ZWS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $47.67
Market Cap (MRQ) $7.92B
P/E (TTM) 29.4
EPS (TTM) $1.62
Revenue (TTM) $1.79B
Div Yield 0.80%
ROE (TTM) 17.1%
Debt/Equity (MRQ) 0.3
52W Range $43–$55

ZWS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$1.70B
2018-03-31 → 2025-12-31
EPS$1.15
2018-03-31 → 2025-12-31
Free Cash Flow·
2018-03-31 → 2020-03-31
Net margin15.5%
2018-03-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend ZWS 5Y avg Peer Median Verdict
P/E (TTM) 29.45Y avg ≈43.5 ≈43.5 27.1 Overvalued
P/S (TTM) 4.45Y avg ≈4.0 ≈4.0 3.5 Overvalued
P/B (MRQ) 4.85Y avg ≈10.1 ≈10.1 5.1 Fair value
EV / EBITDA 29.25Y avg ≈33.9 ≈33.9 15.6 Overvalued
Price / Cash Flow 23.05Y avg ≈24.6 ≈24.6 17.6 Overvalued
EV / Revenue 4.85Y avg ≈4.2 ≈4.2 · ·
Price / Tangible Book (MRQ) 9.3 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.80%
Payout Ratio32.3%
Annualized Payout≈$0.44Paid quarterly
Growth Streak≈4Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 20, 2026$0.11USD≈0.90%
May 20, 2026$0.11USD≈0.88%
Feb 20, 2026$0.11USD≈0.79%
Nov 20, 2025$0.11USD≈0.84%
Aug 20, 2025$0.09USD≈0.80%
May 20, 2025$0.09USD≈0.95%
Feb 20, 2025$0.09USD≈0.96%
Nov 20, 2024$0.09USD≈0.85%
Aug 20, 2024$0.08USD≈1.0%
May 17, 2024$0.08USD≈0.95%
Feb 16, 2024$0.08USD≈0.97%
Nov 17, 2023$0.08USD≈0.96%
Aug 17, 2023$0.07USD≈0.98%
May 18, 2023$0.07USD≈1.4%
Feb 17, 2023$0.07USD≈1.0%
Nov 17, 2022$0.07USD≈0.85%
Aug 18, 2022$0.07USD≈0.51%
May 19, 2022$0.03USD≈0.50%
Feb 17, 2022$0.03USD≈0.43%
Nov 18, 2021$0.03USD≈0.42%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 8.3%
Next Report Oct 26, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 27, 2026 $0.50 $0.48 4.4%
March 31, 2026 $0.41 $0.37 11.6%
Dec. 31, 2025 $0.36 $0.34 4.9%
Sept. 30, 2025 $0.43 $0.40 7.4%
June 30, 2025 $0.42 $0.36 15.5%
March 31, 2025 $0.31 $0.29 5.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 17
Metric Trend 20252024202320222021202020192018201720162015
Revenue $1.70B$1.57B$1.53B$1.28B$911M$563M$2.05B$1.85B$1.71B$1.92B$2.05B
Cost of Revenue $931M$860M$882M$816M$538M$408M$1.27B$1.15B$1.09B$1.26B$1.30B
Gross Profit $765M$707M$648M$466M$373M$338M$785M$706M$626M$665M$746M
R&D Expense ······$16M$13M$10M$12M$13M
SG&A Expense $418M$390M$371M$309M$239M$206M$433M$394M$356M$386M$415M
Operating Income $279M$245M$191M$107M$107M$108M$306M$266M$203M$174M$204M
Interest Expense ··$38M$27M$35M$46M$70M$75M$88M$91M$88M
Interest Income $8M$8M$5M$500.0K·······
Other Non-op $6M$-6M$-7M$2M$-700.0K$-2M$-2M$4M$200.0K$3M$-7M
Pretax Income $256M$207M$147M$84M$52M$38M$239M$187M$107M$86M$109M
Income Tax $64M$48M$43M$27M$3M$10M$53M$-20M$16M$17M$17M
Net Income $198M$160M$113M$62M$121M$147M$34M$76M$74M$68M$84M
EPS (Basic) $1.17$0.93$0.65$0.41$1.00$1.21$0.11$0.51$0.65$0.67$0.82
EPS (Diluted) $1.15$0.92$0.64$0.40$0.97$1.19$0.28$0.62$0.64$0.66$0.80
Shares (Basic) 168,659,000171,686,000174,251,000151,581,000121,493,000120,764,000104,640,000103,889,000102,753,000100,841,000101,530,000
Shares (Diluted) 171,258,000174,659,000177,259,000153,837,000125,114,000123,452,000123,329,000121,984,000104,784,000103,310,000104,727,000
