Market Cap
$6.2B
ZG
ZILLOW GROUP, INC.
$28.09 ▼ -1.11%
Prev close $28.41Market cap$6.2B
ConsensusHold
12-mo target$47.23 (+68.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (5 insiders)31 New Institutional Positions19 Institutional Exits Software & IT
Snapshot
The big-picture read on ZG right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (57%)
Inst. Holders
50 funds
Inst. Value
$809.2M
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $1.3M sell
Insider Net $
-$1.3M
Social Sentiment
33° Cool
SEC Reports
5
Price chart 30d -22.0%
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 18, 2026 Insider
Tremblay Rikki was granted 14,518 shares
VP, Principal Acctg. Officer
Sep 7, 2026 dark_pool
Sep 3, 2026 SEC Dark Pool: ZG — 0.9M shares, 22,882 trades
Week starting 2026-09-07. Total ATS volume: 874,644 shares across 22,882 trades.
Erik C. Blachford, a director of Zillow Group, Inc. (ZG), filed a Form 144 on September 3, 2026, indicating intent to se
144 — Impact 2/10
Sep 3, 2026 Insider
Cormier Thielke Claire sold 1,187 shares
Director @ $35.71 ($42.4K)
Sep 3, 2026 Insider
Aug 24, 2026 SEC BLACHFORD ERIK C sold 792 shares
Director @ $35.71 ($28.3K)
Zillow Group resolved the FTC and multi-state antitrust lawsuit over its multifamily rental listings syndication partner
8-K — Impact 6/10
Six Zillow insiders, including the CEO, COO/CFO, CTO, and other C-suite executives, sold a total of ~$828K in open-marke
CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
Independent Franchise Partners LLP — ADD
3,672,937 shares ($115.2M)
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 |
|---|---|---|---|---|
| Sep 11, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 11, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 8, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Aug 6, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Bernstein | DOWNGRADE | Market Perform | 51% |
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 22 covering analysts think ZG trades over the next 12 months.
$47.23 +68.1% upside Strong Buy
Current$28.10 Low$32.00 Median$47.00 High$80.00 22 analysts
$32.00$80.00
Analyst rating None 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
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 2 neutral · avg impact 4.2/10.
NEUTRAL1442/10
Erik C. Blachford, a director of Zillow Group, Inc. (ZG), filed a Form 144 on September 3, 2026, ind
Sep 3, 2026
BULLISH8-K6/10
Zillow Group resolved the FTC and multi-state antitrust lawsuit over its multifamily rental listings
Aug 24, 2026
BEARISHCLUSTER5/10
Six Zillow insiders, including the CEO, COO/CFO, CTO, and other C-suite executives, sold a total of
Aug 22, 2026
NEUTRALCLUSTER2/10
A cluster of 10 insider sales at Zillow Group over a 7-day window, totaling ~$1.26M, was executed by
Aug 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ZG — 0.9M shares, 22,882 trades
Week starting 2026-09-07. Total ATS volume: 874,644 shares across 22,882 trades.
Aug 31, 2026
dark_pool
Dark Pool: ZG — 0.7M shares, 24,199 trades
Week starting 2026-08-31. Total ATS volume: 704,455 shares across 24,199 trades.
Aug 24, 2026
dark_pool
Dark Pool: ZG — 0.9M shares, 20,169 trades
Week starting 2026-08-24. Total ATS volume: 919,314 shares across 20,169 trades.
