Zebra Technologies Corporation $ZBRA Shares Purchased by Vanguard Group Inc.

Key Points

• Vanguard increased its position in Zebra Technologies by 2.0% in Q4, buying 132,151 shares to own 6,645,605 shares (about 13.12% of the company) valued at roughly $1.61 billion; institutional investors now own about 91.03% of the stock.
• Zebra reported Q4 EPS of $4.33 (missing estimates by $0.01) and revenue of $1.48 billion (+10.6% year-over-year), and issued guidance of Q1 2026: 4.050–4.350 EPS and FY 2026: 17.700–18.300 EPS.
• Shares opened at $226.26 (trading up ~5%), with a 12‑month range of $199.05–$352.66 and a market cap of $11.13 billion; analysts’ consensus is a “Hold” rating with an average target of $321.38 (five Buy, six Hold).

Vanguard Group Inc. boosted its position in Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 2.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,645,605 shares of the industrial products company's stock after purchasing an additional 132,151 shares during the quarter. Vanguard Group Inc. owned about 13.12% of Zebra Technologies worth $1,613,686,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp raised its stake in Zebra Technologies by 1.7% in the 3rd quarter. State Street Corp now owns 2,242,126 shares of the industrial products company's stock valued at $666,270,000 after purchasing an additional 37,756 shares during the last quarter. Nordea Investment Management AB raised its stake in Zebra Technologies by 87.9% in the 4th quarter. Nordea Investment Management AB now owns 1,874,206 shares of the industrial products company's stock valued at $457,419,000 after purchasing an additional 876,711 shares during the last quarter. Boston Partners raised its stake in Zebra Technologies by 0.4% in the 3rd quarter. Boston Partners now owns 1,130,117 shares of the industrial products company's stock valued at $335,940,000 after purchasing an additional 4,237 shares during the last quarter. Alliancebernstein L.P. raised its stake in Zebra Technologies by 42.1% in the 3rd quarter. Alliancebernstein L.P. now owns 1,107,541 shares of the industrial products company's stock valued at $329,117,000 after purchasing an additional 327,861 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its stake in Zebra Technologies by 1.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,015,482 shares of the industrial products company's stock valued at $301,764,000 after purchasing an additional 9,753 shares during the last quarter. Institutional investors and hedge funds own 91.03% of the company's stock.

Zebra Technologies Trading Up 5.0%

NASDAQ ZBRA opened at $226.26 on Friday. Zebra Technologies Corporation has a 12 month low of $199.05 and a 12 month high of $352.66. The company has a 50-day moving average of $219.19 and a 200-day moving average of $244.55. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.97 and a quick ratio of 0.58. The company has a market cap of $11.13 billion, a P/E ratio of 27.69 and a beta of 1.65.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 EPS for the quarter, missing analysts' consensus estimates of $4.34 by ($0.01). Zebra Technologies had a net margin of 7.76% and a return on equity of 18.09%. The company had revenue of $1.48 billion for the quarter, compared to analyst estimates of $1.47 billion. During the same period in the prior year, the company earned $4.00 EPS. The company's revenue was up 10.6% compared to the same quarter last year. Zebra Technologies has set its Q1 2026 guidance at 4.050-4.350 EPS and its FY 2026 guidance at 17.700-18.300 EPS. As a group, equities analysts predict that Zebra Technologies Corporation will post 15 earnings per share for the current year.

Insider Activity at Zebra Technologies

In other news, insider Cristen L. Kogl sold 145 shares of the company's stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $235.71, for a total transaction of $34,177.95. Following the completion of the transaction, the insider owned 23,687 shares of the company's stock, valued at $5,583,262.77. This represents a 0.61% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.91% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

ZBRA has been the subject of several analyst reports. Morgan Stanley set a $323.00 target price on shares of Zebra Technologies in a research note on Thursday, February 12th. UBS Group reissued a "buy" rating and issued a $335.00 target price on shares of Zebra Technologies in a research note on Friday, February 13th. Robert W. Baird cut their target price on shares of Zebra Technologies from $350.00 to $300.00 and set an "outperform" rating for the company in a research note on Monday, March 30th. Needham & Company LLC reaffirmed a "buy" rating and set a $345.00 price objective on shares of Zebra Technologies in a research note on Friday, February 13th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Zebra Technologies in a research note on Wednesday, January 21st. Five equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $321.38.

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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