Zillow Group (NASDAQ:Z) Given Hold Rating at Needham & Company LLC

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

Z has been the subject of a number of other research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Zillow Group in a report on Wednesday, January 21st. 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 report on Monday. JPMorgan Chase & Co. increased their price target on Zillow Group from $94.00 to $95.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Barclays upgraded Zillow Group from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 29th. Finally, Mizuho lowered Zillow Group from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 8th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $90.60.

Zillow Group Stock Performance

Shares of Zillow Group stock opened at $54.71 on Wednesday. Zillow Group has a 52-week low of $53.61 and a 52-week high of $93.88. The stock has a market cap of $13.24 billion, a PE ratio of -390.76, a PEG ratio of 3.15 and a beta of 2.08. The firm has a 50-day moving average of $67.47 and a 200-day moving average of $74.58.

Zillow Group (NASDAQ:Z) last issued its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.42 by ($0.41). 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 during the quarter, compared to analyst estimates of $650.40 million. Equities research analysts predict that Zillow Group will post 0.32 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CFO Jeremy Hofmann sold 7,865 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $69.53, for a total transaction of $546,853.45. Following the completion of the transaction, the chief financial officer directly owned 70,811 shares in the company, valued at $4,923,488.83. The trade was a 10.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Dan Spaulding sold 5,455 shares of the business’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $69.40, for a total value of $378,577.00. Following the completion of the transaction, the insider directly owned 50,342 shares of the company’s stock, valued at approximately $3,493,734.80. This trade represents a 9.78% 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 over the last ninety days. Company insiders own 23.76% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in Z. Pittenger & Anderson Inc. lifted its stake in Zillow Group by 32.8% in 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 last quarter. Brighton Jones LLC raised its stake in shares of Zillow Group by 2.5% during 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 last quarter. Lansforsakringar Fondforvaltning AB publ increased its position 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 worth $3,743,000 after purchasing an additional 144 shares during the period. Farther Finance Advisors LLC raised its position in Zillow Group by 20.5% in the third quarter. Farther Finance Advisors LLC now owns 954 shares of the financial services provider’s stock worth $74,000 after acquiring an additional 162 shares in the last quarter. Finally, Cullen Frost Bankers Inc. lifted its stake in shares of Zillow Group by 58.6% in the third 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 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: Zillow reported Q4 revenue of $654M (up ~18% year/year) and beat consensus revenue estimates — the top line momentum and strength in mortgage and rentals were highlighted. GeekWire: Zillow tops estimates
• Positive Sentiment: Zillow reported a small GAAP profit for the quarter (and its first full‑year GAAP profit since 2012), which supports a narrative that the business is stabilizing and diversifying beyond listings. WSJ: Zillow swings to profit
• Positive Sentiment: Management issued first‑quarter 2026 revenue guidance of $700M–$710M, above the street consensus (~$690M), indicating revenue growth visibility into Q1. (See company release / call for details.) Company press release / presentation
• Neutral Sentiment: Company press release and earnings packet with full Q4 and FY2025 financials were posted; conference call is available for deeper details on margins and segment performance. Press release
• Neutral Sentiment: Coverage pieces discuss Zillow’s longer‑term AI initiatives and why some tech investors remain constructive on secular revenue growth even as short‑term metrics fluctuate. Barron’s: Why Wall Street still likes the stock
• Negative Sentiment: EPS of $0.39 missed the Zacks/consensus estimate of $0.42 — a modest miss that traders penalized given mixed margin commentary. Zacks: Q4 earnings miss
• Negative Sentiment: Investors reacted to “soft EBITDA guidance” and mixed margin details on the call — several reports note the stock came under pressure after management commentary on near‑term profitability. Seeking Alpha: soft EBITDA guidance
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target from $80 to $65 and moved to Market Perform, which increases near‑term analyst pressure on the stock. American Banking News: KBW lowers PT

Zillow Group Company Profile

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.