EBITDA $279M$245M$191M$107M$107M·$394M$237M$289M$290M$316M
Balance Sheet 28
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents $300M$198M$137M$125M$97M$62M$292M$193M$490M$485M$370M
Receivables $185M$202M$210M$220M$144M$104M$334M$315M$323M$318M$336M
Inventory $274M$273M$278M$367M$184M$136M$316M$304M$315M$327M$368M
Other Current Assets $39M$30M$26M$28M$16M$11M$40M$38M$39M$47M$54M
Current Assets $812M$722M$668M$758M$475M$908M$983M$998M$1.18B$1.18B$1.13B
PP&E (Net) ····$64M$435M$383M$396M$401M$397M$418M
PP&E (Gross) ······$696M$729M$751M$746M$727M
Accum. Depreciation ······$313M$333M$350M$349M$309M
Goodwill $795M$794M$796M$777M$254M$245M$1.30B$1.28B$1.22B$1.19B$1.20B
Intangibles $835M$892M$952M$1.01B$179M$200M$512M$531M$559M$521M$588M
Other Non-current Assets $80M$77M$70M$64M$39M$38M$83M$114M$84M$67M$39M
Total Assets $2.68B$2.65B$2.67B$2.86B$1.08B$3.40B$3.26B$3.42B$3.54B$3.35B$3.41B
Accounts Payable $65M$72M$56M$117M$105M$41M$192M$190M$198M$201M$234M
Current Liabilities $259M$248M$221M$289M$240M$318M$397M$454M$400M$404M$433M
Capital Leases $42M$43M$37M$34M$9M$13M·····
Deferred Tax $190M$196M$210M$221M$3M$8M$126M$149M$209M$186M$203M
Other Non-current Liabilities $80M$65M$65M$44M$42M$19M$111M$78M$79M$81M$67M
Total Liabilities $1.08B$1.06B$1.06B$1.25B$951M$1.96B$2.03B$2.21B$2.47B$2.77B$2.86B
Long-term Debt $496M$496M$495M$536M$540M$1.12B$1.24B$1.36B$1.62B$1.92B$1.94B
Total Debt $496M$496M$495M$536M$540M·$1.24B$1.36B$1.62B$1.92B$1.95B
Common Stock $2M$2M$2M$2M$1M$1M$1M$1M$1M$1M$1M
Paid-in Capital $2.81B$2.83B$2.85B$2.85B$1.44B$1.39B$1.29B$1.28B$1.26B$856M$886M
Retained Earnings $-1.13B$-1.17B$-1.18B$-1.16B$-1.24B$116M$31M$8M$-56M$-130M$-198M
Treasury Stock ·········$0$6M
AOCI $-77M$-74M$-68M$-75M$-75M$-74M$-97M$-74M$-137M$-139M$-130M
Stockholders' Equity $1.60B$1.59B$1.60B$1.61B$126M$1.44B$1.23B$1.21B$1.07B$589M$553M
Liabilities + Equity $2.68B$2.65B$2.67B$2.86B$1.08B$3.40B$3.26B$3.42B$3.54B$3.35B$3.41B
Shares Outstanding 166,981,602170,308,023172,262,163176,876,406125,720,068119,549,735104,842,299104,179,037103,600,540101,435,762102,681,964
Cash Flow 20
Metric Trend 20252024202320222021202020192018201720162015
D&A ······$88M$80M$96M$115M$112M
Stock-based Comp $41M$38M$40M$25M$51M$45M$23M$20M$13M$8M$6M
Deferred Tax $-5M$-13M$-6M$3M$-8M·$-32M$-77M$-22M$-26M$-21M
Amort. of Intangibles $59M$59M$59M$34M$24M$22M$34M$32M$41M$57M$55M
Restructuring $10M$14M$15M$15M$4M$2M$12M$14M$26M$35M$13M
Other Non-cash ······$145M$118M$29M$54M$64M
Operating Cash Flow $346M$294M$254M$97M$224M$320M$258M$228M$195M$219M$246M
CapEx ······$42M$38M$51M$52M$49M
Investing Cash Flow $-30M$-20M$-5M$-7M$-22M$-197M$-53M$-209M$-264M$-45M$-177M
Debt Issued ··········$100.0K
Net Debt Issued $-800.0K$-800.0K$-78M$-108M$-1.13B·$-369M$-1.79B$-1.89B$-20M$-20M
Stock Issued ·········$0$0
Stock Repurchased $160M$150M$125M$25M$900.0K$140M$0$0$0$40M$0
Net Stock Activity $-160M$-150M$-125M$-25M$-900.0K··$0$0$-40M$0
Dividends Paid $64M$57M$50M$32M$36M$39M$0$0···
Financing Cash Flow $-217M$-208M$-239M$-61M$-356M$-156M$-117M$-309M$80M$-56M$-17M
