Barclays Issues Pessimistic Forecast for Zillow Group (NASDAQ:ZG) Stock Price

Zillow Group (NASDAQ:ZG) had its target price dropped by analysts at Barclays from $72.00 to $66.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the technology company’s stock. Barclays‘s price target would indicate a potential upside of 51.03% from the company’s previous close.

Other research analysts have also issued research reports about the stock. Benchmark raised their price objective on shares of Zillow Group from $95.00 to $110.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Wells Fargo & Company lowered their target price on Zillow Group from $73.00 to $61.00 and set an “equal weight” rating on the stock in a research note on Tuesday. JPMorgan Chase & Co. boosted their target price on Zillow Group from $94.00 to $95.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Royal Bank Of Canada reissued an “outperform” rating and set a $95.00 target price on shares of Zillow Group in a research report on Monday, December 15th. Finally, Susquehanna cut their target price on shares of Zillow Group from $85.00 to $80.00 and set a “neutral” rating for the company in a research report on Monday, November 3rd. Fifteen analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Zillow Group currently has a consensus rating of “Moderate Buy” and an average price target of $78.43.

Zillow Group Price Performance

Shares of Zillow Group stock opened at $43.70 on Wednesday. Zillow Group has a 1-year low of $43.22 and a 1-year high of $90.22. The stock has a market cap of $10.58 billion, a P/E ratio of 485.61, a P/E/G ratio of 2.62 and a beta of 2.04. The stock’s 50 day simple moving average is $65.38 and its 200-day simple moving average is $72.06.

Zillow Group (NASDAQ:ZG) last issued its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). Zillow Group had a return on equity of 0.56% and a net margin of 0.89%.The business had revenue of $654.00 million for the quarter, compared to analysts’ expectations of $650.40 million. During the same quarter last year, the company 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, research analysts expect that Zillow Group will post 0.32 EPS for the current fiscal year.

Insider Buying and Selling at Zillow Group

In other Zillow Group news, Director Erik C. Blachford sold 965 shares of the stock in a transaction that occurred on 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Bradley D. Owens sold 2,722 shares of the company’s stock in a transaction 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 transaction, the general counsel directly owned 37,974 shares in the company, valued at approximately $2,559,827.34. This trade represents a 6.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 3,928 shares of company stock valued at $270,937. 17.14% of the stock is owned by insiders.

Institutional Investors Weigh In On Zillow Group

A number of institutional investors have recently made changes to their positions in ZG. Norges Bank acquired a new position in shares of Zillow Group during the second quarter worth approximately $159,770,000. MFG Wealth Management Inc. purchased a new stake in shares of Zillow Group during the 3rd quarter valued at approximately $1,493,000. Y Intercept Hong Kong Ltd bought a new position in shares of Zillow Group in the third quarter valued at approximately $1,443,000. ABC Arbitrage SA grew its position in Zillow Group by 390.1% during the second quarter. ABC Arbitrage SA now owns 31,227 shares of the technology company’s stock worth $2,139,000 after buying an additional 24,856 shares in the last quarter. Finally, TD Asset Management Inc purchased a new stake in shares of Zillow Group during the 2nd quarter valued at $262,000. 20.32% of the stock is currently owned by institutional investors.

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

Zillow Group Company Profile

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.