Zillow Group (NASDAQ:Z) Earns “Hold” Rating from Needham & Company LLC

Zillow Group (NASDAQ:Z)‘s stock had its “hold” rating reaffirmed by stock analysts at Needham & Company LLC in a report issued on Wednesday,Benzinga reports.

Several other research firms also recently weighed in on Z. JPMorgan Chase & Co. upped their price objective on shares of Zillow Group from $94.00 to $95.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. 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. Barclays raised shares of Zillow Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 29th. Mizuho downgraded shares of Zillow Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 8th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Zillow Group in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $90.60.

Zillow Group Stock Down 4.0%

NASDAQ Z opened at $43.82 on Wednesday. The business has a 50 day moving average price of $66.23 and a two-hundred day moving average price of $74.16. The stock has a market cap of $10.61 billion, a PE ratio of 486.94, a P/E/G ratio of 2.65 and a beta of 2.08. Zillow Group has a fifty-two week low of $43.36 and a fifty-two week high of $93.88.

Zillow Group (NASDAQ:Z) last announced its earnings results on Tuesday, February 10th. The financial services provider 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. Sell-side analysts anticipate that Zillow Group will post 0.32 EPS for the current fiscal year.

Insiders Place Their Bets

In other Zillow Group news, 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 sale, the general counsel directly owned 37,974 shares in the company, valued at $2,559,827.34. This represents a 6.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, 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. The trade was a 2.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 3,928 shares of company stock worth $270,937. 25.03% of the stock is owned by insiders.

Hedge Funds Weigh In On Zillow Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Root Financial Partners LLC acquired a new position in shares of Zillow Group in the third quarter valued at about $27,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Zillow Group in the 3rd quarter worth approximately $29,000. V Square Quantitative Management LLC purchased a new position in Zillow Group during the 4th quarter worth approximately $28,000. Cullen Frost Bankers Inc. lifted its stake in Zillow Group by 58.6% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 441 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 163 shares during the period. Finally, SBI Securities Co. Ltd. boosted its holdings in shares of Zillow Group by 58.2% in the 2nd quarter. SBI Securities Co. Ltd. now owns 503 shares of the financial services provider’s stock valued at $35,000 after acquiring an additional 185 shares during the last quarter. Hedge funds and other institutional investors own 71.01% of the company’s stock.

Zillow Group News Summary

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

• Positive Sentiment: Zillow delivered revenue growth (~18% YoY) with strong gains in rentals and growing mortgage activity; management offered an upbeat revenue outlook for 2026, supporting longer-term growth narratives. Zacks: Q4 EPS Lags, Revenues Beat
• Positive Sentiment: The company returned to a small profit in Q4 (roughly $3M, vs. a loss year-ago) as for-sale and rentals revenue improved, validating parts of the operational turnaround. Company Q4 Results
• Neutral Sentiment: Some broker ratings are unchanged (Needham reaffirmed a “hold”), keeping analyst sentiment mixed rather than uniformly negative. Benzinga
• Negative Sentiment: Zillow missed EPS expectations (reported roughly $0.39 vs. consensus near $0.42), prompting analysts to trim forecasts and margin models—selling pressure followed the updates. Benzinga: Analysts Cut Forecasts
• Negative Sentiment: Multiple lawsuits from competitors and consumers targeting different parts of Zillow’s business have surfaced in coverage, increasing legal risk and investor uncertainty. Barron’s: Zillow Litigation
• Negative Sentiment: Keefe, Bruyette & Woods lowered its price target to $65, reflecting more cautious near-term expectations and adding pressure to valuation-sensitive investors. AmericanBankingNews: Price Target Cut

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.