Net Change in Cash $102M$61M$12M$28M$-159M$-21M$75M$-272M$6M$114M$31M
Taxes Paid $63M··········
Free Cash Flow ······$216M$188M$141M$167M$197M
Levered FCF ······$161M$86M$60M$94M$123M
Profitability 8
Metric Trend 20252024202320222021202020192018201720162015
Gross Margin 45.1%45.1%42.4%36.3%41.0%·38.3%36.6%34.8%34.6%36.4%
Operating Margin 16.4%15.6%12.5%8.4%11.8%·14.9%7.1%9.6%9.1%9.9%
Net Margin 11.7%10.2%7.4%4.8%13.3%·1.7%3.7%3.9%3.5%4.1%
Pretax Margin 15.1%13.2%9.6%6.5%5.8%·11.6%2.7%4.3%4.5%5.3%
EBITDA Margin 16.4%15.6%12.5%8.4%11.8%·19.2%11.5%15.1%15.1%15.4%
ROA 7.4%6.0%4.1%3.1%5.4%·1.0%2.2%2.1%2.0%2.5%
ROE 12.5%10.1%7.0%3.8%15.4%·2.8%6.7%8.9%11.9%15.0%
ROIC 10.0%9.0%6.5%3.4%15.2%·9.6%7.7%6.2%5.6%6.9%
Liquidity & Solvency 5
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 3.12.93.02.62.0·2.52.22.92.92.5
Quick Ratio 1.91.61.61.21.0·1.61.32.02.01.6
Debt / Equity 0.30.30.30.34.3·1.01.11.53.33.5
LT Debt / Equity 0.30.30.30.34.2·1.01.11.53.23.5
Interest Coverage ··5.04.03.1·4.41.92.11.92.3
Efficiency 3
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 0.60.60.60.70.4·0.60.60.60.60.6
Inventory Turnover 3.43.12.73.03.4·4.14.03.93.63.6
Receivables Turnover 8.87.67.17.07.4·6.35.96.05.95.8
Per Share 7
Metric Trend 20252024202320222021202020192018201720162015
Book Value / Share $9.60$9.32$9.30$9.13$1.01·$11.72$11.64$10.33··
Revenue / Share $9.90$8.97$8.63$8.33$7.28·$16.63$19.49$18.31$18.62$19.58
Cash Flow / Share $2.02$1.68$1.43$0.63$1.79·$2.09$2.16$1.86$2.12$2.35
Cash / Share $1.80$1.16$0.79$0.71$0.77·$2.79$2.09$4.73··
Dividend / Share $0.38$0.33$0.29$0.20$0.30······
Dividend Paid / Share ··$0.29$0.20$0.30······
EPS (TTM) $1.15$0.92$0.64$0.40$0.97·$0.28$0.62$0.64$0.66$0.80
Growth Rates 10
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 8.3%2.4%19.4%40.7%61.9%······
Revenue CAGR 3Y 9.8%19.8%39.6%········
Revenue CAGR 5Y 24.7%··········
EPS YoY 25.0%43.8%60.0%-58.8%-18.5%······
EPS CAGR 3Y 42.2%-1.8%-18.7%········
EPS CAGR 5Y -0.68%··········
Net Income YoY 23.6%42.1%82.7%-49.0%-17.6%······
Net Income CAGR 3Y 47.5%9.8%-8.4%········
Net Income CAGR 5Y 6.2%··········
Dividends Paid CAGR 5Y 10.6%··········
Valuation (TTM) 16
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM $1.70B$1.57B$1.53B$1.28B$911M·$2.05B$1.85B$1.71B$1.92B$2.05B
Net Income TTM $198M$160M$113M$62M$121M·$34M$76M$74M$68M$84M
Market Cap $7.76B$6.35B$5.07B$3.74B$4.58B·$1.27B$1.49B$1.15B··
Enterprise Value $7.96B$6.65B$5.42B$4.15B$5.02B·$2.22B$2.63B$2.28B··
P/E 40.440.546.052.937.5·43.223.117.414.816.1
P/S 4.64.13.32.95.0·0.60.80.7··
P/B 4.84.03.22.336.2·1.01.21.1··
P / Cash Flow 22.421.620.038.620.5·4.96.55.9··
P / FCF ······5.97.98.2··
EV / EBITDA 28.527.228.338.846.9·5.611.17.9··
EV / FCF ······10.314.016.2··
EV / Revenue 4.74.23.53.25.5·1.11.41.3··
Dividend Yield 0.82%0.89%0.99%0.87%0.80%·0.00%0.00%···
Earnings Yield 2.5%2.5%2.2%1.9%2.7%·2.3%4.3%5.8%6.8%6.2%
Payout Ratio 32.3%35.3%44.7%52.7%30.1%······
Annual Payout $64M$57M$50M$32M$36M·$0$0···

