US · Communication Services · Internet Content & Information
EPS came in at 0.22 against a street estimate of 0.26 — a miss of 15.4%.
Analysts rate Zillow Group Inc a buy (11 buy, 14 hold, 0 sell out of 25) with an average price target of $45.59.
CONFIDENT Zillow delivered Q2 revenue of $772M (+18% YoY), EBITDA $176M, adjusted net income $118M. Company accelerating shift to Preferred monetization model targeting 75%+ connections by year-end, driving 35% higher revenue per connection vs legacy ads by 2026. Restructuring 7% of workforce for efficiency. Q2 2026 Company operates nationally; no regional breakdown provided. Analysts pressed on leadership rationale (answered: efficiency/speed), timing of restructuring (answered: cost discipline, not cutting growth), and Preferred margin trade-offs (answered: ZHL now profitable). Management emphasized execution, brand strength, and no impact from Google competition despite legal noise. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Caledonia (Private) Investments Pty Ltd | 5.04% |
| Independent Franchise Partners LLP | 1.63% |
| Vanguard Portfolio Management, LLC | 1.31% |
| BlackRock Inc | 1.05% |
| Capital World Investors | 0.92% |
| Vanguard Capital Management, LLC | 0.64% |
| D. E. Shaw & Co LP | 0.45% |
| Geode Capital Management, LLC | 0.40% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $724 million, up from $676 million in the third quarter of 2025. • Nine-month 2026 revenue was $2, | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue rose 7% year over year to $724 million, despite a weaker-than-anticipated housing market. • Net loss was $158 mil | 2026-11-04 |
| Material agreement · Q4 2026 RISKS & NEGATIVES • Zillow agreed to pay or cause to be paid $212.5 million in cash to settle a previously disclosed securities class action lawsuit. | 2026-10-28 |
| Board / officer change · Q3 2026 ZILLOW GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Chief Accounting Officer Jennifer Rock retiring effective September 17, 2026, remaining in | 2026-09-17 |
| Reg FD disclosure · Q3 2026 ZILLOW GROUP, INC. - FORM 8-K SUMMARY Filed August 22, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Zillow and Redfin Corporation entered into a stipul | 2026-08-24 |
| Quarterly report · Q2 2026 ZILLOW GROUP, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q2 2026): $772 million vs. $655 million (Q2 2025) — up 18% • Six-Month R | 2026-08-05 |
| Results announced · Q3 2026 ZILLOW GROUP Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Q2 2026 total revenue: $772 million, up 18% year over year (above outlook range) | 2026-08-05 |
| Shareholder vote results · Q2 2026 ZILLOW GROUP, INC. - FORM 8-K SUMMARY Filed: June 3, 2026 --- HEADLINE NUMBERS • Share repurchase authorization: $1.25 billion for Class A common s | 2026-06-03 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.