ZTO Express
About: ZTO Express is China's largest express delivery company by parcel volume, with a volume share of 22.1% in 2022. It operates a network partner model where it provides line-haul transportation and sorting services, while its local network partners provide first-mile pickup and last-mile delivery services under the ZTO brand name. Headquartered in Shanghai, the company was founded in 2002 by Meisong Lai, who remains chair, CEO, and its major shareholder with 77% voting rights as of June 30, 2023. ZTO's strategic shareholder is leading China e-commerce company Alibaba Group with around an 11.7% interest.
Employees: 24,477
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
829% more call options, than puts
Call options by funds: $276M | Put options by funds: $29.7M
38% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 11 (+3) [Q1 2025]
15% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 34
2% more funds holding
Funds holding: 197 [Q4 2024] → 200 (+3) [Q1 2025]
1.88% less ownership
Funds ownership: 24.37% [Q4 2024] → 22.49% (-1.88%) [Q1 2025]
7% less capital invested
Capital invested by funds: $2.88B [Q4 2024] → $2.67B (-$209M) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 73
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19
9%
upside
Avg. target
$21
21%
upside
High target
$23
30%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
JP Morgan Lin Chen | 20%upside $21 | Overweight Upgraded | 29 May 2025 |
Citigroup Lu Xu | 30%upside $23 | Buy Maintained | 22 May 2025 |
B of A Securities Fan Tso | 9%upside $19 | Neutral Downgraded | 22 May 2025 |
HSBC Parash Jain | 26%upside $22 | Buy Upgraded | 14 Apr 2025 |
Financial journalist opinion
Based on 5 articles about ZTO published over the past 30 days
Neutral
Seeking Alpha
1 week ago
ZTO Express: Parcel Boom Meets Margin Gloom
ZTO Express' Q1 results missed expectations due to lower ASPs, reflecting intense price competition despite strong parcel volume growth. We maintain a HOLD rating, citing macroeconomic uncertainty, competitive pressures, and margin compression as reasons for caution. ZTO's operational efficiency, e-commerce partnerships, and reverse logistics growth are positives, but pricing pressure and margin risks persist.
Negative
Zacks Investment Research
2 weeks ago
Here's Why Investors Should Avoid ZTO Express Stock Now
The surge in operating expenses does not bode well for ZTO. A weak liquidity position also hurts the company's prospects.
Neutral
Zacks Investment Research
3 weeks ago
ZTO Express Q1 Earnings Flat Y/Y, Revenues Miss Estimates
ZTO's first-quarter 2025 revenues benefit from growth in parcel volume.
Neutral
Seeking Alpha
3 weeks ago
ZTO Express (Cayman) Inc. (ZTO) Q1 2025 Earnings Call Transcript
ZTO Express (Cayman) Inc. (NYSE:ZTO ) Q1 2025 Results Conference Call May 20, 2025 8:30 PM ET Company Participants Sophie Li - Corporate Secretary and Director of Capital Markets Meisong Lai - Chairman and CEO Huiping Yan - CFO Conference Call Participants Ronald Keung - Goldman Sachs Qianlei Fan - Morgan Stanley Amy Han - Citigroup Operator Please note this event is being recorded. I would now like to turn the conference over to Sophie Li, Head of Capital Markets.
Neutral
PRNewsWire
3 weeks ago
ZTO Reports First Quarter 2025 Unaudited Financial Results
Parcels Volume Increased 19.1% to 8.5 Billion Adjusted Net Income Grew 1.6 % to RMB2.3 Billion Annual Volume Guidance Reiterated to Grow 20%-24% SHANGHAI , May 20, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057), a leading and fast-growing express delivery company in China ("ZTO" or the "Company"), today announced its unaudited financial results for the first quarter ended March 31, 2025[1]. The Company grew parcel volume by 19.1% year over year while maintaining high quality of service and customer satisfaction.
Neutral
Zacks Investment Research
1 month ago
What's in the Cards for ZTO Express Stock in Q1 Earnings?
The trade war between the United States and China is expected to have an impact on ZTO's prospects in the to-be-reported quarter.
Neutral
PRNewsWire
1 month ago
ZTO Express to Hold Annual General Meeting on June 17, 2025
SHANGHAI , April 29, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and HKEX: 2057) ("ZTO" or the "Company"), a leading and fast-growing express delivery company in China, today announced that it will hold its annual general meeting of shareholders ("AGM") on Tuesday, June 17, 2025, at 2 p.m. (local time), at 9/F, The Center, 99 Queen's Road Central, Central, Hong Kong, for the purposes of considering and, if thought fit, passing each of the Proposed Resolutions as defined and set forth in the notice of the AGM (the "AGM Notice").
Neutral
PRNewsWire
1 month ago
ZTO to Announce First Quarter Financial Results on May 20, 2025 U.S. Eastern Time
SHANGHAI , April 29, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057) ("ZTO" or the "Company"), a leading and fast-growing express delivery company in China, today announced that it will release its unaudited financial results for the first quarter ended March 31, 2025, after the U.S. market closes on May 20, 2025. ZTO's management team will host an earnings conference call at 8:30 P.M.
Negative
Zacks Investment Research
1 month ago
Why Is ZTO Express Cayman (ZTO) Down 13.8% Since Last Earnings Report?
ZTO Express Cayman (ZTO) reported earnings 30 days ago. What's next for the stock?
Neutral
PRNewsWire
1 month ago
ZTO Files Annual Report on Form 20-F for Fiscal Year 2024
SHANGHAI , April 17, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and SEHK: 2057), a leading and fast-growing express delivery company in China ("ZTO" or the "Company"), today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission ("SEC") on April 17, 2025. The annual report on Form 20-F can be accessed on the Company's investor relations website at http://zto.investorroom.com as well as the SEC's website at http://www.sec.gov.
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