Hapag Lloyd ZIM Deal Reshapes Valuation Outlook And Israeli Shipping Exposure

Simply Wall St

Mon, February 23, 2026 at 3:07 PM GMT+9 3 min read

In this article:

ZIM

+0.31%

HLAG.DE

+1.23%

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE.

Hapag-Lloyd has agreed to acquire ZIM Integrated Shipping Services in a proposed $4.2 billion deal.

The transaction includes a carve out of Israeli focused assets and the creation of a separate "New ZIM" controlled by FIMI Opportunity Funds.

The structure is designed to address Israeli national security and regulatory requirements, while consolidating global container shipping capacity.

ZIM Integrated Shipping Services (NYSE:ZIM), recently closing at $29.27, is entering a new chapter as it becomes the target of a multi billion dollar acquisition. The stock has had a very large 5 year return, together with a 3 year return of 176.8% and a 1 year return of 81.4%, which helps explain why this transaction is drawing close attention from investors. Shorter term, the shares are up 31.8% over the past week and 32.4% over the past month, with a year to date gain of 33.6%.

For investors, the key questions now center on how the separation of Israeli assets into “New ZIM” and the integration of the remaining operations into Hapag-Lloyd could affect future scale, cost structure, and exposure to Israeli maritime activity. The outcome will depend on regulatory decisions, national security reviews, and labor negotiations, all of which may shape how ZIM’s current public shareholders experience this proposed consolidation.

Stay updated on the most important news stories for ZIM Integrated Shipping Services by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on ZIM Integrated Shipping Services.

NYSE:ZIM Earnings & Revenue Growth as at Feb 2026

1 thing going right for ZIM Integrated Shipping Services that this headline doesn’t cover.

Quick Assessment

**⚖️ Price vs Analyst Target**: At US$29.27, ZIM trades about 31% above the US$22.30 analyst consensus, while the target range runs from US$8.70 to US$35.00.

**✅ Simply Wall St Valuation**: Our model suggests ZIM is trading about 30.1% below estimated fair value, indicating a discount to intrinsic value estimates.

**✅ Recent Momentum**: The 30 day return of roughly 32% shows investors have reacted strongly to the proposed Hapag Lloyd transaction.

There’s only one way to know the right time to buy, sell or hold ZIM Integrated Shipping Services. Head to the Simply Wall St company report for the latest analysis of ZIM Integrated Shipping Services’s Fair Value.

Key Considerations

📊 The deal could reshape ZIM's profile for investors as Israeli focused assets move to "New ZIM" while the rest is folded into a larger global operator.

📊 Watch how the final terms compare with current pricing, as well as any updates to earnings forecasts following regulatory and national security reviews.

⚠️ Analysts currently expect earnings to decline over the next few years, and there are four flagged risks including dividend sustainability and share price volatility.

 






Story continues  

Dig Deeper

For the full picture including more risks and rewards, check out the complete ZIM Integrated Shipping Services analysis. Alternatively, you can visit the community page for ZIM Integrated Shipping Services to see how other investors believe this latest news will impact the company’s narrative.

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include ZIM.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email [email protected]_

Terms and Privacy Policy

Privacy Dashboard

More Info