Zillow (Z)

• Market cap: $15.4B
• 1 day: 2.47%
• 5 days: 1.63%
• 1 month: -12.72%
• 3 months: -19.56%
• 6 months: 7.92%
• Year to date: -12.11%
• 1 year: 47.33%
• 5 years: 67.66%
• 10 years: 146.66%
• 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: 6,856

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

94% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 50

74% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $585M

19% more capital invested

Capital invested by funds: $10.6B [Q3] → $12.5B (+$1.96B) [Q4]

9% more funds holding

Funds holding: 445 [Q3] → 487 (+42) [Q4]

0.73% more ownership

Funds ownership: 97.09% [Q3] → 97.82% (+0.73%) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 160

10% less funds holding in top 10

Funds holding in top 10: 20 [Q3] → 18 (-2) [Q4]

Research analyst outlook

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

• Low target: $80 24% upside
• Avg. target: $90 40% upside
• High target: $100 56% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Ryan Tomasello 40% 1-year accuracy 4 / 10 met price target	24% upside $80	Market Perform Initiated	28 Mar 2025
Wedbush Jay McCanless 50% 1-year accuracy 26 / 52 met price target	56% upside $100	Outperform Reiterated	12 Feb 2025