Zillow Group, Inc. Class A (ZG)

Over the past six months, Zillow Group's stock has experienced several notable events. In Q3 2025, Zillow Group announced an EPS of $0.44, surpassing analyst expectations, and quarterly revenue increased by 16.4% year-over-year. The stock has seen a series of analyst rating and price target adjustments, including downgrades from Mizuho, Citizens and Bernstein, while Benchmark raised its price target and maintained a "Buy" rating. The stock reached a new 52-week low of $56.49 in early February 2026, closing at $56.2660 on February 4, 2026. As of February 3, 2026, the share price was $58.70, a decrease of -10.70% from the prior week.

Demand for Zillow Group's products and services exhibits seasonality, particularly within the real estate market. The company's residential revenue reflects expected seasonal patterns. Historically, the housing market can experience "seasonal cooling," with newly pending sales showing downward seasonal trends. Despite seasonal slowdowns, strong competition and low inventory levels can sometimes lead to resilient demand for attractive listings.

Zillow Group, Inc. (ZG) is a digital real estate company operating in the United States, connecting consumers, real estate professionals, and mortgage lenders through its websites and mobile applications. Its major products and brands include Zillow, Trulia, StreetEasy, HotPads, and Out East, offering property listings and tools like the "Zestimate." The company also provides services such as Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, and business technology solutions like ShowingTime+, Spruce, Follow Up Boss, and dotloop. Zillow Group was incorporated in 2004 and is headquartered in Seattle, Washington.

Zillow Group, Inc. primarily operates its real estate brands and services within the United States.

In the past year, Zillow Group has maintained its market leadership in the Internet Content & Information sector, with analyst sentiment generally indicating a "Moderate Buy" consensus rating. However, a lawsuit from CoStar Group against Zillow Group was updated in September 2025. Historically, the winding down of its Zillow Offers home-flipping business in late 2021 impacted Zillow's reputation, following allegations in class-action lawsuits that the company concealed problems with the business and made misleading statements regarding its durability and pricing models.

Zillow Group, Inc. has a significant institutional ownership presence. 465 institutional owners and shareholders hold a total of 42,777,867 shares. Major institutional shareholders include Caledonia (Private) Investments Pty Ltd, Vanguard Group Inc., BlackRock, Inc., State of Wisconsin Investment Board, Independent Franchise Partners LLP, Fmr Llc, and Geode Capital Management, Llc. Institutions collectively hold approximately 92.63% of the common stock, while individual insiders hold about 7.33%.