The insider sales are too small to be material. Focus on Zillow's strong Q1 results and $626M buyback execution. Monitor Q2 guidance and mortgage segment growth trajectory for directional cues.
Price Chart
Executive Summary
Five Zillow insiders, including the COO, CTO, and General Counsel, sold a total of $321K in open-market sales over a 7-day window following the company's strong Q1 2026 earnings report. The sales are small relative to Zillow's market cap (~$9B) and likely reflect routine post-earnings window selling, not a bearish signal. The Q1 results showed 18% revenue growth and a 520bps net income margin improvement, which supports a neutral-to-slightly-positive outlook.
Key Financial Metrics
Key Facts
- 5 insiders sold $321K total in open-market sales from May 7-14, 2026
- Sales include COO, CTO, General Counsel, Chief Industry Dev. Officer, and Chief Accounting Officer
- Q1 2026 revenue grew 18% YoY to $708M, near high end of guidance
- Net income was $46M vs $8M a year ago; diluted EPS $0.19 vs $0.03
- Company repurchased 13.5M shares for $626M in Q1
- Total insider sales of $321K represent ~0.004% of Zillow's ~$9B market cap
Financial Impact
Insider sales of $321K are trivial relative to Zillow's ~$9B market cap (0.004%)
Risk Factors
- Insider sales could increase if stock continues to rally post-earnings
- Mortgage segment growth (56% YoY) may slow if rate environment changes
- Traffic declined 3% YoY despite revenue growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-Z AND ZG-1778879344849 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 1d ago | 8-K | $29.23 | awaiting T+20 | awaiting T+20 | $31.21 (−6.77%) |
Oct 28, 2026 8d ago | 8-K | $32.10 | awaiting T+20 | awaiting T+20 | $31.21 (−2.77%) |
Oct 15, 2026 21d ago | Institutional Cluster | $32.43 | awaiting T+20 | awaiting T+20 | $31.21 (−3.76%) |
Sep 3, 2026 9w ago | 144 | $35.32 $28.13 | ▼ −20.36% | ▼ −20.96% | $31.21 (−11.64%) |
Aug 24, 2026 10w ago | 8-K | $37.95 $31.59 | ▼ −16.76% | ▼ −18.07% | $31.21 (−17.76%) |
Aug 17, 2026 11w ago | Insider Cluster | $35.28 $32.00 | ▲ +9.30% | ▲ +7.99% | $31.21 (+11.54%) |
Aug 17, 2026 11w ago | Insider Cluster | $35.28 $32.77 | ▼ −7.11% | ▼ −6.12% | $31.21 (−11.54%) |
May 26, 2026 23w ago | Insider Cluster | $36.37 $29.14 | ▼ −19.88% | ▼ −17.73% | $31.21 (−14.19%) |
May 18, 2026 24w ago | Insider Cluster | $36.42 $32.25 | ▼ −11.45% | ▼ −12.44% | $31.21 (−14.31%) |
May 15, 2026 24w ago | Insider Cluster | No price | awaiting T+20 | awaiting T+20 | No price |
US Market Status
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