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ZIMMER BIOMET HOLDINGS, INC. (ZBH) SEC Filings

ZBH NYSE

Welcome to our dedicated page for ZIMMER BIOMET HOLDINGS SEC filings (Ticker: ZBH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ZIMMER BIOMET HOLDINGS's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ZIMMER BIOMET HOLDINGS's regulatory disclosures and financial reporting.

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ZIMMER BIOMET HOLDINGS, INC. (ZBH) is the issuer for a planned sale of restricted securities reported under Rule 144 on behalf of officer Chad F. Phipps. The notice covers 3,000 shares of common stock, with an indicated value of $295,050.30, to be sold through Fidelity Brokerage Services LLC on the NYSE on September 4, 2026.

The shares originated from multiple issuances by the company between 2019 and 2024, including dividend reinvestments and restricted stock vesting granted as compensation.

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Dodge & Cox filed an amended Schedule 13G reporting beneficial ownership of 24,124,735 shares of ZIMMER BIOMET HOLDINGS, INC. common stock, representing 12.5% of the class as of June 30, 2026. Dodge & Cox holds sole voting power over 22,808,935 shares and sole dispositive power over 24,124,735 shares, with no shared voting or dispositive power.

The filing notes that Dodge & Cox’s clients have the right to receive dividends and sale proceeds from these securities. Dodge & Cox Stock Fund, a registered investment company, holds 15,549,900 shares, or 8.0% of the outstanding common stock reported.

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Capital International Investors, a division of Capital Research and Management Company and affiliated investment management entities, reported beneficial ownership of 12,438,366 shares of Zimmer Biomet Holdings, Inc. common stock, representing 6.4% of the 193,462,482 shares believed to be outstanding. Capital International Investors has sole voting power over 12,279,364 shares and sole dispositive power over 12,438,366 shares, with no shared voting or dispositive power reported.

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Zimmer Biomet Holdings, Inc. is recasting selected 2025 financial disclosures to reflect changes in its operating segments after senior leadership responsibilities and reporting to the chief operating decision maker were realigned. Foot and Ankle businesses in EMEA and Asia Pacific and certain centralized R&D and global marketing costs are now reported in the Americas segment.

For 2025, net sales were $8,231.5 million, up 7.2 percent year over year, while net earnings declined to $705.1 million from $903.8 million. Earnings were pressured by approximately $170 million of inventory and instrument charges for products to be discontinued, acquisition and integration costs, higher interest expense linked to debt funding for the Paragon 28 and Monogram deals, U.S. tariffs, higher performance-based compensation, and increased spending on marketing, medical education and IT, partially offset by higher sales, favorable product and geographic mix, gains on equity investments, and lower restructuring and litigation costs.

The company expects 2026 net sales to grow 2.5 percent to 4.5 percent, with Paragon 28 contributing about 1.0 percent until its first anniversary and foreign exchange adding about 0.5 percent. Operating profit is estimated to increase on higher sales, fixed-cost leverage and restructuring savings, while inflation, U.S. commercial investments, higher net interest expense and a higher effective tax rate may offset some of these benefits. The recast does not amend other aspects of the original 2025 Form 10-K.

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Desai Chintan reported acquisition or exercise transactions in this Form 4 filing.

Zimmer Biomet Holdings, Inc. reported an equity award to executive Chintan Desai, President, APAC. On August 3, 2026, he received 10,168 restricted stock units (RSUs), each representing a contingent right to one share of common stock. One-third of the RSUs vest on each of August 3, 2027, 2028 and 2029, and following this award he holds 10,168 RSUs of this type.

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Zimmer Biomet Holdings, Inc. reported second‑quarter 2026 net sales of $2,177.0 million, up from $2,077.3 million a year earlier, and net earnings attributable to Zimmer Biomet of $198.3 million versus $152.8 million, with diluted EPS of $1.03 versus $0.77.

For the first six months, net sales were $4,263.7 million and net earnings attributable to Zimmer Biomet were $436.5 million compared with $3,986.4 million and $334.9 million. Net cash provided by operating activities reached $807.2 million, funding $349.8 million of investing outflows and $640.3 million of financing outflows including $500.8 million of share repurchases and $93.4 million of dividends.

Total assets were $22,797.8 million and cash and cash equivalents $410.0 million at June 30, 2026, with current and long‑term debt of $1,201.5 million and $6,277.5 million. The 2025 Restructuring Plan is expected to generate total pre‑tax charges of about $155.0 million, of which $146.5 million had been incurred, while recent Paragon 28 and Monogram acquisitions added goodwill and IPR&D in foot, ankle and robotics technologies.

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Zimmer Biomet Holdings reported second quarter 2026 results with net sales of $2.177 billion, up 4.8% year over year, including 4.7% growth on a constant-currency basis and 4.0% on an organic constant-currency basis. GAAP net earnings were $198.3 million and diluted EPS was $1.03, a 33.8% increase. Adjusted net earnings were $399.6 million and adjusted diluted EPS was $2.07. Operating cash flow reached $447.9 million and free cash flow was $308.3 million in the quarter.

Growth was balanced across geographies, with United States sales up 5.6% and international sales up 3.7%. By product category, Knees were roughly flat, Hips grew 5.0%, S.E.T. grew 6.4%, and Technology & Data, Bone Cement and Surgical grew 21.1% on a reported basis. For full‑year 2026, the company raised its outlook, now expecting reported revenue growth of 3.9%–4.9%, organic constant‑currency growth of 2.25%–3.25%, and adjusted diluted EPS of $8.47–$8.59. Zimmer Biomet also increased share repurchase expectations to up to $1 billion of common stock in fiscal 2026.

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ZIMMER BIOMET HOLDINGS executive Kevin R. Thornal exercised 9,957 Restricted Stock Units into 9,957 shares of common stock on August 1, 2026. To satisfy tax obligations on this RSU vesting, 4,266 shares were withheld at $92.68 per share. Following the transaction, Thornal held 19,913 RSUs, with the remaining units scheduled to vest half on August 1, 2027 and half on August 1, 2028.

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Zimmer Biomet Holdings, Inc. executive Desai Chintan, serving as President, APAC, filed an initial Form 3 as a reporting person. The report lists no stock transactions, holdings entries, or derivative positions for Zimmer Biomet securities in the structured data provided.

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ZBH shareholder Suketu Upadhyay submitted a Form 144 notice for a proposed sale of up to 7,668 shares of common stock through Fidelity Brokerage Services LLC. These shares have an aggregate market value of $712,050.48, when 193,462,482 common shares were outstanding, and are expected to be sold on or about July 16, 2026 on the NYSE.

The securities to be sold were acquired through restricted stock vesting as compensation on July 1, 2021 (2,543 shares), February 25, 2024 (2,483 shares), and March 6, 2024 (2,642 shares). Upadhyay also completed sales in the prior three months of 31,252 shares for $2,608,859.38 on May 12, 2026, 5,372 shares for $464,120.14 on May 19, 2026, and 4,560 shares for $410,696.40 on June 24, 2026.

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FAQ

How many ZIMMER BIOMET HOLDINGS (ZBH) SEC filings are available on StockTitan?

StockTitan tracks 132 SEC filings for ZIMMER BIOMET HOLDINGS (ZBH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ZIMMER BIOMET HOLDINGS (ZBH)?

The most recent SEC filing for ZIMMER BIOMET HOLDINGS (ZBH) was filed on September 4, 2026.