Jun Choo Sells 2,061 Shares of Zillow Group (NASDAQ:ZG) Stock

Zillow Group, Inc. (NASDAQ:ZG) COO Jun Choo sold 2,061 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $44.23, for a total transaction of $91,158.03. Following the transaction, the chief operating officer directly owned 108,927 shares in the company, valued at approximately $4,817,841.21. This represents a 1.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Zillow Group Trading Down 0.9%

ZG opened at $43.30 on Friday. The company has a fifty day moving average price of $64.81 and a two-hundred day moving average price of $71.78. Zillow Group, Inc. has a 1-year low of $42.25 and a 1-year high of $90.22. The company has a market cap of $10.48 billion, a P/E ratio of 481.16, a price-to-earnings-growth ratio of 3.21 and a beta of 2.04.

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

Key Stories Impacting Zillow Group

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

• Positive Sentiment: Zillow highlights a profitability milestone and faster rentals growth, which supports the company’s longer‑term path to sustainable earnings. Zillow Group Profitability Milestone Highlights Rentals Growth And Valuation Gap
• Neutral Sentiment: Citigroup cut its price target (from $100 to $78) but maintained a Buy rating, keeping upside expectations though at a lower valuation. Benzinga: Citigroup price target note
• Neutral Sentiment: Analyst commentary and features discuss potential catalysts and valuation tradeoffs — useful for investors weighing near‑term legal/earnings headwinds versus longer‑term revenue momentum. What Catalysts Are Recasting The Story For Zillow Group (ZG)?
• Negative Sentiment: Q4 adjusted EPS missed expectations (reported roughly $0.39 vs. consensus ~ $0.42), prompting heavy selling pressure and a sharp weekly decline. Earnings execution shortfall is the primary near‑term catalyst for the share drop. Zillow Stock Drops Nearly 20% This Week After Earnings Miss
• Negative Sentiment: Several analysts trimmed targets and/or ratings (Wells Fargo cut its target to $61; Barclays issued a Hold), reducing near‑term analyst support and pressuring sentiment. Wells Fargo & Company Cuts Zillow Group Price Target
• Negative Sentiment: Multiple insider sales were disclosed this week (including the General Counsel, CTO, COO, CAO and other insiders), which investors often view as a negative signal about confidence or a source of additional selling supply. Representative SEC filing: Insider Form 4 filing
• Negative Sentiment: Shares hit a new 12‑month low after the mix of the earnings miss, price‑target cuts and the spike in trading volume — signaling increased near‑term downside risk until clarity returns on margins and legal/headline issues. Zillow Group Sets New 12-Month Low Following Weak Earnings

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC increased its stake in Zillow Group by 78.9% in the 3rd quarter. Smartleaf Asset Management LLC now owns 424 shares of the technology company’s stock valued at $33,000 after buying an additional 187 shares during the last quarter. First Command Advisory Services Inc. bought a new position in shares of Zillow Group in the fourth quarter valued at approximately $34,000. Kestra Advisory Services LLC purchased a new stake in shares of Zillow Group during the fourth quarter valued at approximately $47,000. Quarry LP purchased a new stake in shares of Zillow Group during the fourth quarter valued at approximately $56,000. Finally, Global Retirement Partners LLC lifted its holdings in Zillow Group by 4,130.0% during the fourth quarter. Global Retirement Partners LLC now owns 846 shares of the technology company’s stock worth $58,000 after acquiring an additional 826 shares during the period. 20.32% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently issued reports on ZG. Mizuho set a $65.00 price target on shares of Zillow Group in a research report on Wednesday. Piper Sandler reaffirmed an “overweight” rating and issued a $70.00 price objective (down from $85.00) on shares of Zillow Group in a research note on Wednesday. Susquehanna set a $50.00 target price on shares of Zillow Group in a research report on Thursday. BNP Paribas Exane began coverage on shares of Zillow Group in a report on Wednesday, January 14th. They issued an “outperform” rating and a $85.00 target price on the stock. Finally, The Goldman Sachs Group cut their price target on Zillow Group from $78.00 to $62.00 and set a “neutral” rating for the company in a research note on Wednesday. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $78.43.

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.