ZTO
ZTO Express (Cayman) Inc.
$22.83
+1.42%
$17.6B
No data for this timeframe.
Vol
Market Cap$17.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$991.4M
Inst. Activity15 buys / 6 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 was granted 13,108 shares
VP of Infrastr. Mgmt.
Mar 23, 2026
Insider
Yan Huiping acquired via exercise 15,248 shares
Chief Financial Officer
Mar 23, 2026
Insider
Yan Huiping was granted 15,248 shares
Chief Financial Officer
Inst.
Temasek Holdings (Private) Ltd — TRIM
4,147,325 shares ($104.4M)
Inst.
MORGAN STANLEY — TRIM
3,710,077 shares ($93.4M)
Price Targets
$29.09
+27.4% upside
Strong Buy
Current $22.83
Low $23.17
Median $30.20
High $32.62
18 analysts
$23.17
$32.62
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 |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | $187.8M | — |
| GOLDMAN SACHS GROUP INC | $138.7M | — |
| Temasek Holdings (Private) Ltd | $104.4M | TRIM |
| MORGAN STANLEY | $93.4M | TRIM |
| MARSHALL WACE, LLP | $58.4M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 23, 2026 | Wang Jilei | A | $0.00 |
| Mar 23, 2026 | Yan Huiping | M | $0.00 |
| Mar 23, 2026 | Yan Huiping | A | $0.00 |
| Mar 23, 2026 | Zhang Jianfeng | M | $0.00 |
| Mar 23, 2026 | Zhang Jianfeng | A | $0.00 |
50 institutional holders with $991.4M total value (39,399,051 shares) as of 2026-Q1. Top holders: PZENA, GOLDMAN, Temasek. Net buying activity: 15 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 7,460,931 | $187.8M | 18.9% | — |
| 2 | GOLDMAN SACHS GROUP INC | 5,508,816 | $138.7M | 14.0% | — |
| 3 | Temasek Holdings (Private) Ltd | 4,147,325 | $104.4M | 10.5% | TRIM -33.8% |
| 4 | MORGAN STANLEY | 3,710,077 | $93.4M | 9.4% | TRIM -32.0% |
| 5 | MARSHALL WACE, LLP | 2,320,427 | $58.4M | 5.9% | DOUBLED +1701.2% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,652,838 | $41.6M | 4.2% | — |
| 7 | Legal & General Group Plc | 1,570,084 | $39.5M | 4.0% | — |
| 8 | CITIGROUP INC | 1,549,063 | $39.0M | 3.9% | — |
| 9 | MACKENZIE FINANCIAL CORP | 1,290,323 | $32.5M | 3.3% | DOUBLED +189.0% |
| 10 | STATE STREET CORP | 1,003,467 | $25.3M | 2.5% | — |
| 11 | CITADEL ADVISORS LLC | 974,629 | $24.5M | 2.5% | — |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 920,352 | $23.2M | 2.3% | DOUBLED +1506.9% |
| 13 | BANK OF AMERICA CORP /DE/ | 835,707 | $21.0M | 2.1% | TRIM -25.4% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 618,800 | $15.6M | 1.6% | DOUBLED +400.2% |
| 15 | Point72 Asset Management, L.P. | 556,278 | $14.0M | 1.4% | TRIM -49.0% |
| 16 | Russell Investments Group, Ltd. | 525,280 | $13.2M | 1.3% | — |
| 17 | BlackRock, Inc. | 479,163 | $12.1M | 1.2% | ADD +28.3% |
| 18 | CITIGROUP INC | 400,000 | $10.1M | 1.0% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 268,500 | $6.8M | 0.7% | — |
| 20 | AVIVA PLC | 262,797 | $6.6M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Temasek Holdings (Private) Ltd | TRIM | 6,260,241 | 4,147,325 | -33.8% | $104.4M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 5,459,308 | 3,710,077 | -32.0% | $93.4M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 128,826 | 2,320,427 | +1701.2% | $58.4M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | DOUBLED | 446,411 | 1,290,323 | +189.0% | $32.5M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 57,274 | 920,352 | +1506.9% | $23.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,120,524 | 835,707 | -25.4% | $21.0M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 123,700 | 618,800 | +400.2% | $15.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 1,091,234 | 556,278 | -49.0% | $14.0M | 2026-Q1 |
