UBS Group AG Boosts Stock Position in Zebra Technologies Corporation $ZBRA

Key Points

• UBS Group AG raised its stake in Zebra by 3.5% to 498,207 shares—about a 0.98% ownership worth roughly $120.98 million—and institutional/hedge fund ownership of the stock is approximately 91.03%.
• Zebra reported Q4 EPS $4.33 (missing consensus by $0.01) with revenue of $1.48 billion (up 10.6% YoY), and set Q1 2026 EPS guidance of 4.050–4.350 and FY 2026 guidance of 17.700–18.300.
• The shares trade near $227.08 with a market cap of $11.17 billion and a P/E of 27.8, while Wall Street's consensus rating is Hold with an average price target of $321.38 (five Buys vs. six Holds).

UBS Group AG grew its holdings in Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 3.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 498,207 shares of the industrial products company's stock after buying an additional 17,038 shares during the quarter. UBS Group AG owned 0.98% of Zebra Technologies worth $120,975,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bank of New York Mellon Corp grew its holdings 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 valued at $112,618,000 after purchasing an additional 62,046 shares during the period. Atlantic Union Bankshares Corp grew its holdings 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 valued at $1,430,000 after purchasing an additional 4,802 shares during the period. Envestnet Asset Management Inc. grew 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 purchasing an additional 9,272 shares during the period. Nordea Investment Management AB grew 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 purchasing an additional 945,718 shares during the period. Finally, Vanguard Group Inc. grew 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 purchasing an additional 86,672 shares during the period. 91.03% of the stock is currently owned by hedge funds and other institutional investors.

Zebra Technologies Trading Up 0.4%

NASDAQ ZBRA opened at $227.08 on Friday. The firm has a 50 day simple moving average of $219.19 and a 200-day simple moving average of $244.55. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97. Zebra Technologies Corporation has a one year low of $199.05 and a one year high of $352.66. The firm has a market cap of $11.17 billion, a price-to-earnings ratio of 27.79 and a beta of 1.62.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 EPS for the quarter, missing the consensus estimate of $4.34 by ($0.01). Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The business had revenue of $1.48 billion during the quarter, compared to analysts' expectations of $1.47 billion. During the same period in the previous year, the business posted $4.00 EPS. The company's revenue for the quarter was up 10.6% compared to the same quarter last year. 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 anticipate that Zebra Technologies Corporation will post 15 EPS for the current fiscal year.

Insider Activity 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 value of $34,177.95. Following the completion of the transaction, the insider owned 23,687 shares of the company's stock, valued at approximately $5,583,262.77. This trade represents a 0.61% 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. Insiders own 0.91% of the company's stock.

Wall Street Analysts Forecast Growth

ZBRA has been the subject of a number of analyst reports. Truist Financial dropped their price objective on shares of Zebra Technologies from $294.00 to $256.00 and set a "hold" rating for the company in a report on Monday, April 20th. Morgan Stanley set a $323.00 target price on shares of Zebra Technologies in a research note on Thursday, February 12th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Zebra Technologies in a research note on Wednesday, January 21st. UBS Group reaffirmed a "buy" rating and set a $335.00 target price on shares of Zebra Technologies in a research note on Friday, February 13th. Finally, Zacks Research lowered shares of Zebra Technologies from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 20th. Five investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $321.38.

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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