Brokerages Set Zillow Group, Inc. (NASDAQ:ZG) PT at $85.83

Zillow Group, Inc. (NASDAQ:ZG) has been assigned an average recommendation of “Moderate Buy” from the twenty-seven brokerages that are covering the company, Marketbeat reports. One analyst has rated the stock with a sell rating, eleven have given a hold rating and fifteen have issued a buy rating on the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $81.00.

A number of equities analysts have recently issued reports on ZG shares. Barclays lowered their target price on shares of Zillow Group from $72.00 to $66.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Robert W. Baird set a $67.00 target price on Zillow Group in a report on Wednesday. Cantor Fitzgerald dropped their price objective on Zillow Group from $68.00 to $56.00 and set a “neutral” rating for the company in a research note on Wednesday. KeyCorp lowered their target price on Zillow Group from $90.00 to $75.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $70.00 price objective (down from $85.00) on shares of Zillow Group in a research report on Wednesday.

Key Headlines Impacting Zillow Group

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

• Positive Sentiment: Q4 revenue beat and business momentum — Zillow reported Q4 revenue of $654M (up ~18% y/y) and highlighted strong growth in rentals and mortgages, plus a move back to quarterly profitability that supports the longer‑term narrative of durable growth. Zillow Group Profitability Milestone Highlights Rentals Growth And Valuation Gap
• Positive Sentiment: Revenue guidance above consensus — management issued Q1 revenue guidance of $700M–$710M, which is above Wall Street’s consensus and reinforces top‑line momentum even as margins remain pressured. Zillow Group Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Some analysts see upside but remain cautious — Keefe Bruyette raised its price target to $80 from $65 but kept a Market Perform rating, reflecting uncertainty (e.g., around the Compass trial) even as some upside is acknowledged. Here’s What Analysts Are Saying About Zillow Group (ZG)
• Negative Sentiment: EPS miss and margin pressure — Zillow reported adjusted EPS of $0.39 vs. consensus ~$0.42; higher costs and margin pressure were noted, which prompted immediate investor selling. Zillow stock falls after Q4 earnings miss
• Negative Sentiment: Analysts cut forecasts and price targets — multiple firms (Barclays, Cantor Fitzgerald, Wells Fargo and others) trimmed price targets and estimates after the print, signaling reduced near‑term expectations and adding selling pressure. Zillow Analysts Cut Their Forecasts After Q4 Earnings
• Negative Sentiment: Litigation risks spotlighted — coverage points to an uptick in lawsuits from competitors and consumers across business lines, increasing headline risk and uncertainty about future liabilities. Zillow Faces a Wave of Litigation. What Is Dragging the Stock.
• Negative Sentiment: Market reaction summary — investor writeups and commentaries explain the drop as a rotation away from growth names with short‑term misses and rising risk (earnings shortfall + analyst downgrades + legal headlines). Why Zillow Stock Dropped Today

Insider Activity

In other Zillow Group news, CFO Jeremy Hofmann sold 7,865 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $69.53, for a total value of $546,853.45. Following the completion of the sale, the chief financial officer directly owned 70,811 shares of the company’s stock, valued at approximately $4,923,488.83. This represents a 10.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Jeremy Wacksman sold 10,855 shares of the stock in a transaction on Friday, November 14th. The shares were sold at an average price of $69.99, for a total transaction of $759,741.45. Following the completion of the transaction, the chief executive officer owned 134,712 shares of the company’s stock, valued at approximately $9,428,492.88. This represents a 7.46% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 28,103 shares of company stock worth $1,956,109 in the last quarter. Insiders own 17.14% of the company’s stock.

Institutional Trading of Zillow Group

Several hedge funds have recently added to or reduced their stakes in the business. Smartleaf Asset Management LLC boosted its holdings in Zillow Group by 78.9% in the 3rd quarter. Smartleaf Asset Management LLC now owns 424 shares of the technology company’s stock valued at $33,000 after purchasing an additional 187 shares during the period. First Command Advisory Services Inc. acquired a new position in Zillow Group in the 4th quarter worth about $34,000. Global Retirement Partners LLC raised its position in Zillow Group by 4,130.0% in the fourth quarter. Global Retirement Partners LLC now owns 846 shares of the technology company’s stock valued at $58,000 after purchasing an additional 826 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Zillow Group by 23.1% during the third quarter. Jones Financial Companies Lllp now owns 1,033 shares of the technology company’s stock worth $80,000 after purchasing an additional 194 shares during the last quarter. Finally, Group One Trading LLC increased its stake in shares of Zillow Group by 884.7% in the third quarter. Group One Trading LLC now owns 1,477 shares of the technology company’s stock valued at $110,000 after buying an additional 1,327 shares during the period. Institutional investors and hedge funds own 20.32% of the company’s stock.

Zillow Group Stock Down 2.6%

NASDAQ ZG traded down $1.19 during trading hours on Thursday, reaching $43.91. 623,524 shares of the company were exchanged, compared to its average volume of 924,241. The business’s 50 day simple moving average is $65.97 and its 200-day simple moving average is $72.26. Zillow Group has a 1 year low of $43.80 and a 1 year high of $90.22. The stock has a market capitalization of $10.63 billion, a P/E ratio of 487.52, a P/E/G ratio of 3.16 and a beta of 2.04.

Zillow Group (NASDAQ:ZG) last posted its earnings results on Tuesday, February 10th. The technology company reported $0.39 EPS for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). The business had revenue of $654.00 million during the quarter, compared to the consensus estimate of $650.40 million. Zillow Group had a return on equity of 0.56% and a net margin of 0.89%.The firm’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.27 EPS. As a group, sell-side analysts anticipate that Zillow Group will post 0.32 earnings per share for the current year.

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.