Market Cap
$6.1B
Z
ZILLOW GROUP, INC.
$27.63 ▼ -0.43%
Prev close $27.75Market cap$6.1B
ConsensusHold
12-mo target$46.00 (+66.5%)
▲ Bullish
Analyst conviction 6/10
29 New Institutional Positions21 Institutional Exits Software & IT
Snapshot
The big-picture read on Z right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (57%)
Inst. Holders
50 funds
Inst. Value
$3.8B
Inst. Activity
29 buys / 21 sells
Social Sentiment
33° Cool
SEC Reports
3
Price chart 30d -20.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 ftd
FTD: Z — 170,282 shares ($5.5M) failed to deliver
Settlement: 20260910, Price: $32.14, FTD Value: $5,472,863.48, ZILLOW GROUP INC CL C CAP STK
Jun 30, 2026 Inst.
Qube Research & Technologies — DOUBLED
3,761,884 shares ($118.6M)
Jun 30, 2026 Inst.
May 14, 2026 SEC STATE OF WISCONSIN INVESTMENT — ADD
3,545,882 shares ($111.8M)
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
Zillow Group, Inc. is filing a definitive additional materials statement (DEFA14A) for its 2026 annual meeting, which is
DEFA14A — Impact 2/10
Four institutional investors increased or initiated positions in Zillow Group (Z) during Q4 2025, including Morgan Stanl
INST-CLUSTER — Impact 6/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
57% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 14, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 13, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| May 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 13 | 13 | 0 | 0 | 57% | |
| Aug 1, 2026 | 4 | 13 | 13 | 0 | 0 | 57% | |
| Jul 1, 2026 | 4 | 13 | 13 | 0 | 0 | 57% | |
| 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% |
Price targets
Where 6 covering analysts think Z trades over the next 12 months.
$46.00 +66.5% upside Strong Buy
Current$27.63 Low$34.00 Median$41.50 High$62.00 6 analysts
$34.00$62.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
33°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 3.3/10.
NEUTRAL1442/10
Errol G. Samuelson, an officer of Zillow Group, filed a Form 144 on May 14, 2026, indicating intent
May 14, 2026
NEUTRALDEFA14A2/10
Zillow Group, Inc. is filing a definitive additional materials statement (DEFA14A) for its 2026 annu
Apr 15, 2026
MIXEDINST-CLUSTER6/10
Four institutional investors increased or initiated positions in Zillow Group (Z) during Q4 2025, in
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: Z — 170,282 shares ($5.5M) failed to deliver
Settlement: 20260910, Price: $32.14, FTD Value: $5,472,863.48, ZILLOW GROUP INC CL C CAP STK
Sep 9, 2026
ftd
FTD: Z — 100,000 shares ($3.2M) failed to deliver
Settlement: 20260909, Price: $32.36, FTD Value: $3,236,000, ZILLOW GROUP INC CL C CAP STK
Sep 8, 2026
short_volume
Short Volume: Z — 59.1% short (1.3M / 2.2M)
Short: 1,272,819 | Exempt: 851 | TRF Vol: 2,153,177 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: Z — 4.3M shares, 70,233 trades
Week starting 2026-09-07. Total ATS volume: 4,300,626 shares across 70,233 trades.
Sep 4, 2026
short_volume
Short Volume: Z — 62.6% short (0.8M / 1.3M)
Short: 825,956 | Exempt: 5,909 | TRF Vol: 1,319,105 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.60 | $0.50–$0.71 | 36.3% | +0.0% | 0↑ 5↓ | $0.8B | 7 |
| Next Q | $0.59 | $0.51–$0.71 | 52.1% | +0.0% | 1↑ 5↓ | $0.7B | 7 |
| Current FY | $2.22 | $1.96–$2.43 | 35.6% | +0.0% | 2↑ 4↓ | $2.9B | 6 |
| Next FY | $2.79 | $2.40–$3.04 | 25.4% | +0.0% | 1↑ 5↓ | $3.3B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.600 | — |
| 7d ago | $0.600 | — |
| 30d ago | $0.600 | — |
| 60d ago | $0.669 | -0.069 |
| 90d ago | $0.673 | -0.073 |
Institutional ownership
Which big funds own Z (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.8B total value (120,040,915 shares) as of 2026-Q2. Top holders: Independent, Capital, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Independent Franchise Partners LLP | 16,300,754 | $513.8M | 13.5% | — |
| Capital World Investors | 14,240,643 | $448.9M | 11.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,327,843 | $420.1M | 11.0% | — |
| BlackRock, Inc. | 8,159,260 | $257.2M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,503,564 | $236.5M | 6.2% | — |
| Qube Research & Technologies Ltd | 3,761,884 | $118.6M | 3.1% | DOUBLED +1664.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 3,545,882 | $111.8M | 2.9% | ADD +71.5% |
| Ninety One UK Ltd | 3,473,062 | $109.5M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,383,489 | $106.7M | 2.8% | — |
| STATE STREET CORP | 2,957,973 | $93.2M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | DOUBLED | 213,144 | 3,761,884 | +1664.9% | $118.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 2,068,039 | 3,545,882 | +71.5% | $111.8M |
| JANE STREET GROUP, LLC | ADD | 1,691,185 | 2,650,440 | +56.7% | $83.5M |
| D. E. Shaw & Co., Inc. | DOUBLED | 466,796 | 2,478,834 | +431.0% | $78.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 2,168,398 | — | $68.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 1,050,004 | 1,786,631 | +70.2% | $56.3M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 782,312 | 1,298,009 | +65.9% | $40.9M |
| KAHN BROTHERS GROUP INC | DOUBLED | 545,212 | 1,182,261 | +116.8% | $37.3M |
| TUDOR INVESTMENT CORP ET AL | NEW | — | 1,099,658 | — | $34.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 43,625 | 1,060,619 | +2331.2% | $33.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for Z.
Shares short
12,436,888
Settlement Sep 15, 2026
Change vs prior
+8.5%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈5.5%
Estimate — not % of float
All Z filing & press-release reports (3)
- 144 reportMay 14, 2026
- DEFA14A reportApr 15, 2026
- INST-CLUSTER reportFeb 28, 2026