Ermenegildo Zegna N.V. (ZGN) Stock Price & Analysis
Ermenegildo Zegna N.V. (ZGN) closed at USD 13.41 on Thursday, October 29, 2026, up 0.98% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 13.28; the Oct 29, 2026 session ranged USD 13.33–13.6 on volume of 653,997 shares. Market capitalization is $3.61B, with a 52-week range of USD 8.65–15.95 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 20:34 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ZGN.md
Key facts (ZGN)
- 1 of 80 tracked superinvestors hold ZGN (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $814K; 7 not under a Rule 10b5-1 plan ($814K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.21 on a 1–5 scale) (14 analysts), mean target USD 15.07 (range 12.44–16.05).
- Total return with dividends: 1Y +31.7% vs S&P 500 +14.4%; 5Y +18.0% vs S&P 500 +79.1%.
- Next earnings: 2026-09-03, EPS estimate USD —, revenue estimate $629M.
Superinvestors (SEC 13F-HR, Q2 2026) (ZGN)
1 of 80 tracked investors hold ZGN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.01% | $1.4M | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (ZGN)
0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-27 | Norsa Michele | Director | 8,000 | $106K | 4.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Sartori Alessandro | Artistic Director | 6,505 | $85K | 4.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Santhia Gian Franco | Group Chief Financial Officer | 5,768 | $76K | 11.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Zegna Di Monte Rubello Edoardo | Co-CEO of the ZEGNA brand | 17,037 | $224K | 5.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Tagliabue Gianluca Ambrogio | Acting Group CEO | 19,105 | $251K | 10.2% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Zegna Di Monte Rubello Angelo | Co-CEO of the ZEGNA brand | 1,935 | $25K | 1.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-05 | Norsa Michele | Director | 4,000 | $47K | 2.3% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ZGN)
Consensus Buy (mean 2.21 on a 1–5 scale), 14 analysts; mean target USD 15.07 (low 12.44, high 16.05).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-27 | RBC Capital | Initiated | Outperform | $16 |
| 2026-10-23 | TD Cowen | Target raised | Buy | $15 → $16 |
| 2026-10-06 | HSBC | Initiated | Buy | $16 |
| 2026-10-05 | UBS | Target lowered | Buy | $15.5 → $15.4 |
| 2026-09-04 | UBS | Target raised | Buy | $15.4 → $15.5 |
| 2026-09-04 | TD Cowen | Target lowered | Buy | $17 → $15 |
| 2026-07-24 | TD Cowen | Target raised | Buy | $15 → $17 |
Total return (dividends reinvested) (ZGN)
| 1Y (from 2025-10-30) | 5Y (from 2021-12-20) | |
|---|---|---|
| Total return | +31.7% | +18.0% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +31.8% | +3.5% |
| Volatility (annualized) | 41.3% | 39.5% |
| Max drawdown | -23.9% (Aug 2026→Sep 2026) | -58.3% (Aug 2023→Mar 2025) |
ZGN recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 22, 2026 | 6-K | Current report (foreign issuer) · period ended Sep 30, 2026 |
| Oct 8, 2026 | 6-K | Current report (foreign issuer) · period ended Sep 30, 2026 |
| Sep 3, 2026 | 6-K | Current report (foreign issuer) · period ended Jun 30, 2026 |
| Sep 3, 2026 | 6-K | Current report (foreign issuer) · period ended Jun 30, 2026 |
| Aug 24, 2026 | 6-K | Current report (foreign issuer) · period ended Jun 30, 2026 |
| Aug 12, 2026 | Schedule 13G/A | Strategic Holding Group S.a r.l.: 8.4% of shares, passive 5%+ holder (amended) |
| Jul 23, 2026 | 6-K | Current report (foreign issuer) · period ended Jun 30, 2026 |
| Jul 9, 2026 | 6-K | Current report (foreign issuer) · period ended Jun 30, 2026 |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
ZGN suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Ford (F) | “The Group operates in three segments: (i) the Zegna segment (comprising three product lines: ZEGNA brand, Textile and Other, which mainly relates to supply agreements with third-party fashion brands, as well as with Thom Browne and TOM FORD FASHION), (ii) the Thom Browne segment, and (iii) the Tom Ford Fashion segment.” |
| Partner | Lauder Companies | “Pursuant to a long-term license agreement with The Estée Lauder Companies, we also operate the TOM FORD FASHION ("TFF") business.” |
| Partner | Norda Run | “We also enter into collaborations with other brands to offer new products lines (as we did with Norda Run, Baccarat and Frette, and more recently with the Thom Browne collaboration with ASICS America Corporation).” |
| Partner | Thom Browne | “We also enter into collaborations with other brands to offer new products lines (as we did with Norda Run, Baccarat and Frette, and more recently with the Thom Browne collaboration with ASICS America Corporation).” |
| Partner | ASICS America | “We also enter into collaborations with other brands to offer new products lines (as we did with Norda Run, Baccarat and Frette, and more recently with the Thom Browne collaboration with ASICS America Corporation).” |
Quoted from the company's 20-F filed Mar 20, 2026.
