Zillow (Z)

• Market cap: $18.2B
• 1 day: -4.38%
• 5 days: -4.82%
• 1 month: -4.06%
• 3 months: -8.81%
• 6 months: 36.82%
• Year to date: 2.42%
• 1 year: 39.29%
• 5 years: 15.25%
• 10 years: 187.45%
• Sector: Industrials
• Industry: Business Services

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 filings by fund managers ($100M+ AUM)

90% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 50

74% more call options, than puts

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

16% more capital invested

Capital invested by funds: $10.8B [Q3] → $12.5B (+$1.72B) [Q4]

8% more funds holding

Funds holding: 445 [Q3] → 479 (+34) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 157

1.43% less ownership

Funds ownership: 98.98% [Q3] → 97.55% (-1.43%) [Q4]

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: $75 0% upside
• Avg. target: $88 17% upside
• High target: $100 33% upside

2 analyst ratings

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

Wedbush Jay McCanless 77% 1-year accuracy 49 / 64 met price target	33% upside $100	Outperform Reiterated	12 Feb 2025
Morgan Stanley Brian Nowak 81% 1-year accuracy 26 / 32 met price target	0% upside $75	Equal-Weight Maintained	13 Jan 2025