Zillow Group (Z) is down 12.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a post-earnings selloff after Zillow released second-quarter results on August 5, 2026. This could be because investors stayed focused less on the quarter itself and more on a still-challenging housing backdrop, plus concern that elevated spending and legal costs may keep near-term profit expansion uneven.
Details:
Zillow had already scheduled its second-quarter 2026 results for August 5, putting the stock in focus for an earnings-driven move.In its prior quarterly materials, the company said it was planning for the housing market to keep “bouncing along the bottom” of the cycle in 2026, reflecting a muted macro backdrop for real estate activity.Zillow’s earlier outlook also pointed to higher second-quarter advertising spend tied to product launches and about $20 million of incremental legal costs, two items that can pressure margins even when revenue growth holds up.The company’s recent housing research showed sales recovery had stalled as mortgage rates rose during the second quarter, which may have reinforced investor caution around forward expectations.Sources:
Zillow Group Investor Relations, SEC, Yahoo Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
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$Z Hedge Fund Activity
We have seen 204 institutional investors add shares of $Z stock to their portfolio, and 303 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 6,391,442 shares (-71.2%) from their portfolio in Q1 2026, for an estimated $264,477,869
- CAPITAL WORLD INVESTORS added 3,369,703 shares (+31.1%) to their portfolio in Q1 2026, for an estimated $139,438,310
- CONTOUR ASSET MANAGEMENT LLC removed 3,260,474 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $134,918,414
- M&T BANK CORP removed 2,679,727 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $110,887,103
- INDEPENDENT FRANCHISE PARTNERS LLP added 2,244,024 shares (+20.5%) to their portfolio in Q1 2026, for an estimated $92,857,713
- ALTIMETER CAPITAL MANAGEMENT, LP removed 2,187,421 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $90,515,480
- SOMA EQUITY PARTNERS LP removed 1,788,044 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $73,989,260
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$Z Analyst Ratings
Wall Street analysts have issued reports on $Z in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 05/07/2026
To track analyst ratings and price targets for $Z, check out Quiver Quantitative's $Z forecast page.
$Z Price Targets
Multiple analysts have issued price targets for $Z recently. We have seen 2 analysts offer price targets for $Z in the last 6 months, with a median target of $63.0.
Here are some recent targets:
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $50.0 on 05/07/2026
- Dae Lee from JP Morgan set a target price of $76.0 on 05/07/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
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Zillow Group shares slide after earnings as investors weigh housing-market pressure and spending outlook
Zillow Group (Z) is down 12.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a post-earnings selloff after Zillow released second-quarter results on August 5, 2026. This could be because investors stayed focused less on the quarter itself and more on a still-challenging housing backdrop, plus concern that elevated spending and legal costs may keep near-term profit expansion uneven.
Details:
Sources:
Zillow Group Investor Relations, SEC, Yahoo Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$Z Hedge Fund Activity
We have seen 204 institutional investors add shares of $Z stock to their portfolio, and 303 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$Z Analyst Ratings
Wall Street analysts have issued reports on $Z in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $Z, check out Quiver Quantitative's $Z forecast page.
$Z Price Targets
Multiple analysts have issued price targets for $Z recently. We have seen 2 analysts offer price targets for $Z in the last 6 months, with a median target of $63.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »