Zillow Group, Inc. Class A (ZG) Stock: Price, Forecast & Analyst Target
Zillow Group, Inc. Class A (ZG) — MoonshotScore 61/100 (Fair band), calculated Oct 5, 2026. Price $28.13 (+0.12%), as of the Oct 5, 2026 trading session; market cap $6.76B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 9.91× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Oct 29, 2026
Zillow Group, Inc. Class A · ZG · NASDAQ · Communication Services · Internet Content & Information
Research dated 2026-09-13: Zillow is not merely a property-search site: it connects consumer traffic with agent marketplaces, rentals, mortgages, software, advertising, and closing services. Revenue is expanding, but shareholder economics depend on Zillow converting more consumer connections into profitable, cash-generating transactions without allowing operating costs to absorb the gain.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Zillow Group, Inc. Class A (ZG)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet and durable growth, though quality is only decent, and the price trend has turned against it. Business Quality: Average; Financial Safety: Sound; Valuation: Full; Growth Durability: Compounding; Momentum: Slipping.
- quarterly revenue $772M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 5 of 8
- Altman Z 4.35 · Piotroski F 6
Holding back: weak price trend
Helping: balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 62 | Fair | |
| 62 | Fair | |
| 62 | Fair | |
| 61 | Fair | |
| 61 | Fair | |
| 61 | Fair |
The score was 61 in the stored Oct 4, 2026 snapshot and remains 61 in the current publication computed Oct 5, 2026 (0).
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $28.13 | |
| Change on the day | +0.12% | |
| 52-week range | $27.25–$76.32 | |
| Market capitalisation | $6.76B | |
| Price / earnings (trailing) | 120.22 | |
| Shares traded on the day | 647.7K | |
| Beta (volatility vs the S&P 500) | 1.98 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Later this year, we expect to launch instant floor plans, allowing photographers, sellers, and agents to capture a 3D floor plan right from their smartphone.
Jeremy Wacksman · Statement from
By the end of 2026, we expect to accelerate to 35% more revenue per connection, driven by improved conversion across our preferred agent partner base and greater adoption of Zillow products and services from consumers.
Jeremy Hofmann · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Zillow Group, Inc. Class A (ZG): Split View
51/100 · BSome lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
4 lenses, 4 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
Two of these lenses read this company less favourably than the MoonshotScore does: Griffin-style lens and Englander-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the ZG film — every key number, told as a short cinematic story
~2 min · open the film
What is Zillow Group, Inc. Class A (ZG), and what does it report?
Short answer · as of
Zillow operates digital real estate brands across the housing journey.
Research dated 2026-09-13.
Zillow operates digital real estate brands across the housing journey. Its marketplaces connect consumers with agents, rental listings, and new construction, while its mortgage, title, escrow, advertising, and software offerings seek to earn more from activity that begins with property discovery.
Reported revenue therefore measures more than listing traffic or advertising demand. It includes residential and rental streams tied to marketplaces and transaction-oriented services, making consumer adoption, agent conversion, financing activity, and service attachment relevant to the business model.
What do the latest results show for Zillow Group, Inc. Class A (ZG)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $772M.
Research dated 2026-09-13.
The latest period delivered the highest revenue and gross profit in the reported quarterly series, and revenue exceeded the prevailing estimate. Yet the prior-period net profit became a slight loss, operating income turned negative, and selling and administrative expense increased sharply.
Management attributes the next phase of monetization to better conversion among preferred agent partners and broader consumer adoption of Zillow services. That transition also carries a timing cost: management expects the shift toward preferred connections to create a seasonal drag on for-sale revenue growth later in the cycle.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $772.00M Jun 30, 2026
- Latest quarter · SG&A
- $380.00M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- −$10.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $772.00M | Not available | $380.00M | −$10.00M |
| Mar 31, 2026 | $708.00M | $150.00M | $333.00M | $36.00M |
| Dec 31, 2025 | $654.00M | $154.00M | $333.00M | −$11.00M |
| Sep 30, 2025 | $676.00M | $151.00M | $341.00M | −$3.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $772.00M Aug 5, 2026
- Latest report · revenue estimate
- $758.25M Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $772.00M | $758.25M | $0.5200 | $0.4400 |
| May 6, 2026 | $708.00M | $705.17M | $0.5300 | $0.4300 |
| Feb 10, 2026 | $654.00M | $650.51M | $0.3900 | $0.4200 |
| Oct 30, 2025 | $676.00M | $670.09M | $0.4400 | $0.4233 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $772M | -$4M | -$0.02 (diluted) |
| Q1 FY2026 | $708M | $46M | $0.19 (diluted) |
| Q4 FY2025 | $654M | $3M | $0.01 (diluted) |
| Q3 FY2025 | $676M | $10M | $0.04 (diluted) |
What are the financial strengths and risks for Zillow Group, Inc. Class A (ZG)?
