Zillow (Z)

• Market cap: $18.8B
• 1 day: -1.14%
• 5 days: 8.56%
• 1 month: 9.69%
• 3 months: 27.55%
• 6 months: 10.14%
• Year to date: 6.66%
• 1 year: 57.91%
• 5 years: 34.04%
• 10 years: 181.22%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Zillow Group Inc is an Internet-based real estate company that offers its customers an on-demand experience for selling, buying, renting, or financing with transparency and ease The group works with real estate agents, brokers, builders, property managers, and landlords to pair technology with top-notch service. The group has brands such as Zillow, Trulia, StreetEasy, Hotpads, Zillow Rentals, Zillow Premier Agent and others.

Employees: 6,819

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

72% more call options, than puts

Call options by funds: $643M | Put options by funds: $374M

21% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 149

15% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 73

0% more funds holding

Funds holding: 490 [Q4 2024] → 490 (+0) [Q1 2025]

2.56% less ownership

Funds ownership: 97.85% [Q4 2024] → 95.29% (-2.56%) [Q1 2025]

5% less capital invested

Capital invested by funds: $12.5B [Q4 2024] → $11.9B (-$648M) [Q1 2025]

6% less funds holding in top 10

Funds holding in top 10: 18 [Q4 2024] → 17 (-1) [Q1 2025]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $74 5% downside
• Avg. target: $84 8% upside
• High target: $100 28% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

JP Morgan Dae Lee	1% upside $79	Overweight Maintained	8 May 2025
Keefe, Bruyette & Woods Ryan Tomasello	5% downside $74	Market Perform Maintained	8 May 2025
Wedbush Jay McCanless	28% upside $100	Outperform Reiterated	5 May 2025