ZGNConsumer Cyclical · Apparel ManufacturingThe 13 Wall Street analysts covering Ermenegildo Zegna NV hold a median 12-month price target of $15 — +11.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 22 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Ermenegildo Zegna NV on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (78): The shares have been drifting up relative to others.
Value (19): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ZGN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.0% from it.
Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Oct 2026 | HSBC | Initiates | Buy | $16 |
| 5 Oct 2026 | UBS | Maintains | Buy | $16 → $15 |
| 4 Sept 2026 | TD Cowen | Maintains | Buy | $17 → $15 |
| 4 Sept 2026 | TD Cowen | Maintains | Buy | — |
| 4 Sept 2026 | UBS | Maintains | Buy | $15 → $16 |
| 4 Sept 2026 | UBS | Maintains | Buy | — |
| 24 July 2026 | TD Cowen | Maintains | Buy | $15 → $17 |
| 24 July 2026 | TD Cowen | Maintains | Buy | — |
| 30 June 2026 | JP Morgan | Maintains | Overweight | $13 → $14 |
| 30 June 2026 | JP Morgan | Maintains | Overweight | — |
| 17 June 2026 | Goldman Sachs | Downgrade | Neutral | — |
| 20 May 2026 | TD Cowen | Upgrade | Buy | — |
| 1 May 2026 | TD Cowen | Maintains | Hold | — |
| 16 Jan 2026 | B of A Securities | Downgrade | Neutral | — |
| 24 Oct 2025 | UBS | Maintains | Neutral | — |
| 14 Oct 2025 | Jefferies | Initiates | Buy | — |
| 23 Sept 2025 | B of A Securities | Maintains | Buy | — |
| 15 Sept 2025 | JP Morgan | Initiates | Overweight | — |
| 16 Jan 2025 | B of A Securities | Upgrade | Buy | — |
| 22 Nov 2024 | Morgan Stanley | Initiates | Underweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ZGN appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Ermenegildo Zegna NV returned +30.6% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 53% of US stocks
Cheaper than 29% of US stocks
Cheaper than 9% of US stocks
Higher than 43% of US stocks
Higher than 11% of US stocks
Higher than 59% of US stocks
Higher than 57% of US stocks
Higher than 60% of US stocks
Higher than 69% of US stocks
Higher than 91% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Ermenegildo Zegna NV has a market value of $3.5B and an enterprise value of $5.0B.
Trailing P/E: 39.3×; forward P/E: 23.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.01%, paying out 40% of earnings.
Ermenegildo Zegna NV employs 7,600 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Ermenegildo Zegna NV — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Ermenegildo Zegna reported third-quarter 2026 revenue of €434 million, up 8% organically year over year. Direct-to-consumer growth across all regions offset pressure in parts of wholesale and a tougher consumer backdrop in Greater China for Thom Browne.
Why it matters — The update highlights organic growth and the channels and markets that supported or weighed on quarterly performance.
Seeking Alpha published a transcript of Ermenegildo Zegna N.V.’s Q3 2026 sales/trading call.
Why it matters — The transcript provides ZGN watchers with the company’s discussion of its Q3 2026 sales and trading.
Ermenegildo Zegna Group reported unaudited revenue of €1,421.1 million for the first nine months of 2026, up 7.2% year over year (8.9% organic). Third-quarter revenue was €433.8 million, up 8.9% year over year (8.2% organic).
Why it matters — The report gives ZGN watchers an update on revenue growth across the first nine months and the third quarter of 2026.
Zacks Investment Research compares Urban Outfitters and Ermenegildo Zegna as apparel and footwear stocks, framing the article around which may offer better value to investors.
Why it matters — The comparison places ZGN in a value-focused discussion alongside Urban Outfitters, though the excerpt gives no conclusion about which stock offers better value.
Zacks Investment Research has published a comparison piece examining Urban Outfitters (URBN) and Ermenegildo Zegna N.V. (ZGN) as potential value investments in the Retail - Apparel and Shoes sector, asking which of the two stocks currently presents the better value opportunity. The article frames the question for investors considering both companies.
Why it matters — ZGN watchers would care because the piece positions Ermenegildo Zegna in a direct value-focused comparison against a major apparel peer, potentially influencing how investors assess the stock's relative appeal.
The 13 Wall Street analysts covering Ermenegildo Zegna NV have a median 12-month price target of $15, with estimates ranging from $11 to $16. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Ermenegildo Zegna NV, 9 rate it a Buy, 3 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Ermenegildo Zegna NV 37 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Ermenegildo Zegna NV ranks 37 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (78 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +11.0% from the last close, and Ticker Nerd's factor model ranks Ermenegildo Zegna NV 37 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Ermenegildo Zegna NV publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ZGN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $16 over the next 12 months.
Ermenegildo Zegna NV returned +30.6% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Ermenegildo Zegna N.V. Ordinary Shares represent the publicly traded equity of Ermenegildo Zegna N.V., the parent company of the Zegna Group.
The most recent item we track (MarketBeat, 23 Oct 2026): "What Ermenegildo Zegna (ZGN) Said on Its Q3 Earnings Call". Ermenegildo Zegna reported third-quarter 2026 revenue of €434 million, up 8% organically year over year. Direct-to-consumer growth across all regions offset pressure in parts of wholesale and a tougher consumer backdrop in Greater China for Thom Browne.
Ermenegildo Zegna N.V. Ordinary Shares represent the publicly traded equity of Ermenegildo Zegna N.V., the parent company of the Zegna Group. The company designs, produces, markets, and distributes luxury apparel and accessories worldwide, with a strong focus on menswear, including tailored clothing, casualwear, footwear, leather goods, and fragrances. Its portfolio also includes women’s and children’s clothing and selected accessories, reflecting a broader presence across the luxury fashion market. The business serves consumers through a global brand platform that combines high-end craftsmanship, premium materials, and a diversified product mix across fashion categories. Ermenegildo Zegna N.V. plays a notable role in the luxury goods sector by positioning the Zegna brand alongside other international premium labels and by extending its reach through complementary brand offerings within the group.
CEO Mr. Gianluca Ambrogio Tagliabue · 7,600 employees · Italy · https://www.zegnagroup.com
