Wilsey Asset Management Inc. Has $36.32 Million Stake in Zimmer Biomet Holdings, Inc. $ZBH

Key Points

• Wilsey Asset Management increased its Zimmer Biomet stake by 4.7% in the second quarter, owning 421,867 shares valued at approximately $36.32 million. Zimmer Biomet represents 5.3% of the firm’s portfolio, while institutional investors collectively own 88.89% of the stock.
• Zimmer Biomet exceeded second-quarter expectations, reporting $2.18 billion in revenue and adjusted EPS of $2.07, while maintaining 2026 adjusted EPS guidance of $8.47–$8.59. The company also pays a quarterly dividend of $0.24 per share, equivalent to a 1.0% annualized yield.
• Analyst sentiment remains mixed. Several firms raised price targets to $110, but the consensus rating is “Hold” with an average target of $104; margin pressure and the stock’s position near the upper end of its 52-week range remain concerns.

Wilsey Asset Management Inc. raised its stake in shares of Zimmer Biomet Holdings, Inc. (NYSE:ZBH - Free Report) by 4.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 421,867 shares of the medical equipment provider's stock after acquiring an additional 18,883 shares during the quarter. Zimmer Biomet makes up 5.3% of Wilsey Asset Management Inc.'s portfolio, making the stock its 10th biggest position. Wilsey Asset Management Inc. owned 0.22% of Zimmer Biomet worth $36,318,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the stock. DV Equities LLC bought a new stake in shares of Zimmer Biomet in the 4th quarter worth about $25,000. Monetary Solutions Ltd bought a new position in shares of Zimmer Biomet during the fourth quarter worth about $30,000. Gen Wealth Partners Inc acquired a new position in Zimmer Biomet in the fourth quarter worth about $31,000. Flagship Harbor Advisors LLC acquired a new position in Zimmer Biomet in the fourth quarter worth about $32,000. Finally, Elevation Wealth Partners LLC increased its holdings in Zimmer Biomet by 145.9% in the second quarter. Elevation Wealth Partners LLC now owns 386 shares of the medical equipment provider's stock valued at $33,000 after buying an additional 229 shares during the last quarter. 88.89% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Zimmer Biomet news, insider Sang Yi sold 5,000 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $82.64, for a total value of $413,200.00. Following the sale, the insider directly owned 27,251 shares of the company's stock, valued at $2,252,022.64. This trade represents a 15.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.28% of the stock is currently owned by insiders.

Zimmer Biomet Stock Performance

Shares of NYSE ZBH opened at $97.13 on Friday. The company has a quick ratio of 0.95, a current ratio of 1.69 and a debt-to-equity ratio of 0.50. The firm's 50-day moving average price is $89.89 and its two-hundred day moving average price is $90.09. Zimmer Biomet Holdings, Inc. has a 52-week low of $79.12 and a 52-week high of $108.29. The stock has a market capitalization of $18.79 billion, a P/E ratio of 23.63, a P/E/G ratio of 2.88 and a beta of 0.45.

Zimmer Biomet (NYSE:ZBH - Get Free Report) last posted its earnings results on Wednesday, August 5th. The medical equipment provider reported $2.07 EPS for the quarter, beating the consensus estimate of $2.01 by $0.06. The company had revenue of $2.18 billion during the quarter, compared to analyst estimates of $2.13 billion. Zimmer Biomet had a return on equity of 13.12% and a net margin of 9.48%.The business's revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the company earned $2.07 earnings per share. Zimmer Biomet has set its FY 2026 guidance at 8.470-8.590 EPS. As a group, sell-side analysts forecast that Zimmer Biomet Holdings, Inc. will post 8.5 earnings per share for the current year.

Zimmer Biomet Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Thursday, June 25th were paid a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Thursday, June 25th. Zimmer Biomet's dividend payout ratio is presently 24.94%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Citigroup cut their price objective on Zimmer Biomet from $95.00 to $93.00 and set a "neutral" rating on the stock in a research note on Thursday, May 28th. Stifel Nicolaus boosted their price target on Zimmer Biomet from $105.00 to $110.00 and gave the company a "buy" rating in a report on Thursday. Robert W. Baird set a $104.00 price target on Zimmer Biomet in a research report on Thursday. Royal Bank Of Canada raised their price objective on Zimmer Biomet from $101.00 to $110.00 and gave the stock an "outperform" rating in a research note on Thursday. Finally, BMO Capital Markets reaffirmed a "market perform" rating and issued a $96.00 price objective on shares of Zimmer Biomet in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $104.00.

Key Stories Impacting Zimmer Biomet

Here are the key news stories impacting Zimmer Biomet this week:

• Positive Sentiment: Quarterly results exceeded expectations. Second-quarter sales rose 4.8% year over year to $2.177 billion, ahead of the $2.13 billion consensus estimate. Adjusted diluted EPS was $2.07, topping expectations of $2.01 and matching the prior-year period. Zimmer Biomet Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised or reaffirmed an upbeat full-year outlook. Zimmer Biomet provided 2026 adjusted EPS guidance of $8.47–$8.59 and revenue guidance of approximately $8.6 billion, with the revenue range above current consensus expectations. Reported diluted EPS increased 33.8% to $1.03. Zimmer Biomet raises guidance on Q2 beats
• Positive Sentiment: Analyst sentiment improved. Stifel Nicolaus raised its price target from $105 to $110 and maintained a Buy rating. TD Cowen also initiated or reiterated a Buy recommendation, providing additional support for the shares. Zimmer Biomet Holdings Gets a Buy from TD Cowen
• Neutral Sentiment: Growth initiatives are constructive but execution-dependent. Analysts highlighted strength in the U.S. hip business, new product launches and a channel-transformation effort as important drivers of the outlook. These initiatives could support future growth, although investors will monitor adoption and implementation.
• Negative Sentiment: Margins remain a concern. Despite the earnings beat, adjusted margins faced pressure, limiting the upside from stronger revenue. With the stock trading well above its 50- and 200-day moving averages and near the upper portion of its 52-week range, some investors may be taking profits or demanding clearer margin expansion before pushing the shares higher. ZBH’s Q2 Earnings Beat, 2026 View Raised

Zimmer Biomet Company Profile

Zimmer Biomet NYSE: ZBH is a global medical device company focused on musculoskeletal healthcare. Headquartered in Warsaw, Indiana, the company designs, manufactures and markets a broad portfolio of products used to treat joint disorders, bone disorders and related conditions. Its customer base includes orthopaedic and dental surgeons, hospitals, ambulatory surgery centers and other healthcare providers that rely on implants, instruments and related services for reconstructive and restorative procedures.

The company's product offerings span joint replacement systems for hips, knees and shoulders; trauma and extremities implants; spine and thoracic solutions; dental and craniomaxillofacial implants and prosthetics; and sports medicine devices.

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