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ZIMMER BIOMET HOLDINGS, INC. (ZBH) SEC Filings, Aug-Sep 2026

ZBH NYSE

Zimmer Biomet Holdings, Inc. filings document a public medical technology company with common stock listed under ZBH and several registered notes listed on the New York Stock Exchange. Recent 8-K reports cover quarterly and annual operating results, updated financial guidance, executive officer departures and interim finance leadership, debt securities, and completed acquisition activity.

The company's proxy and event filings disclose board and executive compensation matters, governance votes, Section 12(b) securities, material agreements, senior unsecured debt obligations, and exhibits tied to earnings releases. These records frame Zimmer Biomet's capital structure, leadership changes, shareholder governance and financial reporting for its orthopedic and musculoskeletal technology business.

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ZIMMER BIOMET HOLDINGS, INC. (ZBH) officer Kevin R. Thornal, Group President–Global Business, reported selling 5,691 shares of common stock on September 11, 2026 in an open market or private transaction at $92.95 per share. Following this transaction, he reported holding no shares directly, and no Rule 10b5-1 trading plan is reported.

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ZIMMER BIOMET HOLDINGS, INC. (ZBH) is the issuer of common stock that Kevin R. Thornal plans to sell under Rule 144. The notice covers up to 5,691 shares of common stock, with an aggregate market value of $528,978.45, to be sold through Fidelity Brokerage Services LLC on the NYSE on or before September 11, 2026.

The shares are reported as having been acquired from the issuer on August 1, 2026 upon restricted stock vesting as compensation.

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ZIMMER BIOMET HOLDINGS, INC. (ZBH) executive Chad F. Phipps, Senior Vice President, Chief Legal & Corporate Affairs Officer and Secretary, reported selling 3,000 shares of common stock on September 4, 2026 in an open-market or private transaction at $98.35 per share. After this sale, he directly holds 65,231 shares, which include 471 shares acquired under the Employee Stock Purchase Plan and through dividend reinvestment through July 31, 2026. No Rule 10b5-1 trading plan is reported.

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Zimmer Biomet Holdings, Inc. (ZBH) announced a restructuring of its Americas and Global Business Group leadership, under which Kevin Thornal, Group President, Global Businesses and the Americas, will depart effective September 30, 2026, with severance benefits governed by the company’s Restated Executive Severance Plan.

Effective October 1, 2026, Gary Campbell will become President, Americas; Brian Hatcher will become President, Recon, S.E.T., CMFT, Neuro and Biosurgery; and Bradley Kessler will become President, Americas – Robotics, Technology and Data, all reporting to Chairman, President and CEO Ivan Tornos. Kessler’s role includes advancing the commercialization of Zimmer Biomet’s robotics and digital portfolio ahead of the expected 2027 launch of the Monogram next-generation orthopedic robot. The company also stated that it is reiterating its full-year 2026 financial outlook previously provided on August 5, 2026.

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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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FAQ

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

StockTitan tracks 146 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 15, 2026.