Sumitomo Mitsui Trust Group Inc. Boosts Stock Position in Zebra Technologies Corporation $ZBRA

Key Points

• Sumitomo Mitsui Trust Group Inc. increased its stake in Zebra Technologies by 57.7%, buying an additional 250,102 shares to hold 683,349 shares (about 1.35% of the company) valued at roughly $165.9 million.
• Wall Street sentiment is cautiously positive with a consensus rating of Moderate Buy and an average price target of $330.88, versus a current share price around $222 and a 52-week high of $352.66.
• Zebra posted Q4 EPS of $4.33 (missed by $0.01) and revenue of $1.48 billion (up 10.6% YoY), and issued FY2026 EPS guidance of 17.70–18.30.

Sumitomo Mitsui Trust Group Inc. boosted its holdings in Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 57.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 683,349 shares of the industrial products company's stock after buying an additional 250,102 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 1.35% of Zebra Technologies worth $165,931,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Ameriflex Group Inc. purchased a new position in Zebra Technologies in the third quarter valued at $26,000. CYBER HORNET ETFs LLC purchased a new position in Zebra Technologies in the second quarter valued at $39,000. Eastern Bank increased its holdings in Zebra Technologies by 132.0% in the third quarter. Eastern Bank now owns 174 shares of the industrial products company's stock valued at $52,000 after buying an additional 99 shares during the last quarter. Heartwood Wealth Advisors LLC purchased a new position in Zebra Technologies in the third quarter valued at $59,000. Finally, Cornerstone Planning Group LLC increased its holdings in Zebra Technologies by 3,900.0% in the third quarter. Cornerstone Planning Group LLC now owns 200 shares of the industrial products company's stock valued at $59,000 after buying an additional 195 shares during the last quarter. Hedge funds and other institutional investors own 91.03% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. UBS Group reissued a "buy" rating and issued a $335.00 target price on shares of Zebra Technologies in a report on Friday, February 13th. Robert W. Baird dropped their target price on Zebra Technologies from $350.00 to $300.00 and set an "outperform" rating on the stock in a report on Monday, March 30th. Zacks Research upgraded shares of Zebra Technologies from a "hold" rating to a "strong-buy" rating in a research note on Friday, February 20th. Morgan Stanley set a $323.00 price objective on shares of Zebra Technologies in a research note on Thursday, February 12th. Finally, Barclays decreased their target price on shares of Zebra Technologies from $351.00 to $330.00 and set an "overweight" rating for the company in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $330.88.

Zebra Technologies Trading Up 0.0%

NASDAQ ZBRA opened at $222.21 on Monday. The stock has a market capitalization of $10.93 billion, a P/E ratio of 27.20 and a beta of 1.65. Zebra Technologies Corporation has a 52-week low of $199.05 and a 52-week high of $352.66. The firm has a 50-day moving average price of $226.32 and a 200 day moving average price of $250.66. 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 posted its quarterly earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.34 by ($0.01). The firm had revenue of $1.48 billion for the quarter, compared to analysts' expectations of $1.47 billion. Zebra Technologies had a return on equity of 18.09% and a net margin of 7.76%.The company's revenue for the quarter was up 10.6% on a year-over-year basis. During the same period in the prior year, the company 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. Equities research analysts expect that Zebra Technologies Corporation will post 13.71 EPS for the current year.

Insider Transactions at Zebra Technologies

In related news, insider Cristen L. Kogl sold 145 shares of the stock in a transaction dated 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 represents a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 0.84% of the stock is owned by corporate insiders.

About Zebra Technologies

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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