Short answer
Cash and short-term investments were $682.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $13.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Liquidity remains greater than total debt, leaving Zillow with net cash and limited balance-sheet leverage. The business also carries a strong gross margin, but operating and net margins remain thin, so modest cost or conversion slippage can materially affect earnings.
Cash generation is the more cautionary signal. Operating cash flow stayed positive across the reported series, but it dropped sharply in the latest period and did not cover capital expenditure; meanwhile, cash and short-term investments have declined materially across the wider window. Continued monetization progress must translate into durable free cash flow if the balance-sheet cushion is to stabilize.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $13.00M Jun 30, 2026
- Previous quarter · operating cash flow
- $198.00M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $13.00M | −$36.00M |
| Mar 31, 2026 | $198.00M | −$34.00M |
| Dec 31, 2025 | $72.00M | −$21.00M |
| Sep 30, 2025 | $105.00M | −$32.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Zillow Group, Inc. Class A (ZG)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-13.
The upcoming report should be judged against management’s expectation for sequentially softer revenue alongside continued growth from the comparable period. The useful confirmation would be renewed operating profitability and stronger cash conversion rather than another revenue increase accompanied by weak bottom-line leverage.
Preferred agent connections deserve close attention because management expects their adoption and conversion to lift revenue earned from each connection, while also warning of a later seasonal headwind. Product execution matters as well: the planned smartphone-based instant floor-plan launch offers a concrete test of whether Zillow can deepen consumer and agent use of its platform.
Longer-range analyst estimates assume continuing revenue and earnings expansion. Evidence that Zillow can protect gross economics, control operating expense, and rebuild free cash flow would make that trajectory more credible; renewed losses or further cash contraction would challenge it.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Later this year, we expect to launch instant floor plans, allowing photographers, sellers, and agents to capture a 3D floor plan right from their smartphone.
Jeremy Wacksman ·
By the end of 2026, we expect to accelerate to 35% more revenue per connection, driven by improved conversion across our preferred agent partner base and greater adoption of Zillow products and services from consumers.
Jeremy Hofmann ·
Because we are planning to accelerate to more than 75% of our connections in preferred by the end of the year, we expect the seasonality impact to result in a 200 to 300-basis-point headwind to our year over year for sale revenue growth in Q4.
Jeremy Hofmann ·
Turning to our outlook for Q3 2026. We expect total revenue of $745 million to $760 million, implying year over year growth of approximately 11% at the midpoint of our outlook range.
Jeremy Hofmann ·
How does Zillow Group, Inc. Class A compare with its peers?
Short answer
Zillow Group, Inc. Class A's score ranks tied for 9th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Unlike a pure listings portal, Zillow stretches from property discovery into agent matching, rentals, new construction, mortgages, business software, advertising, title work, escrow, and closing support. The distinction is economic as well as descriptive: Zillow is trying to earn from consumer movement through the housing transaction, not solely from attention on a website.
That breadth creates several monetization paths from the same consumer relationship, but it also links execution across marketplaces and transaction services. A comparison with similar internet businesses should therefore focus on conversion, service adoption, and cash produced from housing activity, rather than audience scale alone.
