Mitsubishi UFJ Trust & Banking Corp Decreases Stake in Zoom Communications, Inc. $ZM

Mitsubishi UFJ Trust & Banking Corp lowered its position in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 49.9% in the fourth quarter, Holdings Channel reports. The firm owned 167,828 shares of the company’s stock after selling 166,942 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Zoom Communications were worth $14,482,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Zoom Communications by 10.5% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,753 shares of the company’s stock worth $19,697,000 after acquiring an additional 22,704 shares in the last quarter. Strive Asset Management LLC acquired a new position in Zoom Communications during the third quarter worth about $1,238,000. LSV Asset Management raised its stake in Zoom Communications by 5.0% during the third quarter. LSV Asset Management now owns 1,069,440 shares of the company’s stock worth $88,229,000 after acquiring an additional 50,579 shares in the last quarter. Krilogy Financial LLC acquired a new stake in shares of Zoom Communications during the 3rd quarter valued at $1,963,000. Finally, Boston Common Asset Management LLC acquired a new stake in shares of Zoom Communications during the 4th quarter valued at $2,163,000. Hedge funds and other institutional investors own 66.54% of the company’s stock.

Zoom Communications Trading Up 1.5%

Shares of Zoom Communications stock opened at $97.15 on Friday. The business has a 50-day moving average price of $82.06 and a two-hundred day moving average price of $84.70. Zoom Communications, Inc. has a 1-year low of $69.15 and a 1-year high of $97.80. The company has a market cap of $28.63 billion, a P/E ratio of 15.67, a PEG ratio of 5.48 and a beta of 0.88.

Zoom Communications (NASDAQ:ZM) last issued its quarterly earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share 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 previous year, the business posted $1.41 earnings per share. The business’s 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. Equities research analysts forecast that Zoom Communications, Inc. will post 3.94 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Wolfe Research raised Zoom Communications from a “peer perform” rating to an “outperform” rating and set a $115.00 price objective on the stock in a report on Thursday, February 5th. Wall Street Zen downgraded Zoom Communications from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Benchmark cut their price objective on Zoom Communications from $115.00 to $110.00 and set a “buy” rating on the stock in a report on Tuesday, February 24th. BTIG Research decreased their price target on shares of Zoom Communications from $105.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Finally, Piper Sandler upped their price target on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Fourteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $95.32.

Insider Activity at Zoom Communications

In other Zoom Communications news, CEO Eric S. Yuan sold 69,923 shares of the firm’s stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $81.22, for a total value of $5,679,146.06. Following the completion of the sale, the chief executive officer owned 36,796 shares of the company’s stock, valued at approximately $2,988,571.12. This trade represents a 65.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 the company’s stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $87.62, for a total transaction of $1,129,071.32. Following the completion of the sale, the chief operating officer owned 1,978 shares in the company, valued at $173,312.36. This represents 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 138,887 shares of company stock worth $11,590,330 over the last ninety days. 11.51% of the stock is owned by corporate insiders.

Zoom Communications News Summary

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

• Positive Sentiment: Unusually large options buying—investors purchased ~23,600 call options on Thursday (about +41% vs. average), signaling short-term bullish bets and likely contributing to upward price pressure. (No direct article link)
• Positive Sentiment: Management is investing in positioning Zoom around large language models (a dedicated “SWAT team” to manage how ChatGPT/Gemini describe the company), which could help product differentiation and enterprise demand for AI-enhanced features. Zoom Has a ‘SWAT Team’ to Stand Out on ChatGPT and Gemini
• Neutral Sentiment: Company announced Q1 FY2027 results will be released after the market close on May 21 with a live webcast—this is a near-term catalyst that can drive volatility and reprice shares based on guidance and metrics. Zoom to Release Financial Results for the First Quarter of Fiscal Year 2027
• Neutral Sentiment: Media and retail interest is elevated—Zacks and other outlets flagged ZM as a “trending” ticker and noted the stock’s intraday uptick, reflecting greater retail/investor attention that can amplify moves in either direction. Zoom Communications (ZM) Beats Stock Market Upswing: What Investors Need to Know
• Neutral Sentiment: Online investor forums (LSE share chat) show active discussion—useful to gauge retail sentiment but not a reliable directional signal on its own. Zoom Video Communications Share Chat (ZM.US)

About Zoom Communications

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.