Zebra Technologies Corporation $ZBRA Shares Newly Bought by Markel Group Inc.

Key Points

• Markel Group initiated a position in Zebra Technologies, buying 6,300 shares valued at about $2.35 million; institutional investors own roughly 91% of the stock.
• Zebra reported strong third-quarter results: sales rose 22.3% year over year to $1.61 billion, and earnings per share of $4.95 topped analyst estimates.
• Despite the results and a higher 2026 growth target, concerns that rising memory costs could pressure 2027 margins weighed on investor sentiment.

Markel Group Inc. purchased a new position in shares of Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 6,300 shares of the industrial products company's stock, valued at approximately $2,352,000.

Other institutional investors have also added to or reduced their stakes in the company. Provenance Wealth Advisors LLC lifted its position in shares of Zebra Technologies by 7,450.0% during the 3rd quarter. Provenance Wealth Advisors LLC now owns 151 shares of the industrial products company's stock worth $56,000 after buying an additional 149 shares in the last quarter. Oregon Public Employees Retirement Fund boosted its stake in shares of Zebra Technologies by 0.5% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 5,863 shares of the industrial products company's stock worth $2,189,000 after buying an additional 27 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its stake in shares of Zebra Technologies by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 613,319 shares of the industrial products company's stock worth $228,958,000 after buying an additional 1,956 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Zebra Technologies in the third quarter valued at approximately $4,513,000. Finally, Profund Advisors LLC bought a new position in shares of Zebra Technologies in the third quarter valued at approximately $221,000. 91.03% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, insider Michael Cho sold 3,500 shares of Zebra Technologies stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $375.20, for a total value of $1,313,200.00. Following the sale, the insider owned 5,170 shares of the company's stock, valued at approximately $1,939,784. The trade was a 40.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Linda Connly sold 500 shares of the company's stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $377.68, for a total value of $188,840.00. Following the completion of the transaction, the director owned 3,708 shares in the company, valued at approximately $1,400,437.44. The trade was a 11.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.91% of the company's stock.

Zebra Technologies Stock Performance

Shares of ZBRA stock opened at $329.50 on Wednesday. The firm has a market cap of $15.69 billion, a price-to-earnings ratio of 30.15 and a beta of 1.61. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.33 and a current ratio of 0.52. Zebra Technologies Corporation has a 52 week low of $199.05 and a 52 week high of $392.78. The firm's 50-day simple moving average is $366.71 and its two-hundred day simple moving average is $281.25.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last released its earnings results on Tuesday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, beating analysts' consensus estimates of $4.89 by $0.06. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. The firm had revenue of $1.61 billion for the quarter, compared to analysts' expectations of $1.57 billion. During the same period in the previous year, the company earned $3.88 earnings per share. The company's quarterly revenue was up 22.3% on a year-over-year basis. As a group, equities analysts forecast that Zebra Technologies Corporation will post 18.07 earnings per share for the current year.

Zebra Technologies News Summary

Here are the key news stories impacting Zebra Technologies this week:

• Positive Sentiment: Third-quarter net sales rose 22.3% year over year to $1.614 billion, exceeding analyst expectations. Non-GAAP diluted EPS was $4.95, also ahead of consensus and up from $3.88 a year earlier. Zebra Technologies Announces Third Quarter 2026 Results
• Positive Sentiment: Broad-based sales growth, including strength in Connected Frontline and demand for automation, supported a higher full-year 2026 growth target—an encouraging signal for near-term demand. ZBRA Q3 Earnings Beat Estimates on Broad-Based Sales Growth
• Negative Sentiment: The main concern is the outlook for 2027: higher memory costs are expected to pressure margins. That potential profit squeeze overshadowed the record quarter and higher 2026 growth target, contributing to the negative investor reaction. Zebra Technologies Dips Amid Higher Memory-Cost Outlook Record Quarter Came With a 2027 Margin Warning

Analyst Ratings Changes

A number of analysts recently commented on the company. Weiss Ratings raised Zebra Technologies from a "hold (c)" rating to a "hold (c+)" rating in a research report on Tuesday, October 13th. TD Cowen lifted their price target on Zebra Technologies from $400.00 to $450.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Zacks Research cut Zebra Technologies from a "strong-buy" rating to a "hold" rating in a research report on Monday, October 5th. UBS Group restated a "buy" rating on shares of Zebra Technologies in a research note on Wednesday, August 5th. Finally, Wall Street Zen upgraded Zebra Technologies from a "buy" rating to a "strong-buy" rating in a research note on Monday. Nine analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, Zebra Technologies presently has an average rating of "Moderate Buy" and a consensus price target of $385.83.

Zebra Technologies Profile

Zebra Technologies Corp. NASDAQ: ZBRA develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company's portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.

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