ZIM Integrated Shipping Services
About: ZIM Integrated Shipping Services Ltd is an asset-light container liner shipping company. It offers tailored services, including land transportation and logistical services, specialized shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. Its services include Cargo Services, Digital Services, Schedules, and Shipping Trades and Lines. Geographically, it derives a majority of its revenue from the Pacific trade region.
Employees: 4,850
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
49% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 37
7% more funds holding
Funds holding: 213 [Q3] → 228 (+15) [Q4]
4.16% more ownership
Funds ownership: 48.2% [Q3] → 52.36% (+4.16%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 71
8% less capital invested
Capital invested by funds: $1.48B [Q3] → $1.35B (-$125M) [Q4]
34% less call options, than puts
Call options by funds: $355M | Put options by funds: $534M
50% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 2 (-2) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$9.50
41%
downside
Avg. target
$13.67
15%
downside
High target
$18
12%
upside
3 analyst ratings
0 positive
0%
1 neutral
33%
2 negative
67%
Barclays Alexia Dogani 100% 1-year accuracy 8 / 8 met price target | 16%downside $13.50 | Underweight Maintained | 17 Mar 2025 |
Jefferies Omar Nokta 7% 1-year accuracy 4 / 55 met price target | 12%upside $18 | Hold Maintained | 12 Mar 2025 |
JP Morgan Alexia Dogani 100% 1-year accuracy 8 / 8 met price target | 41%downside $9.50 | Underweight Maintained | 7 Mar 2025 |
Financial journalist opinion
Based on 20 articles about ZIM published over the past 30 days
Positive
Zacks Investment Research
4 hours ago
ZIM Trading Cheaper Than Industry: Should You Bet on the Stock Now?
With ZIM shares moving south, we assess whether the time is right to add the stock to one's portfolio.
Neutral
Zacks Investment Research
6 days ago
ZIM Integrated Shipping Services (ZIM) Advances While Market Declines: Some Information for Investors
ZIM Integrated Shipping Services (ZIM) closed at $15.47 in the latest trading session, marking a +1.78% move from the prior day.
Positive
Seeking Alpha
1 week ago
ZIM Integrated Shipping's Dividend Story Remains Compelling, Despite Heightened Risks
ZIM's sideways trading since May 2024 has been a boon indeed, with it triggering rich TTM dividend yields of 21.18% thanks to FY2024 variable dividend payouts of $7.98 per share. Thanks to the still elevated spot rates and contracted rates, the container company is likely to deliver another year of rich return profile in FY2025. This is significantly aided by the management's promising guidance, 40% of its capacity being LNG powered, and the potentially prolonged Red Sea conflict.
Negative
Seeking Alpha
1 week ago
ZIM Integrated Shipping: Freight Rates May Not Drop This Year
I believe the recent news related to the Red Sea conflict keeps geopolitical risks high, which could support steady freight rates this year. I believe ZIM Integrated's current share price already reflects lower freight rates, as management's soft 2025 outlook included a significant decline in these rates. I see some potential in upcoming charter renewals in 2025 and 2026, allowing the Company to lower costs or optimize its fleet structure, adjusting to current demand.
Negative
Seeking Alpha
1 week ago
ZIM Integrated: Avoid Being Penny Wise Pound Foolish With The Dividend (Rating Downgrade)
ZIM Integrated Shipping faces significant geopolitical and macroeconomic challenges in 2025. Management has cautioned about turbulent times ahead, with single-digit volume growth and a potential decline in operating performance. The upcoming $3.17 dividend payout may be the last significant one for a while, with expected volatility next week, if you still decide to stay.
Neutral
PRNewsWire
1 week ago
ZIM Updates on Withholding Tax Procedures on April 2025 Cash Dividend
HAIFA, Israel , March 20, 2025 /PRNewswire/ -- ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) ("ZIM" or the "Company"), a global container liner shipping company, hereby updates that in connection with the dividend distribution expected to take place April 3, 2025, as previously announced by the Company on March 12, 2025 (the "Dividend"), the previously obtained tax ruling from the Israeli Tax Authority ("ITA") on tax withholding procedures relating to the payment of the Dividend to the Company's shareholders (the "Ruling"), will apply.
Positive
Seeking Alpha
1 week ago
ZIM Integrated Shipping: Better Value Than Investors Realize
ZIM Integrated Shipping Services' dividend return and strong 2024 profits make it appealing for passive income investors, despite recent sea freight rate volatility. The company's 2024 GAAP profits exceeded estimates, driven by positive shipping market trends, with a promising 2025 outlook supported by robust global economic growth. ZIM trades at a significant discount to book value, offering potential capital upside and a leading 22% estimated dividend yield, enhancing its investment appeal.
Positive
Seeking Alpha
2 weeks ago
ZIM Integrated Shipping: Long-Term Profitability Ahead
Suez Canal re-opening will likely be later than ZIMs conservative Mid-2025 guidance in Q4 report. Geopolitical impacts (trade wars, decarbonization) on freight are widely overblown given the 2018+ tariff impacts of only -0.5% volume growth. “Pull-forward” effects have not led to an inventory glut and should not significantly impact 2025 peak season.
Negative
Seeking Alpha
2 weeks ago
ZIM Integrated Shipping Q4: Forget About Dividends, Time To Monitor Cash Burn
ZIM Integrated Shipping Services Ltd.'s recent Q4 earnings beat estimates and reported generous dividends in 2024. However, I see large chance for a deep dividend cut – or even elimination of – in 2025. Actually, I am more concerned about its cash burn rates than dividend cuts given its current obligations and the profit headwinds ahead.
Negative
Zacks Investment Research
2 weeks ago
ZIM Integrated Stock Down Despite Beating on Q4 Earnings and Revenues
In the fourth quarter of 2024, carried volumes increase 24.9% year over year at ZIM.
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