Cwm LLC Reduces Stock Position in Zimmer Biomet Holdings, Inc. $ZBH

Key Points

• Cwm LLC cut its stake in Zimmer Biomet by 60.8% in Q4, selling 14,532 shares and leaving 9,377 shares valued at about $843,000.
• Zimmer Biomet beat Q1 estimates — adjusted EPS $2.09 vs. $1.86 and revenue of $2.09B — and raised FY‑2026 adjusted EPS guidance to $8.40–$8.55.
• Shares fell despite the beat amid reports of executive turnover (CFO departure and CEO exit headlines); analysts' consensus is an average "Hold" with a consensus target of $105.95.

Cwm LLC decreased its position in shares of Zimmer Biomet Holdings, Inc. (NYSE:ZBH - Free Report) by 60.8% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 9,377 shares of the medical equipment provider's stock after selling 14,532 shares during the period. Cwm LLC's holdings in Zimmer Biomet were worth $843,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Key Financial Inc lifted its stake in shares of Zimmer Biomet by 164.6% during the third quarter. Key Financial Inc now owns 262 shares of the medical equipment provider's stock valued at $26,000 after buying an additional 163 shares during the period. Cullen Frost Bankers Inc. lifted its stake in shares of Zimmer Biomet by 66.7% during the third quarter. Cullen Frost Bankers Inc. now owns 290 shares of the medical equipment provider's stock valued at $29,000 after buying an additional 116 shares during the period. Root Financial Partners LLC purchased a new position in shares of Zimmer Biomet during the third quarter valued at approximately $31,000. Flagship Harbor Advisors LLC purchased a new position in shares of Zimmer Biomet during the fourth quarter valued at approximately $32,000. Finally, Mather Group LLC. purchased a new position in shares of Zimmer Biomet during the third quarter valued at approximately $36,000. Hedge funds and other institutional investors own 88.89% of the company's stock.

Analyst Ratings Changes

A number of analysts have issued reports on ZBH shares. Wall Street Zen lowered Zimmer Biomet from a "buy" rating to a "hold" rating in a research note on Sunday, April 19th. UBS Group reissued a "sell" rating and issued a $89.00 price target on shares of Zimmer Biomet in a research note on Wednesday, February 11th. Citigroup reissued a "buy" rating on shares of Zimmer Biomet in a research note on Wednesday, February 11th. BTIG Research reissued a "neutral" rating on shares of Zimmer Biomet in a research note on Monday, March 23rd. Finally, Wells Fargo & Company raised their price target on Zimmer Biomet from $93.00 to $98.00 and gave the stock an "equal weight" rating in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $105.95.

Insider Buying and Selling at Zimmer Biomet

In other news, SVP Lori Winkler sold 2,650 shares of Zimmer Biomet stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $94.66, for a total value of $250,849.00. Following the transaction, the senior vice president directly owned 10,224 shares of the company's stock, valued at $967,803.84. The trade was a 20.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 1.28% of the stock is owned by corporate insiders.

Zimmer Biomet Stock Performance

NYSE ZBH opened at $82.95 on Wednesday. The firm has a market capitalization of $16.06 billion, a P/E ratio of 23.43, a P/E/G ratio of 1.89 and a beta of 0.61. Zimmer Biomet Holdings, Inc. has a 1-year low of $81.35 and a 1-year high of $108.29. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.98 and a quick ratio of 1.10. The business's 50-day simple moving average is $93.23 and its 200-day simple moving average is $92.89.

Zimmer Biomet (NYSE:ZBH - Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The medical equipment provider reported $2.09 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.23. The business had revenue of $2.09 billion for the quarter, compared to analyst estimates of $2.06 billion. Zimmer Biomet had a return on equity of 12.93% and a net margin of 8.56%.The company's revenue was up 9.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.81 EPS. Zimmer Biomet has set its FY 2026 guidance at 8.400-8.550 EPS. Equities analysts predict that Zimmer Biomet Holdings, Inc. will post 8.39 EPS for the current year.

Zimmer Biomet Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be paid a $0.24 dividend. This represents a $0.96 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 31st. Zimmer Biomet's payout ratio is currently 27.12%.

Trending Headlines about Zimmer Biomet

Here are the key news stories impacting Zimmer Biomet this week:

• Positive Sentiment: Q1 results beat expectations — adjusted EPS $2.09 vs. $1.86 estimate and revenue $2.09B, with reported sales up ~9.3% year-over-year and margin expansion, showing underlying business strength. Zimmer Biomet Announces First Quarter 2026 Financial Results
• Positive Sentiment: Company raised FY-2026 adjusted EPS guidance to $8.40–$8.55 (slightly above consensus) and reiterated revenue targets, supporting forward earnings outlook. Medical device maker Zimmer Biomet raises annual profit forecast, announces CFO departure
• Neutral Sentiment: Analyst write-ups highlight strong segment growth, solid organic sales and improved key metrics, but note mixed pre-market reaction (shares dipped despite the beat), indicating some investor profit-taking or concern about near-term execution. ZBH Q1 Earnings & Revenues Top Estimates, Stock Dips in Pre-Market
• Negative Sentiment: Chief Financial Officer Suketu Upadhyay departed effective April 28; an interim CFO was named. Management turnover in the finance role is creating uncertainty and likely weighing on the stock. Zimmer Biomet Announces Chief Financial Officer Transition
• Negative Sentiment: Reports of a CEO exit were published alongside the earnings release; headlines about executive departures and the company’s underperformance versus peers amplified investor concern and contributed to the selloff. Zimmer Biomet falls after CEO exit, unchanged growth outlook

About Zimmer Biomet

Zimmer Biomet NYSE: ZBH is a global medical device company focused on musculoskeletal healthcare. Headquartered in Warsaw, Indiana, the company designs, manufactures and markets a broad portfolio of products used to treat joint disorders, bone disorders and related conditions. Its customer base includes orthopaedic and dental surgeons, hospitals, ambulatory surgery centers and other healthcare providers that rely on implants, instruments and related services for reconstructive and restorative procedures.

The company's product offerings span joint replacement systems for hips, knees and shoulders; trauma and extremities implants; spine and thoracic solutions; dental and craniomaxillofacial implants and prosthetics; and sports medicine devices.

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