ZGN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | — | — | — | $628.5M | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year (ends Dec 2026) | $0.40 | $0.43 | -6.6% | $2.06B | 12 |
| Next fiscal year (ends Dec 2027) | $0.54 | $0.56 | -3.3% | $2.24B | 13 |
ZGN options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Jan 15, 2027 | 78 | 58.4% | ±20.0% |
30-day implied volatility 53.5% vs 32.5% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 20:34 UTC)
| Price | USD 13.41 |
|---|---|
| Change | ▲ 0.98% (up) |
| Previous Close | USD 13.28 |
| Open | USD 13.39 |
| Day Range | USD 13.33 – 13.6 |
| 52-Week Range | USD 8.65 – 15.95 |
| Volume | 653,997 shares |
| Market Cap | $3.61B |
| Exchange | NYQ |
Technical Analysis (ZGN)
Nexqual's technical model rates ZGN "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 29, 2026 at 20:34 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 62.28 (neutral) |
| vs SMA50 | Above (USD 12.78) |
| MACD | 0.2 (positive) |
Analyst Ratings (ZGN)
Wall Street analysts rate ZGN "Buy" based on 14 analysts, with a mean price target of USD 15.07 (range USD 12.44–16.05), per Nexqual as of October 29, 2026 at 20:34 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 15.07 |
| High Target | USD 16.05 |
| Low Target | USD 12.44 |
| Buy / Hold / Sell | 10 / 3 / 1 |
Earnings (ZGN)
| Next Earnings Date | 2026-09-03 |
|---|---|
| Revenue Estimate | $628.50M |
Source: Nexqual, October 29, 2026 at 20:34 UTC.
Financials & Fundamentals (ZGN)
| Total Revenue | $1.98B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.40% |
| Gross Margin | +67.58% |
| Operating Margin | +7.17% |
| Profit Margin | +3.98% |
| ROE | +8.72% |
| Debt / Equity | 1.05 |
| Current Ratio | 1.47 |
| Total Cash | $294.81M |
| Total Debt | $1.17B |
Source: Nexqual, October 29, 2026 at 20:34 UTC.
Financial Health Score (ZGN)
Nexqual rates Ermenegildo Zegna N.V.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 20:34 UTC.
| Growth | Weak — Revenue -2% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 68%, operating 7% (last 12 months) |
| Balance Sheet | Mixed — EUR 295M cash vs EUR 1.17B debt |
| Cash Flow | Solid — Operating cash flow EUR 388M (TTM) |
| Efficiency | Mixed — ROE 9%, ROA 3.6% |
Ownership (ZGN)
| Insider Ownership | +70.25% |
|---|---|
| Institutional Ownership | +29.00% |
| Shares Outstanding | 268.89M |
| Float | 53.17M |
| Short % of Float | +9.36% |
Source: Nexqual, October 29, 2026 at 20:34 UTC.
Leadership (ZGN)
Ermenegildo Zegna N.V. is led by Gianluca Ambrogio Tagliabue, Group CEO & Executive Director, per Nexqual as of October 29, 2026 at 20:34 UTC.
| Group CEO & Executive Director | Gianluca Ambrogio Tagliabue |
|---|---|
| Group Executive Chairman | Ermenegildo Zegna di Monte Rubello |
| Group CFO | Gian Franco Santhia |
| Investor Relations Director | Alice Poggioli |
Major Backers & Investors (ZGN)
Notable institutional backers of Ermenegildo Zegna N.V. include Temasek Holdings (Private) Ltd, Barrow, Hanley Mewhinney & Strauss, LLC, Price (T.Rowe) Associates Inc, according to Nexqual as of October 29, 2026 at 20:34 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Temasek Holdings (Private) Ltd | 10.16% |
| Barrow, Hanley Mewhinney & Strauss, LLC | 1.69% |
| Price (T.Rowe) Associates Inc | 1.68% |
| T. Rowe Price | 1.33% |
| Harris Associates L.P. | 0.91% |
| Point72 Asset Management, L.P. | 0.86% |
| American Century Companies Inc | 0.85% |
| Eurizon Capital Sgr S.p.a. | 0.81% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 1.02% |
| Amundi | 0.97% |
Source: Nexqual, October 29, 2026 at 20:34 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| FIGS | FIGS, Inc. | USD 21.56 | ▲ 4.36% |
| COLM | Columbia Sportswear Company | USD 63.69 | ▲ 4.58% |
| PVH | PVH Corp. | USD 88.27 | ▲ 3.54% |
| KTB | Kontoor Brands, Inc. | USD 75.83 | ▲ 1.96% |
| UAA | Under Armour, Inc. | USD 5.02 | ▲ 5.46% |
| VFC | V.F. Corporation | USD 18.33 | ▲ 6.38% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 20:34 UTC. This page is informational and not investment advice.
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