Envestnet Asset Management Inc. Grows Stock Position in Zimmer Biomet Holdings, Inc. $ZBH

Envestnet Asset Management Inc. lifted its position in Zimmer Biomet Holdings, Inc. (NYSE:ZBH) by 6.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 342,263 shares of the medical equipment provider’s stock after acquiring an additional 19,706 shares during the period. Envestnet Asset Management Inc. owned 0.17% of Zimmer Biomet worth $33,713,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Legacy Wealth Asset Management LLC raised its position in shares of Zimmer Biomet by 2.3% in the third quarter. Legacy Wealth Asset Management LLC now owns 4,670 shares of the medical equipment provider’s stock valued at $460,000 after buying an additional 106 shares during the last quarter. Global Retirement Partners LLC raised its holdings in Zimmer Biomet by 7.0% in the 3rd quarter. Global Retirement Partners LLC now owns 1,686 shares of the medical equipment provider’s stock valued at $166,000 after acquiring an additional 111 shares during the last quarter. Cullen Frost Bankers Inc. lifted its stake in Zimmer Biomet by 66.7% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 290 shares of the medical equipment provider’s stock worth $29,000 after purchasing an additional 116 shares in the last quarter. Generali Asset Management SPA SGR boosted its holdings in shares of Zimmer Biomet by 0.9% during the 3rd quarter. Generali Asset Management SPA SGR now owns 14,232 shares of the medical equipment provider’s stock worth $1,402,000 after purchasing an additional 122 shares during the last quarter. Finally, Brookstone Capital Management grew its position in shares of Zimmer Biomet by 1.3% in the third quarter. Brookstone Capital Management now owns 9,350 shares of the medical equipment provider’s stock valued at $921,000 after purchasing an additional 123 shares in the last quarter. Hedge funds and other institutional investors own 88.89% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. TD Cowen raised Zimmer Biomet from a “hold” rating to a “buy” rating in a research note on Monday, January 26th. Needham & Company LLC reiterated a “hold” rating on shares of Zimmer Biomet in a report on Tuesday. Evercore raised shares of Zimmer Biomet from an “in-line” rating to an “outperform” rating and upped their price objective for the company from $94.00 to $120.00 in a report on Monday, January 5th. Sanford C. Bernstein raised their price objective on shares of Zimmer Biomet from $97.00 to $99.00 and gave the stock a “market perform” rating in a research report on Friday, January 9th. Finally, Johnson Rice set a $112.00 target price on shares of Zimmer Biomet in a report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Zimmer Biomet presently has a consensus rating of “Hold” and a consensus price target of $106.45.

Zimmer Biomet Price Performance

Zimmer Biomet stock opened at $95.51 on Thursday. The company’s 50 day simple moving average is $90.01 and its 200-day simple moving average is $95.64. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.39 and a current ratio of 1.98. Zimmer Biomet Holdings, Inc. has a 1 year low of $84.59 and a 1 year high of $114.44. The company has a market capitalization of $18.93 billion, a price-to-earnings ratio of 26.98, a price-to-earnings-growth ratio of 2.34 and a beta of 0.62.

Zimmer Biomet (NYSE:ZBH) last posted its earnings results on Tuesday, February 10th. The medical equipment provider reported $2.42 earnings per share for the quarter, beating the consensus estimate of $2.38 by $0.04. The firm had revenue of $2.24 billion during the quarter, compared to the consensus estimate of $2.22 billion. Zimmer Biomet had a net margin of 8.56% and a return on equity of 12.93%. The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.31 EPS. Zimmer Biomet has set its FY 2026 guidance at 8.300-8.450 EPS. As a group, equities research analysts expect that Zimmer Biomet Holdings, Inc. will post 8.22 earnings per share for the current year.

Zimmer Biomet Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Tuesday, December 30th were given a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend was Tuesday, December 30th. Zimmer Biomet’s dividend payout ratio is currently 27.12%.

Key Zimmer Biomet News

Here are the key news stories impacting Zimmer Biomet this week:

• Positive Sentiment: Q4 beat — ZBH reported EPS of $2.42 and revenue of ~$2.24B (up ~10.9% YoY), beating consensus and driven by strong demand for hip and knee devices. Reuters: Zimmer Biomet beats quarterly estimates
• Positive Sentiment: New buyback announced — Management unveiled a fresh repurchase program alongside the results, which supports the share price and signals confidence in cash generation. Yahoo Finance: ZBH up after earnings beat and buyback
• Positive Sentiment: Index/sector lift — The earnings beat contributed to broader healthcare index flows and was noted as lifting Russell 1000 Healthcare sentiment. Index/sector recognition can amplify demand for the stock. Kalkine: Beats estimates, lifts Russell 1000 Healthcare
• Positive Sentiment: Analyst moves — Several shops nudged targets or reaffirmed ratings (price-target increases to $98 at Citigroup and Wells Fargo; BTIG reiterated a $112 buy target), lending some near-term support. Benzinga: Analyst updates
• Neutral Sentiment: Guidance is conservative but roughly in-line — FY2026 EPS guidance was set at $8.30–$8.45 and revenue guidance around $8.4–$8.6B, essentially in line with consensus but underscored by cautious language that tempers upside expectations. MSN: Tops Q4 but measured on 2026 guidance
• Neutral Sentiment: U.S. salesforce overhaul — Management flagged a U.S. salesforce restructuring and transition that should improve execution long-term but adds near-term uncertainty and drove a cautious tone on the call. Yahoo Finance: Q4 deep dive — salesforce overhaul
• Negative Sentiment: Margins and headwinds — Management acknowledged margin pressure (some contraction noted in the quarter) and called out tariffs and cost dynamics as potential drags on 2026 profit expansion. These factors could limit upside to profitability. Zacks: Q4 earnings & margin commentary
• Negative Sentiment: Cautious management tone — While results beat, the measured guidance and commentary imply limited near-term upside and increased execution risk during the transition, which could cap multiple expansion. MSN: Q4 earnings call transcript

About Zimmer Biomet

Zimmer Biomet (NYSE: ZBH) is a global medical device company focused on musculoskeletal healthcare. Headquartered in Warsaw, Indiana, the company designs, manufactures and markets a broad portfolio of products used to treat joint disorders, bone disorders and related conditions. Its customer base includes orthopaedic and dental surgeons, hospitals, ambulatory surgery centers and other healthcare providers that rely on implants, instruments and related services for reconstructive and restorative procedures.

The company’s product offerings span joint replacement systems for hips, knees and shoulders; trauma and extremities implants; spine and thoracic solutions; dental and craniomaxillofacial implants and prosthetics; and sports medicine devices.