Zillow Group (NASDAQ:ZG) Releases Quarterly Earnings Results, Misses Expectations By $0.03 EPS

Zillow Group (NASDAQ:ZG) issued its quarterly earnings results on Tuesday. The technology company reported $0.39 earnings per share for the quarter, missing the consensus estimate of $0.42 by ($0.03), Briefing.com reports. The company had revenue of $654.00 million for the quarter, compared to analyst estimates of $650.40 million. Zillow Group had a return on equity of 0.56% and a net margin of 0.89%.Zillow Group’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.27 earnings per share.

Zillow Group Price Performance

NASDAQ:ZG opened at $45.10 on Thursday. The firm has a market capitalization of $10.92 billion, a P/E ratio of 501.17, a P/E/G ratio of 3.16 and a beta of 2.04. The business has a 50 day simple moving average of $65.97 and a 200 day simple moving average of $72.26. Zillow Group has a 12-month low of $43.80 and a 12-month high of $90.22.

Analysts Set New Price Targets

ZG has been the subject of several analyst reports. Susquehanna cut their price target on shares of Zillow Group from $85.00 to $80.00 and set a “neutral” rating for the company in a report on Monday, November 3rd. Cantor Fitzgerald dropped their target price on Zillow Group from $68.00 to $56.00 and set a “neutral” rating on the stock in a research report on Wednesday. Citigroup reissued a “market outperform” rating on shares of Zillow Group in a report on Monday, January 12th. Barclays decreased their price target on Zillow Group from $72.00 to $66.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, KeyCorp cut their price objective on Zillow Group from $90.00 to $75.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $81.00.

Insider Buying and Selling

In related news, CEO Jeremy Wacksman sold 10,855 shares of Zillow Group stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $69.99, for a total value of $759,741.45. Following the sale, the chief executive officer directly owned 134,712 shares in the company, valued at $9,428,492.88. This trade represents a 7.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Bradley D. Owens sold 2,722 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $67.41, for a total transaction of $183,490.02. Following the transaction, the general counsel directly owned 37,974 shares of the company’s stock, valued at $2,559,827.34. The trade was a 6.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 28,103 shares of company stock valued at $1,956,109 in the last three months. 17.14% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Zillow Group

Institutional investors and hedge funds have recently bought and sold shares of the stock. Group One Trading LLC boosted its holdings in Zillow Group by 884.7% during the third quarter. Group One Trading LLC now owns 1,477 shares of the technology company’s stock worth $110,000 after buying an additional 1,327 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in shares of Zillow Group by 10.1% during the 4th quarter. PNC Financial Services Group Inc. now owns 2,156 shares of the technology company’s stock valued at $147,000 after acquiring an additional 198 shares during the last quarter. California State Teachers Retirement System boosted its stake in shares of Zillow Group by 9.2% during the 2nd quarter. California State Teachers Retirement System now owns 3,147 shares of the technology company’s stock worth $216,000 after acquiring an additional 264 shares in the last quarter. Mackenzie Financial Corp boosted its stake in shares of Zillow Group by 8.5% during the 3rd quarter. Mackenzie Financial Corp now owns 3,301 shares of the technology company’s stock worth $246,000 after acquiring an additional 258 shares in the last quarter. Finally, Evergreen Capital Management LLC acquired a new position in shares of Zillow Group in the 2nd quarter worth $252,000. Institutional investors own 20.32% of the company’s stock.

Key Stories Impacting Zillow Group

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

• Positive Sentiment: Zillow reported a return to quarterly profitability and highlighted fast rentals and mortgage growth, supporting the case that its higher-growth segments are improving unit economics and reducing the valuation gap with peers. Zillow Group Profitability Milestone Highlights Rentals Growth And Valuation Gap
• Positive Sentiment: Revenue beat: Q4 revenue rose ~18% YoY to $654M and the company swung to a small GAAP profit, and management gave an upbeat 2026 revenue outlook — data points investors who focus on growth will view as constructive. Zillow Swings to Fourth-Quarter Profit as Revenue Climbs
• Positive Sentiment: Some analysts remain supportive: Keefe Bruyette raised its price target to $80 (maintaining Market Perform) and Bernstein issued a buy, signaling pockets of analyst conviction that operational momentum can re-rate the stock. Here’s What Analysts Are Saying About Zillow Group (ZG)
• Neutral Sentiment: Piper Sandler reaffirmed an overweight rating with a $70 PT — a sign some firms still see upside, but the revision lower from prior targets tempers immediate enthusiasm. Benzinga note on Piper Sandler
• Negative Sentiment: EPS miss: Q4 adjusted EPS was $0.39 vs. $0.42 consensus, which triggered selling and headlines about an earnings shortfall despite the revenue beat. That miss is the primary near-term catalyst pressuring the stock. Why Zillow Stock Dropped Today
• Negative Sentiment: Multiple analysts cut price targets after the print (Barclays, Cantor Fitzgerald, Wells Fargo among others), reducing near-term upside and signaling reduced conviction in margin recovery. Zillow Analysts Cut Their Forecasts After Q4 Earnings
• Negative Sentiment: Legal risk: Barron’s details a wave of litigation from competitors and consumers that could create costs, distraction and execution risk — a factor that can weigh on sentiment until resolved. Zillow Faces a Wave of Litigation. What Is Dragging the Stock.

About Zillow Group

Zillow Group (NASDAQ:ZG) is a U.S.-based online real estate marketplace that connects consumers, real estate professionals and mortgage lenders through a suite of digital products and advertising services. Founded in 2006 by Rich Barton and Lloyd Frink and headquartered in Seattle, Washington, the company operates a portfolio of consumer-facing brands and tools designed to simplify home search, rental discovery, valuation and mortgage shopping.

Zillow’s core products include its consumer websites and mobile apps that list homes for sale and rent, the Zestimate automated home value estimate, and marketplaces that connect buyers and renters with agents and lenders.