Polianta Ltd Has $1.82 Million Stake in Zillow Group, Inc. $ZG

Polianta Ltd grew its position in Zillow Group, Inc. (NASDAQ:ZG) by 60.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,100 shares of the technology company’s stock after purchasing an additional 22,000 shares during the quarter. Polianta Ltd’s holdings in Zillow Group were worth $1,822,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank bought a new position in Zillow Group in the 4th quarter worth $152,050,000. Independent Franchise Partners LLP lifted its position in Zillow Group by 1.1% during the 4th quarter. Independent Franchise Partners LLP now owns 2,024,556 shares of the technology company’s stock worth $138,135,000 after acquiring an additional 21,862 shares during the last quarter. M&T Bank Corp boosted its holdings in Zillow Group by 38,344.0% during the fourth quarter. M&T Bank Corp now owns 1,604,270 shares of the technology company’s stock valued at $120,092,000 after acquiring an additional 1,600,097 shares during the period. Tiger Global Management LLC boosted its holdings in Zillow Group by 30.7% during the fourth quarter. Tiger Global Management LLC now owns 1,023,733 shares of the technology company’s stock valued at $69,849,000 after acquiring an additional 240,690 shares during the period. Finally, UBS Group AG grew its position in shares of Zillow Group by 44.5% in the fourth quarter. UBS Group AG now owns 1,018,448 shares of the technology company’s stock valued at $69,489,000 after purchasing an additional 313,643 shares during the last quarter. 20.32% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CFO Jeremy Hofmann sold 5,501 shares of Zillow Group stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $37.40, for a total transaction of $205,737.40. Following the sale, the chief financial officer owned 68,315 shares of the company’s stock, valued at approximately $2,554,981. This trade represents a 7.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Jeremy Wacksman sold 9,072 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $36.54, for a total value of $331,490.88. Following the sale, the chief executive officer owned 153,699 shares in the company, valued at approximately $5,616,161.46. This represents a 5.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 42,910 shares of company stock valued at $1,605,732. Corporate insiders own 29.88% of the company’s stock.

Zillow Group Stock Performance

NASDAQ:ZG opened at $33.95 on Friday. The firm’s 50-day moving average is $33.16 and its 200-day moving average is $41.54. Zillow Group, Inc. has a 52-week low of $29.03 and a 52-week high of $90.22. The company has a market cap of $7.77 billion, a price-to-earnings ratio of 154.33, a PEG ratio of 1.45 and a beta of 1.95.

Zillow Group (NASDAQ:ZG) last released its earnings results on Wednesday, August 5th. The technology company reported $0.52 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.08. Zillow Group had a net margin of 1.96% and a return on equity of 2.32%. The business had revenue of $772.00 million during the quarter, compared to analysts’ expectations of $758.25 million. During the same quarter last year, the company earned $0.40 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. Equities analysts predict that Zillow Group, Inc. will post 0.9 EPS for the current year.

Key Stories Impacting Zillow Group

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

• Positive Sentiment: Zillow reported second-quarter earnings of $0.52 per share, above the $0.44 analyst consensus, while revenue reached $772 million, exceeding expectations of $758.25 million. Revenue increased 17.9% year over year, supported by growth in mortgage and rentals. Zillow Q2 Earnings Surpass Estimates on Solid Revenue Growth
• Positive Sentiment: Several analysts still see upside: Piper Sandler and Citizens JMP maintain bullish ratings with $46 price targets, while DA Davidson and Benchmark retain buy ratings despite lowering their targets. These targets remain above the stock’s recent trading level.
• Neutral Sentiment: Zillow’s July market report showed home sales rising 7% year over year, the strongest annual gain of 2026. However, the company said newly pending sales fell sharply from June as mortgage rates reached a one-year high, raising questions about the durability of the improvement. Zillow July Market Report
• Negative Sentiment: Analysts broadly lowered their expectations following the earnings report. Wells Fargo cut its target to $35 and assigned an equal-weight rating, Evercore downgraded Zillow to hold with a $40 target, and Susquehanna and Cantor Fitzgerald also reduced targets. RBC cited near-term pressure from Zillow’s preferred-model shift. Zillow Preferred-Model Shift Adds Near-Term Pressure
• Negative Sentiment: Multiple law firms are soliciting investors ahead of the August 10 lead-plaintiff deadline for a securities-fraud class action covering purchases from February 11, 2025, through May 7, 2026. The litigation involves alleged anticompetitive conduct and related regulatory risks, creating an additional overhang for ZG.

Analyst Ratings Changes

A number of equities analysts have recently commented on ZG shares. Canaccord Genuity Group dropped their price objective on Zillow Group from $52.00 to $40.00 and set a “hold” rating on the stock in a research note on Thursday. Sanford C. Bernstein downgraded Zillow Group from an “outperform” rating to a “market perform” rating and decreased their target price for the company from $50.00 to $38.00 in a research note on Thursday. Piper Sandler lowered their target price on Zillow Group from $55.00 to $46.00 and set an “overweight” rating on the stock in a report on Friday. Royal Bank Of Canada dropped their price target on Zillow Group from $70.00 to $55.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, Citigroup cut their price target on Zillow Group from $68.00 to $52.00 and set a “buy” rating for the company in a report on Thursday. Eleven investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Zillow Group has an average rating of “Hold” and an average target price of $53.86.

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.