Aug 20, 2026
ftd
FTD: ZG — 17,452 shares ($0.7M) failed to deliver
Settlement: 20260820, Price: $37.44, FTD Value: $653,402.88, ZILLOW GROUP INC CLASS A (WA)
Aug 19, 2026
ftd
FTD: ZG — 17,613 shares ($0.6M) failed to deliver
Settlement: 20260819, Price: $35.28, FTD Value: $621,386.64, ZILLOW GROUP INC CLASS A (WA)
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 | $0.46–$0.76 | 36.3% | +0.6% | 1↑ 11↓ | $0.8B | 14 |
| Next Q | $0.60 | $0.54–$0.69 | 54.7% | -0.3% | 2↑ 9↓ | $0.7B | 13 |
| Current FY | $2.27 | $2.11–$2.43 | 38.2% | +0.1% | 4↑ 10↓ | $2.9B | 15 |
| Next FY | $2.92 | $2.38–$3.29 | 28.9% | -0.1% | 3↑ 10↓ | $3.3B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.600 | — |
| 7d ago | $0.597 | +0.003 |
| 30d ago | $0.596 | +0.004 |
| 60d ago | $0.683 | -0.084 |
| 90d ago | $0.687 | -0.087 |
Institutional ownership
Which big funds own ZG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $809.2M total value (25,795,414 shares) as of 2026-Q2. Top holders: NOMURA, Independent, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Independent Franchise Partners LLP | 3,672,937 | $115.2M | 14.2% | ADD +34.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,936,532 | $92.1M | 11.4% | TRIM -25.6% |
| BlackRock, Inc. | 2,362,183 | $74.1M | 9.2% | — |
| Capital World Investors | 2,070,845 | $65.0M | 8.0% | TRIM -32.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,433,495 | $45.0M | 5.6% | TRIM -36.3% |
| D. E. Shaw & Co., Inc. | 1,002,861 | $31.5M | 3.9% | ADD +88.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 891,819 | $28.0M | 3.5% | — |
| NORGES BANK | 796,580 | $25.0M | 3.1% | NEW |
| MORGAN STANLEY | 707,245 | $22.2M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Independent Franchise Partners LLP | ADD | 2,738,482 | 3,672,937 | +34.1% | $115.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 3,949,276 | 2,936,532 | -25.6% | $92.1M |
| Capital World Investors | TRIM | 3,081,931 | 2,070,845 | -32.8% | $65.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | TRIM | 2,249,858 | 1,433,495 | -36.3% | $45.0M |
| D. E. Shaw & Co., Inc. | ADD | 531,058 | 1,002,861 | +88.8% | $31.5M |
| NORGES BANK | NEW | — | 796,580 | — | $25.0M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 554,460 | 698,550 | +26.0% | $21.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 368,778 | 624,337 | +69.3% | $19.6M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,071,962 | 579,182 | -46.0% | $18.2M |
| Point72 Asset Management, L.P. | ADD | 320,779 | 530,593 | +65.4% | $16.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 15 transactions. Net -$1.3M — $0.00 bought, $1.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Tremblay Rikki | VP, Principal Acctg. Officer | AWARD | 14,518 | — | — |
| Sep 3, 2026 | Cormier Thielke Claire | Director | SELL | 1,187 | $35.71 | $42.4K |
| Sep 3, 2026 | BLACHFORD ERIK C | Director | SELL | 792 | $35.71 | $28.3K |
| Aug 20, 2026 | Knight Cassandra | Chief Legal and Policy Officer | AWARD | 70,852 | — | — |
| Aug 20, 2026 | Knight Cassandra | Chief Legal and Policy Officer | AWARD | 212,553 | — | — |
| Aug 17, 2026 | Wacksman Jeremy | Chief Executive Officer | SELL | 9,339 | $34.18 | $319.2K |
| Aug 17, 2026 | Hofmann Jeremy | COO & CFO | SELL | 5,661 | $34.18 | $193.5K |
| Aug 14, 2026 | Spaulding Dan | Chief People Officer | SELL | 3,169 | $35.37 | $112.1K |
| Aug 13, 2026 | Wacksman Jeremy | Chief Executive Officer | SELL | 5,786 | $34.24 | $198.1K |
| Aug 13, 2026 | Beitel David A. | Chief Technology Officer | SELL | 1,798 | $34.24 | $61.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ZG.
Shares short
4,092,420
Settlement Sep 15, 2026
Change vs prior
+4.7%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All ZG filing & press-release reports (5)
- 144 reportSep 3, 2026
- 8-K reportAug 24, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 17, 2026
- 8-K reportMar 5, 2026