ZTO
ZTO Express (Cayman) Inc.
$22.28
-1.02%
$17.3B
No data for this timeframe.
Vol
Market Cap$17.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders5 funds
Inst. Value$140.2M
Inst. Activity1 buys / 2 sells
Recent Activity
Jun 2, 2026
short_volume
Short Volume: ZTO — 61.5% short (0.3M / 0.5M)
Short: 308,059 | Exempt: 21 | TRF Vol: 501,168 | Short Ratio: 61.5% | Off-exchange volume (dark pool
Mar 23, 2026
Insider
Wang Jilei sold 13,108 shares
VP of Infrastr. Mgmt. @ $0.00 ($0.00)
Mar 23, 2026
Insider
Wang Jilei sold 13,108 shares
VP of Infrastr. Mgmt. @ $0.00 ($0.00)
Mar 23, 2026
Insider
Yan Huiping sold 15,248 shares
Chief Financial Officer @ $0.00 ($0.00)
Inst.
BANK OF AMERICA CORP — DOUBLED
1,120,524 shares ($23.4M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
123,700 shares ($2.6M)
Price Targets
$29.07
+30.5% upside
Strong Buy
Current $22.28
Low $23.16
Median $30.18
High $32.60
18 analysts
$23.16
$32.60
Analyst Ratings
6Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 13, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.38 ▲ +4.5% | $3.02 — $3.59 | 36% YoY | 3 |
| Next Q | $3.66 ▲ +4.8% | $3.51 — $3.76 | 20% YoY | 3 |
| Current FY | $13.81 ▲ +4.3% | $13.02 — $14.96 | 20% YoY | 12 |
| Next FY | $15.37 ▲ +3.8% | $14.23 — $16.91 | 11% YoY | 13 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $114.0M | ADD |
| BANK OF AMERICA CORP | $23.4M | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $2.6M | TRIM |
| FMR LLC | $160.2K | NEAR_EXIT |
| WELLS FARGO & COMPANY/MN | $40.8K | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 23, 2026 | Wang Jilei | A | $0.00 |
| Mar 23, 2026 | Wang Jilei | M | $0.00 |
| Mar 23, 2026 | Yan Huiping | M | $0.00 |
| Mar 23, 2026 | Yan Huiping | M | $0.00 |
| Mar 23, 2026 | Yan Huiping | A | $0.00 |
5 institutional holders with $140.2M total value (6,713,153 shares) as of 2025-Q4. Top holders: MORGAN, BANK, RENAISSANCE. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,459,308 | $114.0M | 81.3% | ADD +47.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 1,120,524 | $23.4M | 16.7% | DOUBLED +127.1% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 123,700 | $2.6M | 1.8% | TRIM -61.3% |
| 4 | FMR LLC | 7,670 | $160.2K | 0.1% | NEAR_EXIT -81.5% |
| 5 | WELLS FARGO & COMPANY/MN | 1,951 | $40.8K | 0.0% | NEAR_EXIT -90.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 493,399 | 1,120,524 | +127.1% | $23.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 320,000 | 123,700 | -61.3% | $2.6M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 285,536 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 3,651,379 | 5,389,779 | +47.6% | $103.5M | 2025-Q3 |
| UBS Group AG | TRIM | 6,623,925 | 3,644,969 | -45.0% | $70.0M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 831,200 | 493,399 | -40.6% | $9.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 772,300 | 320,000 | -58.6% | $6.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 22,390 | 2,145 | -90.4% | $41.2K | 2025-Q3 |
| NORGES BANK | EXIT | 419,510 | 0 | -100.0% | $0.00 | 2025-Q3 |
| VANGUARD GROUP INC | EXIT | 14,840 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | TRIM | 7,232,997 | 3,651,379 | -49.5% | $64.8M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,180,557 | 831,200 | -29.6% | $14.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,187,100 | 772,300 | -34.9% | $13.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 419,510 | — | $7.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 13,716 | 22,390 | +63.2% | $397.4K | 2025-Q2 |
| VANGUARD GROUP INC | NEW | — | 14,840 | — | $263.4K | 2025-Q2 |
| FMR LLC | NEAR_EXIT | 39,119 | 7,255 | -81.5% | $128.8K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 185,635 | 0 | -100.0% | $0.00 | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 333,500 | 1,187,100 | +256.0% | $23.6M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 460,139 | 269,226 | -41.5% | $5.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 348,308 | 185,635 | -46.7% | $3.7M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 4,125,934 | 39,119 | -99.1% | $776.1K | 2025-Q1 |
| UBS Group AG | ADD | 5,988,487 | 9,911,602 | +65.5% | $193.8M | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 3,159,628 | 9,385,256 | +197.0% | $183.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 134,542 | 460,139 | +242.0% | $9.0M | 2024-Q4 |
7 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 23, 2026 | Wang Jilei | VP of Infrastr. Mgmt. | A | 13,108 | $0.00 | $0.00 |
| Mar 23, 2026 | Wang Jilei | VP of Infrastr. Mgmt. | M | 13,108 | $0.00 | $0.00 |
| Mar 23, 2026 | Yan Huiping | Chief Financial Officer | M | 15,248 | $0.00 | $0.00 |
| Mar 23, 2026 | Yan Huiping | Chief Financial Officer | M | 15,248 | $0.00 | $0.00 |
| Mar 23, 2026 | Yan Huiping | Chief Financial Officer | A | 15,248 | $0.00 | $0.00 |
