ZG
ZG
ZILLOW GROUP, INC.
$32.22
-2.51%
$7.4B
No data for this timeframe.
Vol
Market Cap$7.4B
Cap SizeMid Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$971.4M
Inst. Activity19 buys / 12 sells
Reddit Sentiment33° Cool
SEC Reports1
Recent Activity
Mar 5, 2026
SEC
Zillow Group announced a $1.25 billion share repurchase authorization, signaling confidence in its long-term prospects.
8-K — Impact 6/10
Inst.
Capital World Investors — NEW
3,081,931 shares ($127.6M)
Inst.
Independent Franchise Partners LLP — ADD
2,738,482 shares ($113.3M)
Jun 11, 2026
short_volume
Short Volume: ZG — 59.7% short (0.6M / 0.9M)
Short: 553,364 | Exempt: 1,307 | TRF Vol: 926,876 | Short Ratio: 59.7% | Off-exchange volume (dark p
Price Targets
$62.86
+95.1% upside
Strong Buy
Current $32.22
Low $40.00
Median $64.00
High $110.00
22 analysts
$40.00
$110.00
Analyst Ratings
4Strong Buy
13Buy
13Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 12, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
| Jun 10, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 21, 2026 | RBC Capital | REITERATE | Outperform → Outperform |
| May 11, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.45 | $0.42 — $0.49 | 13% YoY | 14 |
| Next Q | $0.69 | $0.59 — $0.80 | 56% YoY | 13 |
| Current FY | $2.32 | $2.10 — $2.56 | 41% YoY | 15 |
| Next FY | $3.05 | $2.44 — $3.41 | 32% YoY | 15 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $163.5M | — |
| Capital World Investors | $127.6M | NEW |
| Independent Franchise Partners LLP | $113.3M | ADD |
| BlackRock, Inc. | $98.7M | — |
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $971.4M total value (23,469,025 shares) as of 2026-Q1. Top holders: NOMURA, VANGUARD, Capital. Net buying activity: 19 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,949,276 | $163.5M | 16.8% | — |
| 3 | Capital World Investors | 3,081,931 | $127.6M | 13.1% | NEW |
| 4 | Independent Franchise Partners LLP | 2,738,482 | $113.3M | 11.7% | ADD +35.3% |
| 5 | BlackRock, Inc. | 2,385,281 | $98.7M | 10.2% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,249,858 | $93.1M | 9.6% | — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1,071,962 | $44.4M | 4.6% | ADD +65.4% |
| 8 | TIGER GLOBAL MANAGEMENT LLC | 1,023,733 | $42.4M | 4.4% | ADD +30.7% |
| 9 | STATE STREET CORP | 734,246 | $30.4M | 3.1% | — |
| 10 | MORGAN STANLEY | 569,698 | $23.6M | 2.4% | DOUBLED +137.5% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 554,460 | $22.9M | 2.4% | — |
| 12 | D. E. Shaw & Co., Inc. | 531,058 | $22.0M | 2.3% | — |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | 335,063 | $13.9M | 1.4% | DOUBLED +206.9% |
| 14 | COATUE MANAGEMENT LLC | 328,189 | $13.6M | 1.4% | NEW |
| 15 | Point72 Asset Management, L.P. | 320,779 | $13.3M | 1.4% | NEW |
| 16 | VANGUARD FIDUCIARY TRUST CO | 302,966 | $12.5M | 1.3% | — |
| 17 | FAYEZ SAROFIM & CO | 258,277 | $10.7M | 1.1% | — |
| 18 | RAYMOND JAMES FINANCIAL INC | 231,953 | $9.6M | 1.0% | — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 220,763 | $9.1M | 0.9% | ADD +57.2% |
| 20 | FMR LLC | 203,371 | $8.4M | 0.9% | NEAR_EXIT -92.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | NEW | — | 3,081,931 | — | $127.6M | 2026-Q1 |
| Independent Franchise Partners LLP | ADD | 2,024,556 | 2,738,482 | +35.3% | $113.3M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 239,864 | 569,698 | +137.5% | $23.6M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 109,181 | 335,063 | +206.9% | $13.9M | 2026-Q1 |
| COATUE MANAGEMENT LLC | NEW | — | 328,189 | — | $13.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 320,779 | — | $13.3M | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 2,871,447 | 203,371 | -92.9% | $8.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 342,492 | 162,593 | -52.5% | $6.7M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 7,884 | 135,352 | +1616.8% | $5.6M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 33,534 | 109,865 | +227.6% | $4.5M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 170,771 | 99,216 | -41.9% | $4.1M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 8,287 | 80,778 | +874.8% | $3.3M | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 15,554 | 61,777 | +297.2% | $2.6M | 2026-Q1 |
| Lido Advisors, LLC | TRIM | 50,846 | 34,068 | -33.0% | $1.4M | 2026-Q1 |
| Mariner, LLC | DOUBLED | 11,188 | 27,537 | +146.1% | $1.1M | 2026-Q1 |
| Baird Financial Group, Inc. | ADD | 17,715 | 24,395 | +37.7% | $1.0M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 1,790 | 19,730 | +1002.2% | $816.6K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 31,753 | 17,573 | -44.7% | $727.3K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 3,915 | 13,486 | +244.5% | $548.1K | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 4,442 | 11,493 | +158.7% | $475.7K | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 7,309 | 10,009 | +36.9% | $414.3K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 10,267 | 4,637 | -54.8% | $191.9K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | DOUBLED | 121 | 2,432 | +1909.9% | $100.7K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 675 | 1,704 | +152.4% | $70.5K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | NEAR_EXIT | 21,370 | 1,175 | -94.5% | $48.6K | 2026-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (57% buy). Based on 30 analysts: 4 strong buy, 13 buy, 13 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$62.86 mean target
