PFA Pension Forsikringsaktieselskab Makes New $34.06 Million Investment in Zoom Communications, Inc. $ZM

PFA Pension Forsikringsaktieselskab bought a new position in shares of Zoom Communications, Inc. (NASDAQ:ZM) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 394,643 shares of the company’s stock, valued at approximately $34,058,000.

A number of other large investors have also recently added to or reduced their stakes in the company. New York State Teachers Retirement System increased its holdings in Zoom Communications by 0.5% during the 4th quarter. New York State Teachers Retirement System now owns 24,263 shares of the company’s stock worth $2,094,000 after purchasing an additional 123 shares in the last quarter. MAI Capital Management increased its holdings in Zoom Communications by 34.7% during the 3rd quarter. MAI Capital Management now owns 579 shares of the company’s stock worth $48,000 after purchasing an additional 149 shares in the last quarter. Harrington Investments INC increased its holdings in Zoom Communications by 1.1% during the 4th quarter. Harrington Investments INC now owns 16,174 shares of the company’s stock worth $1,396,000 after purchasing an additional 169 shares in the last quarter. Brookstone Capital Management increased its holdings in Zoom Communications by 2.2% during the 4th quarter. Brookstone Capital Management now owns 8,024 shares of the company’s stock worth $692,000 after purchasing an additional 170 shares in the last quarter. Finally, Moran Wealth Management LLC increased its holdings in Zoom Communications by 0.5% during the 4th quarter. Moran Wealth Management LLC now owns 36,232 shares of the company’s stock worth $3,126,000 after purchasing an additional 177 shares in the last quarter. Institutional investors own 66.54% of the company’s stock.

Insider Buying and Selling at Zoom Communications

In related news, CEO Eric S. Yuan sold 69,923 shares of Zoom Communications stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $81.22, for a total transaction of $5,679,146.06. Following the completion of the transaction, the chief executive officer owned 36,796 shares in the company, valued at approximately $2,988,571.12. This trade represents a 65.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Aparna Bawa sold 12,886 shares of Zoom Communications stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $87.62, for a total value of $1,129,071.32. Following the transaction, the chief operating officer owned 1,978 shares of the company’s stock, valued at $173,312.36. The trade was a 86.69% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 126,787 shares of company stock valued at $10,464,909 in the last three months. Corporate insiders own 10.78% of the company’s stock.

Zoom Communications Price Performance

Zoom Communications stock opened at $103.44 on Monday. The firm has a 50-day moving average of $82.06 and a 200-day moving average of $84.78. Zoom Communications, Inc. has a one year low of $69.15 and a one year high of $104.14. The company has a market cap of $30.48 billion, a price-to-earnings ratio of 16.68, a P/E/G ratio of 5.92 and a beta of 1.00.

Zoom Communications (NASDAQ:ZM) last posted its quarterly earnings data on Wednesday, February 25th. The company reported $1.44 EPS for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). Zoom Communications had a return on equity of 11.88% and a net margin of 39.03%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the prior year, the company earned $1.41 earnings per share. The company’s quarterly revenue was up 5.3% on a year-over-year basis. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. As a group, sell-side analysts expect that Zoom Communications, Inc. will post 3.94 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on ZM shares. BTIG Research lowered their target price on Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Citizens Jmp reiterated a “market perform” rating on shares of Zoom Communications in a report on Tuesday, February 24th. Sanford C. Bernstein reduced their price objective on shares of Zoom Communications from $90.00 to $88.00 and set a “market perform” rating for the company in a research note on Thursday, February 26th. Benchmark reduced their price objective on shares of Zoom Communications from $115.00 to $110.00 and set a “buy” rating for the company in a research note on Tuesday, February 24th. Finally, Piper Sandler increased their price objective on shares of Zoom Communications from $85.00 to $91.00 and gave the stock a “neutral” rating in a research note on Monday, January 5th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $95.32.

Trending Headlines about Zoom Communications

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Renewed focus on Zoom’s Anthropic stake — analysts (Baird cited in market coverage) argue Zoom’s 2023 ~$51M investment could be worth roughly $2–$4B today under certain dilution assumptions, which would represent meaningful latent asset value relative to Zoom’s market cap; Anthropic’s growth updates and infrastructure partnerships boost that re‑valuation narrative. Zoom shares climb as investors revisit potential value of its Anthropic stake
• Positive Sentiment: Large buyback/cash optionality — Zoom reported a roughly $7.8B cash and marketable securities position (as of Jan 31, 2026) and has executed sizable repurchases in FY26 with remaining authorization, which can amplify upside when sentiment turns positive. Zoom shares climb as investors revisit potential value of its Anthropic stake
• Positive Sentiment: Unusually heavy call buying — traders purchased ~23,600 call options (up ~41% vs. typical volume), signaling speculative bullish positioning by options traders that can accelerate intraday moves.
• Neutral Sentiment: Upcoming Q1 FY27 results scheduled for May 21 after the close — the print and management commentary, plus any updated guidance, could either reinforce the current move or reverse it depending on execution and commentary on AI/enterprise demand. Zoom to Release Financial Results for the First Quarter of Fiscal Year 2027
• Neutral Sentiment: Marketing push around LLM differentiation — WSJ reports Zoom has a ‘SWAT team’ to position itself versus ChatGPT/Gemini; this is operational/branding news that supports long‑term product positioning but is not an immediate earnings catalyst. Zoom Has a ‘SWAT Team’ to Stand Out on ChatGPT and Gemini
• Neutral Sentiment: Coverage highlighting Anthropic early investors — broader media pieces (e.g., The Motley Fool) listing early Anthropic backers add context and may sustain investor interest in any Anthropic-related re‑rating. Want in on AI Superstar Anthropic Before Its IPO? These 4 Companies Are Some of Its Earliest Investors.
• Negative Sentiment: Heavy insider selling — data show 89 insider sales and zero purchases in the past six months (including large sales by CEO Eric Yuan), which can dampen investor confidence and serve as a counterweight to valuation re‑rating. Zoom shares climb as investors revisit potential value of its Anthropic stake
• Negative Sentiment: Analyst price targets and mixed institutional flows — median recent target (~$97.5) sits below current levels for some firms, and institutions showed both large buys and sizable reductions in Q4 2025, suggesting divergent views that could limit sustained upside without fresh fundamental beats. Zoom shares climb as investors revisit potential value of its Anthropic stake

Zoom Communications Profile

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.