Universal Beteiligungs und Servicegesellschaft mbH Increases Holdings in Zions Bancorporation, N.A. $ZION

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Zions Bancorporation by 65.1% in Q4 to 153,573 shares (about 0.10% of the company) valued at roughly $8.99 million.
• Zions reported an earnings beat with $1.56 EPS vs. $1.43 expected, a 13.9% return on equity and strong margins, though revenue was slightly below consensus for the quarter.
• Wall Street sentiment is largely bullish with multiple analysts raising price targets (RBC to $68, DA Davidson to $78) and the bank pays a quarterly dividend of $0.45 (about a 2.9% yield).

Universal Beteiligungs und Servicegesellschaft mbH increased its position in Zions Bancorporation, N.A. (NASDAQ:ZION - Free Report) by 65.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 153,573 shares of the bank's stock after acquiring an additional 60,566 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.10% of Zions Bancorporation, N.A. worth $8,993,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. OVERSEA CHINESE BANKING Corp Ltd increased its position in shares of Zions Bancorporation, N.A. by 35.6% in the fourth quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 11,799 shares of the bank's stock valued at $691,000 after buying an additional 3,099 shares in the last quarter. Optas LLC acquired a new position in shares of Zions Bancorporation, N.A. during the 4th quarter worth $415,000. Zurcher Kantonalbank Zurich Cantonalbank boosted its position in shares of Zions Bancorporation, N.A. by 15.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 46,830 shares of the bank's stock worth $2,741,000 after buying an additional 6,409 shares in the last quarter. Elevated Capital Advisors LLC acquired a new stake in Zions Bancorporation, N.A. in the 4th quarter valued at about $92,000. Finally, Mirae Asset Global Investments Co. Ltd. grew its stake in Zions Bancorporation, N.A. by 2.3% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 16,302 shares of the bank's stock valued at $954,000 after acquiring an additional 362 shares during the last quarter. 76.84% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Zions Bancorporation, N.A.

In other Zions Bancorporation, N.A. news, VP Eric Ellingsen sold 1,519 shares of Zions Bancorporation, N.A. stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $61.27, for a total value of $93,069.13. Following the completion of the sale, the vice president owned 40,361 shares in the company, valued at $2,472,918.47. The trade was a 3.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Harris H. Simmons acquired 4,500 shares of the company's stock in a transaction dated Tuesday, February 24th. The shares were bought at an average cost of $59.03 per share, with a total value of $265,635.00. Following the purchase, the chief executive officer owned 1,317,493 shares in the company, valued at approximately $77,771,611.79. The trade was a 0.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 55,581 shares of company stock valued at $3,498,774. Corporate insiders own 1.43% of the company's stock.

Zions Bancorporation, N.A. Price Performance

Shares of NASDAQ ZION opened at $61.34 on Monday. The firm has a market cap of $9.02 billion, a P/E ratio of 9.54, a price-to-earnings-growth ratio of 2.12 and a beta of 0.81. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.83 and a current ratio of 0.83. Zions Bancorporation, N.A. has a 1 year low of $43.64 and a 1 year high of $66.18. The firm's 50 day moving average price is $58.56 and its 200 day moving average price is $57.25.

Zions Bancorporation, N.A. (NASDAQ:ZION - Get Free Report) last issued its quarterly earnings results on Monday, April 20th. The bank reported $1.56 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.13. Zions Bancorporation, N.A. had a return on equity of 13.90% and a net margin of 19.53%.The company had revenue of $849.00 million during the quarter, compared to the consensus estimate of $853.73 million. During the same period in the previous year, the firm posted $1.13 EPS. As a group, sell-side analysts anticipate that Zions Bancorporation, N.A. will post 6.38 earnings per share for the current year.

Zions Bancorporation, N.A. Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Thursday, February 12th were paid a $0.45 dividend. This represents a $1.80 annualized dividend and a yield of 2.9%. The ex-dividend date was Thursday, February 12th. Zions Bancorporation, N.A.'s dividend payout ratio is presently 27.99%.

