Zillow Group, Inc. Class A (ZG)

Over the past six months, Zillow Group's stock (ZG) has experienced significant pressure, with a decrease of 39.9% over the last year and a year-to-date return of -40.77% as of late March 2026. The stock hit a 52-week low of $39.99 in late March 2026. Zillow Group reported an EPS of $0.39, missing analysts' consensus estimates of $0.42 in Q4 2025. The Board of Directors authorized an additional $1.25 billion for share repurchases. Analysts have an average rating of "Hold" for ZG, with an average 12-month target price of approximately $77.05. Compass Inc. voluntarily dismissed its lawsuit against Zillow.

The real estate industry experiences seasonality, with higher demand during the spring and summer months and slower demand during the fall and winter months. Zillow's platforms and services likely see fluctuations in activity mirroring these broader real estate market trends.

Zillow Group, Inc. (ZG) is a real estate technology company operating a digital platform in the United States, connecting consumers with technology, agents, loan officers, and digital solutions. The company empowers consumers with data and connects them with local professionals. Zillow Group operates within the Communication Services sector and the Internet Content & Information industry. Zillow Group's major products and services are categorized into four segments: Residential, Mortgages, Rentals, and Other. The Residential segment includes agent and software solutions, new construction marketing, and StreetEasy for-sale products. The Rentals segment provides advertising and tools for property managers and landlords. The Mortgages segment offers mortgage originations and advertising for mortgage lenders. The company also generates revenue from display advertising. Zillow Group's brand portfolio includes names such as Zillow, Zillow Premier Agent, Trulia, and HotPads.

Zillow Group primarily serves the U.S. housing market and its headquarters are located in Seattle, Washington, United States.

Zillow has been actively highlighting its AI-native housing platform strategy, including the debut of an AI mode to guide users through the housing journey. Zillow launched "Zillow Preview" in March 2026 and became an official partner of Major League Baseball. The company also teamed up with Blizzard Entertainment to introduce "Zillow for Warcraft" in February 2026. The Zillow Rentals marketplace has shown resilience, boasting 2.5 million active listings. The dismissal of a lawsuit by Compass Inc. in March 2026 likely had a positive impact on Zillow's reputation.

Institutional investors hold a substantial majority of Zillow Group's shares. Major institutional owners include Caledonia (Private) Investments Pty Ltd, Vanguard Group Inc, Fmr Llc, BlackRock, Inc., Norges Bank, Independent Franchise Partners LLP, Geode Capital Management, Llc, Tiger Global Management Llc and UBS Group AG. Key individual shareholders include co-founders Rich Barton and Lloyd Frink, who maintain significant influence through their holdings of Class B common stock. Jay C. Hoag is noted as the largest individual Zillow shareholder, owning 3.65% of the company.