Dimensional Fund Advisors LP Boosts Holdings in Zillow Group, Inc. $ZG

Dimensional Fund Advisors LP lifted its holdings in Zillow Group, Inc. (NASDAQ:ZG) by 18.2% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 554,460 shares of the technology company’s stock after acquiring an additional 85,367 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Zillow Group were worth $22,947,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. M&T Bank Corp raised its position in Zillow Group by 38,344.0% in the 4th quarter. M&T Bank Corp now owns 1,604,270 shares of the technology company’s stock worth $120,092,000 after purchasing an additional 1,600,097 shares during the period. Polianta Ltd purchased a new stake in Zillow Group during the first quarter valued at about $1,494,000. Independent Franchise Partners LLP boosted its position in Zillow Group by 1.1% during the fourth quarter. Independent Franchise Partners LLP now owns 2,024,556 shares of the technology company’s stock valued at $138,135,000 after buying an additional 21,862 shares during the period. Deltroit Asset Management UK LLP bought a new position in shares of Zillow Group during the fourth quarter valued at about $2,715,000. Finally, IMC Chicago LLC bought a new position in shares of Zillow Group during the fourth quarter valued at about $1,050,000. Hedge funds and other institutional investors own 20.32% of the company’s stock.

Zillow Group Trading Down 8.5%

NASDAQ:ZG opened at $33.76 on Friday. The company has a 50-day moving average price of $33.19 and a 200-day moving average price of $41.59. Zillow Group, Inc. has a 12 month low of $29.03 and a 12 month high of $90.22. The stock has a market cap of $7.72 billion, a price-to-earnings ratio of 153.46, a P/E/G ratio of 1.58 and a beta of 1.95.

Zillow Group (NASDAQ:ZG) last announced its quarterly earnings results on Wednesday, August 5th. The technology company reported $0.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.44 by $0.08. Zillow Group had a net margin of 1.96% and a return on equity of 2.27%. The company had revenue of $772.00 million for the quarter, compared to analysts’ expectations of $758.25 million. During the same quarter in the previous year, the company earned $0.40 earnings per share. Zillow Group’s quarterly revenue was up 17.9% on a year-over-year basis. Equities analysts forecast that Zillow Group, Inc. will post 0.9 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

ZG has been the subject of a number of recent research reports. UBS Group lowered their target price on Zillow Group from $75.00 to $50.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Evercore set a $40.00 price target on Zillow Group and gave the stock an “in-line” rating in a research report on Thursday. Benchmark decreased their price target on Zillow Group from $110.00 to $80.00 and set a “buy” rating on the stock in a research note on Thursday. Sanford C. Bernstein downgraded Zillow Group from an “outperform” rating to a “market perform” rating and lowered their price objective for the company from $50.00 to $38.00 in a research report on Thursday. Finally, Weiss Ratings lowered Zillow Group from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday, May 22nd. Eleven investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $56.67.

Key Headlines Impacting Zillow Group

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

• Positive Sentiment: Zillow reported second-quarter adjusted earnings of $0.52 per share, above the $0.44 consensus estimate, while revenue rose 17.9% year over year to $772 million, exceeding expectations of approximately $758 million. Growth in mortgage and rental businesses supported the performance. Zillow Q2 Earnings Surpass Estimates on Solid Revenue Growth
• Positive Sentiment: Benchmark maintained a “buy” rating while lowering its price target from $110 to $80, and DA Davidson also reiterated “buy” with a target reduction from $60 to $50. The revised targets still imply substantial upside, although the cuts reflect more cautious valuation assumptions. Benchmark price target update
• Neutral Sentiment: Zillow’s July market report showed home sales increasing 7% year over year, the strongest annual gain of 2026. However, the company said sharply lower newly pending sales and higher mortgage rates point to potentially slower activity in the second half. Zillow July Market Report
• Neutral Sentiment: Zillow expanded CFO Jeremy Hofmann’s role to chief operating officer and appointed Cassandra Knight as chief legal and policy officer, changes intended to support its housing “super app” strategy. Zillow executive leadership changes
• Negative Sentiment: Third-quarter revenue guidance of $745 million to $760 million trailed the $772.3 million consensus estimate, while full-year revenue guidance of $2.9 billion to $3.0 billion was at or below expectations. The company also posted a $4 million net loss, partly due to $36 million in restructuring costs and layoffs. Zillow stock sinks despite Q2 earnings beat
• Negative Sentiment: Analyst sentiment weakened: Susquehanna cut its target to $38 and kept a “neutral” rating, Cantor Fitzgerald lowered its target to $32, and Zacks Research downgraded the stock from “strong buy” to “hold.” Zillow Group stock slides as bear notes pile up
• Negative Sentiment: Multiple law firms are publicizing a securities class action involving alleged investor losses and an August 10 lead-plaintiff deadline, adding legal and reputational overhang. Zillow securities class action deadline

Insider Buying and Selling at Zillow Group

In other Zillow Group news, insider Dan Spaulding sold 3,078 shares of Zillow Group stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $37.40, for a total transaction 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. The trade was a 5.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through 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, CEO Jeremy Wacksman sold 9,072 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $36.54, for a total value of $331,490.88. Following the transaction, the chief executive officer owned 153,699 shares in the company, valued at $5,616,161.46. This trade represents a 5.57% decrease in their position. 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. In the last 90 days, insiders sold 42,910 shares of company stock worth $1,605,732. Insiders own 29.88% of the company’s stock.

About Zillow Group

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.