Zillow Group Class A (ZG)
Connects consumers and agents through a marketplace built on home information.
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Public home data and Zestimate anchor a US consumer real-estate marketplace that connects consumers, agents, and transaction services. The portfolio follows a digital model rather than owning home inventory.
Public home data and the Zestimate valuation product underpin a consumer real-estate marketplace for people navigating housing decisions. Its historical roots lie in making property records and valuation information usable as an online consumer service.
The platform connects consumers with agents and supports a technology-enabled, integrated transaction experience across housing decisions rather than operating as a conventional brokerage.
The present portfolio is marketplace- and transaction-services-led rather than an owned-home-inventory business. Consumers sit at the center of that model, which depends on digital home-information tools, use of online services, and relationships linking consumers with agents.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 25, 2026 | KeyBanc | Reiterate | Rating: —Target: $57 | Target: $48 |
| Aug 24, 2026 | Deutsche Bank | Target | Target: — | Target: $80 |
| Aug 7, 2026 | DA Davidson | Reiterate | Rating: —Target: $75 | Target: $50 |
| Aug 7, 2026 | Wells Fargo | Reiterate | Rating: —Target: $46 | Target: $35 |
| Aug 6, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $56 | Target: $32 |
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 | 5.78% | 12.99M shares | |
| 18 holders · as of Sep 21, 2026 | |||
| Strategic holders | 3.94% | 8.87M shares | |
| 1 holder · as of Feb 7, 2023 | |||
| Adds to | 104.68% | ||
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.
These groups come from separate filings that can overlap, so they add to 104.68%; nothing is left for Other.
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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Zillow Group Class A | $29.63 | −6.20% | $7.59B | 143.0 | 11.7 | 2.7 | +17.9% |
| CoStar Group | $27.98 | −2.74% | $11.66B | 156.7 | 18.0 | 3.3 | +18.4% |
| Rocket Companies | $12.28 | −3.65% | $35.98B | 87.3 | 17.2 | 3.7 | +113.7% |
| News Corp Class A | $28.55 | −2.40% | $16.42B | 28.4 | 21.2 | 1.8 | +10.8% |
| Compass | $9.11 | −5.84% | $5.88B | 90.0 | 125.0 | 0.6 | +109.1% |
| Median | 88.6 | 19.6 | 2.5 | +63.7% |