Zillow Group (NASDAQ:ZG) Given New $61.00 Price Target at Wells Fargo & Company

Zillow Group (NASDAQ:ZG) had its price objective decreased by Wells Fargo & Company from $73.00 to $61.00 in a research report report published on Tuesday,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the technology company’s stock.

ZG has been the topic of several other research reports. UBS Group dropped their price objective on Zillow Group from $95.00 to $92.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. BNP Paribas Exane began coverage on Zillow Group in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $85.00 price target on the stock. Citigroup reaffirmed a “market outperform” rating on shares of Zillow Group in a research report on Monday, January 12th. Mizuho reiterated a “neutral” rating and issued a $70.00 price objective (down from $100.00) on shares of Zillow Group in a report on Friday, January 9th. Finally, Barclays set a $72.00 target price on shares of Zillow Group and gave the stock an “equal weight” rating in a research note on Thursday, January 29th. Sixteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $84.63.

Zillow Group Price Performance

Shares of ZG stock opened at $54.42 on Tuesday. The company has a fifty day moving average price of $66.55 and a two-hundred day moving average price of $72.45. Zillow Group has a one year low of $53.37 and a one year high of $90.22. The stock has a market cap of $13.17 billion, a P/E ratio of -388.69, a P/E/G ratio of 3.13 and a beta of 2.04.

Zillow Group (NASDAQ:ZG) last released its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.42 by ($0.41). Zillow Group had a negative return on equity of 0.56% and a negative net margin of 1.29%.The firm had revenue of $654.00 million for the quarter, compared to analyst estimates of $650.40 million. During the same quarter in the prior year, the firm earned $0.27 earnings per share. The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. As a group, equities research analysts anticipate that Zillow Group will post 0.32 EPS for the current fiscal year.

Insider Activity at Zillow Group

In related news, Director Erik C. Blachford sold 965 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $72.51, for a total value of $69,972.15. Following the completion of the sale, the director directly owned 33,543 shares in the company, valued at approximately $2,432,202.93. The trade was a 2.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Jeremy Wacksman sold 10,855 shares of the firm’s stock in a transaction 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 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. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 28,103 shares of company stock valued at $1,956,109. 17.14% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Zillow Group

A number of large investors have recently bought and sold shares of the company. TD Asset Management Inc raised its position in shares of Zillow Group by 9.3% in the 4th quarter. TD Asset Management Inc now owns 4,663 shares of the technology company’s stock valued at $318,000 after buying an additional 398 shares in the last quarter. Lido Advisors LLC increased its stake in Zillow Group by 0.4% in the fourth quarter. Lido Advisors LLC now owns 50,846 shares of the technology company’s stock valued at $3,627,000 after acquiring an additional 215 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Zillow Group by 11.2% during the fourth quarter. Goldman Sachs Group Inc. now owns 84,761 shares of the technology company’s stock valued at $5,783,000 after purchasing an additional 8,557 shares in the last quarter. AXQ Capital LP bought a new stake in Zillow Group during the fourth quarter worth $616,000. Finally, Norges Bank acquired a new stake in shares of Zillow Group in the 4th quarter valued at $152,050,000. 20.32% of the stock is currently owned by institutional investors and hedge funds.

Zillow Group News Summary

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

• Positive Sentiment: Zillow issued Q1 2026 revenue guidance of $700–$710 million, above the consensus (~$691.1M), signaling management expects continued top-line strength. Zillow Group Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: The company swung to a small GAAP profit for Q4 (roughly $3M) and reported ~18% year-over-year revenue growth, demonstrating operational leverage as the housing market shows signs of improvement. Zillow Swings to Fourth-Quarter Profit as Revenue Climbs
• Neutral Sentiment: Bernstein initiated coverage with a Buy, adding an independent upbeat voice on the name, which supports demand among some institutional investors. Zillow Group Gets a Buy from Bernstein
• Neutral Sentiment: Coverage in Barron’s highlights why some Wall Street firms remain bullish on Zillow’s revenue runway if housing activity improves; this frames longer-term upside but is not immediate catalysts. Tech Investors Turn on Zillow. Why Wall Street Still Likes the Stock.
• Neutral Sentiment: Trading volume is elevated and the stock remains below its 50- and 200-day moving averages, a technical backdrop that can amplify volatility; consider this when sizing positions.
• Negative Sentiment: Zillow missed EPS expectations for the quarter — reported EPS came in well below consensus — which disappointed short-term earnings-focused investors and pressured near-term sentiment. Zillow Group Lags Q4 Earnings Estimates
• Negative Sentiment: Wells Fargo cut its price target (to $61) and set an Equal Weight rating, which may cap near-term upside from some institutional holders. Analyst Price Target Change

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.