Zillow Tumbles 4.38% with 408th Volume Rank as Analysts Diverge and Insiders Sell

On August 8, 2025, Zillow Group (Z) fell 4.38% with a trading volume of $0.24 billion, ranking 408th in market activity. The decline followed a downgrade from Zelman to “Neutral” from “Outperform,” reflecting shifting investor sentiment amid mixed earnings and analyst opinions. Institutional investors like Norges Bank and O Shaughnessy Asset Management increased holdings, while insider sales by COO Jun Choo and Errol G. Samuelson reduced their stakes by 8.26% and 4.88%, respectively.

Analyst ratings remained divergent, with Cantor Fitzgerald raising its price target to $74.00 (maintaining “Neutral”) and Evercore ISI setting $95.00 (retaining “Outperform”). JPMorgan cut its target to $79.00 but kept an “overweight” stance, while Wells Fargo moved to “hold.” Despite these mixed signals, Zillow’s second-quarter revenue of $655 million exceeded expectations by 15%, though adjusted EPS of $0.40 lagged slightly below forecasts. The downgrade by Zelman underscores caution amid inconsistent analyst guidance and recent insider selling, prompting investors to monitor future earnings and strategic updates.

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