Seizert Capital Partners LLC Acquires New Position in Zoom Communications, Inc. $ZM

Seizert Capital Partners LLC purchased a new stake in Zoom Communications, Inc. (NASDAQ:ZM) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 79,443 shares of the company’s stock, valued at approximately $6,554,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ZM. Wynn Capital LLC increased its stake in shares of Zoom Communications by 1.3% in the 3rd quarter. Wynn Capital LLC now owns 10,429 shares of the company’s stock worth $860,000 after acquiring an additional 130 shares during the last quarter. Wedmont Private Capital boosted its holdings in Zoom Communications by 4.1% in the 2nd quarter. Wedmont Private Capital now owns 3,499 shares of the company’s stock valued at $271,000 after purchasing an additional 137 shares during the last quarter. Penserra Capital Management LLC grew its stake in shares of Zoom Communications by 12.6% in the 2nd quarter. Penserra Capital Management LLC now owns 1,446 shares of the company’s stock valued at $111,000 after buying an additional 162 shares during the period. Daiwa Securities Group Inc. increased its holdings in shares of Zoom Communications by 0.7% during the 2nd quarter. Daiwa Securities Group Inc. now owns 24,395 shares of the company’s stock worth $1,902,000 after buying an additional 181 shares during the last quarter. Finally, Yousif Capital Management LLC raised its position in shares of Zoom Communications by 4.5% during the 3rd quarter. Yousif Capital Management LLC now owns 4,552 shares of the company’s stock valued at $376,000 after buying an additional 198 shares during the period. Institutional investors and hedge funds own 66.54% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on ZM. Cantor Fitzgerald reiterated a “neutral” rating and issued a $87.00 price objective on shares of Zoom Communications in a research report on Tuesday, November 25th. BTIG Research initiated coverage on Zoom Communications in a report on Tuesday, December 16th. They set a “buy” rating and a $105.00 price target for the company. UBS Group initiated coverage on shares of Zoom Communications in a report on Monday, October 20th. They issued a “neutral” rating and a $85.00 price objective on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a research note on Monday, December 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $100.00 price target on shares of Zoom Communications in a research report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $93.82.

Zoom Communications Stock Performance

ZM stock opened at $80.45 on Tuesday. The company’s 50 day moving average price is $85.36 and its 200 day moving average price is $81.50. The firm has a market capitalization of $23.82 billion, a price-to-earnings ratio of 15.65, a PEG ratio of 7.27 and a beta of 0.87. Zoom Communications, Inc. has a fifty-two week low of $64.41 and a fifty-two week high of $91.43.

Zoom Communications (NASDAQ:ZM) last issued its earnings results on Monday, November 24th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.44 by $0.08. Zoom Communications had a net margin of 33.17% and a return on equity of 12.20%. The firm had revenue of $1.23 billion during the quarter, compared to the consensus estimate 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. Equities analysts forecast that Zoom Communications, Inc. will post 2.93 EPS for the current fiscal year.

Insider Activity at Zoom Communications

In related news, CFO Michelle Chang sold 8,417 shares of the stock in a transaction on Monday, January 12th. The shares were sold at an average price of $86.54, for a total value of $728,407.18. Following the transaction, the chief financial officer directly owned 25,482 shares of the company’s stock, valued at $2,205,212.28. This trade represents a 24.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Velchamy Sankarlingam sold 7,568 shares of the business’s 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 completion of the sale, the insider directly owned 136,182 shares of the company’s stock, valued at approximately $11,786,552.10. This trade represents a 5.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 452,369 shares of company stock valued at $38,159,479 over the last three months. 10.78% of the stock is owned by corporate insiders.

Zoom Communications 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.