Monitor regulatory clearance process and any integration updates. The deal is expected to close in H2 2026; any delays or regulatory hurdles could create volatility.
Price Chart
Executive Summary
CoStar Group has agreed to acquire Zonda, a provider of new home construction data, software, and online marketplaces, for $800 million in cash. The acquisition is expected to close in the second half of 2026, subject to regulatory approvals, and is projected to be accretive to adjusted EPS in the first full year of ownership.
Key Financial Metrics
Key Facts
- CoStar Group acquiring Zonda for $800 million in cash.
- Zonda serves over 3,000 customers with 104% net customer retention and subscription-based revenue.
- Acquisition expected to close in the second half of 2026.
- No financing condition; subject to HSR and other regulatory approvals.
- Deal includes a $40 million termination fee payable by CoStar in certain circumstances.
- Expected to be accretive to adjusted EPS in the first full year of ownership.
Financial Impact
Cash acquisition of $800 million, representing approximately 6% of CoStar Group's market cap.
Risk Factors
- Antitrust/regulatory approval risk.
- Integration risk and potential dilution of focus.
- Termination fee of $40 million payable if deal fails under certain conditions.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-246361 |
| Document: d91732d8k.htm | 0001193125-26-246361 |
| Document: d91732dex991.htm | 0001193125-26-246361 |
| Document: 0001193125-26-246361-index-headers.html | 0001193125-26-246361 |
| Document: 0001193125-26-246361-index.html | 0001193125-26-246361 |
| Document: 0001193125-26-246361.txt | 0001193125-26-246361 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 16, 2026 6w ago | Institutional Cluster | $31.35 $31.56 | ▲ +0.67% | ▲ +2.65% | $27.38 (−12.66%) |
Aug 10, 2026 7w ago | Insider Cluster | $31.12 $29.58 | ▼ −4.95% | ▼ −3.89% | $27.38 (−12.02%) |
Jul 13, 2026 11w ago | 8-K | $27.68 $31.12 | ▲ +12.43% | ▲ +9.94% | $27.38 (−1.08%) |
May 29, 2026 18w ago | 8-K | $32.15 $30.25 | ▼ −5.90% | ▼ −2.27% | $27.38 (−14.83%) |
May 18, 2026 19w ago | DEFA14A | $33.18 $32.04 | ▼ −3.43% | ▼ −5.62% | $27.38 (−17.47%) |
Feb 27, 2026 31w ago | Insider Cluster | $44.60 $39.75 | ▼ −10.88% | ▼ −3.32% | $27.38 (−38.61%) |
Feb 27, 2026 31w ago | Insider Cluster | $44.60 $39.75 | ▼ −10.88% | ▼ −3.32% | $27.38 (−38.61%) |
Feb 24, 2026 31w ago | 8-K | $44.67 $41.37 | ▼ −7.39% | ▼ −2.15% | $27.38 (−38.70%) |
US Market Status
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