J. Safra Sarasin Holding AG Boosts Position in Zscaler, Inc. $ZS

J. Safra Sarasin Holding AG grew its stake in Zscaler, Inc. (NASDAQ:ZS) by 29.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,675 shares of the company’s stock after acquiring an additional 7,447 shares during the period. J. Safra Sarasin Holding AG’s holdings in Zscaler were worth $9,791,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of ZS. Tradewinds Capital Management LLC grew its stake in Zscaler by 145.7% in the third quarter. Tradewinds Capital Management LLC now owns 86 shares of the company’s stock worth $26,000 after purchasing an additional 51 shares in the last quarter. Root Financial Partners LLC purchased a new stake in shares of Zscaler in the 3rd quarter worth $26,000. McIlrath & Eck LLC bought a new position in shares of Zscaler during the 3rd quarter worth $29,000. Quaker Wealth Management LLC increased its stake in shares of Zscaler by 200.0% during the second quarter. Quaker Wealth Management LLC now owns 97 shares of the company’s stock valued at $30,000 after buying an additional 194 shares during the period. Finally, Exane Asset Management raised its holdings in shares of Zscaler by 185.7% in the second quarter. Exane Asset Management now owns 100 shares of the company’s stock valued at $31,000 after acquiring an additional 65 shares in the last quarter. Institutional investors own 46.45% of the company’s stock.

Zscaler Stock Up 2.4%

Zscaler stock opened at $214.55 on Tuesday. Zscaler, Inc. has a 1-year low of $164.78 and a 1-year high of $336.99. The business has a fifty day moving average price of $235.27 and a 200-day moving average price of $273.16. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.82 and a quick ratio of 1.82. The stock has a market capitalization of $34.21 billion, a price-to-earnings ratio of -825.16, a PEG ratio of 3,445.24 and a beta of 1.02.

Zscaler (NASDAQ:ZS) last released its quarterly earnings results on Tuesday, November 25th. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.11. Zscaler had a negative return on equity of 0.12% and a negative net margin of 1.45%.The company had revenue of $788.11 million during the quarter, compared to analysts’ expectations of $773.86 million. During the same period last year, the business posted $0.77 earnings per share. The firm’s revenue was up 25.5% compared to the same quarter last year. Zscaler has set its FY 2026 guidance at 3.780-3.820 EPS and its Q2 2026 guidance at 0.890-0.900 EPS. Equities research analysts forecast that Zscaler, Inc. will post -0.1 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ZS has been the topic of several recent research reports. Capital One Financial set a $320.00 target price on shares of Zscaler and gave the stock an “overweight” rating in a report on Wednesday, November 26th. BTIG Research reaffirmed a “buy” rating and issued a $365.00 price target on shares of Zscaler in a research report on Wednesday, November 26th. Macquarie began coverage on shares of Zscaler in a report on Friday, October 31st. They set an “outperform” rating and a $390.00 price objective on the stock. Cantor Fitzgerald restated an “overweight” rating on shares of Zscaler in a report on Wednesday, November 26th. Finally, Stifel Nicolaus cut their price target on Zscaler from $330.00 to $320.00 and set a “buy” rating on the stock in a report on Wednesday, November 26th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Zscaler currently has an average rating of “Moderate Buy” and a consensus price target of $317.63.

Insider Activity at Zscaler

In other news, Director James A. Beer sold 653 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $226.72, for a total transaction of $148,048.16. Following the sale, the director directly owned 3,485 shares of the company’s stock, valued at $790,119.20. The trade was a 15.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Raj Judge sold 3,438 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $230.82, for a total value of $793,559.16. Following the completion of the transaction, the executive vice president owned 70,394 shares of the company’s stock, valued at $16,248,343.08. This trade represents a 4.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 19,350 shares of company stock worth $4,471,509 in the last 90 days. 17.20% of the stock is owned by insiders.

Zscaler Profile

Zscaler is a cloud security company that delivers a cloud-native platform to protect users, applications and data as organizations move away from traditional, network-centric security architectures. The company focuses on a zero trust approach that assumes no implicit trust for users or devices, providing secure access to the internet, SaaS applications and private applications regardless of where users are located. Zscaler positions its services as an alternative to legacy appliances and site-centric VPNs, aiming to simplify security while enabling modern, distributed workforces.

Key offerings are built around the Zscaler Zero Trust Exchange, a multi-tenant cloud platform that enforces security and access policies in-line.