Key Points
- Jeremy Hofmann sold 7,786 shares of Zillow on Feb 18 at an average price of $43.73 for about $340,482, leaving him with 57,487 shares (an 11.93% reduction in his stake).
- Clustered insider selling this week included the CEO, CFO and a director (roughly ~17k, ~11k and ~9k shares respectively), a pattern that may weigh on investor sentiment.
- Zillow's Q4 results showed a small EPS miss ($0.39 vs. $0.42 consensus) with revenue roughly in line, while the stock trades near its 52‑week low and carries an elevated PE (~499.8) amid a consensus "Hold" rating and $90.60 target.
Zillow Group, Inc. (NASDAQ:Z - Get Free Report) CFO Jeremy Hofmann sold 7,786 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $43.73, for a total transaction of $340,481.78. Following the completion of the sale, the chief financial officer directly owned 57,487 shares of the company's stock, valued at approximately $2,513,906.51. This trade represents a 11.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.
Jeremy Hofmann also recently made the following trade(s):
- On Thursday, February 12th, Jeremy Hofmann sold 5,538 shares of Zillow Group stock. The shares were sold at an average price of $44.22, for a total transaction of $244,890.36.
Zillow Group Stock Performance
Shares of Z opened at $44.98 on Thursday. The company has a 50 day moving average price of $63.81 and a 200-day moving average price of $73.11. Zillow Group, Inc. has a fifty-two week low of $42.50 and a fifty-two week high of $93.88. The stock has a market capitalization of $10.89 billion, a PE ratio of 499.83, a PEG ratio of 2.46 and a beta of 2.08.
Zillow Group (NASDAQ:Z - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The financial services provider reported $0.39 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.42 by ($0.03). The business had revenue of $654.00 million for the quarter, compared to analysts' expectations of $650.40 million. Zillow Group had a net margin of 0.89% and a return on equity of 0.56%. Equities research analysts forecast that Zillow Group, Inc. will post 0.32 EPS for the current year.
Analyst Ratings Changes
Z has been the topic of several analyst reports. Weiss Ratings reiterated a "sell (d-)" rating on shares of Zillow Group in a research note on Wednesday, January 21st. Needham & Company LLC restated a "hold" rating on shares of Zillow Group in a report on Wednesday, February 11th. Keefe, Bruyette & Woods reduced their price objective on shares of Zillow Group from $80.00 to $65.00 and set a "market perform" rating for the company in a research note on Monday, February 9th. JPMorgan Chase & Co. raised their target price on shares of Zillow Group from $94.00 to $95.00 and gave the company an "overweight" rating in a research note on Friday, October 31st. Finally, Barclays raised shares of Zillow Group from a "strong sell" rating to a "hold" rating in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $90.60.
Read Our Latest Stock Report on Zillow Group
Hedge Funds Weigh In On Zillow Group
Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Zillow Group by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 23,073,862 shares of the financial services provider's stock worth $1,777,841,000 after acquiring an additional 71,336 shares during the last quarter. Independent Franchise Partners LLP increased its holdings in shares of 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 purchasing an additional 94,569 shares during the period. Capital World Investors raised its stake in shares of Zillow Group by 1.8% in the fourth quarter. Capital World Investors now owns 10,826,066 shares of the financial services provider's stock worth $738,554,000 after purchasing an additional 191,058 shares during the last quarter. Tiger Global Management LLC lifted its holdings in shares of Zillow Group by 20.1% during the fourth quarter. Tiger Global Management LLC now owns 6,056,957 shares of the financial services provider's stock worth $413,206,000 after purchasing an additional 1,011,813 shares during the period. Finally, Ninety One UK Ltd boosted its position in Zillow Group by 2.0% in the third quarter. Ninety One UK Ltd now owns 4,825,287 shares of the financial services provider's stock valued at $371,788,000 after buying an additional 93,339 shares during the last quarter. 71.01% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Zillow Group
Here are the key news stories impacting Zillow Group this week:
- Positive Sentiment: Zelman & Associates upgraded Zillow to a strong‑buy (adds positive analyst support) and several institutional investors have modestly increased holdings, indicating some external conviction. MarketBeat — Zillow stock page (analyst & institutional notes)
- Neutral Sentiment: Susquehanna highlighted Zillow’s “effective execution” and long‑term initiatives despite a challenging housing market — it kept a Neutral rating while noting operational progress investors should watch. Susquehanna highlights Zillow’s (Z) effective execution
- Neutral Sentiment: Zillow published its Q4 2025 presentation/earnings materials — investors will be focused on management commentary for revenue mix, margin trends and any guidance commentary. Zillow Group, Inc. 2025 Q4 - Results - Earnings Call Presentation
- Negative Sentiment: Significant insider selling this week: CEO Jeremy Wacksman, CFO Jeremy Hofmann and director/insider Dan Spaulding sold multiple blocks (Wacksman ~17k shares across Feb 12 & 17; CFO Hofmann ~11k across Feb 12 & 18; Spaulding sold ~9k total). Large, clustered insider sales often weigh on sentiment. SEC Form 4 — Wacksman sales SEC Form 4 — Hofmann sales SEC Form 4 — Spaulding sales
- Negative Sentiment: Q4 beat/ miss nuance: revenue roughly matched expectations but EPS missed by ~$0.03 ($0.39 vs. $0.42 consensus) — small miss that can pressure sentiment given already elevated valuation multiples. Q4 results / presentation
- Negative Sentiment: Susquehanna cut its price target from $80 to $50 (while keeping a Neutral rating), a notable downward revision to near‑term expectations that may cap upside. Susquehanna PT cut and note
Zillow Group Company Profile
(
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.
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