Zillow Group’s (ZG) “Overweight” Rating Reaffirmed at Piper Sandler

Piper Sandler restated their overweight rating on shares of Zillow Group (NASDAQ:ZG) in a report issued on Wednesday,Benzinga reports. Piper Sandler currently has a $70.00 price target on the technology company’s stock, down from their previous price target of $85.00.

Other equities analysts have also issued research reports about the company. JPMorgan Chase & Co. raised their price target on Zillow Group from $94.00 to $95.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Barclays cut their target price on shares of Zillow Group from $72.00 to $66.00 and set an “equal weight” rating on the stock in a research report on Wednesday. UBS Group set a $80.00 price target on shares of Zillow Group in a research report on Wednesday. Sanford C. Bernstein dropped their price objective on shares of Zillow Group from $105.00 to $95.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Finally, Cantor Fitzgerald reduced their price objective on shares of Zillow Group from $68.00 to $56.00 and set a “neutral” rating for the company in a research note on Wednesday. Fifteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $80.13.

Zillow Group Price Performance

ZG stock traded down $1.12 during mid-day trading on Wednesday, reaching $43.98. The company had a trading volume of 667,396 shares, compared to its average volume of 924,241. The firm has a 50 day moving average of $65.97 and a 200 day moving average of $72.26. Zillow Group has a 12 month low of $43.80 and a 12 month high of $90.22. The company has a market capitalization of $10.65 billion, a PE ratio of 487.95, a price-to-earnings-growth ratio of 3.16 and a beta of 2.04.

Zillow Group (NASDAQ:ZG) last announced its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). The firm had revenue of $654.00 million during the quarter, compared to analysts’ expectations of $650.40 million. Zillow Group had a net margin of 0.89% and a return on equity of 0.56%. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.27 EPS. Analysts anticipate that Zillow Group will post 0.32 EPS for the current year.

Insider Activity at Zillow Group

In other news, CFO Jeremy Hofmann sold 7,865 shares of the firm’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $69.53, for a total transaction of $546,853.45. Following the completion of the sale, the chief financial officer directly owned 70,811 shares in the company, valued at $4,923,488.83. This trade represents a 10.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Dan Spaulding sold 5,455 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $69.40, for a total value of $378,577.00. Following the completion of the transaction, the insider directly owned 50,342 shares of the company’s stock, valued at $3,493,734.80. This represents a 9.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 28,103 shares of company stock valued at $1,956,109. 17.14% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Zillow Group

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC grew its position in shares of Zillow Group by 78.9% during the 3rd quarter. Smartleaf Asset Management LLC now owns 424 shares of the technology company’s stock worth $33,000 after buying an additional 187 shares during the period. First Command Advisory Services Inc. bought a new stake in shares of Zillow Group in the fourth quarter valued at about $34,000. Global Retirement Partners LLC grew its position in Zillow Group by 4,130.0% during the 4th quarter. Global Retirement Partners LLC now owns 846 shares of the technology company’s stock worth $58,000 after acquiring an additional 826 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in Zillow Group by 23.1% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,033 shares of the technology company’s stock worth $80,000 after acquiring an additional 194 shares during the last quarter. Finally, Group One Trading LLC lifted its holdings in shares of Zillow Group by 884.7% during the third quarter. Group One Trading LLC now owns 1,477 shares of the technology company’s stock worth $110,000 after purchasing an additional 1,327 shares during the period. 20.32% of the stock is currently owned by hedge funds and other institutional investors.

Key Zillow Group News

Here are the key news stories impacting Zillow Group this week:

• Positive Sentiment: Q4 revenue beat and business momentum — Zillow reported Q4 revenue of $654M (up ~18% y/y) and highlighted strong growth in rentals and mortgages, plus a move back to quarterly profitability that supports the longer‑term narrative of durable growth. Zillow Group Profitability Milestone Highlights Rentals Growth And Valuation Gap
• Positive Sentiment: Revenue guidance above consensus — management issued Q1 revenue guidance of $700M–$710M, which is above Wall Street’s consensus and reinforces top‑line momentum even as margins remain pressured. Zillow Group Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Some analysts see upside but remain cautious — Keefe Bruyette raised its price target to $80 from $65 but kept a Market Perform rating, reflecting uncertainty (e.g., around the Compass trial) even as some upside is acknowledged. Here’s What Analysts Are Saying About Zillow Group (ZG)
• Negative Sentiment: EPS miss and margin pressure — Zillow reported adjusted EPS of $0.39 vs. consensus ~$0.42; higher costs and margin pressure were noted, which prompted immediate investor selling. Zillow stock falls after Q4 earnings miss
• Negative Sentiment: Analysts cut forecasts and price targets — multiple firms (Barclays, Cantor Fitzgerald, Wells Fargo and others) trimmed price targets and estimates after the print, signaling reduced near‑term expectations and adding selling pressure. Zillow Analysts Cut Their Forecasts After Q4 Earnings
• Negative Sentiment: Litigation risks spotlighted — coverage points to an uptick in lawsuits from competitors and consumers across business lines, increasing headline risk and uncertainty about future liabilities. Zillow Faces a Wave of Litigation. What Is Dragging the Stock.
• Negative Sentiment: Market reaction summary — investor writeups and commentaries explain the drop as a rotation away from growth names with short‑term misses and rising risk (earnings shortfall + analyst downgrades + legal headlines). Why Zillow Stock Dropped Today

Zillow Group Company Profile

Zillow Group (NASDAQ:ZG) is a U.S.-based online real estate marketplace that connects consumers, real estate professionals and mortgage lenders through a suite of digital products and advertising services. Founded in 2006 by Rich Barton and Lloyd Frink and headquartered in Seattle, Washington, the company operates a portfolio of consumer-facing brands and tools designed to simplify home search, rental discovery, valuation and mortgage shopping.

Zillow’s core products include its consumer websites and mobile apps that list homes for sale and rent, the Zestimate automated home value estimate, and marketplaces that connect buyers and renters with agents and lenders.