Harbor Investment Advisory LLC lifted its stake in Zebra Technologies Corporation (NASDAQ:ZBRA – Free Report) by 10,715.0% during the 2nd quarter, Holdings Channel reports. The firm owned 2,163 shares of the industrial products company’s stock after acquiring an additional 2,143 shares during the period. Harbor Investment Advisory LLC’s holdings in Zebra Technologies were worth $569,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Garner Asset Management Corp bought a new position in Zebra Technologies during the fourth quarter worth about $30,000. Johnson Financial Group Inc. raised its position in shares of Zebra Technologies by 330.3% in the 4th quarter. Johnson Financial Group Inc. now owns 142 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 109 shares during the period. SBI Securities Co. Ltd. boosted its stake in Zebra Technologies by 164.8% during the 4th quarter. SBI Securities Co. Ltd. now owns 143 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 89 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in Zebra Technologies during the second quarter valued at approximately $39,000. Finally, NBC Securities Inc. bought a new stake in Zebra Technologies in the fourth quarter valued at approximately $57,000. Institutional investors own 91.03% of the company’s stock.
Insider Activity
In other news, Director Janice M. Roberts sold 3,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $249.54, for a total transaction of $748,620.00. Following the completion of the transaction, the director directly owned 6,183 shares of the company’s stock, valued at $1,542,905.82. This represents a 32.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Loizides Melissa Luff sold 500 shares of the stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $253.95, for a total value of $126,975.00. Following the transaction, the insider owned 3,702 shares of the company’s stock, valued at approximately $940,122.90. The trade was a 11.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.91% of the company’s stock.
Zebra Technologies Stock Up 0.0%
Zebra Technologies (NASDAQ:ZBRA – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $6.35 EPS for the quarter, topping analysts’ consensus estimates of $4.36 by $1.99. The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.50 billion. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. The firm’s quarterly revenue was up 20.4% on a year-over-year basis. During the same period last year, the business posted $3.61 earnings per share. Zebra Technologies has set its Q3 2026 guidance at 4.700-4.900 EPS and its FY 2026 guidance at 20.750-21.250 EPS. On average, equities research analysts anticipate that Zebra Technologies Corporation will post 15.2 EPS for the current fiscal year.
Key Headlines Impacting Zebra Technologies
Here are the key news stories impacting Zebra Technologies this week:
- Positive Sentiment: Record Q2 results beat expectations: Revenue rose 20.4% year over year to $1.557 billion, exceeding the $1.50 billion consensus estimate. Non-GAAP diluted EPS reached $6.35, well above expectations of approximately $4.35–$4.36 and the prior-year figure of $3.61. Zebra Technologies Announces Second Quarter 2026 Results
- Positive Sentiment: Full-year guidance was raised substantially: Zebra now expects fiscal 2026 EPS of $20.75–$21.25, compared with the $17.87 analyst consensus, and revenue of $6.2–$6.3 billion versus an estimated $6.1 billion. Third-quarter EPS guidance of $4.70–$4.90 also exceeds the $4.38 consensus. ZBRA Q2 Earnings Beat Estimates on Sales Growth, Outlook Raised
- Positive Sentiment: Growth appears broad-based: Analysts highlighted organic sales growth, acquisitions, pricing power and demand for AI-enabled devices, machine vision and frontline automation. Management indicated demand is running ahead of available supply, supporting the possibility of sustained revenue and margin strength. Zebra Changed Its Stripes
- Positive Sentiment: Analysts raised price targets: TD Cowen lifted its target to $450 and initiated a “buy” rating, BNP Paribas Exane raised its target to $455 while reaffirming “outperform,” and Needham increased its target to $410 with a “buy” rating. The upgrades reinforce investor confidence following the earnings release.
- Neutral Sentiment: The strong rally leaves Zebra Technologies trading near its 52-week high with a reported price-to-earnings ratio above 44, meaning the stock is now priced for continued execution. Any slowdown in demand, supply constraints or difficulty meeting the raised outlook could increase volatility.
Analyst Ratings Changes
A number of brokerages have recently weighed in on ZBRA. Morgan Stanley set a $360.00 price target on shares of Zebra Technologies in a research report on Wednesday. UBS Group reiterated a “buy” rating on shares of Zebra Technologies in a report on Wednesday. Wolfe Research reissued an “outperform” rating and issued a $317.00 target price on shares of Zebra Technologies in a research note on Thursday, July 9th. Wall Street Zen upgraded Zebra Technologies from a “hold” rating to a “buy” rating in a report on Sunday, June 28th. Finally, Zacks Research lowered Zebra Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Zebra Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $381.00.
Zebra Technologies Company 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.
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