Jeremy Wacksman Sells 13,661 Shares of Zillow Group (NASDAQ:Z) Stock

Zillow Group, Inc. (NASDAQ:Z) CEO Jeremy Wacksman sold 13,661 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $44.25, for a total transaction of $604,499.25. Following the sale, the chief executive officer directly owned 116,322 shares in the company, valued at $5,147,248.50. This represents a 10.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link.

Jeremy Wacksman also recently made the following trade(s):

• On Thursday, February 12th, Jeremy Wacksman sold 4,729 shares of Zillow Group stock. The shares were sold at an average price of $44.20, for a total transaction of $209,021.80.

Zillow Group Stock Up 2.3%

Zillow Group stock opened at $44.98 on Thursday. The firm has a market cap of $10.89 billion, a PE ratio of 499.83, a price-to-earnings-growth ratio of 2.46 and a beta of 2.08. Zillow Group, Inc. has a 52-week low of $42.50 and a 52-week high of $93.88. The company’s 50 day moving average is $63.81 and its two-hundred day moving average is $73.11.

Zillow Group (NASDAQ:Z) last posted its quarterly earnings results on Tuesday, February 10th. The financial services provider reported $0.39 EPS for the quarter, missing the consensus estimate 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 during the quarter, compared to analyst estimates of $650.40 million. On average, equities research analysts anticipate that Zillow Group, Inc. will post 0.32 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Zillow Group

Several institutional investors and hedge funds have recently made changes to their positions in the company. Pittenger & Anderson Inc. raised its stake in Zillow Group by 32.8% during the third quarter. Pittenger & Anderson Inc. now owns 546 shares of the financial services provider’s stock worth $42,000 after acquiring an additional 135 shares during the period. Brighton Jones LLC lifted its position in Zillow Group by 2.5% in the second quarter. Brighton Jones LLC now owns 5,747 shares of the financial services provider’s stock worth $403,000 after purchasing an additional 140 shares during the period. Lansforsakringar Fondforvaltning AB publ boosted its stake in Zillow Group by 0.3% during the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 48,575 shares of the financial services provider’s stock valued at $3,743,000 after purchasing an additional 144 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in Zillow Group by 20.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 954 shares of the financial services provider’s stock valued at $74,000 after purchasing an additional 162 shares in the last quarter. Finally, Cullen Frost Bankers Inc. increased its position in shares of 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 purchasing an additional 163 shares during the period. 71.01% of the stock is owned by institutional investors and hedge funds.

Zillow Group News Summary

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

• Positive Sentiment: Zelman & Associates upgraded Zillow to a strong‑buy (adds positive analyst support) and several institutional investors have modestly increased holdings, indicating some external conviction. MarketBeat — Zillow stock page (analyst & institutional notes)
• Neutral Sentiment: Susquehanna highlighted Zillow’s “effective execution” and long‑term initiatives despite a challenging housing market — it kept a Neutral rating while noting operational progress investors should watch. Susquehanna highlights Zillow’s (Z) effective execution
• Neutral Sentiment: Zillow published its Q4 2025 presentation/earnings materials — investors will be focused on management commentary for revenue mix, margin trends and any guidance commentary. Zillow Group, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Significant insider selling this week: CEO Jeremy Wacksman, CFO Jeremy Hofmann and director/insider Dan Spaulding sold multiple blocks (Wacksman ~17k shares across Feb 12 & 17; CFO Hofmann ~11k across Feb 12 & 18; Spaulding sold ~9k total). Large, clustered insider sales often weigh on sentiment. SEC Form 4 — Wacksman sales SEC Form 4 — Hofmann sales SEC Form 4 — Spaulding sales
• Negative Sentiment: Q4 beat/ miss nuance: revenue roughly matched expectations but EPS missed by ~$0.03 ($0.39 vs. $0.42 consensus) — small miss that can pressure sentiment given already elevated valuation multiples. Q4 results / presentation
• Negative Sentiment: Susquehanna cut its price target from $80 to $50 (while keeping a Neutral rating), a notable downward revision to near‑term expectations that may cap upside. Susquehanna PT cut and note

Analysts Set New Price Targets

Several equities analysts have recently issued reports on Z shares. Keefe, Bruyette & Woods decreased their price objective on Zillow Group from $80.00 to $65.00 and set a “market perform” rating for the company in a research note on Monday, February 9th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Zillow Group in a research note on Wednesday, January 21st. JPMorgan Chase & Co. boosted their price target 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. Needham & Company LLC restated a “hold” rating on shares of Zillow Group in a report on Wednesday, February 11th. Finally, Zelman & Associates raised shares of Zillow Group from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 12th. Two investment analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Zillow Group currently has an average rating of “Hold” and an average price target of $90.60.

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.