CoStar Group, Inc. $CSGP Stock: Yousif Capital Management LLC Increases Position

Yousif Capital Management LLC lifted its holdings in CoStar Group, Inc. (NASDAQ:CSGP) by 43.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,237 shares of the technology company’s stock after acquiring an additional 18,147 shares during the period. Yousif Capital Management LLC’s holdings in CoStar Group were worth $1,650,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Root Financial Partners LLC purchased a new position in CoStar Group in the 3rd quarter worth approximately $48,000. Sowell Financial Services LLC purchased a new stake in CoStar Group during the 3rd quarter valued at approximately $222,000. Quadrant Capital Group LLC purchased a new stake in CoStar Group during the 3rd quarter valued at approximately $517,000. Nisa Investment Advisors LLC raised its position in shares of CoStar Group by 1,002.3% during the third quarter. Nisa Investment Advisors LLC now owns 77,768 shares of the technology company’s stock valued at $2,131,000 after buying an additional 70,713 shares during the last quarter. Finally, Integrated Advisors Network LLC bought a new stake in shares of CoStar Group during the third quarter valued at approximately $209,000. Hedge funds and other institutional investors own 96.60% of the company’s stock.

Analyst Upgrades and Downgrades

CSGP has been the subject of a number of research reports. KeyCorp set a $33.00 target price on shares of CoStar Group in a research report on Monday, August 24th. Citizens Jmp cut their target price on shares of CoStar Group from $44.00 to $35.00 and set a “market outperform” rating for the company in a research note on Wednesday, July 29th. Keefe, Bruyette & Woods downgraded shares of CoStar Group from an “outperform” rating to a “market perform” rating and reduced their price target for the company from $41.00 to $29.00 in a report on Wednesday, July 29th. Needham & Company LLC reiterated a “buy” rating and issued a $40.00 price target on shares of CoStar Group in a research note on Wednesday. Finally, Citigroup reissued a “market outperform” rating on shares of CoStar Group in a report on Wednesday. Ten research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $39.11.

Insiders Place Their Bets

In other news, CEO Andrew C. Florance acquired 83,300 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were acquired at an average price of $29.89 per share, for a total transaction of $2,489,837.00. Following the completion of the transaction, the chief executive officer directly owned 1,806,165 shares of the company’s stock, valued at approximately $53,986,271.85. The trade was a 4.83% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Cynthia Cammett Cann sold 4,788 shares of the business’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $30.78, for a total transaction of $147,374.64. Following the transaction, the chief accounting officer owned 18,822 shares in the company, valued at $579,341.16. This trade represents a 20.28% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.18% of the stock is owned by company insiders.

Key Stories Impacting CoStar Group

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

• Positive Sentiment: Q3 results exceeded expectations. CoStar reported adjusted earnings of $0.38 per share versus the $0.34 consensus estimate, while revenue rose 14.1% year over year to $952 million, above expectations. Adjusted EBITDA reached a record $229 million, approximately doubling from the prior year. CoStar Group Q3 Earnings Beat Estimates, Revenues Increase Year Over Year
• Positive Sentiment: Management raised its profitability outlook. CoStar increased its 2026 adjusted EBITDA forecast to $820 million-$840 million and is targeting $1.25 billion in adjusted EBITDA by 2028, signaling confidence in operating leverage and cost controls. CoStar Raises EBITDA Outlook and Sets 2028 Target
• Positive Sentiment: CoStar upgraded its U.S. office forecast, while data showed strong demand for higher-quality London office space. These trends could support demand for CoStar’s commercial real estate data and analytics products. CoStar Upgrades U.S. Office Vacancy and Rent Growth Forecast
• Neutral Sentiment: CoStar agreed to acquire Vexcel Group for $730 million in cash and stock. The deal would add high-resolution aerial imagery and enhance property search and discovery, but investors are weighing the strategic benefits against integration risk and acquisition spending. CoStar Group to Acquire Vexcel Group for $730 Million
• Negative Sentiment: Forward expectations overshadowed the earnings beat. Reports characterized guidance as weaker than investors wanted, contributing to the recent decline in CSGP shares despite the strong quarter.
• Negative Sentiment: October U.S. apartment rents fell 0.15% month over month to $1,749, marking a second consecutive monthly decline. Softer multifamily conditions could weigh on growth at Apartments.com and other residential offerings. Apartments.com Multifamily Rent Growth Report
• Negative Sentiment: Several analysts reduced price targets, including JPMorgan to $44, Goldman Sachs to $36, Baird to $32 and KBW to $30, while KBW and Bank of America maintained Hold ratings. These revisions reflect concerns about valuation, execution and near-term growth.

CoStar Group Trading Up 2.2%

CSGP opened at $28.14 on Friday. The stock has a 50-day moving average of $30.37 and a 200 day moving average of $37.09. The company has a current ratio of 1.32, a quick ratio of 2.21 and a debt-to-equity ratio of 0.12. CoStar Group, Inc. has a 12 month low of $25.89 and a 12 month high of $70.75. The firm has a market cap of $11.40 billion, a P/E ratio of 63.96, a P/E/G ratio of 0.70 and a beta of 0.80.

CoStar Group (NASDAQ:CSGP) last issued its quarterly earnings data on Tuesday, October 27th. The technology company reported $0.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.34 by $0.04. The business had revenue of $952.00 million for the quarter, compared to the consensus estimate of $945.82 million. CoStar Group had a return on equity of 4.87% and a net margin of 4.87%. The company’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.23 earnings per share. As a group, research analysts forecast that CoStar Group, Inc. will post 1.07 EPS for the current year.

About CoStar Group

CoStar Group, Inc is a provider of information, analytics, and online marketplaces for the commercial and residential real estate industries. The company collects, analyzes, and distributes property and market data to real estate professionals, investors, lenders, and other businesses.

Its brands and services include CoStar, which offers commercial real estate data and research; LoopNet, a marketplace for commercial property listings; Apartments.com, a rental housing marketplace; and Homes.com, a residential real estate platform.