ZIM Integrated Shipping Services
About: ZIM Integrated Shipping Services Ltd is an asset-light container liner shipping company. It offers tailored services, including land transportation and logistical services, specialized shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. Its services include Cargo Services, Digital Services, Schedules, and Shipping Trades and Lines. Geographically, it derives a majority of its revenue from the Pacific trade region.
Employees: 4,850
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
49% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
2% less call options, than puts
Call options by funds: $206M | Put options by funds: $209M
7% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 45
3% less funds holding
Funds holding: 229 [Q4 2024] → 221 (-8) [Q1 2025]
4.55% less ownership
Funds ownership: 52.35% [Q4 2024] → 47.8% (-4.55%) [Q1 2025]
38% less capital invested
Capital invested by funds: $1.35B [Q4 2024] → $844M (-$508M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12.80
27%
downside
Avg. target
$14.67
16%
downside
High target
$17
3%
downside
3 analyst ratings
0 positive
0%
1 neutral
33%
2 negative
67%
Barclays Alexia Dogani | 19%downside $14.20 | Underweight Maintained | 28 May 2025 |
Jefferies Omar Nokta | 3%downside $17 | Hold Maintained | 20 May 2025 |
B of A Securities Muneeba Kayani | 27%downside $12.80 | Underperform Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 19 articles about ZIM published over the past 30 days
Neutral
Seeking Alpha
7 hours ago
ZIM Integrated Shipping: Israel's 17% Yielder Just Got More Appealing
Earlier this week, tensions between Israel and Iran hit a boiling point, as Israel bombed Iranian nuclear sites and Iran retaliated with drone attacks. Israel's ZIM Integrated Shipping operates in this increasingly complex context. ZIM faces threats from the ongoing Israel-Iran conflict; however, it also has an opportunity in the form of spiking shipping rates.
Neutral
Zacks Investment Research
3 days ago
Is ZIM Stock's Cheap Valuation Reason Enough to Bet on it?
ZIM's bargain valuation and big dividends appeal, but trade tensions, debt, and weak stock performance raise red flags.
Positive
Zacks Investment Research
1 week ago
ZIM Moves Ahead on Dividend Strength: A Sign of More Smooth Sailing?
ZIM's rising dividends, solid cash flow and more than 26% stock surge in the past 30 days hint at steadier seas ahead for the shipping firm.
Positive
Seeking Alpha
1 week ago
ZIM Integrated Shipping: 17% Yield Plus A Juicy Catalyst
ZIM Integrated Shipping benefits from improving shipping fundamentals, double-digit container volume growth, and a confirmed FY 2025 EBITDA outlook. Freight rates appear to have bottomed, and a potential U.S.-China trade compromise could drive a major recovery in shipping prices. The shipping company saw significant free cash flow and EBITDA growth and is paying investors an estimated 17% yield (on an annualized Q1'25 basis).
Positive
Benzinga
2 weeks ago
A Shipping Stock Poised To Benefit From Court-Imposed Tariff Pause
On May 28, 2025, the U.S. Court of International Trade (CIT) struck down President Trump's 10 percent post‑Liberation Day tariffs on consumer goods. Goldman Sachs dismissed the decision as a nothingburger, arguing the White House can simply re‑impose duties under other statutes.
Neutral
PRNewsWire
2 weeks ago
ZIM Updates on Withholding Tax Procedures on June 2025 Cash Dividend
HAIFA, Israel , May 29, 2025 /PRNewswire/ -- ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) ("ZIM" or the "Company"), a global container liner shipping company, hereby updates that in connection with the dividend distribution expected to take place June 9, 2025, as previously announced by the Company on May 19, 2025 (the "Dividend"), it had obtained an extension of the previously obtained tax ruling from the Israeli Tax Authority ("ITA") on tax withholding procedures relating to the payment of the Dividend to the Company's shareholders (the "Ruling").
Positive
Seeking Alpha
2 weeks ago
ZIM Integrated Shipping: Discount To BV Makes It A Serious Steal
ZIM Integrated Shipping delivered over 220% net profit growth in Q1 2025, driven by double-digit shipping volume increases, despite falling sea freight rates. The company reaffirmed its full-year profitability and dividend outlook, supporting my strong buy rating for long-term passive income potential. ZIM trades at about 47% discount to book value, offering a high margin of safety, amid reduced market uncertainty and ongoing industry growth projections.
Neutral
Zacks Investment Research
3 weeks ago
ZIM vs. SBLK: Which Shipping Company is a Stronger Play Now?
ZIM's asset-light model, strong dividends, and pricing power give it an edge over Star Bulk amid global trade tensions and the resultant volatility.
Positive
Zacks Investment Research
3 weeks ago
ZIM Q1 Earnings & Revenues Surpass Estimates, Rise Year Over Year
ZIM's first-quarter 2025 revenues benefit from an increase in freight rates and carried volume.
Positive
Seeking Alpha
3 weeks ago
ZIM Integrated's Q1 Triumph Vs. Scary Shipping Outlook
ZIM Integrated Shipping delivered a strong Q1 2025, beating earnings and revenue estimates, driven by higher carried volumes and robust freight rates. Temporary 90-day tariff suspension fuels a short-term shipping rush, likely ensuring 2-3 strong quarters for ZIM and supporting its attractive ~15% dividend yield. Despite current strength, the massive container ship order book and projected global fleet overcapacity signal significant medium-to-long-term headwinds for freight rates and ZIM's profitability.
Charts implemented using Lightweight Charts™