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USConsumer Cyclical

Ermenegildo Zegna NV (ZGN)

US · Consumer Cyclical · Apparel Manufacturing

$12.36+4.75%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$1.00B
Revenue YoY
+4.2%
Net profit
$23.5M
Profit YoY
-6.4%
EPS
$0.00
EPS estimate
$0.26
Net margin
2.3%

EPS came in at 0.00 against a street estimate of 0.26 — a miss of 100.0%.

Key statistics

Market cap
$5.00B
P/E
33.7
Forward P/E
21.1
P/B
4.09
Book value
$4.37
EPS (TTM)
$0.35
Dividend yield
1.03%
52-week high
$15.95
52-week low
$8.55
50-day MA
$13.67
200-day MA
$12.03
Beta
0.88

Analyst view

Analysts rate Ermenegildo Zegna NV a hold (3 buy, 3 hold, 1 sell out of 7) with an average price target of $14.51.

From the latest earnings call · 2026-09-03

MIXED Zegna brand delivered solid high-quality growth with 15% target EBIT margin. Thom Browne remains in transition with H2 breakeven expected. Tom Ford improving but still loss-making. FX headwinds easing H2. H1 2026 Zegna benefiting from untapped category penetration (triple-stretch, make-to-measure, eyewear, fragrances) and growing consumer base across geographies. China volatility affecting Thom Browne disproportionately. Analysts pressed on regional performance (China volatility vs Zegna resilience), Thom Browne wholesale timing delays, and cost phasing for H2 profitability. Management emphasized Zegna's category penetration strategy, Thom Browne's team/culture rebuild necessity, and Tom Ford's apparel upside. 2026-09-03…

Full summary in the app.

Shareholding

Insiders
70.25%
Institutions
28.89%

Largest institutional holders

FundStake
Temasek Holdings Ltd.10.15%
Barrow Hanley Mewhinney & Strauss LLC1.69%
T. Rowe Price Associates, Inc.1.47%
BlackRock Inc1.20%
Harris Associates L.P.0.91%
American Century Companies Inc0.85%
Eurizon Capital SGR SpA0.81%
Point72 Asset Management, L.P.0.74%

Corporate actions

ActionDetailDate
Dividend$0.14 / share
ex-date Jul 6, 2026 · pay Jul 29, 2026
2026-07-06

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Data updated 2026-09-18.