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $1.70B $1.57B $1.53B $1.28B $911M
Gross Margin % 45.1% 45.1% 42.4% 36.3% 41.0%
Operating Margin % 16.4% 15.6% 12.5% 8.4% 11.8%
Net Income $198M $160M $113M $62M $121M
Diluted EPS $1.15 $0.92 $0.64 $0.40 $0.97

Institutional owners (13F) 459 filers · $8.0B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 459
Value held $8.0B
New positions 58
Exited positions 37
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
58 (-25 vs prior Q) 37 (+4 vs prior Q) 170 (+29 vs prior Q) 143 (-1 vs prior Q) +3.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $1,241,345,379 24,566,503 15.49% Shares
VANGUARD GROUP INC $777,663,799 16,727,550 9.70% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $454,168,592 8,988,098 5.67% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $449,329,662 8,892,334 5.61% Shares
VANGUARD CAPITAL MANAGEMENT LLC $354,437,329 7,014,394 4.42% Shares
STATE STREET CORP $302,520,280 5,986,944 3.78% Shares
BANK OF AMERICA CORP /DE/ $278,160,432 5,504,857 3.47% Shares
Invesco Ltd. $234,927,814 4,649,274 2.93% Shares
GEODE CAPITAL MANAGEMENT, LLC $194,180,492 3,842,182 2.42% Shares
BECK MACK & OLIVER LLC $173,388,945 3,431,406 2.16% Shares
FIRST TRUST ADVISORS LP $160,676,970 3,179,833 2.01% Shares
JANUS HENDERSON GROUP PLC $148,142,175 3,303,293 1.85% Shares
ALLIANCEBERNSTEIN L.P. $136,579,905 3,045,939 1.70% Shares
Impax Asset Management Group plc $133,083,792 2,633,758 1.66% Shares
DIMENSIONAL FUND ADVISORS LP $131,027,279 2,593,197 1.64% Shares
Crescent Grove Advisors, LLC $118,723,418 2,349,563 1.48% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $115,437,000 2,284,516 1.44% Shares
MORGAN STANLEY $109,964,618 2,176,223 1.37% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $108,672,698 2,150,657 1.36% Shares
NORGES BANK $105,920,834 2,096,197 1.32% Shares
WELLS FARGO & COMPANY/MN $92,314,930 1,826,934 1.15% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $90,674,202 1,794,463 1.13% Shares
NORTHERN TRUST CORP $89,571,298 1,772,636 1.12% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $73,288,158 1,450,412 0.91% Shares
Nuveen, LLC $65,553,075 1,297,310 0.82% Shares
RAYMOND JAMES FINANCIAL INC $65,063,049 1,287,614 0.81% Shares
Driehaus Capital Management LLC $60,419,226 1,195,710 0.75% Shares
JPMORGAN CHASE & CO $60,047,086 1,195,815 0.75% Shares
AMERIPRISE FINANCIAL INC $57,116,603 1,130,367 0.71% Shares
Bank of New York Mellon Corp $55,207,316 1,092,566 0.69% Shares
VANGUARD FIDUCIARY TRUST CO $54,224,501 1,073,115 0.68% Shares
FMR LLC $54,039,195 1,069,447 0.67% Shares
Amundi $52,829,317 1,045,504 0.66% Shares
WELLINGTON MANAGEMENT GROUP LLP $50,821,003 1,005,759 0.63% Shares
GOLDMAN SACHS GROUP INC $49,354,680 976,740 0.62% Shares
Fisher Asset Management, LLC $43,590,981 862,675 0.54% Shares
UBS Group AG $43,393,700 858,771 0.54% Shares
PRINCIPAL FINANCIAL GROUP INC $43,230,690 855,545 0.54% Shares
Legal & General Group Plc $40,264,021 796,834 0.50% Shares
FEDERATED HERMES, INC. $36,290,899 718,205 0.45% Shares
BROWN ADVISORY INC $33,401,339 661,020 0.42% Shares
