6,300 Shares of Zebra Technologies Corporation $ZBRA Acquired by Markel Group Inc.

Markel Group Inc. bought a new position in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 6,300 shares of the industrial products company’s stock, valued at approximately $2,352,000.

Other large investors have also recently modified their holdings of the company. Sumitomo Mitsui Trust Group Inc. raised its position in shares of Zebra Technologies by 0.3% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 613,319 shares of the industrial products company’s stock valued at $228,958,000 after purchasing an additional 1,956 shares during the period. Dimensional Fund Advisors LP boosted its holdings in Zebra Technologies by 37.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 686,335 shares of the industrial products company’s stock worth $143,473,000 after buying an additional 185,387 shares during the period. Lazard Asset Management LLC grew its stake in Zebra Technologies by 3.4% in the 1st quarter. Lazard Asset Management LLC now owns 623,965 shares of the industrial products company’s stock valued at $130,459,000 after buying an additional 20,567 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in Zebra Technologies by 111.6% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 500,628 shares of the industrial products company’s stock valued at $104,671,000 after buying an additional 264,015 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its stake in Zebra Technologies by 34.3% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 256,025 shares of the industrial products company’s stock valued at $95,577,000 after buying an additional 65,320 shares in the last quarter. Hedge funds and other institutional investors own 91.03% of the company’s stock.

Zebra Technologies Stock Down 8.8%

ZBRA opened at $329.50 on Wednesday. The firm has a market capitalization of $15.69 billion, a P/E ratio of 30.15 and a beta of 1.61. Zebra Technologies Corporation has a one year low of $199.05 and a one year high of $392.78. The company has a fifty day moving average price of $366.71 and a 200-day moving average price of $281.25. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.52 and a quick ratio of 0.33.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings data on Tuesday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.89 by $0.06. The company had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.57 billion. Zebra Technologies had a return on equity of 22.29% and a net margin of 9.22%. The firm’s revenue was up 22.3% compared to the same quarter last year. During the same quarter last year, the business posted $3.88 earnings per share. Equities research analysts expect that Zebra Technologies Corporation will post 18.07 earnings per share for the current fiscal year.

Insider Transactions at Zebra Technologies

In other news, insider Michael Cho sold 3,500 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $375.20, for a total transaction of $1,313,200.00. Following the completion of the transaction, the insider owned 5,170 shares of the company’s stock, valued at approximately $1,939,784. The trade was a 40.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Linda Connly sold 500 shares of the business’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $377.68, for a total value of $188,840.00. Following the transaction, the director directly owned 3,708 shares of the company’s stock, valued at $1,400,437.44. The trade was a 11.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.91% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ZBRA. Barclays lifted their price target on Zebra Technologies from $410.00 to $416.00 and gave the company an “overweight” rating in a research report on Monday, October 12th. Morgan Stanley set a $360.00 price objective on Zebra Technologies in a report on Wednesday, August 5th. BNP Paribas Exane reissued an “outperform” rating and set a $455.00 price objective (up from $370.00) on shares of Zebra Technologies in a report on Wednesday, August 5th. Wolfe Research restated an “outperform” rating and issued a $317.00 target price on shares of Zebra Technologies in a research note on Thursday, July 9th. Finally, Zacks Research lowered Zebra Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $385.83.

Zebra Technologies News Summary

Here are the key news stories impacting Zebra Technologies this week:

• Positive Sentiment: Third-quarter net sales rose 22.3% year over year to $1.614 billion, exceeding analyst expectations. Non-GAAP diluted EPS was $4.95, also ahead of consensus and up from $3.88 a year earlier. Zebra Technologies Announces Third Quarter 2026 Results
• Positive Sentiment: Broad-based sales growth, including strength in Connected Frontline and demand for automation, supported a higher full-year 2026 growth target—an encouraging signal for near-term demand. ZBRA Q3 Earnings Beat Estimates on Broad-Based Sales Growth
• Negative Sentiment: The main concern is the outlook for 2027: higher memory costs are expected to pressure margins. That potential profit squeeze overshadowed the record quarter and higher 2026 growth target, contributing to the negative investor reaction. Zebra Technologies Dips Amid Higher Memory-Cost Outlook Record Quarter Came With a 2027 Margin Warning

About Zebra Technologies

Zebra Technologies Corp. (NASDAQ: ZBRA) develops technologies that help businesses identify, track and manage assets, inventory and operational processes. Its solutions are used by organizations in retail, manufacturing, transportation and logistics, healthcare, government and other industries to improve visibility and productivity across their operations.

The company’s portfolio includes barcode and label printers, barcode scanners, mobile computers, radio-frequency identification (RFID) readers and tags, machine-vision systems, fixed industrial scanners and related software.