Zillow Group, Inc. (NASDAQ:Z) Receives Average Rating of “Moderate Buy” from Analysts

Shares of Zillow Group, Inc. (NASDAQ:Z) have received a consensus recommendation of “Moderate Buy” from the fifteen analysts that are currently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, five have issued a buy rating and three have given a strong buy rating to the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $76.00.

Several equities analysts recently issued reports on Z shares. UBS Group decreased their target price on shares of Zillow Group from $80.00 to $75.00 and set a “buy” rating for the company in a research note on Tuesday, April 28th. Wall Street Zen raised Zillow Group from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Weiss Ratings lowered shares of Zillow Group from a “sell (d+)” rating to a “sell (d)” rating in a report on Friday, May 22nd. JPMorgan Chase & Co. decreased their price objective on shares of Zillow Group from $84.00 to $76.00 and set an “overweight” rating on the stock in a report on Thursday, May 7th. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on shares of Zillow Group from $80.00 to $68.00 and set a “buy” rating on the stock in a research report on Friday, May 8th.

Zillow Group Trading Down 1.6%

Shares of Zillow Group stock opened at $32.27 on Thursday. The firm has a market capitalization of $7.38 billion, a price-to-earnings ratio of 129.08, a PEG ratio of 1.40 and a beta of 1.98. The firm’s 50 day simple moving average is $35.66 and its two-hundred day simple moving average is $46.81. Zillow Group has a 12-month low of $29.23 and a 12-month high of $93.88.

Zillow Group (NASDAQ:Z) last issued its earnings results on Wednesday, May 6th. The financial services provider reported $0.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.43 by $0.10. Zillow Group had a net margin of 2.27% and a return on equity of 1.41%. The firm had revenue of $708.00 million during the quarter, compared to analysts’ expectations of $705.10 million. On average, sell-side analysts predict that Zillow Group will post 0.9 EPS for the current fiscal year.

Zillow Group News Summary

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

• Positive Sentiment: Zacks Research upgraded Zillow from “hold” to “strong-buy”, which could help support sentiment by signaling a more favorable outlook. Zacks.com
• Positive Sentiment: Zillow’s June Market Report showed signs of improvement in the housing market, with home sales up 5.9% year over year and new listings rebounding, which may be constructive for Zillow’s core real-estate marketplace business. Article Title
• Neutral Sentiment: Zillow said it will report second-quarter 2026 results on Aug. 5, keeping investors focused on upcoming earnings for confirmation of business trends. Article Title
• Negative Sentiment: Bloomberg reported that Zillow and Rocket will face an August FTC trial over their rental-listing deal, increasing the chance of regulatory scrutiny, fines, or limits on the partnership. Article Title
• Negative Sentiment: Multiple law firms announced or promoted securities class actions against Zillow, with deadlines approaching, reinforcing investor concern about alleged disclosures tied to the anticompetitive agreement and prior stock drops. Article Title

Insider Transactions at Zillow Group

In other Zillow Group news, insider Dan Spaulding sold 3,078 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $37.40, for a total value of $115,117.20. Following the sale, the insider directly owned 49,696 shares of the company’s stock, valued at approximately $1,858,630.40. This represents a 5.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Erik C. Blachford sold 791 shares of the firm’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $34.80, for a total value of $27,526.80. Following the completion of the sale, the director owned 34,952 shares in the company, valued at approximately $1,216,329.60. This represents a 2.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,910 shares of company stock worth $1,605,732 in the last 90 days. Insiders own 25.03% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in Z. Independent Franchise Partners LLP lifted its stake in Zillow Group by 0.9% in the fourth quarter. Independent Franchise Partners LLP now owns 10,953,405 shares of the financial services provider’s stock valued at $747,241,000 after buying an additional 94,569 shares during the last quarter. Capital World Investors raised its position in Zillow Group by 1.8% in the 4th quarter. Capital World Investors now owns 10,826,066 shares of the financial services provider’s stock valued at $738,554,000 after purchasing an additional 191,058 shares during the last quarter. Tiger Global Management LLC grew its position in Zillow Group by 21.7% during the 1st quarter. Tiger Global Management LLC now owns 7,368,957 shares of the financial services provider’s stock worth $304,927,000 after purchasing an additional 1,312,000 shares during the last quarter. State Street Corp grew its holdings in shares of Zillow Group by 3.9% during the fourth quarter. State Street Corp now owns 3,838,788 shares of the financial services provider’s stock worth $261,882,000 after buying an additional 143,726 shares during the last quarter. Finally, Geode Capital Management LLC increased its position in Zillow Group by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 3,363,657 shares of the financial services provider’s stock valued at $228,898,000 after acquiring an additional 55,323 shares during the period. Institutional investors and hedge funds own 71.01% of the company’s stock.

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.