ZG ZILLOW GROUP, INC.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed Mar 5, 2026 Processed 3mo ago SEC 0001617640-26-000021
8-K context-dependent: Items 7.01, 8.01
Final — all horizons settled through T+60d
ZG ▼ -22.48% at T+60d
LONG call ✗ call lost -22.48% · α vs SPY -33.78% · entry $47.01 → $36.44
Last close $32.22 (close Jun 12) · -31.46% from $47.01 entry
Entry anchored
Mar 4, 03:59 PM ET
via Databento tick
T+1d
-2.21%
call -2.21% · α -0.90%
$45.97
settled 3mo ago
T+5d
-13.19%
call -13.19% · α -10.95%
$40.81
settled 3mo ago
T+20d
-13.55%
call -13.55% · α -9.76%
$40.64
settled 2mo ago
T+60d
-22.48%
call -22.48% · α -33.78%
$36.44
settled 14d ago

Price Chart

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Executive Summary

Zillow Group announced a $1.25 billion share repurchase authorization, signaling confidence in its long-term prospects. The company has already repurchased $626 million worth of shares in early 2026, leaving $1.3 billion in remaining capacity under its repurchase programs.

Actionable Insight

The significant buyback program suggests management believes the stock is undervalued. Monitor the pace of repurchases and whether they accelerate, which could provide EPS support and signal continued confidence in the company's prospects.

Key Facts

  • Zillow Group authorized an additional $1.25 billion share repurchase program
  • The company has already repurchased $626 million worth of shares in 2026 (3.8 million Class A shares at $47.84 avg and 9.7 million Class C shares at $45.92 avg)
  • Total remaining repurchase capacity is $1.3 billion
  • Repurchases can be made through open-market or private transactions

Financial Impact

$1.25 billion share buyback authorization with $626 million already executed in 2026

cashdilutionearnings per share

Risk Factors

  • The buyback may not be fully utilized if market conditions change
  • Repurchases could deplete cash that might be better used for strategic investments or acquisitions

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001617640-26-000021
Document: 0001617640-26-000021-index-headers.html0001617640-26-000021
Document: 0001617640-26-000021-index.html0001617640-26-000021
Document: 0001617640-26-000021.txt0001617640-26-000021

US Market Status

Market Closed — Opens in 4h 32m

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