| Mar 23, 2026 | Zhang Jianfeng | VP of Public Relations | M | 5,072 | $0.00 | $0.00 |
| Mar 23, 2026 | Zhang Jianfeng | VP of Public Relations | M | 5,072 | $0.00 | $0.00 |
| Mar 23, 2026 | Zhang Jianfeng | VP of Public Relations | A | 5,072 | $0.00 | $0.00 |
| Mar 23, 2026 | Zhu Jingxi | President | M | 15,172 | $0.00 | $0.00 |
| Mar 23, 2026 | Zhu Jingxi | President | A | 15,172 | $0.00 | $0.00 |
| Mar 23, 2026 | Zhu Jingxi | President | M | 15,172 | $0.00 | $0.00 |
| Mar 23, 2026 | Hu Hongqun | Chief Operating Officer | M | 14,218 | $0.00 | $0.00 |
| Mar 23, 2026 | Hu Hongqun | Chief Operating Officer | M | 14,218 | $0.00 | $0.00 |
| Mar 23, 2026 | Lai Jianchang | VP of Overseas Operations | M | 9,621 | $0.00 | $0.00 |
| Mar 23, 2026 | Lai Jianchang | VP of Overseas Operations | M | 9,621 | $0.00 | $0.00 |
| Mar 23, 2026 | Hu Hongqun | Chief Operating Officer | A | 14,218 | $0.00 | $0.00 |
| Mar 23, 2026 | Lai Jianchang | VP of Overseas Operations | A | 9,621 | $0.00 | $0.00 |
| Mar 23, 2026 | Lai Meisong | Chief Executive Officer | M | 154,000 | $0.00 | $0.00 |
| Mar 23, 2026 | Lai Meisong | Chief Executive Officer | A | 154,000 | $0.00 | $0.00 |
| Mar 23, 2026 | Lai Meisong | Chief Executive Officer | M | 154,000 | $0.00 | $0.00 |
| Mar 23, 2026 | Wang Jilei | VP of Infrastr. Mgmt. | M | 13,108 | $0.00 | $0.00 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (95% buy). Based on 20 analysts: 6 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$29.07 mean target
+30.5% upside
Strong Buy (1.50)
$23.16 Low
$32.60 High
| Metric | Value |
|---|---|
| Current Price | $22.28 |
| Target Low | $23.16 |
| Target Mean | $29.07 |
| Target Median | $30.18 |
| Target High | $32.60 |
| # Analysts | 18 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.38 | $3.02 | $3.59 | 36.3% | +4.5% | 1↑ 0↓ | $14.4B | 22.0% | 3 |
| Next Q 2026-09-30 |
$3.66 | $3.51 | $3.76 | 19.5% | +4.8% | 1↑ 0↓ | $13.8B | 16.1% | 3 |
| Current FY 2026-12-31 |
$13.81 | $13.02 | $14.96 | 19.8% | +4.3% | 11↑ 0↓ | $57.4B | 16.9% | 12 |
| Next FY 2027-12-31 |
$15.37 | $14.23 | $16.91 | 11.3% | +3.8% | 10↑ 1↓ | $62.5B | 8.9% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.381 | |
| 7d ago | $3.381 | |
| 30d ago | $3.234 | +0.146 |
| 60d ago | $3.234 | +0.146 |
| 90d ago | $2.854 | +0.527 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 13, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 13 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 6 | 13 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 6 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 7 | 11 | 1 | 0 | 0 | 95% | |
| Jan 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 2, 2026
short_volume
Short Volume: ZTO — 61.5% short (0.3M / 0.5M)
Short: 308,059 | Exempt: 21 | TRF Vol: 501,168 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ZTO — 63.0% short (0.3M / 0.5M)
Short: 330,583 | Exempt: 0 | TRF Vol: 524,789 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: ZTO — 55.8% short (0.3M / 0.5M)
Short: 279,958 | Exempt: 149 | TRF Vol: 501,881 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ZTO — 56.5% short (0.3M / 0.6M)
Short: 322,303 | Exempt: 0 | TRF Vol: 570,439 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ZTO — 60.3% short (0.3M / 0.5M)
Short: 323,436 | Exempt: 510 | TRF Vol: 536,599 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ZTO — 57.8% short (0.4M / 0.7M)
Short: 411,592 | Exempt: 200 | TRF Vol: 712,121 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ZTO — 57.0% short (0.5M / 0.9M)
Short: 509,298 | Exempt: 100 | TRF Vol: 892,946 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ZTO — 67.9% short (0.4M / 0.6M)
Short: 431,100 | Exempt: 0 | TRF Vol: 635,338 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ZTO — 57.7% short (0.5M / 0.9M)
Short: 520,967 | Exempt: 0 | TRF Vol: 902,515 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: ZTO — 63,321 shares ($1.6M) failed to deliver
Settlement: 20260513, Price: $24.86, FTD Value: $1,574,160.06, ZTO EXPRESS CAYMAN INC SPONSOR
May 5, 2026
short_volume
Short Volume: ZTO — 61.4% short (0.3M / 0.5M)
Short: 326,305 | Exempt: 0 | TRF Vol: 531,499 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ZTO — 57.4% short (0.3M / 0.6M)
Short: 319,119 | Exempt: 0 | TRF Vol: 555,869 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: ZTO — 86.2% short (1.5M / 1.8M)
Short: 1,539,025 | Exempt: 0 | TRF Vol: 1,785,054 | Short Ratio: 86.2% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: ZTO — 78.7% short (0.6M / 0.8M)
Short: 599,866 | Exempt: 0 | TRF Vol: 761,899 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_interest
FTD: ZTO — 56,632 shares ($1.4M) failed to deliver
Settlement: 20260330, Price: $24.06, FTD Value: $1,362,565.92, ZTO EXPRESS CAYMAN INC SPONSOR