Zebra Technologies Corporation $ZBRA Shares Purchased by Fox Run Management L.L.C.

Key Points

• Fox Run Management increased its Zebra Technologies stake by 60.2% in the fourth quarter, adding 4,665 shares to bring its total to 12,412 shares worth about $3.0 million.
• Analysts remain broadly constructive on ZBRA, with eight Buy ratings and five Holds; the consensus view is a Moderate Buy with an average price target of $319.
• Zebra reported strong quarterly results, beating EPS and revenue estimates, while also saying it expects FY 2026 EPS of 18.30–18.70; the stock opened at $233.04 and is up modestly on the day.

Fox Run Management L.L.C. boosted its position in Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 60.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,412 shares of the industrial products company's stock after purchasing an additional 4,665 shares during the quarter. Zebra Technologies comprises about 0.5% of Fox Run Management L.L.C.'s holdings, making the stock its 4th largest position. Fox Run Management L.L.C.'s holdings in Zebra Technologies were worth $3,014,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Ameriflex Group Inc. acquired a new position in shares of Zebra Technologies during the 3rd quarter valued at about $26,000. Garner Asset Management Corp acquired a new position in shares of Zebra Technologies during the 4th quarter valued at about $30,000. SBI Securities Co. Ltd. increased its stake in shares of Zebra Technologies by 164.8% during the 4th quarter. SBI Securities Co. Ltd. now owns 143 shares of the industrial products company's stock valued at $35,000 after acquiring an additional 89 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in shares of Zebra Technologies during the 2nd quarter valued at about $39,000. Finally, NBC Securities Inc. acquired a new position in shares of Zebra Technologies during the 4th quarter valued at about $57,000. Institutional investors and hedge funds own 91.03% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on ZBRA shares. Barclays upped their price objective on shares of Zebra Technologies from $330.00 to $345.00 and gave the company an "overweight" rating in a research note on Wednesday, May 13th. Truist Financial upped their price objective on shares of Zebra Technologies from $256.00 to $267.00 and gave the company a "hold" rating in a research note on Wednesday, May 13th. Robert W. Baird upped their price objective on shares of Zebra Technologies from $300.00 to $310.00 and gave the company an "outperform" rating in a research note on Wednesday, May 13th. Needham & Company LLC reaffirmed a "buy" rating and set a $345.00 price objective on shares of Zebra Technologies in a research note on Wednesday, May 13th. Finally, Wall Street Zen raised shares of Zebra Technologies from a "hold" rating to a "buy" rating in a research note on Saturday, May 16th. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $319.00.

Insider Buying and Selling

In other Zebra Technologies news, Director Janice M. Roberts sold 3,000 shares of the company's stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $249.54, for a total value of $748,620.00. Following the completion of the transaction, the director owned 6,183 shares in the company, valued at $1,542,905.82. This represents a 32.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Loizides Melissa Luff sold 500 shares of the company's stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $253.95, for a total value of $126,975.00. Following the completion of the transaction, the insider owned 3,702 shares of the company's stock, valued at approximately $940,122.90. This represents a 11.90% decrease in their position. The SEC filing for this sale provides additional information. 0.91% of the stock is owned by corporate insiders.

Zebra Technologies Stock Up 0.4%

NASDAQ ZBRA opened at $233.04 on Tuesday. The stock has a market cap of $11.10 billion, a PE ratio of 28.18 and a beta of 1.63. Zebra Technologies Corporation has a fifty-two week low of $199.05 and a fifty-two week high of $352.66. The business has a 50 day moving average price of $232.12 and a two-hundred day moving average price of $238.82. The company has a quick ratio of 0.57, a current ratio of 0.96 and a debt-to-equity ratio of 0.69.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last released its quarterly earnings results on Tuesday, May 12th. The industrial products company reported $4.75 earnings per share for the quarter, topping analysts' consensus estimates of $4.21 by $0.54. The firm had revenue of $1.50 billion during the quarter, compared to analysts' expectations of $1.48 billion. Zebra Technologies had a return on equity of 18.91% and a net margin of 7.49%.Zebra Technologies's quarterly revenue was up 14.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.02 EPS. Zebra Technologies has set its FY 2026 guidance at 18.300-18.700 EPS and its Q2 2026 guidance at 4.200-4.500 EPS. As a group, sell-side analysts predict that Zebra Technologies Corporation will post 15.2 EPS for the current fiscal year.

Zebra Technologies Profile

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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