+95.1% upside
Strong Buy (2.08)
$40.00 Low
$110.00 High
| Metric | Value |
|---|---|
| Current Price | $32.22 |
| Target Low | $40.00 |
| Target Mean | $62.86 |
| Target Median | $64.00 |
| Target High | $110.00 |
| # Analysts | 22 |
| Recommendation | Strong Buy (2.08) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.45 | $0.42 | $0.49 | 12.8% | +0.4% | 1↑ 11↓ | $0.8B | 15.7% | 14 |
| Next Q 2026-09-30 |
$0.69 | $0.59 | $0.80 | 56.0% | +0.2% | 12↑ 1↓ | $0.8B | 14.2% | 13 |
| Current FY 2026-12-31 |
$2.32 | $2.10 | $2.56 | 41.2% | +0.2% | 9↑ 4↓ | $3.0B | 15.3% | 15 |
| Next FY 2027-12-31 |
$3.05 | $2.44 | $3.41 | 31.6% | +0.2% | 11↑ 3↓ | $3.4B | 13.1% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.451 | |
| 7d ago | $0.451 | |
| 30d ago | $0.450 | +0.002 |
| 60d ago | $0.545 | -0.094 |
| 90d ago | $0.545 | -0.094 |
15 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 12, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jun 10, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 21, 2026 | RBC Capital | REITERATE | Outperform | Outperform |
| May 11, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Canaccord Genuity | MAINTAIN | Hold | Hold |
| May 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Apr 28, 2026 | RBC Capital | REITERATE | Outperform | Outperform |
| Apr 28, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 25, 2026 | RBC Capital | REITERATE | Outperform | Outperform |
| Mar 25, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Mar 18, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 11, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 11, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 11, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 11, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Feb 10, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 6, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jan 21, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Jan 12, 2026 | Bernstein | MAINTAIN | Outperform | Outperform |
| Jan 12, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Jan 9, 2026 | Mizuho | DOWNGRADE | Outperform | Neutral |
| Jan 8, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 5 | 12 | 13 | 0 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
2 mentions
0 bullish
2 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 18, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 18, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Jun 11, 2026
short_volume
Short Volume: ZG — 59.7% short (0.6M / 0.9M)
Short: 553,364 | Exempt: 1,307 | TRF Vol: 926,876 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: ZG — 83.0% short (0.6M / 0.8M)
Short: 634,184 | Exempt: 1,492 | TRF Vol: 764,012 | Short Ratio: 83.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ZG — 87.3% short (0.7M / 0.7M)
Short: 652,103 | Exempt: 0 | TRF Vol: 746,788 | Short Ratio: 87.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ZG — 1.5M shares, 32,224 trades
Week starting 2026-05-18. Total ATS volume: 1,467,093 shares across 32,224 trades.
May 11, 2026
dark_pool
Dark Pool: ZG — 1.4M shares, 30,505 trades
Week starting 2026-05-11. Total ATS volume: 1,380,482 shares across 30,505 trades.
May 7, 2026
short_volume
Short Volume: ZG — 67.0% short (0.4M / 0.5M)
Short: 363,457 | Exempt: 6,893 | TRF Vol: 542,675 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ZG — 1.4M shares, 29,333 trades
Week starting 2026-05-04. Total ATS volume: 1,412,085 shares across 29,333 trades.
Apr 27, 2026
dark_pool
Dark Pool: ZG — 1.3M shares, 26,089 trades
Week starting 2026-04-27. Total ATS volume: 1,294,350 shares across 26,089 trades.
Apr 20, 2026
dark_pool
Dark Pool: ZG — 1.0M shares, 17,959 trades
Week starting 2026-04-20. Total ATS volume: 1,012,513 shares across 17,959 trades.
Apr 13, 2026
dark_pool
Dark Pool: ZG — 0.9M shares, 23,208 trades
Week starting 2026-04-13. Total ATS volume: 915,418 shares across 23,208 trades.
Apr 6, 2026
dark_pool
Dark Pool: ZG — 1.0M shares, 22,609 trades
Week starting 2026-04-06. Total ATS volume: 951,121 shares across 22,609 trades.
Apr 1, 2026
short_interest
FTD: ZG — 13,881 shares ($0.6M) failed to deliver
Settlement: 20260401, Price: $41.39, FTD Value: $574,534.59, ZILLOW GROUP INC CLASS A (WA)
Mar 30, 2026
dark_pool
Dark Pool: ZG — 0.9M shares, 21,462 trades
Week starting 2026-03-30. Total ATS volume: 906,688 shares across 21,462 trades.
Mar 23, 2026
dark_pool
Dark Pool: ZG — 1.2M shares, 21,856 trades
Week starting 2026-03-23. Total ATS volume: 1,179,797 shares across 21,856 trades.
Mar 16, 2026
dark_pool
Dark Pool: ZG — 2.3M shares, 30,859 trades
Week starting 2026-03-16. Total ATS volume: 2,252,573 shares across 30,859 trades.