Zebra Technologies Corporation $ZBRA Shares Sold by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services Co. reduced its stake in Zebra Technologies by 4.7% in Q4, selling 23,265 shares and now holds 467,634 shares (about 0.92% of the company) valued at roughly $113.55 million.
• Other large institutions (Vanguard, State Street, Nordea) mostly increased positions—Nordea added 876,711 shares—leaving institutional ownership at 91.03%, while analysts maintain a consensus "Moderate Buy" with an average price target of $325.75 as ZBRA trades around $226 (52‑week range $199.05–$352.66).

Massachusetts Financial Services Co. MA reduced its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA - Free Report) by 4.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 467,634 shares of the industrial products company's stock after selling 23,265 shares during the period. Massachusetts Financial Services Co. MA owned approximately 0.92% of Zebra Technologies worth $113,551,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in shares of Zebra Technologies by 1.3% during the third quarter. Vanguard Group Inc. now owns 6,513,454 shares of the industrial products company's stock worth $1,935,538,000 after buying an additional 86,672 shares during the period. State Street Corp lifted its position in Zebra Technologies by 1.7% during the third 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 period. Nordea Investment Management AB lifted its position in Zebra Technologies by 87.9% during the fourth 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 period. Boston Partners lifted its position in Zebra Technologies by 0.4% during the third 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 period. Finally, Alliancebernstein L.P. lifted its position in Zebra Technologies by 42.1% during the third 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 period. 91.03% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of Zebra Technologies stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $235.71, for a total value of $34,177.95. Following the completion of the transaction, the insider owned 23,687 shares of the company's stock, valued at approximately $5,583,262.77. The trade was a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.84% of the company's stock.

Zebra Technologies Stock Up 1.8%

ZBRA opened at $226.09 on Tuesday. Zebra Technologies Corporation has a fifty-two week low of $199.05 and a fifty-two week high of $352.66. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97. The company has a fifty day moving average of $226.01 and a two-hundred day moving average of $250.12. The stock has a market capitalization of $11.12 billion, a price-to-earnings ratio of 27.67 and a beta of 1.65.

Zebra Technologies (NASDAQ:ZBRA - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 earnings per share 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 firm had revenue of $1.48 billion during the quarter, compared to analysts' expectations of $1.47 billion. During the same period in the previous year, the firm posted $4.00 EPS. The firm's quarterly revenue was up 10.6% on a year-over-year basis. 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. On average, research analysts expect that Zebra Technologies Corporation will post 13.71 earnings per share for the current year.

Wall Street Analyst Weigh In

ZBRA has been the subject of a number of research reports. Barclays decreased their target price on shares of Zebra Technologies from $351.00 to $330.00 and set an "overweight" rating for the company in a research report on Friday, February 13th. Robert W. Baird decreased 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 report on Monday, March 30th. Weiss Ratings restated a "hold (c)" rating on shares of Zebra Technologies in a research report on Wednesday, January 21st. UBS Group restated a "buy" rating and set a $335.00 target price on shares of Zebra Technologies in a research report on Friday, February 13th. Finally, Morgan Stanley set a $323.00 target price on shares of Zebra Technologies in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, Zebra Technologies presently has a consensus rating of "Moderate Buy" and a consensus price target of $325.75.

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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