| Company | Price | Market value | Score |
|---|---|---|---|
| $150.42 Oct 5, 2026 | $29.2B | 96 5-pillar Oct 5, 2026 | |
| $300.91 Oct 5, 2026 | $44.3B | 92 5-pillar Oct 5, 2026 | |
| $153.41 Oct 5, 2026 | $22.5B | 92 5-pillar Oct 5, 2026 | |
| $17.71 Oct 5, 2026 | $1.59B | 89 5-pillar Oct 5, 2026 | |
| $20.06 Oct 5, 2026 | $12.6B | 86 5-pillar Oct 5, 2026 | |
| $40.33 Oct 5, 2026 | $9.41B | 85 5-pillar Oct 5, 2026 | |
| $12.89 Oct 5, 2026 | $12.8B | 78 5-pillar Oct 5, 2026 | |
| $7.87 Oct 5, 2026 | $12.0B | 77 5-pillar Oct 5, 2026 | |
| Zillow Group, Inc. Class A (ZG) — this page | $28.13 | $6.76B | 61 |
| $27.41 Oct 5, 2026 | $6.59B | 61 5-pillar Oct 5, 2026 | |
| $75.25 Oct 5, 2026 | $20.6B | 54 5-pillar Oct 5, 2026 | |
| $80.50 Oct 5, 2026 | $4.16B | 54 5-pillar Oct 5, 2026 | |
| $86.99 Oct 5, 2026 | $29.6B | 36 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $32.00 – $80.00
- Consensus target
- $48.87
- Median target
- $48.00
Consensus record · Captured .
Measured against a quoted price of $28.13 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 18, 2026
- Transactions
- 36
- Identified insiders
- 12
- Purchases
- 0
- Sales
- 33
- Other transactions
- 3
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 17.7% Period end Jun 30, 2026
- Previous quarter · ownership
- 17.7% Prior to period end Jun 30, 2026
- Reporting holders
- 274 Period end Jun 30, 2026
- Previous quarter · holders
- 278 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Caledonia (Private) Investments Pty Ltd | 11,328,301 |
| Independent Franchise Partners Llp | 3,672,937 |
| Vanguard Portfolio Management LLC | 2,936,532 |
| Blackrock, INC. | 2,362,183 |
| Capital World Investors | 2,070,845 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Zillow Group, Inc. Class A (ZG)?
Zillow Group, Inc. Class A Communication Services Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How do Zillow preferred agent connections affect revenue?
Preferred connections are intended to produce more revenue through better agent-partner conversion and greater consumer adoption of Zillow products and services. Management also expects the transition to amplify a seasonal headwind in for-sale revenue growth later in the cycle.
Why can Zillow revenue rise while reported earnings remain thin?
Recent revenue and gross-profit gains were accompanied by higher selling and administrative expense, and the latest operating result remained negative. Zillow retains only a narrow operating and net margin despite strong gross economics.
What do Zillow Rentals and Zillow mortgages add beyond property search?
Zillow Rentals extends the marketplace into tenant and property demand, while the mortgage operation provides financing and connection services. Together with title, escrow, agent, and closing offerings, they give Zillow ways to participate beyond the initial search session.
Can Zillow absorb its recent cash decline while funding product development?
Cash and short-term investments remain above total debt, but the cash balance has contracted materially and the latest operating cash flow did not cover capital expenditure. Balance-sheet capacity remains, though stabilization increasingly depends on converting revenue growth into stronger cash generation.
What is the ZG stock price today?
The last price recorded on this page for Zillow Group, Inc. Class A (ZG) is $28.13, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the ZG price target?
The analyst consensus price target for Zillow Group, Inc. Class A (ZG) is $48.87 (range $32.00 to $80.00, median $48.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (83 figures)
The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jeremy Wacksman (Aug 5, 2026): Later this year, we expect to launch instant floor plans, allowing photographers, sellers, and agents to capture a 3D floor plan right from their smartphone. Jeremy Hofmann (Aug 5, 2026): By the end of 2026, we expect to accelerate to 35% more revenue per connection, driven by improved conversion across our preferred agent partner base and greater adoption of Zillow products and services from consumers. Jeremy Hofmann (Aug 5, 2026): Because we are planning to accelerate to more than 75% of our connections in preferred by the end of the year, we expect the seasonality impact to result in a 200 to 300-basis-point headwind to our year over year for sale revenue growth in Q4. Jeremy Hofmann (Aug 5, 2026): Turning to our outlook for Q3 2026. We expect total revenue of $745 million to $760 million, implying year over year growth of approximately 11% at the midpoint of our outlook range. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 1301 Second Avenue, Floor 36, Seattle, WA, 98101 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1301 Second Avenue, Seattle, WA, 98101, US". |
FMP — 74 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $28.13 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:55:04.746Z. | |
px.change | Change on the day | +0.12% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $6.76B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:01.000Z. Captured from FMP at 2026-10-05T21:55:03.510Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.035 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $772M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $27.25–$76.32 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 120.22 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 647.7K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.98 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Jeremy Wacksman | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Lloyd D. Frink — Co-Founder, Co-Executive Chairman & President | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 7,232 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $2.13B, net result −$528.00M; FY2022 revenue $1.96B, net result −$101.00M; FY2023 revenue $1.95B, net result −$158.00M; FY2024 revenue $2.24B, net result −$112.00M; FY2025 revenue $2.58B, net result $23.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Sales Revenue $1.90B · Rental Revenue $630.00M · Residential Revenue $1.70B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 72.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $772.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $380.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | −$10.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $708.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $150.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $333.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $36.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $654.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $154.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $333.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$11.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $676.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $151.