Zillow Group, Inc. Class A (ZG)

In the past six months, Zillow Group's stock has experienced several notable events. The company reported its Q3 2025 earnings on October 30, 2025, exceeding revenue expectations with a 16% year-over-year increase to $676 million, driven by significant growth in its Rentals and multifamily segments. The company also achieved positive net income of $10 million in Q3 2025. On November 19, 2025, Zillow launched CreditClimb, a partnership with Esusu, enabling renters to report on-time rent payments to major credit bureaus, which led to a 6.5% single-day stock increase. Other recent news includes real estate stocks climbing due to increased odds of a December rate cut and Zillow reporting that more U.S. homes are losing value, though it's not a crash. Over the last 12 months, Zillow Group's stock price has increased by 23.22%, although it decreased by 3.91% in the past month.

The housing market, which Zillow Group operates within, experiences seasonal fluctuations. Zillow's market reports indicate a "seasonal cooldown" in the housing market, with listings typically selling slower in months like October compared to previous months. Despite these seasonal trends and external factors like rising mortgage rates, Zillow aims to demonstrate resilience and structural growth by diversifying its business model to capture more parts of housing transactions, such as mortgage demand and rentals. The company's strategy focuses on outperforming broader industry transaction volumes by leveraging its integrated services platforms and expanding its mortgage and rentals businesses.

Zillow Group, Inc. is an internet-based real estate company focused on providing an on-demand experience for selling, buying, renting, or financing homes with transparency and ease. The company operates within the Real Estate sector and the Internet Content & Information industry. Its major products and brands include Zillow.com, Trulia, HotPads, StreetEasy, Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, ShowingTime+, Spruce, Follow Up Boss, and dotloop. Zillow's offerings span consumer websites and mobile apps for home listings, the Zestimate automated home value estimate, marketplaces connecting buyers and renters with agents and lenders, advertising and lead-generation services for real estate agents, and mortgage originations and title and escrow services.

Zillow Group, Inc. primarily serves the U.S. housing market.

Zillow Group maintains strong consumer brand awareness. The recent launch of CreditClimb in November 2025 is a positive development that could enhance its reputation and broaden its reach in the rental market by helping renters build credit. Zillow's regular "Weekly Market Report" provides valuable insights into the housing market, contributing to its image as a data-driven authority. However, a news item from November 20, 2025, highlighted how "Chicago shows how private listings can reinforce segregation in housing - and it's a warning for the nation," which could potentially impact Zillow's brand reputation related to equitable housing access.

Zillow Group, Inc. is overwhelmingly owned by institutional investors, who control a substantial majority of the shares. Major institutional owners include Caledonia (Private) Investments Pty Ltd, Vanguard Group Inc, BlackRock, Inc., Fmr Llc, and Independent Franchise Partners LLP. Significant individual shareholders (insiders) include Jay C. Hoag and Richard N. Barton.