| BlackRock, Inc. | ADD | 373,345 | 479,163 | +28.3% | $12.1M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 31,291 | 211,401 | +575.6% | $5.3M | 2026-Q1 |
| Invesco Ltd. | TRIM | 197,679 | 124,726 | -36.9% | $3.1M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | DOUBLED | 4,349 | 82,101 | +1787.8% | $2.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 11,700 | 67,611 | +477.9% | $1.7M | 2026-Q1 |
| DnB Asset Management AS | ADD | 40,764 | 52,504 | +28.8% | $1.3M | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 34,436 | 45,296 | +31.5% | $1.1M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 21,996 | 36,942 | +67.9% | $930.0K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 2,375 | 25,827 | +987.5% | $650.1K | 2026-Q1 |
| Allworth Financial LP | ADD | 1,360 | 2,469 | +81.5% | $62.1K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 10 | 2,160 | +21500.0% | $54.4K | 2026-Q1 |
| RHUMBLINE ADVISERS | TRIM | 1,255 | 849 | -32.4% | $21.4K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | ADD | 85 | 118 | +38.8% | $3.0K | 2026-Q1 |
| Temasek Holdings (Private) Ltd | TRIM | 10,426,750 | 6,260,241 | -40.0% | $130.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 493,399 | 1,120,524 | +127.1% | $23.4M | 2025-Q4 |
| Point72 Asset Management, L.P. | NEW | — | 1,091,234 | — | $22.8M | 2025-Q4 |
| HSBC HOLDINGS PLC | ADD | 187,034 | 249,469 | +33.4% | $5.2M | 2025-Q4 |
7 unique insiders with 14 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. | AWARD | 13,108 | — | — |
| Mar 23, 2026 | Yan Huiping | Chief Financial Officer | EXERCISE | 15,248 | — | — |
| Mar 23, 2026 | Yan Huiping | Chief Financial Officer | AWARD | 15,248 | — | — |
| Mar 23, 2026 | Zhang Jianfeng | VP of Public Relations | EXERCISE | 5,072 | — | — |
| Mar 23, 2026 | Zhang Jianfeng | VP of Public Relations | AWARD | 5,072 | — | — |
| Mar 23, 2026 | Zhu Jingxi | President | EXERCISE | 15,172 | — | — |
| Mar 23, 2026 | Zhu Jingxi | President | AWARD | 15,172 | — | — |
| Mar 23, 2026 | Hu Hongqun | Chief Operating Officer | EXERCISE | 14,218 | — | — |
| Mar 23, 2026 | Lai Jianchang | VP of Overseas Operations | EXERCISE | 9,621 | — | — |
| Mar 23, 2026 | Hu Hongqun | Chief Operating Officer | AWARD | 14,218 | — | — |
| Mar 23, 2026 | Lai Jianchang | VP of Overseas Operations | AWARD | 9,621 | — | — |
| Mar 23, 2026 | Lai Meisong | Chief Executive Officer | EXERCISE | 154,000 | — | — |
| Mar 23, 2026 | Lai Meisong | Chief Executive Officer | AWARD | 154,000 | — | — |
| Mar 23, 2026 | Wang Jilei | VP of Infrastr. Mgmt. | EXERCISE | 13,108 | — | — |
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
$29.09 mean target
+27.4% upside
Strong Buy (1.50)
$23.17 Low
$32.62 High
| Metric | Value |
|---|---|
| Current Price | $22.83 |
| Target Low | $23.17 |
| Target Mean | $29.09 |
| Target Median | $30.20 |
| Target High | $32.62 |
| # 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