Z
ZILLOW GROUP, INC.
$32.03
-2.05%
$7.3B
No data for this timeframe.
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$4.3B
Inst. Activity29 buys / 21 sells
SEC Reports3
Recent Activity
May 29, 2026
short_volume
Short Volume: Z — 55.5% short (1.2M / 2.2M)
Short: 1,228,393 | Exempt: 8,674 | TRF Vol: 2,212,571 | Short Ratio: 55.5% | Off-exchange volume (da
May 14, 2026
SEC
Errol G. Samuelson, an officer of Zillow Group, filed a Form 144 on May 14, 2026, indicating intent to sell 2,939 shares
144 — Impact 2/10
Apr 15, 2026
SEC
Zillow Group, Inc. is filing a definitive additional materials statement (DEFA14A) for its 2026 annual meeting, which is
DEFA14A — Impact 2/10
Feb 28, 2026
SEC
Four institutional investors increased or initiated positions in Zillow Group (Z) during Q4 2025, including Morgan Stanl
INST-CLUSTER — Impact 6/10
Inst.
Capital World Investors — ADD
14,195,769 shares ($587.4M)
Inst.
FMR LLC — TRIM
2,581,554 shares ($106.8M)
Price Targets
$60.50
+88.9% upside
Strong Buy
Current $32.03
Low $40.00
Median $61.00
High $76.00
6 analysts
$40.00
$76.00
Analyst Ratings
4Strong Buy
13Buy
13Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Feb 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Feb 11, 2026 | Needham | REITERATE | Hold → Hold |
| Feb 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.45 | $0.44 — $0.47 | 13% YoY | 7 |
| Next Q | $0.67 | $0.54 — $0.72 | 53% YoY | 7 |
| Current FY | $2.31 | $2.12 — $2.40 | 41% YoY | 7 |
| Next FY | $3.02 | $2.58 — $3.41 | 31% YoY | 7 |
Latest Reports
NEUTRAL
144
2/10
Errol G. Samuelson, an officer of Zillow Group, filed a Form 144 on May 14, 2026, indicating intent to sell 2,939 shares
May 14, 2026
NEUTRAL
DEFA14A
2/10
Zillow Group, Inc. is filing a definitive additional materials statement (DEFA14A) for its 2026 annual meeting, which is
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| Capital World Investors | $587.4M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $579.7M | — |
| Independent Franchise Partners LLP | $546.1M | — |
| BlackRock, Inc. | $414.1M | — |
50 institutional holders with $4.3B total value (104,969,127 shares) as of 2026-Q1. Top holders: Erste, Capital, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | Capital World Investors | 14,195,769 | $587.4M | 13.5% | ADD +31.1% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,010,084 | $579.7M | 13.3% | — |
| 4 | Independent Franchise Partners LLP | 13,197,429 | $546.1M | 12.6% | — |
| 5 | BlackRock, Inc. | 10,008,411 | $414.1M | 9.5% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 7,501,846 | $310.4M | 7.1% | — |
| 7 | TIGER GLOBAL MANAGEMENT LLC | 7,368,957 | $304.9M | 7.0% | — |
| 8 | Ninety One UK Ltd | 3,903,764 | $161.5M | 3.7% | — |
| 9 | STATE STREET CORP | 3,876,050 | $160.4M | 3.7% | — |
| 10 | FMR LLC | 2,581,554 | $106.8M | 2.5% | TRIM -71.2% |
| 11 | MORGAN STANLEY | 2,573,295 | $106.5M | 2.5% | — |
| 12 | STATE OF WISCONSIN INVESTMENT BOARD | 2,068,039 | $85.6M | 2.0% | DOUBLED +2354.8% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1,896,206 | $78.5M | 1.8% | — |
| 14 | GOLDMAN SACHS GROUP INC | 1,801,267 | $74.5M | 1.7% | — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,773,234 | $73.4M | 1.7% | — |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,441,300 | $59.6M | 1.4% | — |
| 17 | Amundi | 1,145,412 | $47.4M | 1.1% | TRIM -29.8% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 1,073,503 | $44.4M | 1.0% | — |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,050,004 | $43.4M | 1.0% | — |
| 20 | BAILLIE GIFFORD & CO | 965,525 | $40.0M | 0.9% | ADD +30.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | ADD | 10,826,066 | 14,195,769 | +31.1% | $587.4M | 2026-Q1 |
| FMR LLC | TRIM | 8,972,996 | 2,581,554 | -71.2% | $106.8M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 84,246 | 2,068,039 | +2354.8% | $85.6M | 2026-Q1 |
| Amundi | TRIM | 1,632,369 | 1,145,412 | -29.8% | $47.4M | 2026-Q1 |
| BAILLIE GIFFORD & CO | ADD | 739,270 | 965,525 | +30.6% | $40.0M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 404,506 | 782,312 | +93.4% | $32.4M | 2026-Q1 |
| COATUE MANAGEMENT LLC | NEW | — | 739,700 | — | $30.6M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,855,502 | 722,969 | -61.0% | $29.9M | 2026-Q1 |
| Jain Global LLC | DOUBLED | 42,858 | 599,905 | +1299.8% | $24.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 55,150 | 564,453 | +923.5% | $23.4M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 190,662 | 439,222 | +130.4% | $18.2M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 530,094 | 318,462 | -39.9% | $13.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 1,769,925 | 280,410 | -84.2% | $11.6M | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 19,085 | 275,540 | +1343.8% | $11.4M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 470,288 | 271,543 | -42.3% | $11.2M | 2026-Q1 |
| ARK Investment Management LLC | TRIM | 246,266 | 166,685 | -32.3% | $6.9M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | ADD | 86,512 | 123,283 | +42.5% | $5.1M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | DOUBLED | 46,533 | 99,833 | +114.5% | $4.1M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 20,828 | 84,819 | +307.2% | $3.5M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 52,058 | 76,376 | +46.7% | $3.2M | 2026-Q1 |
| Tredje AP-fonden | TRIM | 120,895 | 70,149 | -42.0% | $2.9M | 2026-Q1 |
| Capula Management Ltd | DOUBLED | 3,141 | 57,352 | +1725.9% | $2.4M | 2026-Q1 |
| CREDIT AGRICOLE S A | ADD | 26,990 | 44,077 | +63.3% | $1.8M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 12,682 | 42,905 | +238.3% | $1.8M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 20,080 | 41,519 | +106.8% | $1.7M | 2026-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 3.3/10.
