Key Points
- Insider Dan Spaulding sold 3,901 shares on Feb 12 at $44.19 (~$172k) and 5,361 shares on Feb 17 at $43.95 (~$235.6k), trimming his Zillow stake.
- Other senior insiders also sold in mid‑February — CEO Jeremy Wacksman sold 4,729 and 13,661 shares and CFO Jeremy Hofmann sold 5,538 shares — signaling reduced insider conviction.
- Zillow missed Q4 EPS by $0.03 ($0.39 vs. $0.42) while revenue slightly beat expectations; the stock trades well below its 1‑year high, carries a very high PE, and has an average analyst rating of "Hold".
Zillow Group, Inc. (NASDAQ:Z - Get Free Report) insider Dan Spaulding sold 3,901 shares of Zillow Group stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $44.19, for a total value of $172,385.19. Following the completion of the transaction, the insider owned 46,441 shares of the company's stock, valued at approximately $2,052,227.79. This trade represents a 7.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.
Dan Spaulding also recently made the following trade(s):
- On Tuesday, February 17th, Dan Spaulding sold 5,361 shares of Zillow Group stock. The shares were sold at an average price of $43.95, for a total value of $235,615.95.
Zillow Group Stock Performance
Shares of Z opened at $43.97 on Wednesday. Zillow Group, Inc. has a 1 year low of $42.50 and a 1 year high of $93.88. The stock has a market capitalization of $10.64 billion, a PE ratio of 488.61, a PEG ratio of 3.23 and a beta of 2.08. The stock has a 50-day simple moving average of $64.42 and a 200-day simple moving average of $73.31.
Zillow Group (NASDAQ:Z - Get Free Report) last released its earnings results on Tuesday, February 10th. The financial services provider reported $0.39 earnings per share for the quarter, missing analysts' consensus estimates of $0.42 by ($0.03). The firm had revenue of $654.00 million for the quarter, compared to analysts' expectations of $650.40 million. Zillow Group had a return on equity of 0.56% and a net margin of 0.89%. Analysts predict that Zillow Group, Inc. will post 0.32 EPS for the current year.
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in the company. Empowered Funds LLC boosted its holdings in shares of Zillow Group by 4.7% in the first quarter. Empowered Funds LLC now owns 3,822 shares of the financial services provider's stock valued at $262,000 after acquiring an additional 171 shares during the period. Intech Investment Management LLC raised its position in Zillow Group by 21.7% in the 1st quarter. Intech Investment Management LLC now owns 20,518 shares of the financial services provider's stock valued at $1,407,000 after purchasing an additional 3,653 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its position in Zillow Group by 42.2% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 5,012 shares of the financial services provider's stock valued at $351,000 after purchasing an additional 1,488 shares during the last quarter. TD Asset Management Inc boosted its stake in Zillow Group by 87.3% during the 2nd quarter. TD Asset Management Inc now owns 29,795 shares of the financial services provider's stock worth $2,087,000 after purchasing an additional 13,891 shares during the period. Finally, DekaBank Deutsche Girozentrale grew its position in Zillow Group by 2.2% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 25,099 shares of the financial services provider's stock worth $1,755,000 after purchasing an additional 535 shares during the last quarter. Institutional investors and hedge funds own 71.01% of the company's stock.
Key Zillow Group News
Here are the key news stories impacting Zillow Group this week:
- Neutral Sentiment: Q4 2025 earnings presentation published; contains the company’s quarter results and management commentary that investors will parse for guidance and margin/revenue trends. Zillow Group, Inc. 2025 Q4 - Results - Earnings Call Presentation
- Negative Sentiment: CEO Jeremy Wacksman sold 13,661 shares on Feb 17 at an average price of $44.25 (≈$604.5k); his post-sale holding fell ~10.5%, which can be interpreted as reduced insider conviction. SEC Form 4 — Wacksman Feb 17 sale
- Negative Sentiment: CEO Jeremy Wacksman sold 4,729 shares on Feb 12 at an average price of $44.20 (≈$209.0k); this earlier sale reduced his stake by ~3.5%. SEC Form 4 — Wacksman Feb 12 sale
- Negative Sentiment: CFO Jeremy Hofmann sold 5,538 shares on Feb 12 at an average price of $44.22 (≈$244.9k), trimming his stake by ~7.8%; CFO sales often draw extra scrutiny. SEC Form 4 — Hofmann Feb 12 sale
- Negative Sentiment: Insider Dan Spaulding sold 5,361 shares on Feb 17 at $43.95 (≈$235.6k) and sold 3,901 shares on Feb 12 at $44.19 (≈$172.4k), reducing his position by double-digit and mid-single-digit percentages respectively. SEC Form 4 — Spaulding sales
Wall Street Analyst Weigh In
Several research firms have recently issued reports on Z. Mizuho cut shares of Zillow Group from a "strong-buy" rating to a "hold" rating in a research report on Thursday, January 8th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Zillow Group in a report on Wednesday, January 21st. Zelman & Associates upgraded Zillow Group from a "hold" rating to a "strong-buy" rating in a report on Thursday, February 12th. Barclays raised Zillow Group from a "strong sell" rating to a "hold" rating in a research report on Thursday, January 29th. Finally, Keefe, Bruyette & Woods lowered their price target on Zillow Group from $80.00 to $65.00 and set a "market perform" rating for the company in a report on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $90.60.
Get Our Latest Stock Report on Zillow Group
About Zillow Group
(
Get Free Report)
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.
Featured Stories
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
