Keefe, Bruyette & Woods Cuts Zillow Group (NASDAQ:Z) Price Target to $65.00

Zillow Group (NASDAQ:Z) had its price objective cut by Keefe, Bruyette & Woods from $80.00 to $65.00 in a research note issued to investors on Monday,Benzinga reports. They currently have a market perform rating on the financial services provider’s stock.

Z has been the subject of a number of other reports. 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 report on Friday, October 31st. Barclays raised Zillow Group from a “strong sell” rating to a “hold” rating in a report on Thursday, January 29th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Zillow Group in a report on Wednesday, January 21st. Finally, Mizuho lowered shares of Zillow Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $90.60.

Zillow Group Price Performance

Shares of Z stock opened at $45.66 on Monday. The company has a fifty day moving average price of $66.86 and a two-hundred day moving average price of $74.38. Zillow Group has a one year low of $44.02 and a one year high of $93.88. The stock has a market cap of $11.05 billion, a P/E ratio of 507.39, a P/E/G ratio of 3.17 and a beta of 2.08.

Zillow Group (NASDAQ:Z) last released its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $0.39 earnings per share 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 firm had revenue of $654.00 million for the quarter, compared to analyst estimates of $650.40 million. As a group, equities research analysts anticipate that Zillow Group will post 0.32 EPS for the current fiscal year.

Insider Buying and Selling at Zillow Group

In other news, 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 transaction of $183,490.02. Following the sale, the general counsel directly owned 37,974 shares of the company’s stock, valued at approximately $2,559,827.34. This represents a 6.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Erik C. Blachford sold 965 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $72.51, for a total value of $69,972.15. Following the completion of the transaction, the director owned 33,543 shares in the company, valued at $2,432,202.93. The trade was a 2.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 28,103 shares of company stock valued at $1,956,109 over the last ninety days. 25.03% of the stock is owned by corporate insiders.

Institutional Trading of Zillow Group

Large investors have recently bought and sold shares of the business. Root Financial Partners LLC acquired a new position in Zillow Group during the third quarter worth about $27,000. V Square Quantitative Management LLC bought a new stake in shares of Zillow Group during the 4th quarter valued at approximately $28,000. Pilgrim Partners Asia Pte Ltd acquired a new position in Zillow Group during the 3rd quarter worth approximately $29,000. Cullen Frost Bankers Inc. increased its position in Zillow Group by 58.6% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 441 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 163 shares in the last quarter. Finally, SBI Securities Co. Ltd. lifted its stake in Zillow Group by 58.2% in the 2nd quarter. SBI Securities Co. Ltd. now owns 503 shares of the financial services provider’s stock valued at $35,000 after purchasing an additional 185 shares during the last quarter. 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: Revenue and growth: Zillow delivered Q4 revenue of $654M (up ~18% year‑over‑year) and growth in its “for sale” and rentals segments, which supports top‑line momentum. GeekWire: Zillow tops estimates
• Positive Sentiment: Return to GAAP profitability: Zillow reported a small GAAP profit ($3M) in Q4 versus a loss a year earlier, a positive step toward sustainable earnings. WSJ: Zillow Q4 profit
• Positive Sentiment: Upside revenue guide for Q1: Management set Q1 revenue guidance around $700M–$710M, above consensus, signaling continued revenue momentum into 2026. Company press release / guidance
• Neutral Sentiment: Analyst stance mixed: Some research shops are keeping neutral/hold views (Needham reaffirmed a hold), reflecting cautious optimism but not conviction to buy. Benzinga: analyst note
• Neutral Sentiment: Investor call / details: The Q4 earnings call and transcript contain mixed detail on margins, AI investments and segment performance that leaves room for debate on near‑term profitability. Earnings call transcript
• Negative Sentiment: Legal overhang: Zillow faces multiple lawsuits from competitors and consumers targeting different parts of its business — a growing litigation risk that increases uncertainty and potential costs. MSN: litigation story Barron’s: litigation coverage
• Negative Sentiment: EPS miss and profitability concerns: Adjusted EPS missed estimates (reported ~$0.39 vs. ~$0.42 expected), and some commentary and modeling items (soft EBITDA outlook) prompted analysts to trim forecasts and lower price targets. Benzinga: analysts cut forecasts Seeking Alpha: soft EBITDA guidance KBW lowers price target
• Negative Sentiment: Valuation & technical pressure: Z carries a very high trailing P/E and is trading well below its 50‑ and 200‑day moving averages; today’s heavy volume suggests investors are de‑risking into the headlines.

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.