Robeco Institutional Asset Management B.V. Has $45.39 Million Stock Position in Zebra Technologies Corporation $ZBRA

Key Points

• Robeco Institutional Asset Management boosted its stake in Zebra by 53.7% in Q4 to 186,938 shares worth $45.39 million, roughly 0.37% of the company.
• Zebra marginally missed quarterly EPS ($4.33 vs. $4.34) but beat revenue ($1.48B vs. $1.47B) and issued guidance of Q1 2026 EPS 4.05–4.35 and FY2026 EPS 17.70–18.30.
• Analyst sentiment is mixed: the consensus is a "Moderate Buy" with an average target of $325.75, although several firms (e.g., Citigroup, Robert W. Baird) have recently reduced their targets.

Robeco Institutional Asset Management B.V. boosted its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 53.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 186,938 shares of the industrial products company's stock after buying an additional 65,284 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.37% of Zebra Technologies worth $45,392,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of ZBRA. NewEdge Advisors LLC raised its holdings in Zebra Technologies by 39.9% during the 1st quarter. NewEdge Advisors LLC now owns 1,318 shares of the industrial products company's stock worth $372,000 after buying an additional 376 shares during the period. Caxton Associates LLP acquired a new stake in Zebra Technologies during the 1st quarter worth approximately $317,000. Empowered Funds LLC raised its holdings in Zebra Technologies by 7.2% during the 1st quarter. Empowered Funds LLC now owns 1,441 shares of the industrial products company's stock worth $407,000 after buying an additional 97 shares during the period. Brown Advisory Inc. raised its holdings in Zebra Technologies by 2.1% during the 2nd quarter. Brown Advisory Inc. now owns 1,787 shares of the industrial products company's stock worth $551,000 after buying an additional 36 shares during the period. Finally, Cresset Asset Management LLC raised its holdings in Zebra Technologies by 19.4% during the 2nd quarter. Cresset Asset Management LLC now owns 2,504 shares of the industrial products company's stock worth $772,000 after buying an additional 407 shares during the period. 91.03% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Zebra Technologies

In other news, insider Cristen L. Kogl sold 145 shares of the firm's stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $235.71, for a total transaction of $34,177.95. Following the completion of the transaction, the insider directly owned 23,687 shares of the company's stock, valued at $5,583,262.77. This trade represents a 0.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.84% of the stock is owned by corporate insiders.

Zebra Technologies Price Performance

Shares of ZBRA opened at $226.09 on Tuesday. The stock has a market capitalization of $11.12 billion, a P/E ratio of 27.67 and a beta of 1.65. Zebra Technologies Corporation has a twelve month low of $199.05 and a twelve month high of $352.66. The company has a 50 day moving average of $226.01 and a 200-day moving average of $250.12. The company has a quick ratio of 0.58, a current ratio of 0.97 and a debt-to-equity ratio of 0.66.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing the consensus estimate of $4.34 by ($0.01). The business had revenue of $1.48 billion for the quarter, compared to the consensus estimate of $1.47 billion. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.Zebra Technologies's revenue was up 10.6% compared to the same quarter last year. During the same period in the prior year, the business earned $4.00 earnings per share. 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, equities research analysts forecast that Zebra Technologies Corporation will post 13.71 EPS for the current fiscal year.

Analysts Set New Price Targets

ZBRA has been the topic of several research analyst reports. Citigroup dropped their target price on shares of Zebra Technologies from $315.00 to $274.00 and set a "neutral" rating on the stock in a report on Monday. Weiss Ratings restated a "hold (c)" rating on shares of Zebra Technologies in a report on Wednesday, January 21st. Zacks Research upgraded shares of Zebra Technologies from a "hold" rating to a "strong-buy" rating in a report on Friday, February 20th. Robert W. Baird dropped their target price on shares of Zebra Technologies from $350.00 to $300.00 and set an "outperform" rating on the stock in a report on Monday, March 30th. Finally, Morgan Stanley set a $323.00 price target on shares of Zebra Technologies in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $325.75.

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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