ZTO icon

ZTO Express

19.97 USD
+0.56
2.89%
At close Mar 14, 4:00 PM EDT
After hours
20.29
+0.32
1.60%
1 day
2.89%
5 days
-1.29%
1 month
-0.60%
3 months
3.10%
6 months
-9.72%
Year to date
4.94%
1 year
-7.46%
5 years
-20.50%
10 years
20.52%
 

About: ZTO Express is China's largest express delivery company by parcel volume, with a volume share of 22.1% in 2022. It operates a network partner model where it provides line-haul transportation and sorting services, while its local network partners provide first-mile pickup and last-mile delivery services under the ZTO brand name. Headquartered in Shanghai, the company was founded in 2002 by Meisong Lai, who remains chair, CEO, and its major shareholder with 77% voting rights as of June 30, 2023. ZTO's strategic shareholder is leading China e-commerce company Alibaba Group with around an 11.7% interest.

Employees: 23,554

0
Funds holding %
of 7,372 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,039% more call options, than puts

Call options by funds: $329M | Put options by funds: $28.9M

3.16% less ownership

Funds ownership: 27.54% [Q3] → 24.37% (-3.16%) [Q4]

17% less funds holding

Funds holding: 237 [Q3] → 197 (-40) [Q4]

20% less funds holding in top 10

Funds holding in top 10: 10 [Q3] → 8 (-2) [Q4]

30% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 83

30% less capital invested

Capital invested by funds: $4.12B [Q3] → $2.88B (-$1.24B) [Q4]

56% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 62

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target
$20
0%
upside
Avg. target
$20
0%
upside
High target
$20
0%
upside

1 analyst rating

positive
0%
neutral
100%
negative
0%
HSBC
Parash Jain
25% 1-year accuracy
1 / 4 met price target
0%upside
$20
Hold
Downgraded
21 Jan 2025

Financial journalist opinion

Negative
Zacks Investment Research
6 days ago
What's in the Cards for ZTO Express Stock in Q4 Earnings?
ZTO's bottom-line performance is likely to have been hurt by increased operating expenses in the December-end quarter of 2024.
What's in the Cards for ZTO Express Stock in Q4 Earnings?
Neutral
PRNewsWire
2 weeks ago
ZTO to Announce Fourth Quarter and Fiscal Year 2024 Financial Results on March 18, 2025 U.S. Eastern Time
SHANGHAI , Feb. 25, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057) ("ZTO" or the "Company"), a leading and fast-growing express delivery company in China, today announced that it will release its unaudited financial results for the fourth quarter ended December 31, 2024 and its unaudited annual results for the fiscal year ended December 31, 2024, after the U.S. market closes on March 18, 2025. ZTO's management team will host an earnings conference call at 8:30 P.M.
ZTO to Announce Fourth Quarter and Fiscal Year 2024 Financial Results on March 18, 2025 U.S. Eastern Time
Neutral
PRNewsWire
2 months ago
ZTO Holds 2025 National Network Conference
SHANGHAI , Jan. 9, 2025 /PRNewswire/ -- On January 9 2025, ZTO Express (Cayman) Inc. (NYSE: ZTO and HKEX: 2057) ("ZTO" or the "Company"), a leading and fast-growing express delivery company in China, held its National Network Conference at its headquarters in Shanghai. The conference conveyed and studied the spirit of the 2025 National Postal Management Work Conference by the State Post Bureau, summarized and reviewed the work of 2024, analyzed the situation, and outlined key tasks for 2025.
ZTO Holds 2025 National Network Conference
Negative
Zacks Investment Research
2 months ago
Here's Why You Should Give ZTO Express Stock a Miss Now
Rising expenses are likely to hurt ZTO's bottom line.
Here's Why You Should Give ZTO Express Stock a Miss Now
Positive
Zacks Investment Research
2 months ago
Here's Why ZTO Express (Cayman) Inc. (ZTO) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Here's Why ZTO Express (Cayman) Inc. (ZTO) is a Strong Momentum Stock
Neutral
Zacks Investment Research
3 months ago
ZTO Express Stock Plunges 19.5% in 6 Months: Should You Buy the Dip?
With ZTO shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
ZTO Express Stock Plunges 19.5% in 6 Months: Should You Buy the Dip?
Negative
Seeking Alpha
3 months ago
ZTO Express: Expect An Extended Price War, Downgrade To Hold
ZTO Express faces ongoing challenges balancing profitability and growth amid a prolonged price war in China's express delivery industry, impacting its market share and financial outlook. Despite a 17.6% revenue increase and 23.2% gross profit growth in Q3 2024, ZTO's market share contracted by 2.2% year-over-year. Management's inconsistent strategy and vague future plans raise doubts about achieving a balance between quality, volume growth, and profitability.
ZTO Express: Expect An Extended Price War, Downgrade To Hold
Positive
Zacks Investment Research
3 months ago
ZTO Express Q3 Earnings & Revenues Improve Y/Y, 2024 View Lowered
ZTO's third-quarter 2024 earnings and revenues increase year over year.
ZTO Express Q3 Earnings & Revenues Improve Y/Y, 2024 View Lowered
Neutral
Seeking Alpha
3 months ago
ZTO Express (Cayman) Inc. (ZTO) Q3 2024 Earnings Call Transcript
ZTO Express (Cayman) Inc. (NYSE:ZTO ) Q3 2024 Results Conference Call November 19, 2024 7:30 PM ET Company Participants Sophie Li - Corporate Secretary and Director of Capital Markets Meisong Lai - Chairman and CEO Huiping Yan - CFO Conference Call Participants Qianlei Fan - Morgan Stanley Ronald Keung - Goldman Sachs Operator Good day, and welcome to ZTO Express to announce Third Quarter 2024 financial results conference call. [Operator Instructions] Please note, this event is being recorded.
ZTO Express (Cayman) Inc. (ZTO) Q3 2024 Earnings Call Transcript
Neutral
PRNewsWire
3 months ago
ZTO Reports Third Quarter 2024 Unaudited Financial Results
Robust Profitability amidst Consumption Mix-shift Adjusted Net Income Grew 2.0% to RMB2.4 Billion Parcel Volume Increased 15.9% to 8.7 Billion SHANGHAI , Nov. 19, 2024 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057), a leading and fast-growing express delivery company in China ("ZTO" or the "Company"), today announced its unaudited financial results for the third quarter ended September 30, 2024 [1]. The Company grew parcel volume by 15.9% year over year while maintaining high quality of service and customer satisfaction.
ZTO Reports Third Quarter 2024 Unaudited Financial Results
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