ZTO icon

ZTO Express

19.20 USD
+0.26
1.37%
Updated Aug 26, 1:36 PM EDT
1 day
1.37%
5 days
-3.32%
1 month
-3.66%
3 months
14.56%
6 months
-1.69%
Year to date
0.89%
1 year
-6.07%
5 years
-41.48%
10 years
15.87%
 

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 7,431 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

333% more call options, than puts

Call options by funds: $139M | Put options by funds: $32.2M

8.2% less ownership

Funds ownership: 22.51% [Q1] → 14.31% (-8.2%) [Q2]

12% less funds holding

Funds holding: 202 [Q1] → 178 (-24) [Q2]

30% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 77

43% less capital invested

Capital invested by funds: $2.67B [Q1] → $1.52B (-$1.15B) [Q2]

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

64% less funds holding in top 10

Funds holding in top 10: 11 [Q1] → 4 (-7) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$21
9%
upside
Avg. target
$22
12%
upside
High target
$22
15%
upside

2 analyst ratings

positive
50%
neutral
50%
negative
0%
B of A Securities
Fan Tso
15%upside
$22
Neutral
Maintained
20 Aug 2025
JP Morgan
Lin Chen
9%upside
$21
Overweight
Upgraded
29 May 2025

Financial journalist opinion

Based on 7 articles about ZTO published over the past 30 days

Positive
Zacks Investment Research
4 days ago
ZTO Express Q2 Earnings Down Y/Y, 2025 Parcel Volume View Lowered
ZTO's second-quarter 2025 revenues benefit from growth in parcel volume.
ZTO Express Q2 Earnings Down Y/Y, 2025 Parcel Volume View Lowered
Negative
Seeking Alpha
6 days ago
ZTO Express: Both Earnings Miss And Regulatory Tailwinds Are Key Investment Considerations
I maintain my Hold rating on ZTO Express after factoring in its below-expectations bottomline and the Chinese express delivery industry's policy developments. The company's 2Q25 earnings came in below consensus due to slower parcel volume growth, ASP declines, and heightened industry competition. But potential regulatory intervention, such as imposing a floor on delivery charges, could possibly lessen competitive pressures for ZTO in the medium term.
ZTO Express: Both Earnings Miss And Regulatory Tailwinds Are Key Investment Considerations
Neutral
Seeking Alpha
6 days ago
ZTO Express (Cayman) Inc. (ZTO) Q2 2025 Earnings Call Transcript
ZTO Express (Cayman) Inc. (NYSE:ZTO ) Q2 2025 Earnings Conference Call August 19, 2025 8:00 PM ET Company Participants Huiping Yan - Chief Financial Officer Meisong Lai - Founder, Chairman & CEO Sophie Li - Investor Relations Director Conference Call Participants Aaron Luo - UBS Investment Bank, Research Division Dan Luo - Guosen Securities Co., Ltd., Research Division Qianlei Fan - Morgan Stanley, Research Division Operator Good day, and welcome to the ZTO Second Quarter and Half Year 2025 Financial Results Conference Call.
ZTO Express (Cayman) Inc. (ZTO) Q2 2025 Earnings Call Transcript
Neutral
PRNewsWire
6 days ago
ZTO Reports Second Quarter 2025 Unaudited Financial Results
Parcel Volume Increased 16.5% to 9.8 Billion Adjusted Net Income Reached RMB2.1 Billion US$0.30 per Share Interim Dividend Announced SHANGHAI , Aug. 19, 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 second quarter ended June 30, 2025 [1]. The Company grew parcel volume by 16.5% year over year while maintaining high quality of service and customer satisfaction.
ZTO Reports Second Quarter 2025 Unaudited Financial Results
Neutral
Zacks Investment Research
1 week ago
ZTO Gears Up to Report Q2 Earnings: Here's What You Should Know
ZTO eyes strong parcel volume growth for Q2 despite freight forwarding weakness and trade woes.
ZTO Gears Up to Report Q2 Earnings: Here's What You Should Know
Neutral
PRNewsWire
3 weeks ago
ZTO to Announce Second Quarter and Half-Year Interim Financial Results of 2025 on August 19, 2025 U.S. Eastern Time
SHANGHAI , July 31, 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 second quarter ended June 30, 2025 and its unaudited interim financial results for the half year ended June 30, 2025, after the U.S. market closes on August 19, 2025. ZTO's management team will host an earnings conference call at 8:30 P.M.
ZTO to Announce Second Quarter and Half-Year Interim Financial Results of 2025 on August 19, 2025 U.S. Eastern Time
Neutral
PRNewsWire
3 weeks ago
ZTO Express Announces Repurchase Right Notification for 1.50% Convertible Senior Notes due 2027
SHANGHAI , July 30, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and HKEX: 2057), a leading and fast-growing express delivery company in China ("ZTO" or the "Company"), today announced that it is notifying holders of its 1.50% Convertible Senior Notes due 2027 (CUSIP No. 98980AAB1) (the "Notes") that pursuant to the Indenture dated as of August 29, 2022 (the "Indenture") relating to the Notes by and between the Company and Citibank, N.A.
ZTO Express Announces Repurchase Right Notification for 1.50% Convertible Senior Notes due 2027
Negative
Zacks Investment Research
1 month ago
Here's Why Investors Should Avoid ZTO Express Stock Now
ZTO's Q1 costs surge 17.9%, straining profits as its current ratio slips to 1.05, signaling growing liquidity pressure.
Here's Why Investors Should Avoid ZTO Express Stock Now
Positive
Zacks Investment Research
2 months ago
ZTO Express Cayman (ZTO) Up 0.2% Since Last Earnings Report: Can It Continue?
ZTO Express Cayman (ZTO) reported earnings 30 days ago. What's next for the stock?
ZTO Express Cayman (ZTO) Up 0.2% Since Last Earnings Report: Can It Continue?
Neutral
PRNewsWire
2 months ago
ZTO Express Announces Results of Annual General Meeting
SHANGHAI , June 17, 2025 /PRNewswire/ -- ZTO Express (Cayman) Inc. (NYSE: ZTO and HKEX: 2057), a leading and fast-growing express delivery company in China ("ZTO" or the "Company"), today announced that each of the following proposed resolutions submitted for shareholder approval has been adopted as an ordinary resolution at its annual general meeting of shareholders held in Hong Kong today:   1. to receive and consider the audited consolidated financial statements of the Company and the reports of the directors and auditor of the Company for the year ended December 31, 2024; 2.
ZTO Express Announces Results of Annual General Meeting
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