Select Equity Group, L.P. $33,005,590 653,188 0.41% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $29,562,577 585,050 0.37% Shares
ENVESTNET ASSET MANAGEMENT INC $28,815,068 570,257 0.36% Shares
Public Sector Pension Investment Board $25,782,781 510,247 0.32% Shares
J. W. Coons Advisors, LLC $25,166,158 688,164 0.31% Shares
TWO SIGMA INVESTMENTS, LP $25,107,700 496,887 0.31% Shares
OBERWEIS ASSET MANAGEMENT INC/ $23,670,930 468,453 0.30% Shares
CIBC Private Wealth Group LLC $23,240,417 494,162 0.29% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $22,392,824 443,159 0.28% Shares

Show all 459 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Ice Mountain LLC, Cascade Bay LLC, Katz 2004 DYN Trust, Katz 2021 Trust for Patti, Katz New VBA Trust, Katz Voting Stock Trust, Errol R. Halperin Revocable Trust U/A/D 7/8/1996, Phyllis B. Hollander, Trustee, Aimee Katz, April Jalazo, Patricia A. Bauer, The Northern Trust Company, The Estate of Errol R. Halperin, deceased, The Estate of Ronald C. Katz, deceased ×2 filings Oct. 2, 2024 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 40 insiders · 20 officers · 19 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Todd A. Adams Chairman and CEO Feb. 10, 2026 S 2,256,684 0 3 $-28,115,310
Daniel J Klun Chief Financial Officer May 28, 2026 A 26,357 0 0 $0
David J Pauli Chief Financial Officer Feb. 11, 2026 S 65,995 0 2 $-437,607
Jeffrey A Schoon President Feb. 11, 2026 S 61,255 0 2 $-689,641
Craig Wehr Group Ex., President-Zurn Nov. 2, 2023 M 81,905 0 0 $0
Kevin J Zaba Group Ex., President-PMC Sept. 7, 2021 S 56,157 0 0 $0
Thomas Babacan Group Ex., President-VAG May 22, 2015 A · 0 0 $0
Donald J Nelson Group Ex., President-Aerospace May 22, 2015 A · 0 0 $0
Mark W Peterson Chief Administrative Officer Aug. 4, 2026 S 308,814 0 6 $-5,686,940
Jeffrey J. Lavalle VP, General Counsel & Sec'y Feb. 17, 2026 S 51,421 0 3 $-387,401
Michael Troutman Chief Information Officer Feb. 17, 2026 S 61,327 0 3 $-377,003
Sudhanshu Chhabra VP-Zurn Business Systems Feb. 17, 2026 S 69,556 0 1 $-102,768
Kate Silha Chief Human Resources Officer Oct. 5, 2023 F 24,835 0 0 $0
Rodney Jackson SVP-Bus.&Corp. Development Feb. 16, 2023 S 119,778 0 0 $0
William Edward Hamilton IV Pres. Elkay Mfg. Company July 11, 2022 A 55,217 0 0 $0
George J Powers Chief Human Resources Officer Dec. 30, 2021 F 19,560 0 0 $0
Patricia M Whaley Vice Pres.-General Counsel Dec. 30, 2021 F 153,042 0 0 $0
Chirag Dua VP & Gen Mgr-Digital Solutions Oct. 29, 2021 S 28,686 0 0 $0
Matthew Stillings Pres & Group Exec - Water Mgmt Oct. 17, 2017 F 90,037 0 0 $0
Praveen R. Jeyarajah EVP - Corp. & Bus. Development Aug. 1, 2014 M 140,426 0 0 $0
Jacques Donavon Butler Director Aug. 19, 2026 P 37,487 1 0 $99,994
Peggy Troy Director July 15, 2026 A 65,728 0 0 $0
Rosemary Schooler Director July 15, 2026 A 62,297 0 0 $0
David C. Longren Director July 15, 2026 A 98,821 0 0 $0
George C Moore Director July 15, 2026 A 120,949 0 0 $0
Thomas Christopoul Director July 15, 2026 A 118,435 0 0 $0
