Zillow Group (NASDAQ:Z) Receives “Hold” Rating from Needham & Company LLC

Zillow Group (NASDAQ:Z)‘s stock had its “hold” rating restated by investment analysts at Needham & Company LLC in a research note issued on Wednesday,Benzinga reports.

Z has been the topic of several other research reports. JPMorgan Chase & Co. raised their price target on shares of Zillow Group from $94.00 to $95.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Keefe, Bruyette & Woods cut their target price on shares of Zillow Group from $80.00 to $65.00 and set a “market perform” rating on the stock in a research note on Monday. Barclays upgraded shares of Zillow Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 29th. Weiss Ratings reissued a “sell (d-)” rating on shares of Zillow Group in a research report on Wednesday, January 21st. Finally, Mizuho cut shares of Zillow Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $90.60.

Zillow Group Stock Up 0.8%

Shares of Z stock opened at $54.71 on Wednesday. The stock has a market cap of $13.24 billion, a price-to-earnings ratio of -390.76, a price-to-earnings-growth ratio of 3.15 and a beta of 2.08. The firm’s 50 day moving average price is $67.47 and its two-hundred day moving average price is $74.58. Zillow Group has a fifty-two week low of $53.61 and a fifty-two week high of $93.88.

Zillow Group (NASDAQ:Z) last posted its earnings results on Tuesday, February 10th. The financial services provider reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.41). The firm had revenue of $654.00 million for the quarter, compared to analyst estimates of $650.40 million. Zillow Group had a negative return on equity of 0.56% and a negative net margin of 1.29%. On average, equities analysts forecast that Zillow Group will post 0.32 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Erik C. Blachford sold 965 shares of Zillow Group stock in a transaction that occurred 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 completion of the sale, the director directly owned 33,543 shares of the company’s stock, valued at approximately $2,432,202.93. This trade represents a 2.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Jeremy Wacksman sold 10,855 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $69.99, for a total transaction of $759,741.45. Following the transaction, the chief executive officer directly owned 134,712 shares in the company, valued at $9,428,492.88. This represents a 7.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 28,103 shares of company stock worth $1,956,109 in the last three months. Insiders own 23.76% of the company’s stock.

Institutional Investors Weigh In On Zillow Group

A number of large investors have recently modified their holdings of Z. Rakuten Investment Management Inc. bought a new position in shares of Zillow Group in the 3rd quarter valued at $2,919,000. Y Intercept Hong Kong Ltd raised its holdings in shares of Zillow Group by 63.1% during the third quarter. Y Intercept Hong Kong Ltd now owns 85,210 shares of the financial services provider’s stock valued at $6,565,000 after purchasing an additional 32,975 shares during the period. WT Wealth Management bought a new position in shares of Zillow Group in the 3rd quarter worth $1,458,000. Assenagon Asset Management S.A. lifted its position in Zillow Group by 353.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 143,212 shares of the financial services provider’s stock valued at $11,034,000 after acquiring an additional 111,664 shares in the last quarter. Finally, Triasima Portfolio Management inc. purchased a new position in Zillow Group during the 3rd quarter worth $2,204,000. Institutional investors and hedge funds own 71.01% of the company’s stock.

Zillow Group News Roundup

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

• Positive Sentiment: Zillow reported Q4 revenue of $654M (up ~18% year/year) and beat consensus revenue estimates — the top line momentum and strength in mortgage and rentals were highlighted. GeekWire: Zillow tops estimates
• Positive Sentiment: Zillow reported a small GAAP profit for the quarter (and its first full‑year GAAP profit since 2012), which supports a narrative that the business is stabilizing and diversifying beyond listings. WSJ: Zillow swings to profit
• Positive Sentiment: Management issued first‑quarter 2026 revenue guidance of $700M–$710M, above the street consensus (~$690M), indicating revenue growth visibility into Q1. (See company release / call for details.) Company press release / presentation
• Neutral Sentiment: Company press release and earnings packet with full Q4 and FY2025 financials were posted; conference call is available for deeper details on margins and segment performance. Press release
• Neutral Sentiment: Coverage pieces discuss Zillow’s longer‑term AI initiatives and why some tech investors remain constructive on secular revenue growth even as short‑term metrics fluctuate. Barron’s: Why Wall Street still likes the stock
• Negative Sentiment: EPS of $0.39 missed the Zacks/consensus estimate of $0.42 — a modest miss that traders penalized given mixed margin commentary. Zacks: Q4 earnings miss
• Negative Sentiment: Investors reacted to “soft EBITDA guidance” and mixed margin details on the call — several reports note the stock came under pressure after management commentary on near‑term profitability. Seeking Alpha: soft EBITDA guidance
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target from $80 to $65 and moved to Market Perform, which increases near‑term analyst pressure on the stock. American Banking News: KBW lowers PT

About Zillow Group

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.