Oppenheimer & Co. Inc. Makes New $612,000 Investment in Zebra Technologies Corporation $ZBRA

Oppenheimer & Co. Inc. acquired a new position in Zebra Technologies Corporation (NASDAQ:ZBRA) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,640 shares of the industrial products company’s stock, valued at approximately $612,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Swedbank AB lifted its position in Zebra Technologies by 958.0% during the first quarter. Swedbank AB now owns 417,898 shares of the industrial products company’s stock valued at $87,374,000 after purchasing an additional 378,400 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in Zebra Technologies by 111.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 500,628 shares of the industrial products company’s stock worth $104,671,000 after buying an additional 264,015 shares in the last quarter. Renaissance Technologies LLC increased its position in Zebra Technologies by 415.3% in the first quarter. Renaissance Technologies LLC now owns 288,311 shares of the industrial products company’s stock worth $60,280,000 after buying an additional 232,360 shares in the last quarter. Dimensional Fund Advisors LP increased its position in Zebra Technologies by 37.0% in the first 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 in the last quarter. Finally, Oslo Pensjonsforsikring AS purchased a new stake in Zebra Technologies in the first quarter worth about $26,993,000. 91.03% of the stock is currently owned by hedge funds and other institutional investors.

Zebra Technologies Trading Up 0.9%

Shares of Zebra Technologies stock opened at $332.44 on Thursday. Zebra Technologies Corporation has a fifty-two week low of $199.05 and a fifty-two week high of $392.78. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.33 and a current ratio of 0.57. The company has a market capitalization of $15.83 billion, a P/E ratio of 26.83 and a beta of 1.61. The company has a fifty day moving average of $366.15 and a 200 day moving average of $281.61.

Zebra Technologies (NASDAQ:ZBRA) last posted its quarterly earnings results on Tuesday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, beating analysts’ consensus estimates of $4.89 by $0.06. The business had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.57 billion. Zebra Technologies had a return on equity of 23.94% and a net margin of 9.80%. The business’s quarterly revenue was up 22.3% on a year-over-year basis. During the same period last year, the firm earned $3.88 earnings per share. On average, sell-side analysts anticipate that Zebra Technologies Corporation will post 18.07 earnings per share for the current fiscal year.

Insider Transactions at Zebra Technologies

In related news, insider Michael Cho sold 3,500 shares of Zebra Technologies stock in a transaction that occurred on 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 sale, the insider owned 5,170 shares of the company’s stock, valued at approximately $1,939,784. This trade represents a 40.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Linda Connly sold 500 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $377.68, for a total value of $188,840.00. Following the completion of the transaction, the director directly owned 3,708 shares in the company, valued at approximately $1,400,437.44. This represents a 11.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.91% of the company’s stock.

More Zebra Technologies News

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

• Positive Sentiment: Third-quarter adjusted EPS of $4.95 topped estimates of about $4.89, while revenue rose 22.3% year over year to $1.61 billion, ahead of forecasts. Management cited demand for mobile computing and automation and raised its 2026 outlook. Zacks earnings call coverage
• Positive Sentiment: Barclays raised its price target to $432 from $416 and kept an Overweight rating; CFRA also upgraded the stock to Buy from Hold. Barclays analyst update
• Neutral Sentiment: Analyst views were mixed: Morgan Stanley lifted its target to $380 but maintained Equal Weight, while BNP Paribas Exane trimmed its target to $455 and retained Outperform. Morgan Stanley analyst update
• Negative Sentiment: Despite the Q3 beat, investors focused on a disappointing fourth-quarter outlook and rising memory costs, with concerns that margin pressure could continue into 2027. These concerns triggered a sharp selloff after the results. Outlook and share reaction
• Negative Sentiment: Citigroup lowered its target to $398 from $400 with a Neutral rating, and Truist cut its target to $375 from $378 while maintaining Hold. Truist analyst update

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Barclays lifted their price objective on Zebra Technologies from $416.00 to $432.00 and gave the company an “overweight” rating in a research report on Wednesday. TD Cowen boosted their price objective on Zebra Technologies from $400.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Citigroup reduced their target price on shares of Zebra Technologies from $400.00 to $398.00 and set a “neutral” rating for the company in a report on Wednesday. Morgan Stanley raised their target price on shares of Zebra Technologies from $360.00 to $380.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Finally, Weiss Ratings raised shares of Zebra Technologies from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, October 13th. Ten research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $388.67.

Zebra Technologies Profile

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.