Zillow Group (NASDAQ:ZG) Earns Overweight Rating from Piper Sandler

Zillow Group (NASDAQ:ZG)‘s stock had its “overweight” rating reissued by equities research analysts at Piper Sandler in a report released on Wednesday,Benzinga reports. They presently have a $70.00 target price on the technology company’s stock, down from their previous target price of $85.00. Piper Sandler’s target price would suggest a potential upside of 51.26% from the company’s current price.

A number of other equities analysts have also recently commented on the stock. The Goldman Sachs Group set a $62.00 price objective on shares of Zillow Group in a research note on Wednesday. Sanford C. Bernstein reduced their target price on shares of Zillow Group from $105.00 to $95.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Citigroup restated a “market outperform” rating on shares of Zillow Group in a report on Monday, January 12th. Benchmark increased their target price on Zillow Group from $95.00 to $110.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Finally, UBS Group set a $80.00 price target on shares of Zillow Group in a report on Wednesday. Sixteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Zillow Group has an average rating of “Moderate Buy” and a consensus target price of $80.80.

Zillow Group Price Performance

Shares of ZG traded down $8.14 during midday trading on Wednesday, hitting $46.28. 1,319,155 shares of the company traded hands, compared to its average volume of 871,660. Zillow Group has a one year low of $43.80 and a one year high of $90.22. The firm has a market cap of $11.20 billion, a P/E ratio of -329.48, a PEG ratio of 3.13 and a beta of 2.04. The stock has a 50-day moving average of $66.55 and a 200-day moving average of $72.45.

Zillow Group (NASDAQ:ZG) last posted its earnings results on Tuesday, February 10th. The technology company reported $0.39 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.03). Zillow Group had a negative return on equity of 0.56% and a negative net margin of 1.29%.The business had revenue of $654.00 million for the quarter, compared to analysts’ expectations of $650.40 million. During the same quarter in the previous year, the firm earned $0.27 earnings per share. Zillow Group’s quarterly revenue was up 18.1% compared to the same quarter last year. Sell-side analysts forecast that Zillow Group will post 0.32 EPS for the current fiscal year.

Insider Activity at Zillow Group

In other news, CEO Jeremy Wacksman sold 10,855 shares of Zillow Group stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $69.99, for a total value of $759,741.45. Following the completion of the transaction, the chief executive officer owned 134,712 shares in the company, valued at approximately $9,428,492.88. This trade represents a 7.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Jeremy Hofmann sold 7,865 shares of Zillow Group stock in a transaction on Friday, November 14th. The stock was sold at an average price of $69.53, for a total transaction of $546,853.45. Following the completion of the transaction, the chief financial officer directly owned 70,811 shares of the company’s stock, valued at approximately $4,923,488.83. This represents a 10.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 28,103 shares of company stock worth $1,956,109 over the last 90 days. Company insiders own 17.14% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in ZG. Vanguard Personalized Indexing Management LLC lifted its stake in Zillow Group by 3.0% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 4,550 shares of the technology company’s stock valued at $312,000 after acquiring an additional 131 shares in the last quarter. DoubleLine ETF Adviser LP increased its position in shares of Zillow Group by 4.9% during the 3rd quarter. DoubleLine ETF Adviser LP now owns 3,214 shares of the technology company’s stock worth $239,000 after purchasing an additional 150 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Zillow Group by 4.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 3,657 shares of the technology company’s stock valued at $256,000 after buying an additional 156 shares during the last quarter. Signaturefd LLC grew its stake in shares of Zillow Group by 10.4% in the fourth quarter. Signaturefd LLC now owns 1,711 shares of the technology company’s stock valued at $117,000 after buying an additional 161 shares in the last quarter. Finally, Smartleaf Asset Management LLC increased its holdings in Zillow Group by 78.9% during the third quarter. Smartleaf Asset Management LLC now owns 424 shares of the technology company’s stock worth $33,000 after buying an additional 187 shares during the last quarter. Institutional investors and hedge funds own 20.32% of the company’s stock.

Key Zillow Group News

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

• Positive Sentiment: Revenue beat and strong top‑line growth — Q4 revenue rose ~18% year‑over‑year driven by surging rentals and mortgage-related activity; management issued a higher Q1 revenue guide ($700M–$710M) and an upbeat 2026 revenue outlook, which supports growth expectations. Zacks: Q4 EPS Lags, Revenues Beat
• Positive Sentiment: Company swung to a small quarterly profit (about $3M) and delivered meaningful revenue growth, showing underlying business recovery that could support multiple expansion if margins improve. WSJ: Zillow Swings to Profit
• Neutral Sentiment: Independent analyst views mixed — Bernstein issued a Buy rating (background positive signal), and Barron’s published a constructive take noting Street optimism on revenue if the housing market improves; these can support positive narratives but haven’t outweighed today’s negatives. Globe & Mail: Bernstein Buy Barron’s: Why Wall Street Still Likes the Stock
• Negative Sentiment: EPS miss and margin pressure — Q4 EPS of $0.39 missed consensus of $0.42; higher costs drove a negative net margin, raising concerns that top‑line gains aren’t yet translating to durable profit expansion. Yahoo Finance: Stock Falls After Q4 Miss
• Negative Sentiment: Analyst price‑target cuts — Several firms trimmed targets and shifted to neutral/equal‑weight (Barclays to $66, Cantor Fitzgerald to $56, Wells Fargo to $61), increasing downside pressure from re‑ratings and weaker near‑term sentiment. Benzinga: Barclays / Wells Fargo Coverage The Fly: Cantor Fitzgerald PT Lowered
• Negative Sentiment: Market reaction and commentary from earnings call highlight cost and margin concerns — analysts and investors are focused on whether rental/mortgage gains scale profitably or if investments will keep margins depressed. Seeking Alpha: Q4 Earnings Call Transcript

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.