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $341.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | −$3.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $772.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $758.25M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $0.5200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $0.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_actual | Revenue · reported — report date 2026-05-06 | $708.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_estimated | Revenue · estimate — report date 2026-05-06 | $705.17M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_actual | EPS · reported — report date 2026-05-06 | $0.5300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_estimated | EPS · estimate — report date 2026-05-06 | $0.4300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.revenue_actual | Revenue · reported — report date 2026-02-10 | $654.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.revenue_estimated | Revenue · estimate — report date 2026-02-10 | $650.51M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.eps_actual | EPS · reported — report date 2026-02-10 | $0.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.eps_estimated | EPS · estimate — report date 2026-02-10 | $0.4200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $676.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $670.09M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $0.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $0.4233 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $682.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $13.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $558.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.49× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $13.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $198.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$36.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$34.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $72.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$21.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $105.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$32.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $32.00 – $80.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $48.87 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $48.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 36 transactions · 0 purchases, 33 sales, 3 other transactions · 12 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 18, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 17.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 17.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 274 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 278 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Caledonia (Private) Investments Pty Ltd — shares in provider snapshot | 11,328,301 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Independent Franchise Partners Llp — shares in provider snapshot | 3,672,937 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 2,936,532 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Blackrock, INC. — shares in provider snapshot | 2,362,183 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Capital World Investors — shares in provider snapshot | 2,070,845 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 5 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-30 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 4.35 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 9.91× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $682.00M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($772.00M) with the recorded estimate ($758.25M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.5200) with the recorded estimate ($0.4400) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 61 of 100 · Fair · pillars 58 / 74 / 40 / 86 / 23 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 61 (stored snapshot Oct 4, 2026) → 61 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-05-06.revenue_actual,earn.history.depth.2026-05-06.revenue_estimated,earn.history.depth.2026-05-06.eps_actual,earn.history.depth.2026-05-06.eps_estimated,earn.history.depth.2026-02-10.revenue_actual,earn.history.depth.2026-02-10.revenue_estimated,earn.history.depth.2026-02-10.eps_actual,earn.history.depth.2026-02-10.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Zillow Group, Inc. is a prominent digital real estate enterprise that manages a variety of property-related brands accessible via mobile applications and websites throughout the United States. Its operations are organized into three primary divisions: Homes, Internet, Media & Technology (IMT), and Mortgages. The Homes segment focuses on the buying and selling of properties, alongside providing essential title and escrow services to both purchasers and vendors. These services encompass conducting title searches for insurance policies, managing escrow, and handling other closing procedures. The IMT division offers digital marketplaces designed for premier real estate agents, rental properties, and newly constructed homes. It also provides various advertising solutions, including dotloop and display ads, in addition to a suite of business software offerings. Through its Mortgage segment, Zillow supplies home financing options and offers marketing tools like personalized quotes and connection services. The company's extensive brand portfolio features well-known names such as Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East. Established in 2004, Zillow Group maintains its corporate headquarters in Seattle, Washington. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Sales Revenue: $1.90B; Rental Revenue: $630.00M; Residential Revenue: $1.70B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-05 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Most recent periodic reports | 2026-08-05 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash, investments and debt | Total debt: $558.00M; Liquidity basis: cash and short-term investments; Total liabilities: $997.00M; Cash and short-term investments: $682.00M; Cash and investments: $682.00M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $682.00M; Cash and short-term investments: $682.00M; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $124.00M; Total debt: $558.00M; Cash and investments: $682.00M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1.92; Current ratio: 1.92; Debt to equity: 0.13; Net margin: 2%; Gross margin: 72.9%; Operating margin: 0.4%; Return on assets: 1%; Return on equity: 1.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $682.00M; Decline: $1.49B; Opening balance: $2.17B; Average change per period: $213.00M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Next earnings report | Date: 2026-10-29; EPS estimate: $0.58 per share; Revenue estimate: $756.11M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.