California State Teachers Retirement System Increases Position in Zebra Technologies Corporation $ZBRA

California State Teachers Retirement System raised its holdings in Zebra Technologies Corporation (NASDAQ:ZBRA) by 17,117.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,738,085 shares of the industrial products company’s stock after acquiring an additional 14,652,487 shares during the period. California State Teachers Retirement System owned approximately 30.94% of Zebra Technologies worth $3,879,948,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of ZBRA. Brown Advisory Inc. grew its position 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 valued at $551,000 after purchasing an additional 36 shares in the last quarter. Fulton Bank N.A. lifted its position in Zebra Technologies by 2.3% during the second quarter. Fulton Bank N.A. now owns 1,720 shares of the industrial products company’s stock worth $453,000 after buying an additional 38 shares in the last quarter. Empowered Funds LLC boosted its stake in Zebra Technologies by 1.7% during the fourth quarter. Empowered Funds LLC now owns 2,385 shares of the industrial products company’s stock worth $579,000 after buying an additional 40 shares during the last quarter. New York Life Investment Management LLC boosted its stake in Zebra Technologies by 0.6% during the fourth quarter. New York Life Investment Management LLC now owns 6,972 shares of the industrial products company’s stock worth $1,693,000 after buying an additional 42 shares during the last quarter. Finally, Gulf International Bank UK Ltd grew its holdings in Zebra Technologies by 1.5% in the 4th quarter. Gulf International Bank UK Ltd now owns 2,789 shares of the industrial products company’s stock valued at $677,000 after buying an additional 42 shares in the last quarter. 91.03% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director Linda Connly sold 500 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $377.68, for a total value of $188,840.00. Following 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Michael Cho sold 3,500 shares of the 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 transaction, the insider directly owned 5,170 shares of the company’s stock, valued at $1,939,784. The trade was a 40.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.91% of the stock is currently owned by insiders.

Zebra Technologies Stock Performance

NASDAQ ZBRA opened at $344.01 on Friday. The stock has a fifty day simple moving average of $322.15 and a 200-day simple moving average of $262.51. The company has a current ratio of 0.52, a quick ratio of 0.33 and a debt-to-equity ratio of 0.14. The stock has a market cap of $16.39 billion, a PE ratio of 31.47 and a beta of 1.60. Zebra Technologies Corporation has a twelve month low of $199.05 and a twelve month high of $386.23.

Zebra Technologies (NASDAQ:ZBRA) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $6.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.36 by $1.99. The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.50 billion. Zebra Technologies had a net margin of 9.22% and a return on equity of 22.29%. Zebra Technologies’s revenue was up 20.4% on a year-over-year basis. During the same period in the previous year, the firm earned $3.61 EPS. 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. Equities analysts anticipate that Zebra Technologies Corporation will post 17.22 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on ZBRA shares. KeyCorp raised their target price on Zebra Technologies from $305.00 to $430.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 5th. Zacks Research raised shares of Zebra Technologies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 11th. Citigroup raised their price objective on shares of Zebra Technologies from $306.00 to $396.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Wolfe Research reaffirmed an “outperform” rating and set a $317.00 target price on shares of Zebra Technologies in a research note on Thursday, July 9th. Finally, TD Cowen increased their price target on shares of Zebra Technologies from $400.00 to $450.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Zebra Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $381.00.

About Zebra Technologies

Zebra Technologies Corporation (NASDAQ: ZBRA) provides enterprise asset intelligence solutions that help organizations identify, track and manage physical assets, inventory and workflows. Its technologies are used to capture data at the point of activity and connect that information with business systems.

The company offers barcode and label printers, mobile computers, handheld and fixed industrial scanners, RFID readers and printers, machine vision and imaging systems, location solutions, and related software and services.