Goodnow Investment Group LLC Takes Position in Zebra Technologies Corporation $ZBRA

Goodnow Investment Group LLC bought a new stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) in the fourth quarter, Holdings Channel.com reports. The fund bought 29,489 shares of the industrial products company’s stock, valued at approximately $7,161,000. Zebra Technologies accounts for 0.7% of Goodnow Investment Group LLC’s portfolio, making the stock its 20th largest position.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of Zebra Technologies by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 6,645,605 shares of the industrial products company’s stock valued at $1,613,686,000 after purchasing an additional 132,151 shares during the period. State Street Corp boosted its stake in shares of Zebra Technologies by 1.0% during the fourth quarter. State Street Corp now owns 2,263,614 shares of the industrial products company’s stock valued at $549,651,000 after purchasing an additional 21,488 shares during the period. Nordea Investment Management AB boosted its stake in shares of Zebra Technologies by 87.9% during the fourth quarter. Nordea Investment Management AB now owns 1,874,206 shares of the industrial products company’s stock valued at $457,419,000 after purchasing an additional 876,711 shares during the period. Geode Capital Management LLC raised its holdings in shares of Zebra Technologies by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 1,338,221 shares of the industrial products company’s stock valued at $323,697,000 after acquiring an additional 5,224 shares in the last quarter. Finally, Boston Partners lifted its stake in Zebra Technologies by 0.4% in the third quarter. Boston Partners now owns 1,130,117 shares of the industrial products company’s stock worth $335,940,000 after acquiring an additional 4,237 shares during the period. 91.03% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Loizides Melissa Luff sold 500 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $253.95, for a total transaction of $126,975.00. Following the transaction, the insider owned 3,702 shares in the company, valued at $940,122.90. This represents a 11.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Janice M. Roberts sold 3,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $249.54, for a total transaction of $748,620.00. Following the transaction, the director owned 6,183 shares in the company, valued at approximately $1,542,905.82. This trade represents a 32.67% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.91% of the company’s stock.

Zebra Technologies Stock Performance

Shares of Zebra Technologies stock opened at $240.05 on Tuesday. The company has a market capitalization of $11.43 billion, a PE ratio of 29.03 and a beta of 1.63. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.57 and a current ratio of 0.96. The company has a 50-day simple moving average of $234.53 and a two-hundred day simple moving average of $238.47. Zebra Technologies Corporation has a one year low of $199.05 and a one year high of $352.66.

Zebra Technologies (NASDAQ:ZBRA) last announced its earnings results on Tuesday, May 12th. The industrial products company reported $4.75 EPS for the quarter, topping analysts’ consensus estimates of $4.21 by $0.54. Zebra Technologies had a net margin of 7.49% and a return on equity of 18.91%. The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.48 billion. During the same period in the previous year, the company posted $4.02 earnings per share. The firm’s revenue was up 14.3% on a year-over-year basis. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. Research analysts expect that Zebra Technologies Corporation will post 15.2 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on ZBRA shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Zebra Technologies in a research note on Wednesday, May 20th. Truist Financial upped their price objective on shares of Zebra Technologies from $256.00 to $267.00 and gave the stock a “hold” rating in a research note on Wednesday, May 13th. Needham & Company LLC reaffirmed a “buy” rating and issued a $345.00 price objective on shares of Zebra Technologies in a research note on Wednesday, May 13th. Wall Street Zen raised shares of Zebra Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 16th. Finally, Zacks Research lowered shares of Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 20th. Eight research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $319.00.

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.