Hudson Bay Capital Management LP Makes New Investment in Zebra Technologies Corporation $ZBRA

Hudson Bay Capital Management LP purchased a new stake in shares of Zebra Technologies Corporation (NASDAQ:ZBRA) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 6,173 shares of the industrial products company’s stock, valued at approximately $1,834,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Elevation Point Wealth Partners LLC raised its stake in shares of Zebra Technologies by 3.4% during the second quarter. Elevation Point Wealth Partners LLC now owns 986 shares of the industrial products company’s stock valued at $304,000 after acquiring an additional 32 shares during the last quarter. Brown Advisory Inc. grew its stake in shares of Zebra Technologies by 2.1% in the second quarter. Brown Advisory Inc. now owns 1,787 shares of the industrial products company’s stock worth $551,000 after purchasing an additional 36 shares during the last quarter. Dearborn Partners LLC increased its holdings in Zebra Technologies by 3.9% in the second quarter. Dearborn Partners LLC now owns 1,200 shares of the industrial products company’s stock valued at $370,000 after purchasing an additional 45 shares during the period. Profund Advisors LLC increased its holdings in Zebra Technologies by 5.4% in the third quarter. Profund Advisors LLC now owns 893 shares of the industrial products company’s stock valued at $265,000 after purchasing an additional 46 shares during the period. Finally, United Community Bank raised its position in Zebra Technologies by 16.4% during the 3rd quarter. United Community Bank now owns 448 shares of the industrial products company’s stock worth $133,000 after purchasing an additional 63 shares during the last quarter. Institutional investors and hedge funds own 91.03% of the company’s stock.

Insiders Place Their Bets

In other Zebra Technologies news, insider Cristen L. Kogl sold 145 shares of the firm’s 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 transaction, the insider directly owned 23,687 shares of the company’s stock, valued at approximately $5,583,262.77. This trade represents a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.84% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on ZBRA shares. Citigroup upped their price target on Zebra Technologies from $311.00 to $315.00 and gave the company a “neutral” rating in a research report on Friday, February 13th. Morgan Stanley set a $323.00 price objective on Zebra Technologies in a research note on Thursday, February 12th. Needham & Company LLC reiterated a “buy” rating and issued a $345.00 target price on shares of Zebra Technologies in a report on Friday, February 13th. Barclays decreased their target price on shares of Zebra Technologies from $351.00 to $330.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Finally, Truist Financial lowered their price target on shares of Zebra Technologies from $331.00 to $291.00 and set a “hold” rating for the company in a report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $339.25.

Zebra Technologies Stock Down 1.2%

Shares of NASDAQ:ZBRA opened at $203.62 on Monday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.58 and a current ratio of 0.97. Zebra Technologies Corporation has a 52-week low of $200.44 and a 52-week high of $352.66. The business’s 50 day simple moving average is $237.72 and its two-hundred day simple moving average is $261.80. The firm has a market cap of $10.02 billion, a P/E ratio of 24.92 and a beta of 1.65.

Zebra Technologies (NASDAQ:ZBRA) last released its quarterly earnings data on Thursday, February 12th. The industrial products company reported $4.33 EPS 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 firm had revenue of $1.48 billion for the quarter, compared to the consensus estimate of $1.47 billion. During the same quarter in the prior year, the firm earned $4.00 EPS. The company’s revenue was up 10.6% compared to the same quarter last year. 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. As a group, research analysts forecast that Zebra Technologies Corporation will post 13.71 EPS for the current fiscal year.

About Zebra Technologies

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.