Schroder Investment Management Group Cuts Stock Position in Zebra Technologies Corporation $ZBRA

Schroder Investment Management Group lessened its stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) by 6.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 171,476 shares of the industrial products company’s stock after selling 10,905 shares during the period. Schroder Investment Management Group owned approximately 0.34% of Zebra Technologies worth $50,956,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Nordea Investment Management AB grew its holdings in shares of Zebra Technologies by 1,826.5% during the third quarter. Nordea Investment Management AB now owns 997,495 shares of the industrial products company’s stock valued at $292,705,000 after buying an additional 945,718 shares during the last quarter. Alliancebernstein L.P. raised its holdings in Zebra Technologies by 1,310.3% in the 2nd quarter. Alliancebernstein L.P. now owns 779,680 shares of the industrial products company’s stock worth $240,422,000 after acquiring an additional 724,396 shares during the last quarter. Norges Bank bought a new position in Zebra Technologies in the 2nd quarter valued at approximately $166,750,000. Balyasny Asset Management L.P. lifted its position in Zebra Technologies by 469.4% in the 2nd quarter. Balyasny Asset Management L.P. now owns 401,839 shares of the industrial products company’s stock valued at $123,911,000 after acquiring an additional 331,263 shares in the last quarter. Finally, AQR Capital Management LLC boosted its stake in Zebra Technologies by 119.5% during the 2nd quarter. AQR Capital Management LLC now owns 442,656 shares of the industrial products company’s stock valued at $136,498,000 after purchasing an additional 241,004 shares during the last quarter. Hedge funds and other institutional investors own 91.03% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have commented on ZBRA. Zacks Research raised Zebra Technologies from a “hold” rating to a “strong-buy” rating in a report on Friday, February 20th. Citigroup upped their price target on Zebra Technologies from $311.00 to $315.00 and gave the company a “neutral” rating in a report on Friday, February 13th. UBS Group reaffirmed a “buy” rating and set a $335.00 price objective on shares of Zebra Technologies in a research report on Friday, February 13th. Truist Financial reduced their price objective on Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. Finally, Morgan Stanley set a $323.00 target price on Zebra Technologies in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $339.25.

Zebra Technologies Trading Down 0.6%

NASDAQ:ZBRA opened at $212.47 on Wednesday. Zebra Technologies Corporation has a one year low of $205.73 and a one year high of $352.66. The business has a fifty day moving average price of $244.80 and a 200-day moving average price of $267.99. The firm has a market capitalization of $10.45 billion, a price-to-earnings ratio of 26.01 and a beta of 1.65. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.97 and a quick ratio of 0.58.

Zebra Technologies (NASDAQ:ZBRA) last released its earnings results on Thursday, February 12th. The industrial products company reported $4.33 earnings per share for the quarter, missing the consensus estimate 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 analysts’ expectations of $1.47 billion. During the same quarter last year, the firm posted $4.00 earnings per share. Zebra Technologies’s revenue for the quarter 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. Sell-side analysts forecast that Zebra Technologies Corporation will post 13.71 EPS for the current year.

Insider Activity

In other news, insider Cristen L. Kogl sold 145 shares of the 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 sale, the insider directly owned 23,687 shares of the company’s stock, valued at $5,583,262.77. This represents a 0.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.84% of the stock is currently owned by company insiders.

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.