Zillow Group (NASDAQ:ZG) Earns “Overweight” Rating from Piper Sandler

Zillow Group (NASDAQ:ZG)‘s stock had its “overweight” rating reiterated by equities research analysts at Piper Sandler in a note issued to investors on Wednesday,Benzinga reports. They presently have a $70.00 price objective on the technology company’s stock, down from their previous price objective of $85.00. Piper Sandler’s target price would suggest a potential upside of 51.26% from the company’s current price.

Several other research firms have also recently weighed in on ZG. Citigroup reiterated a “market outperform” rating on shares of Zillow Group in a report on Monday, January 12th. Barclays lowered their price objective on shares of Zillow Group from $72.00 to $66.00 and set an “equal weight” rating for the company in a report on Wednesday. JPMorgan Chase & Co. increased their target price on Zillow Group from $94.00 to $95.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. BNP Paribas Exane assumed coverage on shares of Zillow Group in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $85.00 target price on the stock. Finally, Cantor Fitzgerald cut their price objective on shares of Zillow Group from $68.00 to $56.00 and set a “neutral” rating for the company in a research report on Wednesday. Sixteen equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Zillow Group currently has an average rating of “Moderate Buy” and an average price target of $80.80.

Zillow Group Price Performance

NASDAQ ZG traded down $8.14 during trading on Wednesday, reaching $46.28. 1,319,155 shares of the company’s stock were exchanged, compared to its average volume of 871,660. The business has a 50 day moving average price of $66.55 and a 200-day moving average price of $72.45. The stock has a market capitalization of $11.20 billion, a P/E ratio of -329.48, a PEG ratio of 3.13 and a beta of 2.04. Zillow Group has a fifty-two week low of $43.80 and a fifty-two week high of $90.22.

Zillow Group (NASDAQ:ZG) last posted its earnings results on Tuesday, February 10th. The technology company reported $0.39 earnings per share for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). Zillow Group had a negative return on equity of 0.56% and a negative net margin of 1.29%.The business had revenue of $654.00 million for the quarter, compared to analyst estimates of $650.40 million. During the same period in the previous year, the firm posted $0.27 earnings per share. The firm’s revenue was up 18.1% compared to the same quarter last year. On average, analysts forecast that Zillow Group will post 0.32 earnings per share for the current year.

Insider Activity at Zillow Group

In other Zillow Group news, insider Dan Spaulding sold 5,455 shares of Zillow Group stock in a transaction on Friday, November 14th. The stock was sold at an average price of $69.40, for a total value of $378,577.00. Following the sale, the insider owned 50,342 shares in the company, valued at $3,493,734.80. The trade was a 9.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Bradley D. Owens sold 2,722 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $67.41, for a total value of $183,490.02. Following the transaction, the general counsel owned 37,974 shares of the company’s stock, valued at approximately $2,559,827.34. This represents a 6.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 28,103 shares of company stock valued at $1,956,109 over the last 90 days. Corporate insiders own 17.14% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in ZG. Norges Bank acquired a new stake in shares of Zillow Group in the second quarter valued at $159,770,000. M&T Bank Corp grew its holdings in shares of Zillow Group by 38,344.0% in the fourth quarter. M&T Bank Corp now owns 1,604,270 shares of the technology company’s stock valued at $120,092,000 after purchasing an additional 1,600,097 shares in the last quarter. UBS Group AG lifted its holdings in Zillow Group by 44.5% during the 4th quarter. UBS Group AG now owns 1,018,448 shares of the technology company’s stock worth $69,489,000 after buying an additional 313,643 shares in the last quarter. Virtu Financial LLC boosted its position in Zillow Group by 271.9% in the 3rd quarter. Virtu Financial LLC now owns 293,718 shares of the technology company’s stock valued at $21,864,000 after buying an additional 214,743 shares during the period. Finally, Wellington Management Group LLP increased its position in shares of Zillow Group by 60.1% during the third quarter. Wellington Management Group LLP now owns 557,735 shares of the technology company’s stock worth $41,518,000 after acquiring an additional 209,312 shares during the period. 20.32% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Zillow Group

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

• Positive Sentiment: Revenue beat and strong top‑line growth — Q4 revenue rose ~18% year‑over‑year driven by surging rentals and mortgage-related activity; management issued a higher Q1 revenue guide ($700M–$710M) and an upbeat 2026 revenue outlook, which supports growth expectations. Zacks: Q4 EPS Lags, Revenues Beat
• Positive Sentiment: Company swung to a small quarterly profit (about $3M) and delivered meaningful revenue growth, showing underlying business recovery that could support multiple expansion if margins improve. WSJ: Zillow Swings to Profit
• Neutral Sentiment: Independent analyst views mixed — Bernstein issued a Buy rating (background positive signal), and Barron’s published a constructive take noting Street optimism on revenue if the housing market improves; these can support positive narratives but haven’t outweighed today’s negatives. Globe & Mail: Bernstein Buy Barron’s: Why Wall Street Still Likes the Stock
• Negative Sentiment: EPS miss and margin pressure — Q4 EPS of $0.39 missed consensus of $0.42; higher costs drove a negative net margin, raising concerns that top‑line gains aren’t yet translating to durable profit expansion. Yahoo Finance: Stock Falls After Q4 Miss
• Negative Sentiment: Analyst price‑target cuts — Several firms trimmed targets and shifted to neutral/equal‑weight (Barclays to $66, Cantor Fitzgerald to $56, Wells Fargo to $61), increasing downside pressure from re‑ratings and weaker near‑term sentiment. Benzinga: Barclays / Wells Fargo Coverage The Fly: Cantor Fitzgerald PT Lowered
• Negative Sentiment: Market reaction and commentary from earnings call highlight cost and margin concerns — analysts and investors are focused on whether rental/mortgage gains scale profitably or if investments will keep margins depressed. Seeking Alpha: Q4 Earnings Call Transcript

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.