Harbor Investment Advisory LLC Buys 2,143 Shares of Zebra Technologies Corporation $ZBRA

Harbor Investment Advisory LLC grew its position in Zebra Technologies Corporation (NASDAQ:ZBRA) by 10,715.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,163 shares of the industrial products company’s stock after purchasing an additional 2,143 shares during the period. Harbor Investment Advisory LLC’s holdings in Zebra Technologies were worth $569,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in ZBRA. CX Institutional lifted its holdings in Zebra Technologies by 75.4% during the 2nd quarter. CX Institutional now owns 1,459 shares of the industrial products company’s stock valued at $384,000 after purchasing an additional 627 shares during the last quarter. Summitry LLC grew its stake in Zebra Technologies by 8.1% during the first quarter. Summitry LLC now owns 190,110 shares of the industrial products company’s stock worth $39,748,000 after buying an additional 14,266 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Zebra Technologies by 22.9% during the first quarter. Bank of America Corp DE now owns 291,031 shares of the industrial products company’s stock worth $60,849,000 after buying an additional 54,222 shares in the last quarter. The Manufacturers Life Insurance Company increased its holdings in shares of Zebra Technologies by 3.9% during the first quarter. The Manufacturers Life Insurance Company now owns 238,700 shares of the industrial products company’s stock worth $49,907,000 after buying an additional 8,928 shares in the last quarter. Finally, Lazard Asset Management LLC raised its stake in shares of Zebra Technologies by 3.4% in the first quarter. Lazard Asset Management LLC now owns 623,965 shares of the industrial products company’s stock valued at $130,459,000 after acquiring an additional 20,567 shares during the last quarter. Institutional investors and hedge funds own 91.03% of the company’s stock.

Zebra Technologies Price Performance

Shares of ZBRA stock opened at $368.99 on Thursday. Zebra Technologies Corporation has a 1 year low of $199.05 and a 1 year high of $376.70. The company has a current ratio of 0.52, a quick ratio of 0.57 and a debt-to-equity ratio of 0.14. The firm’s 50 day moving average is $259.94 and its 200-day moving average is $241.63. The firm has a market capitalization of $17.57 billion, a price-to-earnings ratio of 33.76 and a beta of 1.59.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share for the quarter, beating analysts’ consensus estimates of $4.36 by $1.99. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. The business had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.50 billion. During the same quarter last year, the business posted $3.61 earnings per share. Zebra Technologies’s revenue for the quarter was up 20.4% compared to the same quarter last year. Zebra Technologies has set its Q3 2026 guidance at 4.700-4.900 EPS and its FY 2026 guidance at 20.750-21.250 EPS. Sell-side analysts forecast that Zebra Technologies Corporation will post 15.2 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts have recently commented on ZBRA shares. Zacks Research downgraded Zebra Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Morgan Stanley set a $360.00 price objective on Zebra Technologies in a research report on Wednesday. UBS Group reissued a “buy” rating on shares of Zebra Technologies in a research note on Wednesday. Wolfe Research restated an “outperform” rating and set a $317.00 target price on shares of Zebra Technologies in a report on Thursday, July 9th. Finally, BNP Paribas Exane restated an “outperform” rating and issued a $455.00 target price (up from $370.00) on shares of Zebra Technologies in a research note on Wednesday. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Zebra Technologies currently has a consensus rating of “Moderate Buy” and a consensus target price of $381.00.

Key Stories Impacting Zebra Technologies

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

• Positive Sentiment: Record Q2 results beat expectations: Revenue rose 20.4% year over year to $1.557 billion, exceeding the $1.50 billion consensus estimate. Non-GAAP diluted EPS reached $6.35, well above expectations of approximately $4.35–$4.36 and the prior-year figure of $3.61. Zebra Technologies Announces Second Quarter 2026 Results
• Positive Sentiment: Full-year guidance was raised substantially: Zebra now expects fiscal 2026 EPS of $20.75–$21.25, compared with the $17.87 analyst consensus, and revenue of $6.2–$6.3 billion versus an estimated $6.1 billion. Third-quarter EPS guidance of $4.70–$4.90 also exceeds the $4.38 consensus. ZBRA Q2 Earnings Beat Estimates on Sales Growth, Outlook Raised
• Positive Sentiment: Growth appears broad-based: Analysts highlighted organic sales growth, acquisitions, pricing power and demand for AI-enabled devices, machine vision and frontline automation. Management indicated demand is running ahead of available supply, supporting the possibility of sustained revenue and margin strength. Zebra Changed Its Stripes
• Positive Sentiment: Analysts raised price targets: TD Cowen lifted its target to $450 and initiated a “buy” rating, BNP Paribas Exane raised its target to $455 while reaffirming “outperform,” and Needham increased its target to $410 with a “buy” rating. The upgrades reinforce investor confidence following the earnings release.
• Neutral Sentiment: The strong rally leaves Zebra Technologies trading near its 52-week high with a reported price-to-earnings ratio above 44, meaning the stock is now priced for continued execution. Any slowdown in demand, supply constraints or difficulty meeting the raised outlook could increase volatility.

Insider Buying and Selling at Zebra Technologies

In related news, Director Janice M. Roberts sold 3,000 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $249.54, for a total value of $748,620.00. Following the transaction, the director owned 6,183 shares in the company, valued at $1,542,905.82. This trade represents a 32.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Loizides Melissa Luff sold 500 shares of Zebra Technologies stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $253.95, for a total value of $126,975.00. Following the completion of the sale, the insider owned 3,702 shares of the company’s stock, valued at approximately $940,122.90. The trade was a 11.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.91% of the stock is currently owned by company insiders.

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.