Zegna
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
991% more call options, than puts
Call options by funds: $120K | Put options by funds: $11K
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
16% more funds holding
Funds holding: 67 [Q3] → 78 (+11) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
2.74% less ownership
Funds ownership: 17.56% [Q3] → 14.82% (-2.74%) [Q4]
29% less capital invested
Capital invested by funds: $433M [Q3] → $306M (-$127M) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$8.90
20%
upside
Avg. target
$8.90
20%
upside
High target
$8.90
20%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
B of A Securities Daria Nasledysheva 0% 1-year accuracy 0 / 1 met price target | 20%upside $8.90 | Buy Upgraded | 16 Jan 2025 |
Financial journalist opinion
Based on 4 articles about ZGN published over the past 30 days
Neutral
Seeking Alpha
2 days ago
Ermenegildo Zegna: Sales Acceleration, Supportive 2027 Target
Zegna's Q4 sales accelerated, driven by strong retail performance. The company also announced the new “Accademia dei Maestri" to share the artisans' knowledge. Management proposed a €0.12 dividend per share and set ambitious 2027 targets, aiming for €2.2-€2.4 billion in revenue and a 12% EBIT margin. The ongoing buyback from the family, supportive results, and a P/E discount compared to the sector make Zegna a buy.
Neutral
Seeking Alpha
4 days ago
Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call March 27, 2025 9:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer and Chief Operating Officer Paola Durante - Chief of External Relations Conference Call Participants Chris Huang - UBS Adrien Duverger - Goldman Sachs Oliver Chen - TD Cowen Melania Grippo - BNP Paribas Exane Operator Good afternoon, good morning, everyone.
Neutral
Business Wire
5 days ago
Ermenegildo Zegna Group Reports Full Year 2024 Profit of €91 Million and Adjusted EBIT of €184 Million
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or “the Group”) today announced Profit of €90.9 million for FY 2024 with a Profit margin of 4.7%, compared to €135.7 million in FY 2023 (7.1% Profit margin). FY 2024 Adjusted EBIT was €184.0 million, compared to €220.2 million in FY 2023 with an Adjusted EBIT Margin of 9.5% and revenues of €1,946.6 million, as announced on January 27, 2025. Erm.
Positive
Seeking Alpha
6 days ago
Ermenegildo Zegna's DTC Transformation: A Painful But Promising Transition
Ermenegildo Zegna's transition to a direct-to-consumer strategy is impacting short-term sales but is expected to enhance margins and brand exclusivity long-term. Despite industry headwinds, Zegna's DTC revenue grew 9.9% in 2024, while wholesale revenue declined 12.2%, highlighting the strategic shift. Financial health remains strong with a healthy balance sheet and overall potential for margin expansion.
Neutral
Seeking Alpha
2 months ago
Ermenegildo Zegna N.V. (ZGN) Q4 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q4 2024 Earnings Conference Call January 27, 2025 8:00 AM ET Company Participants Gildo Zegna - Chief Executive Officer Gianluca Tagliabue - Chief Financial Officer Paola Durante - Chief of External Relations Conference Call Participants Anthony Charchafji - BNP Paribas Oliver Chen - TD Cowen Louise Singlehurst - Goldman Sachs Natasha Bonnet - Morgan Stanley Daria Nasledysheva - Bank of America Operator Good afternoon and good morning, everyone.
Neutral
Business Wire
2 months ago
Ermenegildo Zegna Group Revenues Reach €1,947 Million1 in FY 2024. Q4 Revenues up 3% Year-On-Year Driven by ZEGNA Brand up 8% YoY.
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) today announced unaudited revenues of €1,946.6 million for fiscal year 2024, +2.2% YoY from €1,904.5 million in fiscal year 2023 (+3.4% at constant currency and -1.9% organic). Revenues in the fourth quarter reached €589.2 million, +3.3% YoY (+3.6% at constant currency and +2.9% organic2). Ermenegildo “Gildo” Zegna, Chairman and.
Neutral
Seeking Alpha
2 months ago
Ermenegildo Zegna: Potential Re-Rating In The Near Term
We provided a comps analysis on Ermenegildo Zegna's pre- and post-IPO financials. Thanks to sales diversification through acquisitions and organic growth acceleration, ZGN is no longer a China play. Zegna's family acquired shares in the company, and this is a supportive signal that cannot go unnoticed. Our buy is confirmed.
Positive
Reuters
4 months ago
Zegna's controlling family shareholder raises stake in group
Ermenegildo Zegna's controlling shareholder has raised its stake in the luxury group and intends to increase it further, the company said on Tuesday.
Neutral
Business Wire
4 months ago
Monterubello, Ermenegildo Zegna Group's Controlling Shareholder, Purchased 913,000 Shares and Intends to Acquire Additional 2 Million Shares
MILAN--(BUSINESS WIRE)--Ermenegildo Zegna N.V. (NYSE:ZGN) (the “Company” and, together with its consolidated subsidiaries, the “Ermenegildo Zegna Group” or the “Group”) was informed today that Monterubello s.s. (“Monterubello”), as of November 11, 2024, purchased 913,000 ZGN shares in the market and that it intends to buy a further two million ZGN shares in the market in the coming weeks. “Our family firmly believes that the purchase of additional shares in the Ermenegildo Zegna Group represent.
Neutral
Seeking Alpha
5 months ago
Ermenegildo Zegna N.V. (ZGN) Q3 2024 Earnings Call Transcript
Ermenegildo Zegna N.V. (NYSE:ZGN ) Q3 2024 Earnings Conference Call October 22, 2024 8:00 AM ET Company Participants Gildo Zegna – Chairman and Chief Executive Officer Gianluca Tagliabue – Chief Operating Officer and Chief Financial Officer Paola Durante – Chief of External Relations Conference Call Participants Oliver Chen – TD Cowen Anthony Charchafji – BNP Paribas Chris Huang – UBS Ben Rada Martin – Goldman Sachs Operator Good afternoon, or good morning, everyone.
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