Zillow Group (NASDAQ:Z) Raised to “Strong-Buy” at Zelman & Associates

Zillow Group (NASDAQ:Z) was upgraded by equities research analysts at Zelman & Associates from a “hold” rating to a “strong-buy” rating in a research report issued on Thursday,Zacks.com reports.

Other research analysts also recently issued research reports about the company. Needham & Company LLC reaffirmed a “hold” rating on shares of Zillow Group in a research note on Wednesday. Barclays raised shares of Zillow Group from a “strong sell” rating to a “hold” rating in a report on Thursday, January 29th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Zillow Group in a research note on Wednesday, January 21st. JPMorgan Chase & Co. lifted 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. Finally, Keefe, Bruyette & Woods reduced their price objective on shares of Zillow Group from $80.00 to $65.00 and set a “market perform” rating on the stock in a research note on Monday. 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 issued a Sell rating to the company’s stock. According to MarketBeat, Zillow Group presently has an average rating of “Hold” and a consensus price target of $90.60.

Zillow Group Stock Down 4.0%

NASDAQ Z opened at $43.82 on Thursday. The company has a market cap of $10.61 billion, a price-to-earnings ratio of 486.94, a price-to-earnings-growth ratio of 2.65 and a beta of 2.08. Zillow Group has a twelve month low of $43.36 and a twelve month high of $93.88. The business’s fifty day moving average is $66.23 and its 200 day moving average is $74.16.

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

Insider Buying and Selling

In other news, General Counsel Bradley D. Owens sold 2,722 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $67.41, for a total value 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 is available through the SEC website. Also, Director Erik C. Blachford sold 965 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $72.51, for a total transaction of $69,972.15. Following the sale, the director owned 33,543 shares of the company’s stock, valued at approximately $2,432,202.93. This trade represents a 2.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 3,928 shares of company stock worth $270,937 in the last 90 days. Corporate insiders own 25.03% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Root Financial Partners LLC bought a new position in shares of Zillow Group during the 3rd quarter worth approximately $27,000. V Square Quantitative Management LLC acquired a new position in shares of Zillow Group during the 4th quarter valued at $28,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Zillow Group during the 3rd quarter valued at $29,000. Cullen Frost Bankers Inc. boosted its stake in Zillow Group by 58.6% during the third quarter. Cullen Frost Bankers Inc. now owns 441 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 163 shares in the last quarter. Finally, SBI Securities Co. Ltd. grew its holdings in Zillow Group by 58.2% in the second quarter. SBI Securities Co. Ltd. now owns 503 shares of the financial services provider’s stock worth $35,000 after purchasing an additional 185 shares during the period. 71.01% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Zillow Group

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

• Positive Sentiment: Zillow delivered revenue growth (~18% YoY) with strong gains in rentals and growing mortgage activity; management offered an upbeat revenue outlook for 2026, supporting longer-term growth narratives. Zacks: Q4 EPS Lags, Revenues Beat
• Positive Sentiment: The company returned to a small profit in Q4 (roughly $3M, vs. a loss year-ago) as for-sale and rentals revenue improved, validating parts of the operational turnaround. Company Q4 Results
• Neutral Sentiment: Some broker ratings are unchanged (Needham reaffirmed a “hold”), keeping analyst sentiment mixed rather than uniformly negative. Benzinga
• Negative Sentiment: Zillow missed EPS expectations (reported roughly $0.39 vs. consensus near $0.42), prompting analysts to trim forecasts and margin models—selling pressure followed the updates. Benzinga: Analysts Cut Forecasts
• Negative Sentiment: Multiple lawsuits from competitors and consumers targeting different parts of Zillow’s business have surfaced in coverage, increasing legal risk and investor uncertainty. Barron’s: Zillow Litigation
• Negative Sentiment: Keefe, Bruyette & Woods lowered its price target to $65, reflecting more cautious near-term expectations and adding pressure to valuation-sensitive investors. AmericanBankingNews: Price Target Cut

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.