ZBH at a glance
Zimmer Biomet (ZBH, SEC CIK 1136869) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Zimmer Biomet (ZBH) reported revenue of $8.2 billion (up 7.2% from FY2024) and net income of $705.1 million. Diluted EPS was $3.55.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Zimmer Biomet (ZBH) shares worth $6.3 billion in 13F-HR filings.
- In the last 90 days, ZBH insiders reported 0 open-market purchases ($0) and 2 open-market sales ($824K) on Form 4, a net sale of $824K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.2B
- +7.2% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$824K
- 13F holders
- 45 funds
- $6.3B · +3 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not detailed in this section; focuses on corporate governance and compliance policies
- Adoption of Zimmer Biomet Code of Ethics for CEO and senior financial officers, publicly accessible online
- Implementation of insider trading policy for directors, senior management, and employees, included as exhibit in 10-K
- Corporate governance and executive compensation details incorporated by reference from 2026 Proxy Statement
- No new products, services, or strategic shifts disclosed within this filing's Business section
Risk Factors
- Cybersecurity risk oversight by Audit Committee with immediate escalation of material incidents to board
- Potential operational disruption from evolving global cybersecurity threats monitored by specialized global security team
- Cybersecurity incident review managed by cross-functional subcommittee including info security, legal, accounting, internal audit
- Leadership by VP CISO with 30+ years IT security experience driving cybersecurity program and reporting to Audit Committee
- Security operations team includes advanced degree and certified professionals supporting ongoing cybersecurity enhancements
Management Discussion & Analysis
- Revenue $8,231.5M in 2025, up 7.2% YoY from $7,678.6M, driven by Paragon 28 acquisition (+2.5%), market growth, and currency effects (+0.8%)
- Operating margin 13.3% in 2025 vs 16.7% in 2024, decline due to inventory charges (~$170M), acquisition/integration costs, tariffs, and higher compensation
- Best segment Americas: operating profit $2,645.7M (51.4% of sales), worst Asia Pacific: operating profit $446.0M (35.5% margin), both margins down YoY
- Operating cash flow $1,697.1M up from $1,499.4M; investing cash outflow $1,975.7M mainly for acquisitions ($1,393.2M); financing cash inflow $326.0M with $487M share buybacks and dividend payments of $0.24/share quarterly
- 2026 outlook: net sales growth 2.5%-4.5%, operating profit to increase YoY; risks include inflation, interest expense, effective tax rate increase, and go-to-market execution changes
AI summary of the ZBH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material risk-factor changes disclosed from the 2025 Form 10-K
- Debt refinancing risk from June 26, 2026 five-year and 364-day revolving credit agreements
- Liquidity exposure from $1.0 billion remaining under the $1.5 billion share-repurchase authorization
- Broad carried-forward business, financial-condition, and operating risks remain potentially material
AI summary of the ZBH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Group President Kevin Thornal departing September 30, 2026 following restructuring of his position
- Leadership transition affects Global Businesses and Americas operations
Item EX-99.1: Item EX-99.1
- Effective October 1, Gary Campbell becomes President, Americas, leading commercial strategy across the United States, Canada and Latin America
- Brian Hatcher expands to global portfolio leadership, adding Knees and Hips to Recon, S.E.T., CMFT, Neuro and Biosurgery
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 5, 2026
Item EX-99.1: Item EX-99.1
- Q2 net sales $2.177B, up 4.8% reported and 4.0% organic constant currency, confirming broad-based growth
- Adjusted EPS $2.07 was flat year over year despite reported diluted EPS rising 33.8% to $1.03
Item EX-99.1: Item EX-99.1
- Exhibit recasts 2025 Form 10-K segment information only; no underlying financial restatement or broader update
- Foot and Ankle EMEA and Asia Pacific results shifted into the Americas operating segment
Item 8.01: Other Events
- Operating-segment recast reflects changed CODM reporting responsibilities beginning Q1 2026
- Europe, Middle East and Africa plus Asia Pacific Foot and Ankle results moved into Americas
AI summaries of ZBH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ZBH
Don't miss the next ZBH filing
- Alerts as it files. A push when ZBH files an 8-K or an insider trades.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Campbell Gary Craig | M | Oct 1, 2026 | 1,218 | - |
| Campbell Gary Craig | M | Oct 1, 2026 | 2,368 | - |
| Campbell Gary Craig | M | Oct 1, 2026 | 1,218 | - |
| Campbell Gary Craig | M | Oct 1, 2026 | 2,368 | - |
| Campbell Gary Craig | F | Oct 1, 2026 | 480 | $88.42 |
| Campbell Gary Craig | F | Oct 1, 2026 | 932 | $88.42 |
| HIGGINS ARTHUR J | A | Sep 30, 2026 | 306.066 | - |
| Hilado Maria Teresa | A | Sep 30, 2026 | 375.626 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.7B | $8.2B |
| Operating Income | - | $1.3B | $1.1B |
| Net Income | $1.0B | $903.8M | $705.1M |
| Op. Margin | - | 16.7% | 13.3% |
| Net Margin | - | 11.8% | 8.6% |
| Balance Sheet | |||
| Total Assets | $21.5B | $21.4B | $23.1B |
| Equity | - | $12.5B | $12.7B |
| ROE | - | 7.2% | 5.6% |
| Per Share | |||
| EPS | $4.88 | $4.43 | $3.55 |
| Cash Flow | |||
| Operating CF | - | $1.5B | $1.7B |
| CapEx | $291.1M | $203.8M | $224.5M |
Source: XBRL data in Zimmer Biomet (ZBH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ZBH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $6.34B |
| Q1 2026 | 42 | $7.08B |
| Q4 2025 | 40 | $7.36B |
| Q3 2025 | 47 | $8.81B |
| Q2 2025 | 41 | $8.18B |
| Q1 2025 | 43 | $6.99B |
| Q4 2024 | 38 | $5.64B |
| Q3 2024 | 36 | $2.61B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 332 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ZBH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - |
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ZBH SEC filings: frequently asked questions
Are ZBH insiders buying or selling?
In the last 90 days, Zimmer Biomet (ZBH) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $824,028 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ZBH stock?
As of June 30, 2026, the largest Zimmer Biomet (ZBH) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), Vanguard Capital Management LLC ($1.1 billion), State Street Corp ($766.3 million), Vanguard Portfolio Management LLC ($726.8 million), T. Rowe Price Group ($413.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ZBH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Zimmer Biomet (ZBH) reported revenue of $8.2 billion (up 7.2% from FY2024) and net income of $705.1 million. Diluted EPS was $3.55. The figures come from the XBRL data in the 10-K.
What are the main risks in ZBH's latest 10-K?
In the 10-K filed February 20, 2026, Zimmer Biomet (ZBH) flagged: Cybersecurity risk oversight by Audit Committee with immediate escalation of material incidents to board. Potential operational disruption from evolving global cybersecurity threats monitored by specialized global security team. (AI summary of the Risk Factors section.)
What did ZBH report in its latest 8-K?
Zimmer Biomet (ZBH) filed an 8-K on September 8, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Group President Kevin Thornal departing September 30, 2026 following restructuring of his position.
What are the latest ZBH SEC filings?
Zimmer Biomet (ZBH) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 5, 2026.
What is ZBH's SEC CIK number?
Zimmer Biomet (ZBH)'s SEC Central Index Key (CIK) is 1136869. EDGAR lists every ZBH filing under that number.
Ask anything about ZBH
The research agent reads ZBH's filings, financials, insider trades and 13F holders, then answers with sources.