Zenas BioPharma (NASDAQ:ZBIO) Shares Gap Up After Insider Buying Activity

Zenas BioPharma, Inc. (NASDAQ:ZBIO) shares gapped up prior to trading on Wednesday after an insider bought additional shares in the company. The stock had previously closed at $19.72, but opened at $21.21. Zenas BioPharma shares last traded at $21.70, with a volume of 247,461 shares trading hands.

Specifically, CEO Leon O. Moulder, Jr. acquired 57,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were acquired at an average cost of $17.96 per share, with a total value of $1,023,720.00. Following the transaction, the chief executive officer owned 423,155 shares in the company, valued at $7,599,863.80. The trade was a 15.57% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link.

Analysts Set New Price Targets

ZBIO has been the subject of several research reports. HC Wainwright reissued a “buy” rating on shares of Zenas BioPharma in a research report on Tuesday, December 16th. Morgan Stanley downgraded Zenas BioPharma from an “overweight” rating to an “equal weight” rating and decreased their price objective for the stock from $37.00 to $19.00 in a report on Monday, January 5th. Citigroup boosted their target price on shares of Zenas BioPharma from $27.00 to $46.00 and gave the company a “buy” rating in a report on Tuesday, October 28th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $48.00 target price on shares of Zenas BioPharma in a research report on Tuesday, January 6th. Finally, Wedbush reissued an “outperform” rating and set a $45.00 price target on shares of Zenas BioPharma in a research report on Monday, December 22nd. Six research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $43.14.

Zenas BioPharma News Roundup

Here are the key news stories impacting Zenas BioPharma this week:

• Positive Sentiment: CEO insider purchase — Leon Moulder Jr. bought 57,000 shares at about $17.96 (≈$1.02M), increasing his stake to ~423,155 shares (a 15.6% rise in his holdings). Insider buying of this size is a strong bullish signal for investors. InsiderTrades: CEO Purchases 57,000 Shares
• Positive Sentiment: Upcoming investor event — Zenas management will present at the Guggenheim Emerging Outlook: Biotech Summit on Feb. 11, which could drive additional analyst/investor attention and act as a catalyst if management provides encouraging clinical or commercial updates. GlobeNewsWire: Guggenheim Presentation
• Positive Sentiment: Analyst sentiment leans constructive — the consensus is a “Moderate Buy” with a materially higher average target than current levels, supporting upside expectations from some sell‑side firms. This helps underpin buying interest. AmericanBankingNews: Moderate Buy Consensus
• Neutral Sentiment: Relative price strength is rising — coverage noted ZBIO’s improving technical momentum (RPS), which can attract momentum traders but doesn’t guarantee fundamental progress. MSN: Rising Relative Price Strength
• Neutral Sentiment: Market write‑ups explaining the jump — recent articles (AAII, MarketBeat summaries) attribute the rally largely to the CEO buy and renewed positive attention; useful for context but not new catalysts by themselves. AAII: Why ZBIO Is Up
• Negative Sentiment: Investor litigation inquiry — Pomerantz LLP has opened an investigation into Zenas, which introduces legal and reputational risk that could pressure the stock if it develops. Monitor filings and potential developments. GlobeNewsWire: Pomerantz Investor Alert
• Negative Sentiment: Recent earnings history — Zenas reported a notable quarterly EPS miss on Nov. 12 (loss per share larger than consensus), a reminder that underlying fundamentals and trial/readout execution remain key risk factors. MarketBeat: Earnings and Financials

Zenas BioPharma Price Performance

The firm has a fifty day moving average price of $29.61 and a two-hundred day moving average price of $25.27. The company has a quick ratio of 5.66, a current ratio of 5.66 and a debt-to-equity ratio of 0.37. The stock has a market capitalization of $1.11 billion, a P/E ratio of -2.92 and a beta of -1.50.

Zenas BioPharma (NASDAQ:ZBIO) last announced its quarterly earnings results on Wednesday, November 12th. The company reported ($1.22) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.87) by ($0.35).

Institutional Investors Weigh In On Zenas BioPharma

Institutional investors have recently made changes to their positions in the company. Federated Hermes Inc. lifted its position in Zenas BioPharma by 60.8% in the 2nd quarter. Federated Hermes Inc. now owns 1,861,838 shares of the company’s stock valued at $18,041,000 after acquiring an additional 703,838 shares in the last quarter. PNC Financial Services Group Inc. raised its position in Zenas BioPharma by 41.2% in the 2nd quarter. PNC Financial Services Group Inc. now owns 9,179 shares of the company’s stock worth $89,000 after buying an additional 2,679 shares during the last quarter. Intech Investment Management LLC lifted its stake in Zenas BioPharma by 13.9% during the 2nd quarter. Intech Investment Management LLC now owns 13,206 shares of the company’s stock valued at $128,000 after acquiring an additional 1,607 shares during the period. Vanguard Group Inc. boosted its holdings in shares of Zenas BioPharma by 25.0% during the 4th quarter. Vanguard Group Inc. now owns 1,453,065 shares of the company’s stock valued at $52,761,000 after acquiring an additional 290,307 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of Zenas BioPharma during the 4th quarter valued at about $95,000.

About Zenas BioPharma

Zenas BioPharma, Inc is a clinical-stage biotechnology company focused on the discovery and development of novel therapies in oncology and infectious diseases. The company’s proprietary platform integrates structure-guided design, computational modeling and high-throughput screening to address challenging protein-protein interactions. Zenas BioPharma is advancing multiple preclinical and clinical-stage candidates aimed at providing new treatment options where current modalities may be limited by efficacy or safety concerns.

Founded in 2021 and headquartered in Cambridge, Massachusetts, Zenas BioPharma was built to streamline the drug discovery process from target identification through to IND-enabling studies.