Isthmus Partners LLC Has $11.63 Million Stake in Zebra Technologies Corporation $ZBRA

Isthmus Partners LLC boosted its position in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 30.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,635 shares of the industrial products company’s stock after acquiring an additional 13,006 shares during the quarter. Isthmus Partners LLC’s holdings in Zebra Technologies were worth $11,632,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in ZBRA. Nordea Investment Management AB increased its position in 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 worth $457,419,000 after buying an additional 876,711 shares during the last quarter. Alliancebernstein L.P. lifted its position in shares of Zebra Technologies by 1,310.3% in the second quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock valued at $240,422,000 after buying an additional 724,396 shares during the last quarter. Norges Bank acquired a new stake in shares of Zebra Technologies in the fourth quarter valued at approximately $134,505,000. Focus Partners Wealth boosted its stake in shares of Zebra Technologies by 2,635.4% during the 4th quarter. Focus Partners Wealth now owns 543,473 shares of the industrial products company’s stock worth $132,575,000 after acquiring an additional 523,605 shares during the period. Finally, Invesco Ltd. boosted its stake in shares of Zebra Technologies by 30.1% during the 4th quarter. Invesco Ltd. now owns 1,801,516 shares of the industrial products company’s stock worth $437,444,000 after acquiring an additional 416,568 shares during the period. Institutional investors and hedge funds own 91.03% of the company’s stock.

Insiders Place Their Bets

In related news, Director Janice M. Roberts sold 3,000 shares of the firm’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 directly owned 6,183 shares of the company’s stock, valued at approximately $1,542,905.82. This trade represents a 32.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Loizides Melissa Luff sold 500 shares of Zebra Technologies stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $253.95, for a total transaction of $126,975.00. Following the completion of the sale, the insider owned 3,702 shares of the company’s stock, valued at $940,122.90. This trade represents a 11.90% decrease in their position. The SEC filing for this sale provides additional information. 0.91% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

ZBRA has been the topic of a number of research analyst reports. BNP Paribas Exane increased their price target on Zebra Technologies from $365.00 to $370.00 and gave the company an “outperform” rating in a research note on Wednesday, May 13th. KeyCorp raised shares of Zebra Technologies from a “sector weight” rating to an “overweight” rating and set a $305.00 price objective for the company in a research report on Wednesday, May 13th. Needham & Company LLC reiterated a “buy” rating and issued a $345.00 price objective on shares of Zebra Technologies in a report on Wednesday, May 13th. Truist Financial increased their price objective on shares of Zebra Technologies from $267.00 to $296.00 and gave the company a “hold” rating in a research report on Thursday, July 2nd. Finally, Wolfe Research cut their target price on shares of Zebra Technologies from $309.00 to $281.00 and set an “outperform” rating for the company in a research note on Wednesday, April 8th. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $321.73.

Zebra Technologies Price Performance

Shares of NASDAQ ZBRA opened at $264.25 on Thursday. The firm has a market cap of $12.59 billion, a P/E ratio of 31.95 and a beta of 1.60. The business’s 50 day moving average is $243.85 and its 200-day moving average is $237.53. The company has a current ratio of 0.96, a quick ratio of 0.57 and a debt-to-equity ratio of 0.69. Zebra Technologies Corporation has a 1-year low of $199.05 and a 1-year high of $352.66.

Zebra Technologies (NASDAQ:ZBRA) last released its quarterly earnings results on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.21 by $0.54. Zebra Technologies had a return on equity of 18.91% and a net margin of 7.49%.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 EPS. The firm’s quarterly 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. Equities research analysts predict that Zebra Technologies Corporation will post 15.2 earnings per share for the current year.

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.