Strs Ohio Cuts Stock Holdings in Zoom Communications, Inc. $ZM

Strs Ohio cut its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 47.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 28,283 shares of the company’s stock after selling 25,353 shares during the period. Strs Ohio’s holdings in Zoom Communications were worth $2,333,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in ZM. Elevation Point Wealth Partners LLC purchased a new stake in Zoom Communications during the second quarter valued at about $27,000. REAP Financial Group LLC lifted its stake in shares of Zoom Communications by 181.7% in the 2nd quarter. REAP Financial Group LLC now owns 355 shares of the company’s stock valued at $28,000 after purchasing an additional 229 shares in the last quarter. FNY Investment Advisers LLC purchased a new stake in shares of Zoom Communications during the 2nd quarter worth about $31,000. Root Financial Partners LLC acquired a new stake in Zoom Communications during the 3rd quarter worth approximately $33,000. Finally, Quent Capital LLC purchased a new position in Zoom Communications in the third quarter valued at approximately $34,000. 66.54% of the stock is currently owned by institutional investors and hedge funds.

Zoom Communications Price Performance

NASDAQ:ZM opened at $94.44 on Wednesday. The firm has a 50-day moving average of $85.80 and a two-hundred day moving average of $81.95. The stock has a market cap of $27.96 billion, a P/E ratio of 18.37, a PEG ratio of 8.58 and a beta of 0.87. Zoom Communications, Inc. has a 1-year low of $64.41 and a 1-year high of $97.24.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings results on Monday, November 24th. The company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.44 by $0.08. Zoom Communications had a return on equity of 12.20% and a net margin of 33.17%.The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter in the previous year, the firm posted $1.38 earnings per share. The company’s revenue was up 4.4% compared to the same quarter last year. Zoom Communications has set its FY 2026 guidance at 5.950-5.970 EPS and its Q4 2026 guidance at 1.480-1.490 EPS. As a group, equities analysts expect that Zoom Communications, Inc. will post 2.93 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have issued reports on ZM. Wells Fargo & Company started coverage on shares of Zoom Communications in a research note on Tuesday, September 30th. They set an “equal weight” rating and a $90.00 price objective for the company. Piper Sandler lifted their target price on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Jefferies Financial Group increased their price target on Zoom Communications from $100.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. UBS Group assumed coverage on Zoom Communications in a research note on Monday, October 20th. They set a “neutral” rating and a $85.00 price objective on the stock. Finally, Wedbush reaffirmed an “outperform” rating and issued a $95.00 target price on shares of Zoom Communications in a research report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $93.82.

Insider Activity at Zoom Communications

In other Zoom Communications news, insider Velchamy Sankarlingam sold 7,568 shares of the stock in a transaction on Monday, January 12th. The shares were sold at an average price of $86.55, for a total transaction of $655,010.40. Following the transaction, the insider directly owned 136,182 shares in the company, valued at $11,786,552.10. This represents a 5.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Santiago Subotovsky sold 2,475 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $86.01, for a total transaction of $212,874.75. Following the transaction, the director directly owned 145,219 shares of the company’s stock, valued at approximately $12,490,286.19. This represents a 1.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 317,745 shares of company stock worth $27,002,595. 10.78% of the stock is currently owned by insiders.

Key Headlines Impacting Zoom Communications

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Baird and other analysts say Zoom’s 2023 investment in Anthropic could be worth roughly $2–$4 billion, which re-rates Zoom as a way to get private‑AI exposure and likely drove the recent buying spike. Zoom’s ‘hidden gem’ investment in Anthropic could be worth $2 billion to $4 billion, analysts say
• Positive Sentiment: MarketBeat highlights Zoom’s roughly $7.9 billion cash and securities position plus the Anthropic stake, arguing those assets create a valuation floor and convert Zoom into a value play rather than a pure growth name. Zoom’s Anthropic Stake and Huge Cash Pile Could Change the Story
• Positive Sentiment: Unusual options flow — a very large increase in call buying — points to speculative and institutional interest that can amplify short‑term upside if catalysts continue to appear. (Options volume data reported 33,095 calls bought, a ~154% jump.)
• Neutral Sentiment: Momentum: Forbes and market reports note Zoom hit a 52‑week high (~$96) on Jan. 26, reflecting the combined effect of the Anthropic narrative and analyst re‑ratings. What’s Happening With Zoom Stock?
• Neutral Sentiment: Operating fundamentals: Zoom recently beat quarterly EPS and provided FY‑2026 guidance, but revenue growth remains modest year‑over‑year — investors are balancing asset value against slower top‑line momentum.
• Negative Sentiment: Key risk — the Anthropic stake is illiquid and its dollar impact depends on a future liquidity event (IPO/M&A) and valuation marks; until realized, the asset is speculative and could be revised. Zoom’s Anthropic Stake and Huge Cash Pile Could Change the Story
• Negative Sentiment: Given the fast run‑up, some of today’s pullback appears to be profit‑taking and volatility from speculative flows; valuation metrics (e.g., elevated PEG) and modest organic growth leave downside risk if the Anthropic thesis weakens.

Zoom Communications Company Profile

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.