ZILLOW ($Z) posted quarterly earnings results for Q4 2025 on Tuesday, February 10th. The company reported earnings of $0.39 per share, missing estimates of $0.41 by $0.02. The company also reported revenue of $654,000,000, missing estimates of $663,505,828 by $-9,505,828.
Stock price change since market close: -6.44%
You can see Quiver Quantitative's $Z stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ZILLOW Hedge Fund Activity
We have seen 272 institutional investors add shares of ZILLOW stock to their portfolio, and 232 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- M&T BANK CORP added 2,679,727 shares (+inf%) to their portfolio in Q4 2025, for an estimated $182,810,975
- CONTOUR ASSET MANAGEMENT LLC added 2,512,666 shares (+inf%) to their portfolio in Q3 2025, for an estimated $193,600,915
- CALEDONIA (PRIVATE) INVESTMENTS PTY LTD removed 2,451,371 shares (-8.4%) from their portfolio in Q3 2025, for an estimated $188,878,135
- SCGE MANAGEMENT, L.P. added 1,739,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $133,989,950
- JPMORGAN CHASE & CO removed 1,519,559 shares (-54.0%) from their portfolio in Q3 2025, for an estimated $117,082,020
- EMINENCE CAPITAL, LP removed 1,481,716 shares (-37.2%) from their portfolio in Q3 2025, for an estimated $114,166,217
- TIGER GLOBAL MANAGEMENT LLC removed 1,183,943 shares (-19.0%) from their portfolio in Q3 2025, for an estimated $91,222,808
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ZILLOW 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 10/31/2025
To track analyst ratings and price targets for ZILLOW, check out Quiver Quantitative's $Z forecast page.
ZILLOW 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 $80.0.
Here are some recent targets:
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $65.0 on 02/09/2026
- Dae Lee from JP Morgan set a target price of $95.0 on 10/31/2025
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.
