Zillow (ZG)

• Market cap: $20.8B
• 1 day: -1.06%
• 5 days: 0.7%
• 1 month: 6.24%
• 3 months: 30.14%
• 6 months: 26.59%
• Year to date: 22.49%
• 1 year: 35.82%
• 5 years: -9.94%
• 10 years: 194.17%
• 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: 6,944

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

40% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]

5.84% more ownership

Funds ownership: 76.35% [Q1] → 82.19% (+5.84%) [Q2]

5% more capital invested

Capital invested by funds: $2.77B [Q1] → $2.92B (+$147M) [Q2]

2% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 97

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

1% less funds holding

Funds holding: 280 [Q1] → 277 (-3) [Q2]

57% less call options, than puts

Call options by funds: $17.2M | Put options by funds: $40M

Research analyst outlook

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

• Low target: $66
• Avg. target: $89
• High target: $105

10 analyst ratings

• positive: 7 70%
• neutral: 2 20%
• negative: 1 10%

Bernstein Nikhil Devnani	$105	Outperform Upgraded	17 Sep 2025
Wells Fargo Alec Brondolo	$73	Equal-Weight Maintained	11 Sep 2025
Evercore ISI Group Mark Mahaney	$95	Outperform Maintained	8 Aug 2025
Canaccord Genuity Maria Ripps	$84	Hold Maintained	7 Aug 2025
JP Morgan Dae Lee	$94	Overweight Maintained	7 Aug 2025