Insider Selling: Zillow Group (NASDAQ:ZG) CAO Sells 2,164 Shares of Stock

Zillow Group, Inc. (NASDAQ:ZG) CAO Jennifer Rock sold 2,164 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $44.22, for a total value of $95,692.08. Following the sale, the chief accounting officer owned 39,026 shares of the company’s stock, valued at $1,725,729.72. The trade was a 5.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Zillow Group Stock Down 0.9%

Shares of ZG traded down $0.40 during midday trading on Friday, hitting $43.30. The company’s stock had a trading volume of 3,403,929 shares, compared to its average volume of 1,085,151. Zillow Group, Inc. has a one year low of $42.25 and a one year high of $90.22. The stock has a market capitalization of $10.48 billion, a price-to-earnings ratio of 481.16, a price-to-earnings-growth ratio of 2.62 and a beta of 2.04. The company’s fifty day simple moving average is $65.38 and its two-hundred day simple moving average is $72.06.

Zillow Group (NASDAQ:ZG) last released its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.39 earnings per share for the quarter, missing the consensus estimate of $0.42 by ($0.03). Zillow Group had a net margin of 0.89% and a return on equity of 0.56%. The business had revenue of $654.00 million during the quarter, compared to analyst estimates of $650.40 million. During the same period last year, the business earned $0.27 earnings per share. The business’s quarterly revenue was up 18.1% compared to the same quarter last year. On average, research analysts predict that Zillow Group, Inc. will post 0.32 earnings per share for the current year.

Key Zillow Group News

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

• Positive Sentiment: Zillow highlights a profitability milestone and faster rentals growth, which supports the company’s longer‑term path to sustainable earnings. Zillow Group Profitability Milestone Highlights Rentals Growth And Valuation Gap
• Neutral Sentiment: Citigroup cut its price target (from $100 to $78) but maintained a Buy rating, keeping upside expectations though at a lower valuation. Benzinga: Citigroup price target note
• Neutral Sentiment: Analyst commentary and features discuss potential catalysts and valuation tradeoffs — useful for investors weighing near‑term legal/earnings headwinds versus longer‑term revenue momentum. What Catalysts Are Recasting The Story For Zillow Group (ZG)?
• Negative Sentiment: Q4 adjusted EPS missed expectations (reported roughly $0.39 vs. consensus ~ $0.42), prompting heavy selling pressure and a sharp weekly decline. Earnings execution shortfall is the primary near‑term catalyst for the share drop. Zillow Stock Drops Nearly 20% This Week After Earnings Miss
• Negative Sentiment: Several analysts trimmed targets and/or ratings (Wells Fargo cut its target to $61; Barclays issued a Hold), reducing near‑term analyst support and pressuring sentiment. Wells Fargo & Company Cuts Zillow Group Price Target
• Negative Sentiment: Multiple insider sales were disclosed this week (including the General Counsel, CTO, COO, CAO and other insiders), which investors often view as a negative signal about confidence or a source of additional selling supply. Representative SEC filing: Insider Form 4 filing
• Negative Sentiment: Shares hit a new 12‑month low after the mix of the earnings miss, price‑target cuts and the spike in trading volume — signaling increased near‑term downside risk until clarity returns on margins and legal/headline issues. Zillow Group Sets New 12-Month Low Following Weak Earnings

Institutional Trading of Zillow Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ZG. Norges Bank acquired a new position in shares of Zillow Group in the 2nd quarter worth approximately $159,770,000. MFG Wealth Management Inc. bought a new position in Zillow Group during the third quarter worth $1,493,000. Y Intercept Hong Kong Ltd acquired a new position in Zillow Group in the third quarter valued at $1,443,000. ABC Arbitrage SA lifted its holdings in Zillow Group by 390.1% in the second quarter. ABC Arbitrage SA now owns 31,227 shares of the technology company’s stock valued at $2,139,000 after buying an additional 24,856 shares during the period. Finally, TD Asset Management Inc bought a new stake in Zillow Group during the second quarter valued at $262,000. Institutional investors and hedge funds own 20.32% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. DA Davidson set a $75.00 target price on shares of Zillow Group in a research note on Thursday. KeyCorp cut their price objective on Zillow Group from $90.00 to $75.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Barclays lowered their target price on Zillow Group from $72.00 to $66.00 and set an “equal weight” rating for the company in a report on Wednesday. Citigroup cut their price target on Zillow Group from $100.00 to $78.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Robert W. Baird set a $67.00 price objective on Zillow Group in a research note on Wednesday. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Zillow Group has a consensus rating of “Moderate Buy” and an average target price of $78.43.

About Zillow Group

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.