NEUTRAL
144
2/10
Errol G. Samuelson, an officer of Zillow Group, filed a Form 144 on May 14, 2026, indicating intent
May 14, 2026
NEUTRAL
DEFA14A
2/10
Zillow Group, Inc. is filing a definitive additional materials statement (DEFA14A) for its 2026 annu
Apr 15, 2026
MIXED
INST-CLUSTER
6/10
Four institutional investors increased or initiated positions in Zillow Group (Z) during Q4 2025, in
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (57% buy). Based on 30 analysts: 4 strong buy, 13 buy, 13 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$60.50 mean target
+88.9% upside
Strong Buy (2.57)
$40.00 Low
$76.00 High
| Metric | Value |
|---|---|
| Current Price | $32.03 |
| Target Low | $40.00 |
| Target Mean | $60.50 |
| Target Median | $61.00 |
| Target High | $76.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (2.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.45 | $0.44 | $0.47 | 13.2% | +0.0% | 1↑ 4↓ | $0.8B | 15.7% | 7 |
| Next Q 2026-09-30 |
$0.67 | $0.54 | $0.72 | 53.0% | +0.0% | 4↑ 0↓ | $0.8B | 14.2% | 7 |
| Current FY 2026-12-31 |
$2.31 | $2.12 | $2.40 | 40.6% | +0.0% | 6↑ 1↓ | $3.0B | 15.3% | 7 |
| Next FY 2027-12-31 |
$3.02 | $2.58 | $3.41 | 30.9% | +0.0% | 5↑ 2↓ | $3.4B | 13.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.453 | |
| 7d ago | $0.453 | |
| 30d ago | $0.453 | |
| 60d ago | $0.527 | -0.074 |
| 90d ago | $0.527 | -0.074 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 11, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 11, 2026 | Needham | REITERATE | Hold | Hold |
| Feb 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 13 | 13 | 0 | 0 | 57% | |
| May 1, 2026 | 4 | 12 | 14 | 0 | 0 | 53% | |
| Apr 1, 2026 | 5 | 12 | 14 | 0 | 0 | 55% | |
| Mar 1, 2026 | 5 | 12 | 13 | 0 | 0 | 57% | |
| Feb 1, 2026 | 5 | 12 | 13 | 0 | 0 | 57% | |
| Jan 1, 2026 | 5 | 12 | 13 | 0 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 29, 2026
short_volume
Short Volume: Z — 55.5% short (1.2M / 2.2M)
Short: 1,228,393 | Exempt: 8,674 | TRF Vol: 2,212,571 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: Z — 61.0% short (0.8M / 1.4M)
Short: 840,905 | Exempt: 950 | TRF Vol: 1,378,943 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: Z — 5.1M shares, 79,692 trades
Week starting 2026-05-18. Total ATS volume: 5,096,451 shares across 79,692 trades.
May 13, 2026
short_interest
FTD: Z — 322,351 shares ($12.8M) failed to deliver
Settlement: 20260513, Price: $39.63, FTD Value: $12,774,770.13, ZILLOW GROUP INC CL C CAP STK
May 11, 2026
dark_pool
Dark Pool: Z — 3.6M shares, 70,562 trades
Week starting 2026-05-11. Total ATS volume: 3,632,977 shares across 70,562 trades.
May 7, 2026
short_volume
Short Volume: Z — 62.9% short (2.2M / 3.4M)
Short: 2,162,252 | Exempt: 0 | TRF Vol: 3,436,880 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
Z Q1 2026 Earnings After Market Close — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: Z — 5.9M shares, 78,662 trades
Week starting 2026-05-04. Total ATS volume: 5,946,788 shares across 78,662 trades.
Apr 27, 2026
dark_pool
Dark Pool: Z — 2.4M shares, 52,150 trades
Week starting 2026-04-27. Total ATS volume: 2,382,297 shares across 52,150 trades.
Apr 20, 2026
dark_pool
Dark Pool: Z — 4.9M shares, 59,248 trades
Week starting 2026-04-20. Total ATS volume: 4,896,996 shares across 59,248 trades.
Apr 16, 2026
short_volume
Short Volume: Z — 58.9% short (0.5M / 0.8M)
Short: 498,222 | Exempt: 99 | TRF Vol: 846,392 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: Z — 55.5% short (0.5M / 0.9M)
Short: 501,283 | Exempt: 670 | TRF Vol: 902,698 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: Z — 4.3M shares, 68,639 trades
Week starting 2026-04-13. Total ATS volume: 4,274,696 shares across 68,639 trades.
Apr 10, 2026
short_volume
Short Volume: Z — 56.6% short (0.6M / 1.0M)
Short: 592,385 | Exempt: 465 | TRF Vol: 1,046,409 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: Z — 4.9M shares, 78,091 trades
Week starting 2026-04-06. Total ATS volume: 4,859,303 shares across 78,091 trades.