Key Points
- Errol Samuelson sold 7,015 Zillow shares on Feb 12 at an average price of $44.21 for about $310,133, cutting his stake by 5.81% to 113,800 shares (≈$5.03M).
- Zillow missed Q4 adjusted EPS ($0.39 vs. $0.42 consensus) despite revenue of $654M (+18.1% YoY), prompting heavy selling, multiple insider disclosures and a move to a new 12‑month low.
- Several analysts have trimmed price targets (e.g., Citigroup to $78 from $100) though the consensus rating remains a Moderate Buy with an average target near $78.43 amid high valuation and volatility.
Zillow Group, Inc. (NASDAQ:ZG - Get Free Report) General Counsel Bradley Owens sold 2,017 shares of the business's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $44.20, for a total value of $89,151.40. Following the completion of the sale, the general counsel directly owned 35,957 shares in the company, valued at $1,589,299.40. This trade represents a 5.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.
Zillow Group Price Performance
Shares of Zillow Group stock opened at $43.30 on Friday. Zillow Group, Inc. has a 1 year low of $42.25 and a 1 year high of $90.22. The firm's 50-day moving average is $64.81 and its 200 day moving average is $71.81. The stock has a market cap of $10.48 billion, a price-to-earnings ratio of 481.16, a PEG ratio of 3.24 and a beta of 2.04.
Zillow Group (NASDAQ:ZG - Get Free Report) last issued its earnings results on Tuesday, February 10th. The technology company reported $0.39 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.42 by ($0.03). The firm had revenue of $654.00 million during 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%.The firm's quarterly revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm posted $0.27 earnings per share. On average, equities analysts expect that Zillow Group, Inc. will post 0.32 EPS for the current fiscal year.
Zillow Group News Summary
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
Wall Street Analyst Weigh In
ZG has been the subject of several recent analyst reports. JPMorgan Chase & Co. boosted their price target on Zillow Group from $94.00 to $95.00 and gave the stock an "overweight" rating in a research note on Friday, October 31st. Canaccord Genuity Group set a $72.00 price objective on Zillow Group in a report on Wednesday. Citizens Jmp lowered their target price on shares of Zillow Group from $90.00 to $85.00 and set a "market outperform" rating on the stock in a research note on Monday, January 12th. Mizuho set a $65.00 price target on shares of Zillow Group in a report on Wednesday. Finally, BNP Paribas Exane assumed coverage on shares of Zillow Group in a report on Wednesday, January 14th. They set an "outperform" rating and a $85.00 price objective for the company. Fifteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $78.43.
Check Out Our Latest Research Report on ZG
Hedge Funds Weigh In On Zillow Group
Several institutional investors have recently bought and sold shares of ZG. AQR Capital Management LLC increased its holdings in Zillow Group by 40.5% in the 1st quarter. AQR Capital Management LLC now owns 12,890 shares of the technology company's stock valued at $862,000 after acquiring an additional 3,717 shares during the last quarter. Millennium Management LLC grew its position in shares of Zillow Group by 110.8% during the first quarter. Millennium Management LLC now owns 290,999 shares of the technology company's stock valued at $19,456,000 after purchasing an additional 152,955 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Zillow Group by 7.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,912 shares of the technology company's stock valued at $5,878,000 after purchasing an additional 5,737 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its holdings in shares of Zillow Group by 3.0% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 4,550 shares of the technology company's stock worth $312,000 after purchasing an additional 131 shares during the last quarter. Finally, TD Asset Management Inc purchased a new stake in shares of Zillow Group in the second quarter worth about $262,000. 20.32% of the stock is owned by hedge funds and other institutional investors.
Zillow Group Company Profile
(
Get Free Report)
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.
Further Reading
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