Zillow Group (NASDAQ:ZG) Price Target Lowered to $56.00 at Cantor Fitzgerald

Zillow Group (NASDAQ:ZG) had its price target lowered by Cantor Fitzgerald from $68.00 to $56.00 in a report published on Wednesday morning, Marketbeat.com reports. The brokerage currently has a neutral rating on the technology company’s stock.

ZG has been the topic of several other research reports. BNP Paribas Exane started coverage on shares of Zillow Group in a report on Wednesday, January 14th. They issued an “outperform” rating and a $85.00 price target on the stock. KeyCorp dropped their price objective on shares of Zillow Group from $90.00 to $75.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Barclays set a $72.00 price target on Zillow Group and gave the company an “equal weight” rating in a report on Thursday, January 29th. Susquehanna cut their price objective on Zillow Group from $85.00 to $80.00 and set a “neutral” rating on the stock in a research report on Monday, November 3rd. Finally, Citigroup restated a “market outperform” rating on shares of Zillow Group in a research note on Monday, January 12th. Fifteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $81.00.

Zillow Group Trading Down 0.1%

ZG traded down $0.04 during midday trading on Wednesday, hitting $45.07. The company’s stock had a trading volume of 313,651 shares, compared to its average volume of 909,093. The firm has a market cap of $10.91 billion, a P/E ratio of 500.78, a PEG ratio of 3.16 and a beta of 2.04. Zillow Group has a 52-week low of $43.80 and a 52-week high of $90.22. The firm has a 50-day moving average price of $65.97 and a two-hundred day moving average price of $72.26.

Zillow Group (NASDAQ:ZG) last announced its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.39 earnings per share for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.03). The company had revenue of $654.00 million during the quarter, compared to analyst estimates of $650.40 million. Zillow Group had a net margin of 0.89% and a return on equity of 0.56%. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.27 EPS. On average, equities analysts expect that Zillow Group will post 0.32 EPS for the current year.

Insider Activity at Zillow Group

In other news, Director Erik C. Blachford sold 965 shares of Zillow Group stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $72.51, for a total transaction of $69,972.15. Following the transaction, the director directly owned 33,543 shares of the company’s stock, valued at $2,432,202.93. This trade represents a 2.80% decrease in their ownership of the stock. 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 company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $67.41, for a total transaction of $183,490.02. Following the completion of the sale, the general counsel 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 28,103 shares of company stock worth $1,956,109. 17.14% of the stock is owned by company insiders.

Institutional Trading of Zillow Group

A number of hedge funds and other institutional investors have recently made changes to their positions in ZG. Smartleaf Asset Management LLC grew its position in Zillow Group by 78.9% in the third quarter. Smartleaf Asset Management LLC now owns 424 shares of the technology company’s stock valued at $33,000 after purchasing an additional 187 shares in the last quarter. First Command Advisory Services Inc. bought a new position in shares of Zillow Group in the 4th quarter valued at about $34,000. Global Retirement Partners LLC increased its position in shares of Zillow Group by 4,130.0% in the fourth quarter. Global Retirement Partners LLC now owns 846 shares of the technology company’s stock valued at $58,000 after acquiring an additional 826 shares during the last quarter. Jones Financial Companies Lllp increased its position in shares of Zillow Group by 23.1% in the third quarter. Jones Financial Companies Lllp now owns 1,033 shares of the technology company’s stock valued at $80,000 after acquiring an additional 194 shares during the last quarter. Finally, Group One Trading LLC raised 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 acquiring an additional 1,327 shares in the last quarter. 20.32% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Zillow Group

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

• Positive Sentiment: Q4 revenue beat and business momentum — Zillow reported Q4 revenue of $654M (up ~18% y/y) and highlighted strong growth in rentals and mortgages, plus a move back to quarterly profitability that supports the longer‑term narrative of durable growth. Zillow Group Profitability Milestone Highlights Rentals Growth And Valuation Gap
• Positive Sentiment: Revenue guidance above consensus — management issued Q1 revenue guidance of $700M–$710M, which is above Wall Street’s consensus and reinforces top‑line momentum even as margins remain pressured. Zillow Group Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Some analysts see upside but remain cautious — Keefe Bruyette raised its price target to $80 from $65 but kept a Market Perform rating, reflecting uncertainty (e.g., around the Compass trial) even as some upside is acknowledged. Here’s What Analysts Are Saying About Zillow Group (ZG)
• Negative Sentiment: EPS miss and margin pressure — Zillow reported adjusted EPS of $0.39 vs. consensus ~$0.42; higher costs and margin pressure were noted, which prompted immediate investor selling. Zillow stock falls after Q4 earnings miss
• Negative Sentiment: Analysts cut forecasts and price targets — multiple firms (Barclays, Cantor Fitzgerald, Wells Fargo and others) trimmed price targets and estimates after the print, signaling reduced near‑term expectations and adding selling pressure. Zillow Analysts Cut Their Forecasts After Q4 Earnings
• Negative Sentiment: Litigation risks spotlighted — coverage points to an uptick in lawsuits from competitors and consumers across business lines, increasing headline risk and uncertainty about future liabilities. Zillow Faces a Wave of Litigation. What Is Dragging the Stock.
• Negative Sentiment: Market reaction summary — investor writeups and commentaries explain the drop as a rotation away from growth names with short‑term misses and rising risk (earnings shortfall + analyst downgrades + legal headlines). Why Zillow Stock Dropped Today

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.