set a $323.00 price objective on Zebra Technologies in a research report on Thursday, February 12th. Zacks Research raised Zebra Technologies from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 20th. Truist Financial lowered their target price on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating on the stock in a research note on Thursday, December 18th. UBS Group reissued a “buy” rating and issued a $335.00 price target on shares of Zebra Technologies in a report on Friday, February 13th. Finally, Needham & Company LLC restated a “buy” rating and set a $345.00 price target on shares of Zebra Technologies in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Zebra Technologies has an average rating of “Moderate Buy” and an average price target of $339.25.

Zebra Technologies Price Performance

Shares of NASDAQ:ZBRA opened at $202.72 on Friday. 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 firm has a market capitalization of $9.97 billion, a PE ratio of 24.81 and a beta of 1.65. Zebra Technologies Corporation has a twelve month low of $201.64 and a twelve month high of $352.66. The company has a 50-day moving average price of $242.54 and a two-hundred day moving average price of $266.36.

Zebra Technologies (NASDAQ:ZBRA) last posted its quarterly 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). The business had revenue of $1.48 billion during the quarter, compared to the consensus estimate of $1.47 billion. Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The business’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period last year, the firm earned $4.00 EPS. 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 analysts forecast that Zebra Technologies Corporation will post 13.71 EPS for the current year.

Insider Transactions at Zebra Technologies

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $235.71, for a total transaction of $34,177.95. Following the sale, the insider owned 23,687 shares of the company’s stock, valued at $5,583,262.77. The trade was a 0.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.84% of the stock is owned by insiders.

About Zebra Technologies

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.