CoStar Group, Inc. $CSGP Stock Holdings Lifted by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund increased its position in shares of CoStar Group, Inc. (NASDAQ:CSGP) by 32.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,424 shares of the technology company’s stock after acquiring an additional 11,969 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in CoStar Group were worth $4,086,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Rossby Financial LCC grew its position in CoStar Group by 315.9% during the 2nd quarter. Rossby Financial LCC now owns 341 shares of the technology company’s stock worth $27,000 after purchasing an additional 259 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in shares of CoStar Group in the first quarter valued at $29,000. NewSquare Capital LLC boosted its position in shares of CoStar Group by 35.6% in the second quarter. NewSquare Capital LLC now owns 411 shares of the technology company’s stock worth $33,000 after buying an additional 108 shares during the period. SJS Investment Consulting Inc. grew its holdings in shares of CoStar Group by 3,046.2% during the third quarter. SJS Investment Consulting Inc. now owns 409 shares of the technology company’s stock valued at $35,000 after buying an additional 396 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC purchased a new position in shares of CoStar Group during the second quarter valued at $36,000. Hedge funds and other institutional investors own 96.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on CSGP shares. Weiss Ratings reissued a “sell (d)” rating on shares of CoStar Group in a research note on Monday, December 29th. Needham & Company LLC dropped their target price on CoStar Group from $105.00 to $80.00 and set a “buy” rating on the stock in a report on Thursday. Deutsche Bank Aktiengesellschaft set a $68.00 price target on shares of CoStar Group in a report on Thursday. The Goldman Sachs Group set a $78.00 price objective on shares of CoStar Group in a research report on Thursday. Finally, BTIG Research initiated coverage on shares of CoStar Group in a research report on Friday, October 3rd. They issued a “neutral” rating for the company. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $86.38.

CoStar Group Stock Down 4.7%

CSGP stock opened at $58.49 on Friday. The firm has a market cap of $24.79 billion, a PE ratio of 1,169.80, a PEG ratio of 1.28 and a beta of 0.84. CoStar Group, Inc. has a 1 year low of $58.41 and a 1 year high of $97.43. The company has a fifty day simple moving average of $66.92 and a 200 day simple moving average of $78.79. The company has a current ratio of 3.12, a quick ratio of 3.12 and a debt-to-equity ratio of 0.12.

CoStar Group (NASDAQ:CSGP) last posted its earnings results on Tuesday, October 28th. The technology company reported $0.23 EPS for the quarter, topping the consensus estimate of $0.19 by $0.04. CoStar Group had a net margin of 0.66% and a return on equity of 2.45%. The firm had revenue of $833.60 million for the quarter, compared to the consensus estimate of $823.62 million. During the same period in the prior year, the business posted $0.22 earnings per share. The business’s quarterly revenue was up 20.4% on a year-over-year basis. CoStar Group has set its Q4 2025 guidance at 0.260-0.280 EPS and its FY 2025 guidance at 0.820-0.840 EPS. Sell-side analysts anticipate that CoStar Group, Inc. will post 0.94 EPS for the current fiscal year.

CoStar Group declared that its Board of Directors has approved a stock repurchase plan on Wednesday, January 7th that authorizes the company to buyback $1.50 billion in outstanding shares. This buyback authorization authorizes the technology company to reacquire up to 5.3% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Key CoStar Group News

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

• Positive Sentiment: Board approved a $1.5 billion share buyback (up to ~5.3% of shares); buybacks can support the stock and signal management sees shares as undervalued. CoStar Group (NASDAQ:CSGP) to Buyback $1.50 billion in Outstanding Shares
• Positive Sentiment: Company set FY26 guidance implying roughly 18% year‑over‑year revenue growth — a growth outlook that supports long‑term valuation if execution continues. CoStar sees ~18% Y/Y growth in FY26 revenue
• Positive Sentiment: CoStar market data shows U.S. office leasing activity rose ~5% in 2025 (Boston strongest); improving leasing fundamentals help demand for CoStar’s data and subscription services. CoStar data shows office leasing activity rose 5% in 2025
• Positive Sentiment: Apartments.com reported a modest rebound in U.S. apartment rent growth in December — a positive signal for CoStar’s rentals/marketplace segment revenue. Apartments.com Releases Multifamily Rent Growth Report for December 2025
• Neutral Sentiment: Analyst survey / deep dive summarizes seven recent ratings — several firms remain positive but many trimmed price targets, showing mixed sentiment among sell‑side analysts. Deep Dive Into CoStar Group Stock: Analyst Perspectives (7 Ratings)
• Neutral Sentiment: Market commentary is asking whether the $1.5B buyback reshapes CoStar’s growth story versus returning cash — importance depends on execution and whether buybacks materially lift EPS. Is CoStar (CSGP) Using Its New $1.5 Billion Buyback To Redefine Its Growth Story?
• Negative Sentiment: Multiple analysts cut price targets recently (BMO lowered to $72; Goldman, Needham, Citizens Jmp also trimmed targets), which can pressure the stock as sell‑side comps and short‑term sentiment weaken. CoStar Group price target lowered to $72 from $77 at BMO Capital

CoStar Group Company Profile

CoStar Group, Inc is a provider of information, analytics and online marketplaces for the commercial real estate industry. The company gathers property-level data, builds market analytics and supplies research tools used by brokers, owners, lenders, investors and other real estate professionals to evaluate markets, track inventory and manage listings. CoStar’s offerings are delivered primarily through subscription-based platforms that combine proprietary databases, mapping and workflow applications to support decision-making across the property life cycle.

In addition to its core CoStar research service, the company operates prominent online listing and marketing platforms that connect buyers, sellers, tenants and brokers.