Polianta Ltd Has $1.82 Million Position in Zillow Group, Inc. $ZG

Polianta Ltd boosted its holdings in Zillow Group, Inc. (NASDAQ:ZG) by 60.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 58,100 shares of the technology company’s stock after acquiring an additional 22,000 shares during the quarter. Polianta Ltd’s holdings in Zillow Group were worth $1,822,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in ZG. Arax Advisory Partners boosted its holdings in Zillow Group by 402.3% during the fourth quarter. Arax Advisory Partners now owns 442 shares of the technology company’s stock valued at $30,000 after purchasing an additional 354 shares in the last quarter. First Command Advisory Services Inc. acquired a new stake in Zillow Group in the 4th quarter valued at $34,000. EverSource Wealth Advisors LLC grew its position in Zillow Group by 183.6% in the first quarter. EverSource Wealth Advisors LLC now owns 984 shares of the technology company’s stock valued at $41,000 after acquiring an additional 637 shares during the period. Fifth Third Bancorp raised its stake in Zillow Group by 990.3% during the first quarter. Fifth Third Bancorp now owns 1,014 shares of the technology company’s stock worth $42,000 after acquiring an additional 921 shares in the last quarter. Finally, Kestra Advisory Services LLC acquired a new position in Zillow Group during the fourth quarter worth $47,000. Institutional investors and hedge funds own 20.32% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on ZG. Wells Fargo & Company reduced their target price on shares of Zillow Group from $46.00 to $35.00 and set an “equal weight” rating on the stock in a research note on Friday. Sanford C. Bernstein cut shares of Zillow Group from an “outperform” rating to a “market perform” rating and dropped their target price for the stock from $50.00 to $38.00 in a research report on Thursday. Mizuho cut their price target on shares of Zillow Group from $65.00 to $53.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. Canaccord Genuity Group reduced their price target on shares of Zillow Group from $52.00 to $40.00 and set a “hold” rating on the stock in a research report on Thursday. Finally, BTIG Research reaffirmed a “neutral” rating on shares of Zillow Group in a research note on Thursday, June 11th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $53.86.

Insider Transactions at Zillow Group

In other Zillow Group news, CEO Jeremy Wacksman sold 9,072 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $36.54, for a total value of $331,490.88. Following the completion of the transaction, the chief executive officer directly owned 153,699 shares of the company’s stock, valued at approximately $5,616,161.46. The trade was a 5.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erik C. Blachford sold 791 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $34.80, for a total transaction of $27,526.80. Following the transaction, the director owned 34,952 shares in the company, valued at $1,216,329.60. The trade was a 2.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 42,910 shares of company stock worth $1,605,732. Corporate insiders own 29.88% of the company’s stock.

Zillow Group Stock Performance

Zillow Group stock opened at $33.95 on Friday. The business’s fifty day moving average is $33.16 and its two-hundred day moving average is $41.54. The firm has a market cap of $7.77 billion, a P/E ratio of 154.33, a P/E/G ratio of 1.45 and a beta of 1.95. Zillow Group, Inc. has a 52 week low of $29.03 and a 52 week high of $90.22.

Zillow Group (NASDAQ:ZG) last announced its earnings results on Wednesday, August 5th. The technology company reported $0.52 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.08. The company had revenue of $772.00 million during the quarter, compared to analyst estimates of $758.25 million. Zillow Group had a return on equity of 2.32% and a net margin of 1.96%.The firm’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period last year, the company posted $0.40 earnings per share. On average, equities research analysts predict that Zillow Group, Inc. will post 0.9 earnings per share for the current year.

Trending Headlines about Zillow Group

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

• Positive Sentiment: Zillow reported second-quarter earnings of $0.52 per share, above the $0.44 analyst consensus, while revenue reached $772 million, exceeding expectations of $758.25 million. Revenue increased 17.9% year over year, supported by growth in mortgage and rentals. Zillow Q2 Earnings Surpass Estimates on Solid Revenue Growth
• Positive Sentiment: Several analysts still see upside: Piper Sandler and Citizens JMP maintain bullish ratings with $46 price targets, while DA Davidson and Benchmark retain buy ratings despite lowering their targets. These targets remain above the stock’s recent trading level.
• Neutral Sentiment: Zillow’s July market report showed home sales rising 7% year over year, the strongest annual gain of 2026. However, the company said newly pending sales fell sharply from June as mortgage rates reached a one-year high, raising questions about the durability of the improvement. Zillow July Market Report
• Negative Sentiment: Analysts broadly lowered their expectations following the earnings report. Wells Fargo cut its target to $35 and assigned an equal-weight rating, Evercore downgraded Zillow to hold with a $40 target, and Susquehanna and Cantor Fitzgerald also reduced targets. RBC cited near-term pressure from Zillow’s preferred-model shift. Zillow Preferred-Model Shift Adds Near-Term Pressure
• Negative Sentiment: Multiple law firms are soliciting investors ahead of the August 10 lead-plaintiff deadline for a securities-fraud class action covering purchases from February 11, 2025, through May 7, 2026. The litigation involves alleged anticompetitive conduct and related regulatory risks, creating an additional overhang for ZG.

Zillow Group Company Profile

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.