Fenimore Asset Management Inc Increases Stock Holdings in Zebra Technologies Corporation $ZBRA

Key Points

• Fenimore Asset Management boosted its stake in Zebra by 1.5% to 359,257 shares (about $87.2 million), making Zebra 1.8% of Fenimore’s portfolio and roughly 0.71% of the company’s shares outstanding.
• Wall Street sentiment is mixed: the stock has a consensus rating of Hold with a consensus target of $321.38, as several brokers cut price targets while others maintain buy ratings.
• Zebra slightly missed quarterly EPS ($4.33 vs. $4.34 est.) but saw revenue rise 10.6% to $1.48 billion, issued FY26 EPS guidance of 17.70–18.30, and currently trades with a market cap of $11.17 billion and a P/E of about 27.8.

Fenimore Asset Management Inc lifted its stake in Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 359,257 shares of the industrial products company's stock after purchasing an additional 5,343 shares during the quarter. Zebra Technologies comprises 1.8% of Fenimore Asset Management Inc's portfolio, making the stock its 23rd biggest holding. Fenimore Asset Management Inc owned about 0.71% of Zebra Technologies worth $87,235,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Bank of New York Mellon Corp grew its stake in shares of Zebra Technologies by 19.6% in the third quarter. Bank of New York Mellon Corp now owns 378,980 shares of the industrial products company's stock worth $112,618,000 after purchasing an additional 62,046 shares in the last quarter. Atlantic Union Bankshares Corp grew its stake in shares of Zebra Technologies by 43,654.5% in the third quarter. Atlantic Union Bankshares Corp now owns 4,813 shares of the industrial products company's stock worth $1,430,000 after purchasing an additional 4,802 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of Zebra Technologies by 3.8% in the third quarter. Envestnet Asset Management Inc. now owns 251,378 shares of the industrial products company's stock valued at $74,700,000 after buying an additional 9,272 shares during the period. Nordea Investment Management AB lifted its holdings in shares of Zebra Technologies by 1,826.5% in the third quarter. Nordea Investment Management AB now owns 997,495 shares of the industrial products company's stock valued at $292,705,000 after buying an additional 945,718 shares during the period. Finally, Vanguard Group Inc. lifted its holdings in shares of Zebra Technologies by 1.3% in the third quarter. Vanguard Group Inc. now owns 6,513,454 shares of the industrial products company's stock valued at $1,935,538,000 after buying an additional 86,672 shares during the period. Hedge funds and other institutional investors own 91.03% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ZBRA. Barclays cut their price objective on Zebra Technologies from $351.00 to $330.00 and set an "overweight" rating for the company in a report on Friday, February 13th. Needham & Company LLC restated a "buy" rating and issued a $345.00 price objective on shares of Zebra Technologies in a report on Friday, February 13th. Zacks Research lowered Zebra Technologies from a "strong-buy" rating to a "hold" rating in a report on Monday, April 20th. Citigroup cut their price objective on Zebra Technologies from $315.00 to $274.00 and set a "neutral" rating for the company in a report on Monday, April 13th. Finally, Morgan Stanley set a $323.00 price objective on Zebra Technologies in a report on Thursday, February 12th. Five research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $321.38.

Zebra Technologies Price Performance

NASDAQ:ZBRA opened at $227.08 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97. The stock's 50-day simple moving average is $219.19 and its 200 day simple moving average is $244.29. The company has a market cap of $11.17 billion, a P/E ratio of 27.79 and a beta of 1.62. Zebra Technologies Corporation has a 52-week low of $199.05 and a 52-week high of $352.66.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing analysts' consensus estimates of $4.34 by ($0.01). The business had revenue of $1.48 billion for the quarter, compared to analyst estimates of $1.47 billion. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.Zebra Technologies's quarterly revenue was up 10.6% compared to the same quarter last year. During the same period last year, the firm earned $4.00 EPS. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. As a group, sell-side analysts forecast that Zebra Technologies Corporation will post 15 EPS for the current fiscal year.

Insiders Place Their Bets

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of the business's stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $235.71, for a total transaction of $34,177.95. Following the transaction, the insider owned 23,687 shares of the company's stock, valued at $5,583,262.77. The trade was a 0.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.91% of the stock is currently owned by company insiders.

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.

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