Seizert Capital Partners LLC Boosts Stake in Zoom Communications, Inc. $ZM

Seizert Capital Partners LLC grew its holdings in Zoom Communications, Inc. (NASDAQ:ZM) by 9.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 86,836 shares of the company’s stock after purchasing an additional 7,393 shares during the period. Seizert Capital Partners LLC’s holdings in Zoom Communications were worth $7,493,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Toth Financial Advisory Corp acquired a new position in Zoom Communications during the fourth quarter worth $28,000. Root Financial Partners LLC acquired a new stake in shares of Zoom Communications in the third quarter valued at $33,000. Sound Income Strategies LLC raised its holdings in shares of Zoom Communications by 94.8% in the 4th quarter. Sound Income Strategies LLC now owns 411 shares of the company’s stock valued at $33,000 after buying an additional 200 shares during the period. Quent Capital LLC acquired a new position in Zoom Communications during the 3rd quarter worth about $34,000. Finally, Cloud Capital Management LLC acquired a new position in Zoom Communications during the 3rd quarter worth about $42,000. Institutional investors and hedge funds own 66.54% of the company’s stock.

Insider Transactions at Zoom Communications

In other Zoom Communications news, Director Santiago Subotovsky sold 2,388 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $87.32, for a total value of $208,520.16. Following the completion of the transaction, the director directly owned 152,192 shares of the company’s stock, valued at approximately $13,289,405.44. This trade represents a 1.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Aparna Bawa sold 12,886 shares of the business’s stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $87.62, for a total value of $1,129,071.32. Following the sale, the chief operating officer directly owned 1,978 shares in the company, valued at $173,312.36. This trade represents a 86.69% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 126,787 shares of company stock valued at $10,464,909. 10.78% of the stock is owned by company insiders.

Analyst Ratings Changes

ZM has been the topic of a number of recent research reports. Wall Street Zen lowered shares of Zoom Communications from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Piper Sandler boosted their price objective on shares of Zoom Communications from $85.00 to $91.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Weiss Ratings upgraded Zoom Communications from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. Rosenblatt Securities reissued a “buy” rating and issued a $115.00 price objective on shares of Zoom Communications in a report on Thursday, February 26th. Finally, Citizens Jmp reaffirmed a “market perform” rating on shares of Zoom Communications in a report on Tuesday, February 24th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $95.32.

Zoom Communications Price Performance

Shares of Zoom Communications stock opened at $103.44 on Monday. The firm has a market cap of $30.48 billion, a price-to-earnings ratio of 16.68, a price-to-earnings-growth ratio of 5.92 and a beta of 1.00. Zoom Communications, Inc. has a 52-week low of $69.15 and a 52-week high of $104.14. The company’s 50-day simple moving average is $82.06 and its 200-day simple moving average is $84.78.

Zoom Communications (NASDAQ:ZM) last released its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.48 by ($0.04). The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The business’s revenue for the quarter was up 5.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.41 EPS. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. Equities research analysts anticipate that Zoom Communications, Inc. will post 3.94 EPS for the current year.

Zoom Communications News Summary

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Renewed focus on Zoom’s Anthropic stake — analysts (Baird cited in market coverage) argue Zoom’s 2023 ~$51M investment could be worth roughly $2–$4B today under certain dilution assumptions, which would represent meaningful latent asset value relative to Zoom’s market cap; Anthropic’s growth updates and infrastructure partnerships boost that re?valuation narrative. Zoom shares climb as investors revisit potential value of its Anthropic stake
• Positive Sentiment: Large buyback/cash optionality — Zoom reported a roughly $7.8B cash and marketable securities position (as of Jan 31, 2026) and has executed sizable repurchases in FY26 with remaining authorization, which can amplify upside when sentiment turns positive. Zoom shares climb as investors revisit potential value of its Anthropic stake
• Positive Sentiment: Unusually heavy call buying — traders purchased ~23,600 call options (up ~41% vs. typical volume), signaling speculative bullish positioning by options traders that can accelerate intraday moves.
• Neutral Sentiment: Upcoming Q1 FY27 results scheduled for May 21 after the close — the print and management commentary, plus any updated guidance, could either reinforce the current move or reverse it depending on execution and commentary on AI/enterprise demand. Zoom to Release Financial Results for the First Quarter of Fiscal Year 2027
• Neutral Sentiment: Marketing push around LLM differentiation — WSJ reports Zoom has a ‘SWAT team’ to position itself versus ChatGPT/Gemini; this is operational/branding news that supports long?term product positioning but is not an immediate earnings catalyst. Zoom Has a ‘SWAT Team’ to Stand Out on ChatGPT and Gemini
• Neutral Sentiment: Coverage highlighting Anthropic early investors — broader media pieces (e.g., The Motley Fool) listing early Anthropic backers add context and may sustain investor interest in any Anthropic-related re?rating. Want in on AI Superstar Anthropic Before Its IPO? These 4 Companies Are Some of Its Earliest Investors.
• Negative Sentiment: Heavy insider selling — data show 89 insider sales and zero purchases in the past six months (including large sales by CEO Eric Yuan), which can dampen investor confidence and serve as a counterweight to valuation re?rating. Zoom shares climb as investors revisit potential value of its Anthropic stake
• Negative Sentiment: Analyst price targets and mixed institutional flows — median recent target (~$97.5) sits below current levels for some firms, and institutions showed both large buys and sizable reductions in Q4 2025, suggesting divergent views that could limit sustained upside without fresh fundamental beats. Zoom shares climb as investors revisit potential value of its Anthropic stake

Zoom Communications Profile

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.