Zillow Group Class C (Z)
Connects home search and rentals with agents, mortgages, title and closing.
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Runs a U.S. housing marketplace spanning home search, touring, rentals, agent software, mortgages, title and closing. Revenue comes mainly from For Sale services, alongside Rentals and Other, while the model depends on consumer traffic, agent and listing-data relationships, housing transactions and mortgage conditions.
Runs a U.S. housing marketplace built around Zillow, the Zestimate, Trulia and StreetEasy, serving home shoppers, renters, sellers and real-estate professionals. Revenue is reported across For Sale, Rentals and Other, with For Sale the largest category.
Connects consumer search and touring with preferred agents, Zillow Home Loans, rental applications, ShowingTime, Follow Up Boss, and Spruce title and escrow. The model monetizes consumer demand and professional software without returning to direct home inventory ownership after Zillow Offers ended.
Operations are concentrated in U.S. residential real estate. Transaction volume, mortgage conditions, consumer traffic, brand reputation, agent and multiple-listing-service relationships, and access to listing data shape results, while mortgage, real-estate, fair-housing, privacy and cybersecurity rules govern the connected workflow.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Morgan Stanley | Target | Target: $70 | Target: $60 |
| May 8, 2026 | Morgan Stanley | Target | Target: $42 | Target: $70 |
| May 8, 2026 | Deutsche Bank | Target | Target: — | Target: $68 |
| May 7, 2026 | Goldman Sachs | Target | Target: $33 | Target: $53 |
| Feb 9, 2026 | Compass Point | Target | Target: — | Target: $80 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $682.0M · Total debt $558.0M · Total assets $5.31B · Shareholders' equity $4.31B
- Revenue
- $772.0M
- Operating income
- −$10.0M
- Net income
- −$4.0M
No dividends on record.
| Institutions | ≈ 94.96% | 213.53M shares | |
|---|---|---|---|
| 457 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.88% | 8.72M shares | |
| 18 holders · as of Sep 21, 2026 | |||
| Other | ≈ 1.16% | 2.63M shares | |
| remainder | |||
224.87M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Caledonia (Private) Investments PTY LtdInstitution | 15.76% | 11.33M A · 24.10M C | as of Jun 30, 2026 |
Independent Franchise Partners LLPInstitution | 8.88% | 3.67M A · 16.30M C | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 7.25% | 2.07M A · 14.24M C | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.23% | 2.94M A · 13.33M C | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 4.68% | 2.36M A · 8.16M C | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 3, 2026 | Thielke Claire Cormier | director | −1,187 | $35.71 |
| Sep 3, 2026 | Erik C. Blachford | director | −792 | $35.71 |
| Aug 17, 2026 | Jeremy Wacksman | director, officer: Chief Executive Officer | −9,339 | $34.18 |
| Aug 13, 2026 | Jeremy Wacksman | director, officer: Chief Executive Officer | −5,786 | $34.24 |
| Aug 17, 2026 | Jeremy Hofmann | officer: COO & CFO | −5,661 | $34.18 |
- CoStar Group
Direct portal rival across home search, rentals and agent marketing
- Rocket Companies
Integrated rival in home search, brokerage, mortgages and closing
- News Corp Class A
News Corp operates Realtor.com across search, agent ads and seller leads
- Compass
Brokerage-led rival in listings, agent software and transaction services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zillow Group Class C | $29.73 | −3.94% | $7.44B | 140.1 | 11.7 | 2.6 | +17.9% |
| CoStar Group | $28.26 | −1.79% | $11.66B | 156.7 | 18.2 | 3.3 | +18.4% |
| Rocket Companies | $12.46 | −2.24% | $35.98B | 87.3 | 17.4 | 3.7 | +113.7% |
| News Corp Class A | $28.52 | −2.50% | $16.42B | 28.4 | 21.2 | 1.8 | +10.8% |
| Compass | $9.37 | −3.10% | $5.88B | 90.0 | 128.7 | 0.6 | +109.1% |
| Median | 88.6 | 19.7 | 2.5 | +63.7% |