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 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,039% more call options, than puts
Call options by funds: $329M | Put options by funds: $28.9M
3.0% less ownership
Funds ownership: 27.38% [Q3] → 24.37% (-3.0%) [Q4]
17% less funds holding
Funds holding: 236 [Q3] → 197 (-39) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 8 (-2) [Q4]
30% less capital invested
Capital invested by funds: $4.1B [Q3] → $2.88B (-$1.22B) [Q4]
30% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 83
56% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 62
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$22
19%
upside
Avg. target
$23
22%
upside
High target
$23
24%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
HSBC Parash Jain 50% 1-year accuracy 1 / 2 met price target | 19%upside $22 | Buy Upgraded | 14 Apr 2025 |
JP Morgan Lin Chen 0% 1-year accuracy 0 / 1 met price target | 24%upside $23 | Neutral Downgraded | 20 Mar 2025 |
Financial journalist opinion
Based on 4 articles about ZTO published over the past 30 days
Neutral
PRNewsWire
1 day 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 day 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 week 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 week 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.
Neutral
Seeking Alpha
1 month ago
ZTO Express: Still Lack Of Strategic Clarity - Maintain 'Hold'
ZTO Express' Q4 2024 results showed double-digit growth in revenue, gross profit, and adjusted net income, but parcel volume growth lagged behind the industry. Persistent strategic ambiguity and intense competition in China's express delivery market limit ZTO's potential for market re-rating, justifying a "hold" rating. Despite increasing ASP and higher margins, ZTO's market share declined, reflecting management's struggle to balance profitability and volume growth.
Negative
Zacks Investment Research
1 month ago
Here's Why Investors Should Avoid ZTO Express Stock Now
The surge in operating expenses does not bode well for ZTO. A weakening liquidity position also hurts the company's prospects.
Neutral
Seeking Alpha
1 month ago
ZTO Express: Still Neutral Considering 2025 Goals And Potential Policies
I maintain a Hold rating for ZTO Express, following an evaluation of its outlook for the short term and long run. ZTOEF's ambitious volume growth target will likely be a drag on its '25 margins. In the mid-to-long term, the company might witness share gains and higher prices if insurance coverage for couriers becomes a requirement in China.
Neutral
Seeking Alpha
1 month ago
ZTO Express (Cayman) Inc. (ZTO) Q4 2024 Earnings Call Transcript
ZTO Express (Cayman) Inc. (NYSE:ZTO ) Q4 2024 Results Conference Call March 18, 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 Aaron Luo - UBS Operator Good day, and welcome to the ZTO Express Fourth Quarter and Full Year 2024 Financial Results Conference Call. [Operator Instructions] Please also note today's event is being recorded.
Negative
Zacks Investment Research
1 month ago
ZTO Express Lags on Q4 Earnings Estimates, Beats on Revenues
ZTO's fourth-quarter 2024 earnings and revenues increase year over year.
Neutral
PRNewsWire
1 month ago
ZTO Reports Fourth Quarter 2024 and Full Year 2024 Unaudited Financial Results
SHANGHAI, March 18, 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 fourth quarter and fiscal year ended December 31, 2024[1]. The Company grew parcel volume by 3.8 billion, or 12.6% year over year while maintaining high quality of service and customer satisfaction. Adjusted net income[2] increased 12.7% to reach RMB10.2 billion. Net cash generated from operating activities was RMB11,429.4 million.
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