Zillow Group (NASDAQ:Z) Stock Rating Upgraded by Zelman & Associates

Zillow Group (NASDAQ:Z) was upgraded by equities researchers at Zelman & Associates from a “hold” rating to a “strong-buy” rating in a note issued to investors on Thursday,Zacks.com reports.

Other analysts also recently issued research reports about the stock. Mizuho downgraded shares of Zillow Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 8th. Keefe, Bruyette & Woods reduced their price objective on Zillow Group from $80.00 to $65.00 and set a “market perform” rating for the company in a report on Monday. Needham & Company LLC reaffirmed a “hold” rating on shares of Zillow Group in a research report on Wednesday. Barclays upgraded Zillow Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 29th. Finally, JPMorgan Chase & Co. boosted 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. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $90.60.

Zillow Group Price Performance

Shares of Z stock opened at $43.82 on Thursday. The company has a fifty day moving average price of $66.23 and a two-hundred day moving average price of $74.16. Zillow Group has a one year low of $43.36 and a one year high of $93.88. The stock has a market cap of $10.61 billion, a P/E ratio of 486.94, a P/E/G ratio of 2.65 and a beta of 2.08.

Zillow Group (NASDAQ:Z) last released its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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. As a group, equities research analysts anticipate that Zillow Group will post 0.32 EPS for the current fiscal year.

Insider Buying and Selling

In other Zillow Group news, Director Erik C. Blachford sold 965 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $72.51, for a total transaction of $69,972.15. Following the transaction, the director owned 33,543 shares in the company, valued at $2,432,202.93. This trade represents a 2.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Bradley D. Owens sold 2,722 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $67.41, for a total value of $183,490.02. Following the sale, the general counsel owned 37,974 shares of the company’s stock, valued at approximately $2,559,827.34. The trade was a 6.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,928 shares of company stock valued at $270,937. 25.03% of the stock is owned by company insiders.

Hedge Funds Weigh In On Zillow Group

Institutional investors have recently modified their holdings of the business. Pittenger & Anderson Inc. boosted its stake in Zillow Group by 32.8% in the third quarter. Pittenger & Anderson Inc. now owns 546 shares of the financial services provider’s stock valued at $42,000 after buying an additional 135 shares in the last quarter. Brighton Jones LLC lifted its holdings in shares of Zillow Group by 2.5% in the second quarter. Brighton Jones LLC now owns 5,747 shares of the financial services provider’s stock worth $403,000 after acquiring an additional 140 shares during the last quarter. Lansforsakringar Fondforvaltning AB publ lifted its holdings in shares of Zillow Group by 0.3% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 48,575 shares of the financial services provider’s stock worth $3,743,000 after acquiring an additional 144 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Zillow Group by 20.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 954 shares of the financial services provider’s stock valued at $74,000 after purchasing an additional 162 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of Zillow Group by 58.6% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 441 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 163 shares during the last quarter. Institutional investors and hedge funds own 71.01% of the company’s stock.

Key Headlines Impacting Zillow Group

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

• Positive Sentiment: Zillow delivered revenue growth (~18% YoY) with strong gains in rentals and growing mortgage activity; management offered an upbeat revenue outlook for 2026, supporting longer-term growth narratives. Zacks: Q4 EPS Lags, Revenues Beat
• Positive Sentiment: The company returned to a small profit in Q4 (roughly $3M, vs. a loss year-ago) as for-sale and rentals revenue improved, validating parts of the operational turnaround. Company Q4 Results
• Neutral Sentiment: Some broker ratings are unchanged (Needham reaffirmed a “hold”), keeping analyst sentiment mixed rather than uniformly negative. Benzinga
• Negative Sentiment: Zillow missed EPS expectations (reported roughly $0.39 vs. consensus near $0.42), prompting analysts to trim forecasts and margin models—selling pressure followed the updates. Benzinga: Analysts Cut Forecasts
• Negative Sentiment: Multiple lawsuits from competitors and consumers targeting different parts of Zillow’s business have surfaced in coverage, increasing legal risk and investor uncertainty. Barron’s: Zillow Litigation
• Negative Sentiment: Keefe, Bruyette & Woods lowered its price target to $65, reflecting more cautious near-term expectations and adding pressure to valuation-sensitive investors. AmericanBankingNews: Price Target Cut

Zillow Group Company Profile

Zillow Group, Inc is an online real estate marketplace company that operates a portfolio of consumer-facing websites and mobile apps designed to connect buyers, sellers, renters, homeowners and real estate professionals. The company’s platforms aggregate property listings, rental listings, and related information to help users search for homes, estimate property values and connect with agents and service providers. Zillow generates revenue primarily through advertising and lead-generation services for real estate professionals, property managers and mortgage lenders.

Key products and services include the Zillow and Trulia consumer websites and apps, which provide searchable listings, photos, neighborhood data and the company’s automated home valuation tool known as the “Zestimate.” Zillow also offers a rentals marketplace, a mortgage marketplace and tools for home buying and selling such as Zillow Premier Agent for agent advertising and leads, as well as ancillary services designed to support transactions, including closing and title-related offerings.