Zillow Group (NASDAQ:Z) CFO Jeremy Hofmann Sells 7,786 Shares of Stock

Zillow Group, Inc. (NASDAQ:Z) CFO Jeremy Hofmann sold 7,786 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $43.73, for a total value of $340,481.78. Following the completion of the sale, the chief financial officer owned 57,487 shares of the company’s stock, valued at $2,513,906.51. The trade was a 11.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Jeremy Hofmann also recently made the following trade(s):

• On Thursday, February 12th, Jeremy Hofmann sold 5,538 shares of Zillow Group stock. The stock was sold at an average price of $44.22, for a total transaction of $244,890.36.

Zillow Group Stock Up 2.3%

Shares of Z opened at $44.98 on Thursday. The stock has a market capitalization of $10.89 billion, a P/E ratio of 499.83, a PEG ratio of 2.46 and a beta of 2.08. Zillow Group, Inc. has a twelve month low of $42.50 and a twelve month high of $93.88. The firm has a fifty day simple moving average of $63.81 and a two-hundred day simple moving average of $73.11.

Zillow Group (NASDAQ:Z) last issued its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $0.39 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.03). The firm had revenue of $654.00 million for the quarter, compared to the consensus estimate of $650.40 million. Zillow Group had a net margin of 0.89% and a return on equity of 0.56%. Sell-side analysts expect that Zillow Group, Inc. will post 0.32 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently issued reports on Z. Needham & Company LLC reissued a “hold” rating on shares of Zillow Group in a research note on Wednesday, February 11th. Zelman & Associates upgraded shares of Zillow Group from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Zillow Group in a research report on Wednesday, January 21st. 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, February 9th. Finally, Barclays raised shares of Zillow Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $90.60.

Institutional Investors Weigh In On Zillow Group

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

Key Stories Impacting Zillow Group

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

• Positive Sentiment: Zelman & Associates upgraded Zillow to a strong‑buy (adds positive analyst support) and several institutional investors have modestly increased holdings, indicating some external conviction. MarketBeat — Zillow stock page (analyst & institutional notes)
• Neutral Sentiment: Susquehanna highlighted Zillow’s “effective execution” and long‑term initiatives despite a challenging housing market — it kept a Neutral rating while noting operational progress investors should watch. Susquehanna highlights Zillow’s (Z) effective execution
• Neutral Sentiment: Zillow published its Q4 2025 presentation/earnings materials — investors will be focused on management commentary for revenue mix, margin trends and any guidance commentary. Zillow Group, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Significant insider selling this week: CEO Jeremy Wacksman, CFO Jeremy Hofmann and director/insider Dan Spaulding sold multiple blocks (Wacksman ~17k shares across Feb 12 & 17; CFO Hofmann ~11k across Feb 12 & 18; Spaulding sold ~9k total). Large, clustered insider sales often weigh on sentiment. SEC Form 4 — Wacksman sales SEC Form 4 — Hofmann sales SEC Form 4 — Spaulding sales
• Negative Sentiment: Q4 beat/ miss nuance: revenue roughly matched expectations but EPS missed by ~$0.03 ($0.39 vs. $0.42 consensus) — small miss that can pressure sentiment given already elevated valuation multiples. Q4 results / presentation
• Negative Sentiment: Susquehanna cut its price target from $80 to $50 (while keeping a Neutral rating), a notable downward revision to near‑term expectations that may cap upside. Susquehanna PT cut and note

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.