Universal Beteiligungs und Servicegesellschaft mbH Buys 16,219 Shares of Zscaler, Inc. $ZS

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH raised its stake in Zscaler by 10.8% in Q4, acquiring 16,219 shares to hold 166,821 shares (about 0.10% of the company) valued at roughly $37.6 million.
• Zscaler beat Q4 expectations (EPS $1.01 vs $0.89; revenue $815.8M, +25.9% YoY) but the stock fell ~6.8% to $132.97 amid multiple analyst price-target cuts; the consensus is a Moderate Buy with an average target of $265.58.
• Insiders have sold ~12,130 shares (~$1.89M) over the last 90 days while institutional investors own 46.45% and insiders hold 17.20%, indicating mixed ownership activity.

Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Zscaler, Inc. (NASDAQ:ZS - Free Report) by 10.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 166,821 shares of the company's stock after acquiring an additional 16,219 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.10% of Zscaler worth $37,613,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of Zscaler by 6.1% during the 3rd quarter. Vanguard Group Inc. now owns 11,367,903 shares of the company's stock worth $3,406,506,000 after acquiring an additional 652,771 shares in the last quarter. Groupama Asset Managment boosted its stake in shares of Zscaler by 76,352.6% during the 3rd quarter. Groupama Asset Managment now owns 4,750,000 shares of the company's stock worth $1,423,385,000 after acquiring an additional 4,743,787 shares in the last quarter. State Street Corp boosted its stake in shares of Zscaler by 4.5% during the 3rd quarter. State Street Corp now owns 2,259,804 shares of the company's stock worth $677,173,000 after acquiring an additional 97,366 shares in the last quarter. First Trust Advisors LP boosted its stake in shares of Zscaler by 9.5% during the 3rd quarter. First Trust Advisors LP now owns 2,228,134 shares of the company's stock worth $667,682,000 after acquiring an additional 193,281 shares in the last quarter. Finally, AQR Capital Management LLC boosted its stake in shares of Zscaler by 61.8% during the 3rd quarter. AQR Capital Management LLC now owns 1,941,571 shares of the company's stock worth $576,083,000 after acquiring an additional 741,756 shares in the last quarter. Institutional investors own 46.45% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Citizens Jmp cut their price objective on Zscaler from $355.00 to $290.00 and set a "market outperform" rating for the company in a research report on Friday, February 27th. BMO Capital Markets cut their price target on Zscaler from $315.00 to $210.00 and set an "outperform" rating for the company in a report on Friday, February 27th. Rosenblatt Securities reaffirmed a "buy" rating and issued a $280.00 price target on shares of Zscaler in a report on Tuesday, February 24th. Canaccord Genuity Group cut their price target on Zscaler from $340.00 to $275.00 and set a "buy" rating for the company in a report on Friday, February 27th. Finally, Needham & Company LLC cut their price target on Zscaler from $310.00 to $180.00 and set a "buy" rating for the company in a report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $265.58.

Zscaler Trading Down 6.8%

Shares of ZS opened at $132.97 on Friday. Zscaler, Inc. has a 1 year low of $114.63 and a 1 year high of $336.99. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 0.78. The stock has a 50 day simple moving average of $147.60 and a 200-day simple moving average of $217.58. The stock has a market cap of $21.38 billion, a PE ratio of -316.60 and a beta of 1.12.

Zscaler (NASDAQ:ZS - Get Free Report) last issued its earnings results on Thursday, February 26th. The company reported $1.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.89 by $0.12. The business had revenue of $815.75 million during the quarter, compared to analysts' expectations of $798.92 million. Zscaler had a positive return on equity of 0.06% and a negative net margin of 2.25%.Zscaler's quarterly revenue was up 25.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.78 EPS. Zscaler has set its Q3 2026 guidance at 1.000-1.010 EPS and its FY 2026 guidance at 3.990-4.020 EPS. On average, sell-side analysts predict that Zscaler, Inc. will post -0.03 EPS for the current fiscal year.

Insider Buying and Selling at Zscaler

In other Zscaler news, Director James A. Beer sold 177 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $153.53, for a total value of $27,174.81. Following the transaction, the director directly owned 4,384 shares in the company, valued at approximately $673,075.52. This trade represents a 3.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Robert Schlossman sold 2,263 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $156.59, for a total value of $354,363.17. Following the completion of the transaction, the insider owned 72,390 shares in the company, valued at $11,335,550.10. The trade was a 3.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 12,130 shares of company stock worth $1,892,487 over the last 90 days. Company insiders own 17.20% of the company's stock.

Zscaler Profile

Zscaler is a cloud security company that delivers a cloud-native platform to protect users, applications and data as organizations move away from traditional, network-centric security architectures. The company focuses on a zero trust approach that assumes no implicit trust for users or devices, providing secure access to the internet, SaaS applications and private applications regardless of where users are located. Zscaler positions its services as an alternative to legacy appliances and site-centric VPNs, aiming to simplify security while enabling modern, distributed workforces.

Key offerings are built around the Zscaler Zero Trust Exchange, a multi-tenant cloud platform that enforces security and access policies in-line.

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