CoStar Group, Inc. (CSGP)

Over the past six months, CoStar Group's stock has experienced several notable events and performance trends. The share price increased by 11.97% between September 27, 2024, and September 26, 2025. As of March 24, 2025, CSGP shares gained 9.8% over the preceding three months, outperforming the Real Estate Select Sector SPDR Fund. However, the stock slipped 19.7% from its 52-week high of $97.73. CoStar reported its Q4 2024 results on February 18, 2025, with shares closing up 5% despite a 37.5% year-over-year decline in EPS. In February 2025, CoStar acquired Matterport for $1.6 billion. On May 1, 2025, CoStar Group reported Q1 2025 results, showing a revenue increase but a net loss partly attributed to the Matterport acquisition. On July 22, 2025, CoStar announced Q2 2025 revenue of $781 million, up 15% year-over-year, and achieved an all-time high in quarterly net new bookings of $93 million. On August 27, 2025, CoStar Group's most recent deal was a merger/acquisition with Domain Holdings Australia. Consensus EPS estimates fell by 25% on September 30, 2025. On October 2, 2025, CoStar Group announced it would report Q3 2025 results on October 28, 2025.

CoStar Group's business model exhibits resilience through various market cycles rather than distinct seasonal demand patterns. The company's consistent double-digit revenue growth over many quarters suggests a stable demand for its essential data and services. The company's listing platforms are noted to have "countercyclical powers that rises in earnings when vacancy rate increases," indicating some adaptability to market conditions. Demand for its products is primarily driven by ongoing real estate activity, investment decisions, and the need for comprehensive market intelligence by real estate professionals.

CoStar Group, Inc. is a global provider of information, analytics, and online marketplaces for the commercial and residential real estate industries, with a subscription-based business model. The company's core business revolves around digitizing and aggregating vast amounts of property data, which it then delivers through various online services and marketplaces. Its major products and brands include CoStar Suite, Apartments.com, Homes.com, LoopNet, STR (Smith Travel Research), Matterport, BizBuySell, Land.com, Ten-X, Thomas Daily, Belbex, BureauxLocaux, Realla, OnTheMarket, Visual Lease, and Ag-Analytics.

CoStar Group operates in North America (United States and Canada) and Europe (United Kingdom, France, Germany, and Spain). The company also has a presence in Australia, the Asia Pacific, and Latin America. North America accounts for approximately 95% of its net sales.

CoStar Group maintains a strong brand reputation as a leader in commercial real estate information, analytics, and online marketplaces. The company boasts a high customer retention rate of 92% and serves over 95,000 active professional subscribers. In April 2025, CoStar Group prevailed in a trade secrets lawsuit against News Corp's Realtor.Com. In September 2025, CoStar Group was named among CRE's Best Places to Work by GlobeSt. Also in September 2025, CoStar Group Founder and CEO Andy Florance was featured on the Sixth Annual Virginia 500 Power List and named a 2025 Tech Titan by Washingtonian Magazine. The company has also been involved in ongoing legal actions, such as the "Zillow's Ongoing Mass Infringement of CoStar Group's Intellectual Property" news on September 30, 2025.

CoStar Group's ownership is primarily dispersed among institutional investors, who hold approximately 76.07% to 93% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Bamco Inc /ny/, Principal Financial Group Inc, State Street Corp, Capital International Investors, Geode Capital Management, Llc, and Akre Capital Management LLC. Individual insiders hold approximately 1.24% of the stock.