Trending Headlines about Zions Bancorporation, N.A.

Here are the key news stories impacting Zions Bancorporation, N.A. this week:

• Positive Sentiment: Zions’ earnings call was reported to signal durable momentum after the quarter — investors may be reacting to management’s tone on loan growth and margins. Zions Bancorporation Earnings Call Signals Durable Momentum
• Positive Sentiment: Barclays published a note saying ZION’s stock is expected to rise; analyst endorsement adds to bullish analyst momentum. Zions Bancorporation, N.A. NASDAQ: ZION Stock Price Expected to Rise, Barclays Analyst Says
• Positive Sentiment: DA Davidson reiterated/issued a positive outlook, further supporting buy-side interest. Zions Bancorporation, N.A. NASDAQ: ZION Stock Price Expected to Rise, DA Davidson Analyst Says
• Positive Sentiment: Citigroup forecasted strong price appreciation for ZION, adding another large-bank bull view to the story. Citigroup Forecasts Strong Price Appreciation for Zions Bancorporation, N.A. NASDAQ: ZION Stock
• Positive Sentiment: TD Cowen raised its price target to $65, reflecting improved analyst expectations post-quarter. TD Cowen Boosts Zions Bancorporation, N.A. NASDAQ: ZION Price Target to $65.00
• Positive Sentiment: Robert W. Baird issued a positive note expecting the shares to rise, contributing to the cluster of upgrade activity. Zions Bancorporation, N.A. NASDAQ: ZION Stock Price Expected to Rise, Robert W. Baird Analyst Says
• Positive Sentiment: JPMorgan published a bullish forecast for ZION’s price appreciation, another large-bank endorsement that can support multiple-target upgrades. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Zions Bancorporation, N.A. NASDAQ: ZION Stock
• Positive Sentiment: Royal Bank of Canada raised its price target to $68, the highest target in this wave of upgrades, reinforcing upside expectations. Royal Bank Of Canada Raises Zions Bancorporation, N.A. NASDAQ: ZION Price Target to $68.00
• Positive Sentiment: Zacks highlighted ZION as a top momentum stock for the long term, adding third-party momentum research to the narrative. Why Zions (ZION) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: The short-interest data posted for April is internally inconsistent (shows a large increase but records zero shares), so there’s no clear signal that short activity is driving today’s move.
• Negative Sentiment: Despite the analyst tailwinds and an earnings beat on EPS, the stock is down today on lower-than-average intraday volume — suggestive of profit-taking or rotation rather than a fundamentals-driven selloff.

Wall Street Analysts Forecast Growth

ZION has been the subject of a number of research reports. Weiss Ratings upgraded shares of Zions Bancorporation, N.A. from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, April 10th. JPMorgan Chase & Co. increased their price target on shares of Zions Bancorporation, N.A. from $62.00 to $67.00 and gave the company a "neutral" rating in a research report on Tuesday, April 21st. Robert W. Baird raised their price objective on shares of Zions Bancorporation, N.A. from $65.00 to $68.00 and gave the stock an "outperform" rating in a research note on Tuesday, April 21st. TD Cowen lifted their price objective on Zions Bancorporation, N.A. from $64.00 to $65.00 and gave the stock a "hold" rating in a research report on Tuesday, April 21st. Finally, DA Davidson upped their target price on Zions Bancorporation, N.A. from $75.00 to $78.00 and gave the company a "buy" rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $64.94.

Zions Bancorporation, N.A. Profile

Zions Bancorporation, N.A. is a bank holding company headquartered in Salt Lake City, Utah, offering a full suite of banking and financial services to individuals, businesses and institutions. Through its primary subsidiary, Zions Bank, the company provides commercial banking, retail banking and wealth management solutions designed to serve the needs of small businesses, middle‐market firms and high‐net‐worth clients. Its service portfolio includes deposit accounts, cash‐management tools, lending products, mortgage origination, treasury services and investment advisory services.

The company's commercial banking segment delivers custom credit and treasury management services, including working capital lines of credit, equipment financing and international trade finance.

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