ZIM
ZIM Integrated Shipping Services Ltd.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jun 1 to Jun 4 3 days of insider sells: $1.3M by 1 insider, avg $25.00
- S Jun 12 1 insider sell $287.2K at $26.11
- R Aug 19 ZIM reported Q2 2026 revenue of $1.78B (+9% YoY) and net income of $…
- S Aug 21 to Aug 24 2 days of insider sells: $7.9M by 4 insiders, avg $28.27
- S Sep 4 to Sep 15 4 days of insider sells: $1.3M by 5 insiders, avg $29.83
- A Sep 14 Barclays upgrades
- R Sep 30 ZIM received a letter from the Israeli Government Companies Authorit…
- R Oct 6 ZIM raised its full-year 2026 guidance on October 6, 2026, increasin…
Signal stack
Where each data set points today.
- InsidersBEARISH
9 insiders sold $10.7M.
- InstitutionsMIXED
Q2 2026: 24 added (0 new), 23 trimmed or exited.
- AnalystsMIXED
1 of 12 rate it Buy or better. Median target $29.35 (−1%).
- EstimatesRISING
Current-quarter EPS estimate $1.461 → $5.240 over 90 days. 1 up, 0 down in 30 days.
- TrendRANGE
2% above its 50-day average.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 12.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | ADD | $137.3M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $48.1M |
| ALLIANCEBERNSTEIN L.P. | ADD | $43.1M |
| Qube Research & Technologies Ltd | ADD | $40.6M |
| OMERS ADMINISTRATION Corp | ADD | $14.1M |
| GROUP ONE TRADING LLC | ADD | $13.3M |
| CITADEL ADVISORS LLC | TRIM | $12.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | $8.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is inside the target range. Median implies −1%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | JP Morgan MAINTAIN | Underweight |
| Sep 14, 2026 | Barclays UPGRADE | Equal-Weight |
| Aug 27, 2026 | Barclays MAINTAIN | Underweight |
| Jun 30, 2026 | JP Morgan MAINTAIN | Underweight |
| Jun 30, 2026 | Barclays MAINTAIN | Underweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | Tiran Assaf EVP Cross Suez & Atlantic BU | SELL | $46.4K |
| Sep 15, 2026 | Tiran Assaf EVP Cross Suez & Atlantic BU | SELL | $93.1K |
| Sep 15, 2026 | Tiran Assaf EVP Cross Suez & Atlantic BU | EXERCISE | 17,816 sh |
| Sep 15, 2026 | Tiran Assaf EVP Cross Suez & Atlantic BU | EXERCISE | 7,778 sh |
| Sep 14, 2026 | Dotan Saar EVP Countries & BD | SELL | $115.7K |
| Sep 14, 2026 | Dotan Saar EVP Countries & BD | SELL | $676.6K |
| Sep 14, 2026 | Dotan Saar EVP Countries & BD | EXERCISE | 22,396 sh |
| Sep 8, 2026 | Dotan Saar EVP Countries & BD | SELL | $87.6K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $5.24 | $5.24–$5.24 | +29.5% | $2.6B |
| Next Q | $4.18 | $4.18–$4.18 | +62.1% | $2.5B |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
12 filings · 2 bullish · 2 bearish · 8 neutral- NEUTRAL 6-KOct 15, 2026
ZIM filed a 6-K furnishing its proxy statement for the Annual General Meeting scheduled for…
Routine annual meeting proxy filing with no new financial data or strategic updates. Monitor the December 1 meeting for any unexpected shareholder proposals or voting outcomes, but no near-term…
- BULLISH 6-KOct 6, 2026
ZIM raised its full-year 2026 guidance on October 6, 2026, increasing Adjusted EBITDA midpoint by…
The magnitude of the guidance raise (30% on EBITDA, 72% on EBIT) is unusually large and likely to drive significant upward earnings revisions. Watch for the Q3 2026 earnings release for actual…
- BEARISH 6-KSep 30, 2026
ZIM received a letter from the Israeli Government Companies Authority (GCA) stating it has ceased…
The GCA's cessation of the approval process is a material regulatory setback. Monitor for Hapag-Lloyd's revised proposal submission and any subsequent GCA response. The merger's fate hinges on the…
- NEUTRAL CLUSTERSep 16, 2026
Four ZIM executives sold a total of ~$838K in open-market sales over a one-week window, led by EVP…
The cluster of open-market sales by multiple C-suite executives, particularly the EVP's $677K sale, is notable but not alarming given the small size relative to market cap. Monitor for any…
All ZIM filing & press-release reports (12)
- 6-K reportOct 15, 2026
- 6-K reportOct 6, 2026
- 6-K reportSep 30, 2026
- CLUSTER reportSep 16, 2026
- CLUSTER reportSep 15, 2026
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 9, 2026
- CLUSTER reportAug 26, 2026
- 6-K reportAug 19, 2026
- 6-K reportJun 1, 2026
- 6-K reportApr 23, 2026
- 6-K reportApr 15, 2026