Timothy J Jahnke Director Feb. 17, 2026 S 266,864 0 5 $-3,142,482
Emma M Mctague Director Feb. 10, 2026 A 20,039 0 0 $0
Mark S. Bartlett Director Feb. 10, 2026 A 141,583 0 0 $0
Errol R. Halperin Director July 11, 2022 A 21,551 0 0 $0
John S Stroup Director Oct. 7, 2021 A 74,192 0 0 $0
Robin A Walker-Lee Director Feb. 16, 2021 A 31,582 0 0 $0
Theodore D Crandall Director Feb. 16, 2021 A 33,036 0 0 $0
Paul W Jones Director May 4, 2020 A 73,968 0 0 $0
John M Stropki Director May 25, 2018 A 17,637 0 0 $0
Laurence M Berg Director Dec. 10, 2014 A · 0 0 $0
Damian J. Giangiacomo Director Sept. 3, 2014 A · 0 0 $0
George M Sherman Director Feb. 5, 2014 S 725,128 0 0 $0
Aimee Katz · Feb. 13, 2025 S 15,002,819 0 0 $0
April Jalazo · Feb. 13, 2025 S 15,002,819 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 66 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CGW · Invesco Exchange-Traded Fund Trust … 2.42% 527,254 SH Oct. 1, 2026 Daily
PSCI · Invesco Exchange-Traded Fund Trust … 2.27% 128,996 SH Oct. 1, 2026 Daily
SCOW · Pacer Funds Trust 1.87% 635 NS July 31, 2026 N-PORT
XSHQ · Invesco Exchange-Traded Fund Trust … 1.68% 102,951 SH Oct. 1, 2026 Daily
OSCV · ETF Series Solutions 1.07% 150,194 NS July 31, 2026 N-PORT
PHO · Invesco Exchange-Traded Fund Trust 1.04% 424,347 SH Oct. 1, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS 0.82% 176,778 SH Aug. 19, 2026 Daily
XSLV · Invesco Exchange-Traded Fund Trust … 0.72% 36,170 SH Oct. 1, 2026 Daily
CAFG · Pacer Funds Trust 0.67% 3,980 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.60% 33,779 SH Oct. 1, 2026 Daily
FNY · First Trust Exchange-Traded AlphaDE… 0.48% 54,494 NS July 31, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.46% 23,011 SH Oct. 1, 2026 Daily
IWO · iShares Trust 0.45% 1,428,267 SH Sept. 11, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.45% 162,061 SH Aug. 19, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.41% 519,231 SH Aug. 19, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 0.40% 14,438 SH Oct. 1, 2026 Daily
RZG · Invesco Exchange-Traded Fund Trust 0.36% 9,208 SH Oct. 1, 2026 Daily
ESML · iShares Trust 0.29% 178,789 SH Sept. 11, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.27% 17,814 NS July 31, 2026 N-PORT
RSSL · Global X Funds 0.25% 72,438 NS July 31, 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.23% 870,818 SH Aug. 19, 2026 Daily
ISCG · iShares Trust 0.23% 47,979 SH Sept. 11, 2026 Daily
IWM · iShares Trust 0.22% 3,855,405 SH Sept. 11, 2026 Daily
MADE · iShares Trust 0.21% 2,774 SH Sept. 11, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.20% 36,396 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.19% 108,997 SH Oct. 1, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.18% 22,787 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.17% 2,307,254 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.17% 66,420 NS July 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.15% 367 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.15% 40,769 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.15% 71,929 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.14% 16,363 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.14% 414,684 NS July 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.12% 48,521 SH Oct. 1, 2026 Daily
