Dan Spaulding Sells 5,361 Shares of Zillow Group (NASDAQ:Z) Stock

Zillow Group, Inc. (NASDAQ:Z) insider Dan Spaulding sold 5,361 shares of Zillow Group stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $43.95, for a total transaction of $235,615.95. Following the sale, the insider directly owned 41,080 shares of the company’s stock, valued at $1,805,466. This represents a 11.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Dan Spaulding also recently made the following trade(s):

• On Thursday, February 12th, Dan Spaulding sold 3,901 shares of Zillow Group stock. The shares were sold at an average price of $44.19, for a total value of $172,385.19.

Zillow Group Stock Up 2.3%

Shares of Z stock opened at $44.98 on Thursday. The business has a 50-day moving average price of $63.81 and a two-hundred day moving average price of $73.11. Zillow Group, Inc. has a 12-month low of $42.50 and a 12-month high of $93.88. The firm has a market cap of $10.89 billion, a P/E ratio of 499.83, a price-to-earnings-growth ratio of 2.46 and a beta of 2.08.

Zillow Group (NASDAQ:Z) last announced its quarterly earnings data 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). The firm had revenue of $654.00 million for the quarter, compared to the consensus estimate of $650.40 million. Zillow Group had a net margin of 0.89% and a return on equity of 0.56%. As a group, research analysts expect that Zillow Group, Inc. will post 0.32 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Needham & Company LLC reaffirmed a “hold” rating on shares of Zillow Group in a research note on Wednesday, February 11th. Barclays raised shares of Zillow Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 29th. JPMorgan Chase & Co. raised their price objective on Zillow Group from $94.00 to $95.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Mizuho downgraded Zillow Group from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 8th. Finally, Keefe, Bruyette & Woods lowered their target price 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. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $90.60.

Institutional Trading of Zillow Group

Several institutional investors and hedge funds have recently bought and sold shares of Z. Empowered Funds LLC boosted its position in shares of Zillow Group by 4.7% during the first quarter. Empowered Funds LLC now owns 3,822 shares of the financial services provider’s stock valued at $262,000 after purchasing an additional 171 shares in the last quarter. Intech Investment Management LLC boosted its stake in Zillow Group by 21.7% in the 1st quarter. Intech Investment Management LLC now owns 20,518 shares of the financial services provider’s stock worth $1,407,000 after purchasing an additional 3,653 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in shares of Zillow Group by 42.2% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 5,012 shares of the financial services provider’s stock valued at $351,000 after buying an additional 1,488 shares during the last quarter. TD Asset Management Inc increased its position in shares of Zillow Group by 87.3% during the second quarter. TD Asset Management Inc now owns 29,795 shares of the financial services provider’s stock valued at $2,087,000 after acquiring an additional 13,891 shares in the last quarter. Finally, DekaBank Deutsche Girozentrale raised its holdings in Zillow Group by 2.2% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 25,099 shares of the financial services provider’s stock worth $1,755,000 after acquiring an additional 535 shares during the last quarter. 71.01% of the stock is currently owned by hedge funds and other institutional investors.

More Zillow Group News

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

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.