Corient Private Wealth LP Buys 40,953 Shares of Zebra Technologies Corporation $ZBRA

Key Points

• Corient Private Wealth increased its Zebra Technologies stake by 320.1% in the second quarter, purchasing 40,953 additional shares to own 53,745 shares valued at approximately $14.1 million. Institutional investors collectively hold 91.03% of the company.
• Zebra reported strong quarterly results, with adjusted earnings of $6.35 per share versus the $4.36 consensus estimate and revenue of $1.56 billion, up 20.4% year over year. The company issued third-quarter 2026 EPS guidance of $4.70–$4.90 and full-year guidance of $20.75–$21.25.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and a $383.08 target price. Recent targets include $455 from BNP Paribas Exane and $435 from Needham, while shares opened at $342.73.

Corient Private Wealth LP lifted its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 320.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,745 shares of the industrial products company's stock after purchasing an additional 40,953 shares during the period. Corient Private Wealth LP owned 0.11% of Zebra Technologies worth $14,149,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. Geode Capital Management LLC grew its holdings in Zebra Technologies by 0.4% during 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 purchasing an additional 5,224 shares during the period. Dimensional Fund Advisors LP lifted its position in shares of Zebra Technologies by 37.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 686,335 shares of the industrial products company's stock valued at $143,473,000 after buying an additional 185,387 shares during the last quarter. Lazard Asset Management LLC lifted its position in shares of Zebra Technologies by 3.4% during the 1st quarter. Lazard Asset Management LLC now owns 623,965 shares of the industrial products company's stock valued at $130,459,000 after buying an additional 20,567 shares during the last quarter. Norges Bank bought a new position in shares of Zebra Technologies during the 4th quarter worth $134,505,000. Finally, Focus Partners Wealth grew 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. Institutional investors own 91.03% of the company's stock.

Insider Activity at Zebra Technologies

In other news, insider Michael Cho sold 3,500 shares of the company's stock in a transaction on Friday, August 7th. The shares were sold at an average price of $375.20, for a total value of $1,313,200.00. Following the transaction, the insider owned 5,170 shares of the company's stock, valued at approximately $1,939,784. This represents a 40.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Linda Connly sold 500 shares of Zebra Technologies stock in a transaction on Monday, August 10th. The shares were sold at an average price of $377.68, for a total value of $188,840.00. Following the sale, the director directly owned 3,708 shares of the company's stock, valued at $1,400,437.44. This represents a 11.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.91% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on ZBRA. BNP Paribas Exane restated an "outperform" rating and issued a $455.00 price objective (up from $370.00) on shares of Zebra Technologies in a research note on Wednesday, August 5th. Morgan Stanley set a $360.00 target price on shares of Zebra Technologies in a research report on Wednesday, August 5th. Zacks Research upgraded shares of Zebra Technologies from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, August 11th. Weiss Ratings upgraded shares of Zebra Technologies from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, July 17th. Finally, Needham & Company LLC raised their price objective on shares of Zebra Technologies from $410.00 to $435.00 and gave the stock a "buy" rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat, Zebra Technologies presently has a consensus rating of "Moderate Buy" and a consensus target price of $383.08.

Zebra Technologies Stock Down 2.6%

Shares of NASDAQ ZBRA opened at $342.73 on Wednesday. The company has a quick ratio of 0.33, a current ratio of 0.52 and a debt-to-equity ratio of 0.14. The company has a market cap of $16.32 billion, a P/E ratio of 31.36 and a beta of 1.60. Zebra Technologies Corporation has a 52 week low of $199.05 and a 52 week high of $386.23. The business has a 50-day simple moving average of $327.01 and a two-hundred day simple moving average of $264.90.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.36 by $1.99. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. The firm had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.50 billion. During the same period in the prior year, the firm posted $3.61 earnings per share. The company's revenue for the quarter was up 20.4% on a year-over-year basis. 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. Research analysts anticipate that Zebra Technologies Corporation will post 17.22 earnings per share for the current fiscal year.

Zebra Technologies Profile

Zebra Technologies Corporation NASDAQ: ZBRA provides enterprise asset intelligence solutions that help organizations identify, track and manage physical assets, inventory and workflows. Its technologies are used to capture data at the point of activity and connect that information with business systems.

The company offers barcode and label printers, mobile computers, handheld and fixed industrial scanners, RFID readers and printers, machine vision and imaging systems, location solutions, and related software and services.

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