VFMO · VANGUARD WELLINGTON FUND 0.11% 43,631 SH Aug. 19, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.11% 49,285 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.10% 3,635,903 SH Aug. 19, 2026 Daily
VIS · VANGUARD WORLD FUND 0.10% 182,961 SH Aug. 19, 2026 Daily
FYEE · Fidelity Greenwood Street Trust 0.10% 4,162 NS July 31, 2026 N-PORT
FHEQ · Fidelity Greenwood Street Trust 0.09% 17,228 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.08% 1,705,074 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.06% 9,361 SH Sept. 11, 2026 Daily
SMDX · Tidal Trust III 0.04% 1,013 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.04% 3,824 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.03% 286,149 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.03% 89,540 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.03% 11,700 NS July 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.02% 1,963 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.02% 12,365 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 35,004 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.01% 5,190 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 47,135 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 5,037,773 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 109,605 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 12,301 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 33,368 SH Aug. 19, 2026 Daily
ITOT · iShares Trust 0.01% 198,344 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 6,159 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 40,016 SH Sept. 11, 2026 Daily
FBUF · Fidelity Greenwood Street Trust 0.00% 11 NS July 31, 2026 N-PORT
IJR · iShares Trust · 9,057,865 SH Sept. 10, 2026 Daily
IJT · iShares Trust · 1,405,048 SH Sept. 9, 2026 Daily
XJR · iShares Trust · 20,523 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 6,774 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 5,076 SH Aug. 19, 2026 Daily

ZWS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 15 analysts BUY
Median target $58.00 +21.7%
4 26.7% Strong Buy
4 26.7% Buy
7 46.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

9 analysts · 2026-09-27

Mean target $58.44 +22.6%

← Below all targets Current price $47.67
Low$52.00 Mean$58.44 High$65.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ZWS $7.76B 40.4 8.3% 11.7% 12.5% 45.1%
MAIR · · · · · ·
LII · 21.3 -2.7% 15.5% 78.1% 33.4%
WMS $9.96B 25.2 5.0% 14.0% 25.2% 38.3%
MOD · 95.9 23.1% 3.8% 11.6% 23.0%
OC $8.98B -18.0 2.6% -5.2% -11.7% 28.1%
AOS · 17.4 0.32% 14.3% 29.2% 38.8%
SSD $6.66B 19.6 4.5% 14.8% 17.4% 45.9%
AWI $8.20B 27.0 12.1% 19.1% 35.5% 40.6%
AAON $6.23B 59.1 20.1% 7.5% 12.4% 26.8%
BLDR $11.38B 26.4 -7.4% 2.9% 10.2% 30.4%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-Q filed Jul 28, 2026