Zillow Group (NASDAQ:ZG – Get Free Report) had its price objective cut by equities researchers at Cantor Fitzgerald from $68.00 to $56.00 in a report released on Wednesday, Marketbeat reports. The firm presently has a “neutral” rating on the technology company’s stock. Cantor Fitzgerald’s price target suggests a potential upside of 28.15% from the company’s previous close.
Other analysts have also issued research reports about the stock. Sanford C. Bernstein decreased their price target on shares of Zillow Group from $105.00 to $95.00 and set an “outperform” rating for the company in a research note on Monday, January 12th. Mizuho reissued a “neutral” rating and set a $70.00 target price (down from $100.00) on shares of Zillow Group in a research report on Friday, January 9th. Barclays set a $72.00 price objective on Zillow Group and gave the stock an “equal weight” rating in a report on Thursday, January 29th. Citizens Jmp dropped their target price on Zillow Group from $90.00 to $85.00 and set a “market outperform” rating on the stock in a report on Monday, January 12th. Finally, KeyCorp cut their target price on Zillow Group from $90.00 to $75.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $78.43.
Read Our Latest Stock Report on ZG
Zillow Group Stock Down 3.1%
Zillow Group (NASDAQ:ZG – Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.39 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.03). The company had revenue of $654.00 million for the quarter, compared to analyst estimates of $650.40 million. Zillow Group had a return on equity of 0.56% and a net margin of 0.89%.The business’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period last year, the business earned $0.27 EPS. Sell-side analysts anticipate 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 the firm’s stock in a transaction dated 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Bradley D. Owens sold 2,722 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $67.41, for a total transaction of $183,490.02. Following the completion of the transaction, the general counsel owned 37,974 shares in the company, valued at approximately $2,559,827.34. This represents a 6.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 3,928 shares of company stock valued at $270,937. Company insiders own 17.14% of the company’s stock.
Institutional Inflows and Outflows
A number of institutional investors have recently added to or reduced their stakes in the company. Cibc World Markets Corp acquired a new position in Zillow Group in the fourth quarter valued at $854,000. Renaissance Technologies LLC lifted its holdings in shares of Zillow Group by 57.2% in the 4th quarter. Renaissance Technologies LLC now owns 271,700 shares of the technology company’s stock valued at $18,538,000 after purchasing an additional 98,900 shares during the last quarter. Federated Hermes Inc. boosted its position in shares of Zillow Group by 1.3% in the 4th quarter. Federated Hermes Inc. now owns 44,963 shares of the technology company’s stock valued at $3,068,000 after purchasing an additional 574 shares during the period. Nuveen LLC grew its stake in Zillow Group by 2.5% during the 4th quarter. Nuveen LLC now owns 118,726 shares of the technology company’s stock worth $8,101,000 after buying an additional 2,907 shares during the last quarter. Finally, Centersquare Investment Management LLC purchased a new position in Zillow Group during the 4th quarter worth approximately $344,000. Hedge funds and other institutional investors own 20.32% of the company’s stock.
Key Headlines Impacting Zillow Group
Here are the key news stories impacting Zillow Group this week:
- Positive Sentiment: Zillow reported revenue growth and strong rental and mortgage momentum — revenue beat consensus and management highlighted rentals growth that supports a narrowing valuation gap. Yahoo: Profitability Milestone
- Positive Sentiment: Several firms still maintain constructive ratings: Citigroup kept a “buy” on ZG while lowering its PT to $78 (still implying meaningful upside), and Piper Sandler reaffirmed an “overweight” with a $70 PT — signaling continued analyst conviction despite cuts. Benzinga: Citi & Piper notes
- Neutral Sentiment: Keefe Bruyette raised its price target to $80 from $65 but kept a Market Perform rating, reflecting uncertainty (notably around the Compass litigation outcome). InsiderMonkey: Analyst roundup
- Neutral Sentiment: Barclays moved to “equal weight” and trimmed its PT to $66, and Cantor Fitzgerald cut its PT to $56 with a “neutral” rating — multiple shops are lowering targets but stopping short of bearish ratings. Benzinga: PT cuts
- Negative Sentiment: Zillow missed Q4 EPS (adjusted EPS ~ $0.39 vs. estimates around $0.40–$0.42) and some analysts trimmed forward forecasts after the print; the earnings shortfall prompted selling despite the revenue beat. Zacks: Q4 EPS misses
- Negative Sentiment: Coverage notes and headlines flagged a projected earnings shortfall and broader sector weakness; several outlets explain the stock decline as investors reacting to margin pressure and higher costs. Fool: Why ZG dropped
- Negative Sentiment: Litigation risk: Barron’s details multiple lawsuits from competitors and consumers across Zillow’s businesses — a material legal overhang that could affect future costs and execution. Barron’s: Litigation coverage
- Negative Sentiment: Market perception: Zillow was called out among weaker real‑estate services names and the stock fell after the Q4 print as investors focused on EPS misses and analyst downgrades. MSN: Sector weakness Yahoo: Stock falls after Q4
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.
See Also
- Five stocks we like better than Zillow Group
- Nvidia CEO Issues Bold Tesla Call
- Your Bank Account Is No Longer Safe
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- The day the gold market broke
Receive News & Ratings for Zillow Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Zillow Group and related companies with MarketBeat.com's FREE daily email newsletter.
