ZG · NASDAQ · Internet Content & Information

Zillow Group Class A

Connects consumers and agents through a marketplace built on home information.

$36.87
After-hours close+0.27 (+0.72%)
At close$36.61(+0.70%)
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Profile

Zillow Group, Inc. Class AZGCommunication Services

Public home data and Zestimate anchor a US consumer real-estate marketplace that connects consumers, agents, and transaction services. The portfolio follows a digital model rather than owning home inventory.

Public home data and the Zestimate valuation product underpin a consumer real-estate marketplace for people navigating housing decisions. Its historical roots lie in making property records and valuation information usable as an online consumer service.

The platform connects consumers with agents and supports a technology-enabled, integrated transaction experience across housing decisions rather than operating as a conventional brokerage.

The present portfolio is marketplace- and transaction-services-led rather than an owned-home-inventory business. Consumers sit at the center of that model, which depends on digital home-information tools, use of online services, and relationships linking consumers with agents.

Company facts

CEOJeremy Wacksman
ListedJul 20, 2011
ExchangeNASDAQ
HeadquartersSeattle, WA
CountryUnited States
Employees7,058
CIK0001617640
ISINUS98954M1018

Key statistics

Market cap$8.80B
EPS (ttm)$0.2209
P/E (ttm)165.73
ROE1.2%
P/B1.94
P/S3.13
Dividend yield
Beta1.10vs XLC 1.34

Year to date −44.2% · Average volume (30d) 1.3M

Analysts

Price target, next 12 months$48.00+31.1%Median of 49 analysts · vs the Aug 28 close
ConsensusHold23 of 49 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 25, 2026KeyBancReiterateOverweight$57$48
Aug 24, 2026Deutsche BankTarget$80
Aug 7, 2026DA DavidsonReiterateBuy$75$50
Aug 7, 2026Wells FargoReiterateEqual Weight$46$35
Aug 6, 2026Cantor FitzgeraldReiterateNeutral$56$32

Earnings

EPS

Estimate$0.58
ReportedDue Oct 29, 2026

Revenue

Estimate$756.1M
ReportedDue Oct 29, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.44$0.52+18.2%$758.2M$772.0M+1.8%−8.48%
May 6, 2026Q1 FY26$0.43$0.53+23.3%$705.2M$708.0M+0.4%−1.76%
Feb 10, 2026Q4 FY25$0.42$0.39−7.1%$650.5M$654.0M+0.5%−17.13%
Oct 30, 2025Q3 FY25$0.42$0.44+3.9%$670.1M$676.0M+0.9%+4.04%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$598.0M$655.0M$676.0M$654.0M$708.0M$772.0M
Gross profit$459.0M$489.0M$491.0M$476.0M$519.0M$562.0M
Operating income−$9.0M−$11.0M−$3.0M−$11.0M$36.0M−$10.0M
Net income$8.0M$2.0M$10.0M$3.0M$46.0M−$4.0M
Diluted EPS$0.03$0.01$0.04$0.01$0.19−$0.02
Gross margin76.8%74.7%72.6%72.8%73.3%72.8%
Operating margin-1.5%-1.7%-0.4%-1.7%5.1%-1.3%

Fiscal years (4-quarter sums)FY21 $3.61B · FY22 $1.96B · FY23 $1.95B · FY24 $2.24B · FY25 $2.58B

Revenue by product · Q2 FY26

Sales Revenue$549.0M · 45%
Residential Revenue$465.0M · 38%
Rental Revenue$209.0M · 17%

Balance sheet, Jun 30, 2026Cash & short-term investments $682.0M · Total debt $558.0M · Total assets $5.31B · Shareholders' equity $4.31B

Dividends

No dividends on record.

Ownership

Institutions 17.98%Insiders

Shares outstanding 240.30M · Float 210.04M

Insiders — no current Form 4 position.

This issuer lists more than one class and the share count spans them all, so a stake here reads as a share of the whole company, not of this class.

Top shareholders13F · 13D/G · Form 4

HolderShares% of companyFormFiled
Caledonia (Private) Investments PTY Ltd11.33M4.71%13FAug 14, 2026
Capital World Investors4.32M10.40% of class13GAug 6, 2026
Richard N. Barton4.19M9.20% of class13DJun 15, 2026
Independent Franchise Partners LLP3.67M1.53%13FAug 13, 2026
Lloyd D. Frink3.16M6.70% of class13DFeb 18, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 17, 2026Jeremy Wacksmandirector, officer: Chief Executive Officer−9,339$34.18
Aug 13, 2026Jeremy Wacksmandirector, officer: Chief Executive Officer−5,786$34.24
Aug 17, 2026Jeremy Hofmannofficer: COO & CFO−5,661$34.18
Aug 13, 2026Jeremy Hofmannofficer: COO & CFO−3,510$34.24
Aug 14, 2026Dan Spauldingofficer: Chief People Officer−3,169$35.37
View details

Peers

  • CoStar Group

    Homes.com and Apartments.com contest home search and rental advertising.

  • Rocket Companies

    Redfin, Rocket Mortgage, and Rocket Close span search, brokerage, and finance.

  • News Corp Class A

    Realtor.com targets search traffic and agent leads across sales and rentals.

  • Compass

    Brokerage, agent platform, and title services overlap in the transaction flow.

CompareAfter-hours close

CompanyPriceChange
Zillow Group Class A$36.87+0.72%$8.80B165.714.33.1+17.9%
CoStar Group$32.43+0.68%$13.06B175.520.93.7+18.4%
Rocket Companies$13.80+0.22%$38.89B94.319.04.0+113.7%
News Corp Class A$30.65−1.00%$17.38B30.123.02.1+10.8%
Compass$10.99+0.23%$6.67B102.1150.60.6+109.1%
Median98.221.92.9+63.7%