Zillow Group, Inc. (Z) Stock Price & Analysis

Zillow Group, Inc. (Z) closed at USD 33.98 on Thursday, October 22, 2026, up 8.53% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 31.31; the Oct 22, 2026 session ranged USD 31.01–34.59 on volume of 6,116,949 shares. Market capitalization is $7.64B, with a 52-week range of USD 26.67–79.4 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.

Also available as compact Markdown for AI agents: nexqual.com/Z.md

Key facts (Z)

• Last four reported quarters (through Jun 30, 2026): revenue $2.81B, net income $55.0M (2.0% margin), free cash flow $258M (SEC filings).
• Valuation: P/E 138.9x (avg 753.7x at the last 1 fiscal year-ends).
• 1 of 80 tracked superinvestors hold Z (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
• Insider open-market sales, last ~7 months: 19 Form 4 filings, $2.9M; 9 not under a Rule 10b5-1 plan ($881K); 2 by opportunistic insiders (0 outside 10b5-1 plans), 14 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Hold (mean 2.57 on a 1–5 scale) (7 analysts), mean target USD 41.17 (range 34–62).
• Total return with dividends: 1Y -56.5% vs S&P 500 +14.9%; 5Y -63.1% vs S&P 500 +80.3%.
• Next earnings: 2026-11-04, EPS estimate USD 0.6, revenue estimate $755M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (Z)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (Z)

P/E 138.9x · P/S 2.7x · P/FCF 29.6x · P/B 1.8x · FCF yield 3.38% · Earnings yield 0.72% · Buyback yield (TTM) 14.34%

P/E at fiscal year-ends: Dec 2025 753.7x.

Superinvestors (SEC 13F-HR, Q2 2026) (Z)

1 of 80 tracked investors hold Z. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (Z)

10 of 19 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (Z)

Consensus Hold (mean 2.57 on a 1–5 scale), 7 analysts; mean target USD 41.17 (low 34, high 62).

Rating changes, last 120 days:

Total return (dividends reinvested) (Z)

Z revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

Z suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 11, 2026.

Companies that name Z in their SEC reports

Z company outlook (results filed Aug 5, 2026)

• “Complete financial results for the second quarter and outlook for the third quarter and the full year of 2026 can be found in the shareholder letter on the Investor Relations section of Zillow Group's website at https://investors.zillowgroup.com/investors/financials/quarterly-results/default.aspx. "Zillow delivered another quarter of strong results and consistent execution.”
• “Forward-looking statements are made based on assumptions as of August 5, 2026, and although we believe the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee these results.”
• “In making this determination, we considered the following factors: (1) the FTC Matter is the first legal proceeding of this nature brought against us, and we do not currently expect similar proceedings to recur;”

Quoted word-for-word from the SEC 8-K results press release.

Z analyst estimates and revisions

Z options: expected move

Options price a move of about ±16.1% (±$5.45) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±7.4% on average.

30-day implied volatility 67.4% vs 60.7% realized over the last 30 trading days. Put/call ratio (volume) 0.71. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:48 UTC)

Technical Analysis (Z)

Nexqual's technical model rates Z "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.

Analyst Ratings (Z)

Wall Street analysts rate Z "Hold" based on 7 analysts, with a mean price target of USD 41.17 (range USD 34–62), per Nexqual as of October 23, 2026 at 09:48 UTC.

Earnings (Z)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Financials & Fundamentals (Z)

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Financial Health Score (Z)

Nexqual rates Zillow Group, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:48 UTC.

Ownership (Z)

Source: Nexqual, October 23, 2026 at 09:48 UTC.

Leadership (Z)

Zillow Group, Inc. is led by Jeremy Wacksman, CEO & Director, per Nexqual as of October 23, 2026 at 09:48 UTC.

Major Backers & Investors (Z)

Notable institutional backers of Zillow Group, Inc. include Caledonia (Private) Investments Pty Ltd, Independent Franchise Partners, LLP, Capital Group, according to Nexqual as of October 23, 2026 at 09:48 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:48 UTC.

From Zillow Group, Inc.'s Latest SEC 10-K Filing (filed 2026-02-11)

Key Strengths & Strategy (as disclosed to the SEC)

• At the core of Zillow is our living database of approximately 173 million U.S. homes and our differentiated content, including the Zestimate, our patented proprietary automated valuation model through which we provide home value estimates.
• As of December 31, 2025, we had 2.4 million average monthly active rental listings, including 72,000 multifamily properties listed on Zillow, a 44% increase as compared to December 31, 2024.
• Continually enhancing our partner network enables us to implement new products and features, introduce more consumers to our best-performing partners and offer our shared customers an improved end-to-end transaction experience, including mortgages.
• We leverage patented, proprietary and automated valuation models across core functionalities of Zillow, including our Zestimate feature, rich media, and AI and machine learning to provide real-time home value estimates and data.

Partnerships

• We also entered into a new partnership with Esusu, the leading rent-reporting platform, to help renters build credit through on-time rent payments.

Legal & Regulatory Risks (Item 1A, quoted)

• We are, from time to time, involved in claims, suits, government investigations, enforcement actions, and other proceedings that may result in adverse outcomes, including reputational harm.
• Risks Related to Our Financial Position
• We have incurred significant operating losses in the past and may not be able to sustain or increase our revenue growth or be profitable over the long term. Financial performance for prior and current periods may not be indicative of future performance.
• We may not be able to pay our debt obligations.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt