ZTO Express (Cayman) Inc. (ZTO) Stock Price & Analysis
ZTO Express (Cayman) Inc. (ZTO) closed at USD 20.06 on Thursday, October 22, 2026, up 0.96% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 19.87; the Oct 22, 2026 session ranged USD 19.8–20.09 on volume of 2,165,452 shares. Market capitalization is $15.00B, with a 52-week range of USD 18.18–26.2 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ZTO.md
Key facts (ZTO)
- 1 of 80 tracked superinvestors hold ZTO (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (17 analysts), mean target USD 27.57 (range 21.78–34.84).
- Total return with dividends: 1Y +6.4% vs S&P 500 +14.9%; 5Y -27.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-17, EPS estimate USD 3.21, revenue estimate $14.0B.
Superinvestors (SEC 13F-HR, Q2 2026) (ZTO)
1 of 80 tracked investors hold ZTO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.48% | $164M | Reduced -1.9% |
Analysts (ZTO)
Consensus Buy (mean 2.00 on a 1–5 scale), 17 analysts; mean target USD 27.57 (low 21.78, high 34.84).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Goldman Sachs | Downgrade | Buy → Neutral | $25 → $22 |
| 2026-09-03 | JP Morgan | Downgrade | Overweight → Neutral | $29 → $22 |
Total return (dividends reinvested) (ZTO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +6.4% | -27.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +6.5% | -6.3% |
| Volatility (annualized) | 24.6% | 36.4% |
| Max drawdown | -25.1% (May 2026→Oct 2026) | -49.5% (Nov 2021→Jan 2024) |
ZTO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $3.21 | $3.66 | -12.3% | $14.04B | 3 |
| Next quarter (ends Dec 2026) | $3.42 | $4.15 | -17.7% | $16.40B | 3 |
| Current fiscal year (ends Dec 2026) | $13.54 | $13.81 | -2.0% | $57.79B | 12 |
| Next fiscal year (ends Dec 2027) | $15.02 | $15.40 | -2.5% | $62.60B | 12 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 20.06 |
|---|---|
| Change | ▲ 0.96% (up) |
| Previous Close | USD 19.87 |
| Open | USD 19.88 |
| Day Range | USD 19.8 – 20.09 |
| 52-Week Range | USD 18.18 – 26.2 |
| Volume | 2,165,452 shares |
| Market Cap | $15.00B |
| Exchange | NYQ |
Technical Analysis (ZTO)
Nexqual's technical model rates ZTO "SELL" based on 1 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 47.36 (neutral) |
| vs SMA50 | Below (USD 20.62) |
| MACD | -0.13 (negative) |
Analyst Ratings (ZTO)
Wall Street analysts rate ZTO "Buy" based on 17 analysts, with a mean price target of USD 27.57 (range USD 21.78–34.84), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 27.57 |
| High Target | USD 34.84 |
| Low Target | USD 21.78 |
| Buy / Hold / Sell | 13 / 4 / 0 |
Earnings (ZTO)
| Next Earnings Date | 2026-11-17 |
|---|---|
| EPS Estimate | USD 3.21 |
| Revenue Estimate | $14.04B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.79 vs est 3.41 ▲ beat |
| 2026-03-31 | USD 2.95 vs est 3.08 ▼ miss |
| 2025-12-31 | USD 3.31 vs est 3.15 ▲ beat |
| 2025-09-30 | USD 3.06 vs est 2.51 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (ZTO)
| Total Revenue | $54.21B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +23.00% |
| Gross Margin | +25.10% |
| Operating Margin | +22.18% |
| Profit Margin | +19.04% |
| ROE | +16.28% |
| Debt / Equity | 0.35 |
| Current Ratio | 1.67 |
| Total Cash | $31.31B |
| Total Debt | $22.04B |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (ZTO)
Nexqual rates ZTO Express (Cayman) Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Solid — Revenue +11% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 25%, operating 22% (last 12 months) |
| Balance Sheet | Solid — CNY 31.3B cash vs CNY 22.0B debt, net cash position |
| Cash Flow | Solid — Operating cash flow CNY 14.8B (TTM) |
| Efficiency | Solid — ROE 16%, ROA 7.4% |
Ownership (ZTO)
| Insider Ownership | +3.01% |
|---|---|
| Institutional Ownership | +11.91% |
| Shares Outstanding | 541.71M |
| Float | 395.15M |
| Short % of Float | +2.13% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (ZTO)
ZTO Express (Cayman) Inc. is led by Meisong Lai, Founder, Chairman & CEO, per Nexqual as of October 23, 2026 at 09:25 UTC.
| Founder, Chairman & CEO | Meisong Lai |
|---|---|
| COO & Executive Director | Hongqun Hu |
| VP of Infrastructure Management & Executive Director | Jilei Wang |
| President & VP of Information Technology | Jingxi Zhu |
| Chief Financial Officer | Huiping Yan |
Major Backers & Investors (ZTO)
Notable institutional backers of ZTO Express (Cayman) Inc. include Pzena Investment Management LLC, Goldman Sachs, Serenity Capital Management Pte. Ltd, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Pzena Investment Management LLC | 1.31% |
| Goldman Sachs | 0.95% |
| Serenity Capital Management Pte. Ltd | 0.91% |
| Temasek Holdings (Private) Ltd | 0.74% |
| Morgan Stanley | 0.74% |
| Fisher Asset Management, LLC | 0.63% |
| Platinum Investment Management Ltd | 0.36% |
| Todd Asset Management LLC | 0.34% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| FDXF | FedEx Freight Holding Company, | USD 111.02 | ▲ 2.84% |
| CHRW | C.H. Robinson Worldwide, Inc. | USD 142.31 | ▲ 0.96% |
| JBHT | J.B. Hunt Transport Services, I | USD 230.59 | ▲ 0.87% |
| EXPD | Expeditors International of Was | USD 196.19 | ▼ 0.42% |
| LSTR | Landstar System, Inc. | USD 169.39 | ▼ 1.1% |
| GXO | GXO Logistics, Inc. | USD 48.91 | ▲ 0.99% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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