Z — Zillow Group Inc Class C

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Zillow Group Inc Class C

Zillow Group operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States. The company operates through four categories: Residential, Mortgages, Rentals, and Other. The Residential segment includes agent and software, as well as new construction marketing solutions and StreetEasy for sale products. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$41.43
Market Cap$10.47B
Float220.3M
Shares Outstanding180.4M
P/E (Forward)21.60
P/E (TTM)485.33
Price/Sales (TTM)4.05
vs. Analyst Target+69.4% to analyst PT
Profit Margin0.89%
Operating Margin (TTM)-1.68%
Revenue (TTM)$2.58B
Earnings Growth (YoY)-25.00%
Dividend RateNone
Analyst Target Price$70.17 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.62B -$162M $1.37B $272M
2021 $2.13B -$528M $1.81B $382M
2022 $1.96B -$101M $1.59B $130M
2023 $1.95B -$158M $1.52B $125M
2024 $2.24B -$112M $1.71B $179M
2025 $2.58B $23.0M $1.92B $261M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $655M $2.0M
Sep 2025 $676M $10.0M
Dec 2025 $654M $3.0M
Mar 2026 $708M $46.0M

Ownership & Float

Insider Ownership5.4%
Institutional Ownership101.3%
Short Float5.9%
% of All Funds Holding6.02%
Number of Funds Holding465

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$43.27Near-term / short-term trend
Weekly40-Week SMA$64.54Medium-term trend
Weekly80-Week SMA$69.09Cyclical trend (business cycle)
Weekly200-Week SMA$54.97Secular trend (multi-year)
Monthly10-Month SMA$61.38Near-term monthly trend
Monthly20-Month SMA$67.21Medium-term monthly trend
Monthly40-Month SMA$57.93Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$63.00 resistance 2.02x 2 months ago

Historical Earnings Reactions (44 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.46% 0.06% 52.27% 16.81% -20.18%
1 Day 1.70% -0.31% 50.00% 26.37% -26.92%
1 Week 0.09% 0.57% 58.14% 27.68% -30.77%
2 Weeks 0.67% -0.19% 48.84% 40.00% -30.87%
1 Month 1.67% 2.14% 55.81% 39.78% -42.68%

Next earnings: May 6, 2026

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.1%54.5%11
Feb4.0%54.5%11
Mar-8.1%27.3%11
Apr-0.2%45.5%11
May10.3%70.0%10
Jun5.9%80.0%10
Jul4.4%70.0%10
Aug-4.2%30.0%10
Sep-1.6%45.5%11
Oct-1.4%45.5%11
Nov5.2%54.5%11
Dec4.0%45.5%11

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.04% 53.5% 505
Tuesday 0.18% 51.5% 557
Wednesday -0.08% 50.4% 554
Thursday 0.05% 49.1% 544
Friday 0.25% 52.5% 543

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 101.3%

Insider Transactions — Smart Summary

Total insider ownership: 5.4%

Founder-led management: Rich Barton (Co-Founder & Co-Executive Chair), Lloyd Frink (Co-Founder, Co-Executive Chairman & President), David Beitel (Chief Technology Officer)

12-Month Insider Activity Summary

Total Filings67
Net Value-$89.7M
Net Shares Change-873,037
% of Float-0.4%
C-Suite Filings53
Clusters Detected6

Key Insiders

NameTitleNet ValueFilingsActivity
BARTON RICHARD N Co-Executive Chairman -$29.8M 1 2 sell
Frink Lloyd D Co -Exec. Chairman and President -$21.8M 2 3 sell
Rock Jennifer Chief Accounting Officer -$529,848.167 2 2 sell
Samuelson Errol G Chief Industry Dev. Officer -$310,124.031 1 1 sell
Hofmann Jeremy Chief Financial Officer -$244,879.284 1 1 sell
Beitel David A. Chief Technology Officer -$175,378.503 1 1 sell
Choo Jun Chief Operating Officer -$91,164.419 1 1 sell
MAFFEI GREGORY B -$2,179.205 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-12 – 2025-05-16 11 9 -$7.1M 10 C-suite
2025-08-11 – 2025-08-18 17 13 -$63.6M 14 C-suite
2025-08-29 – 2025-09-12 8 7 -$6.2M 5 C-suite
2025-11-12 – 2025-11-20 9 8 -$4.7M 9 C-suite
2026-02-11 – 2026-02-23 11 9 -$4.0M 11 C-suite
2026-03-03 – 2026-03-03 3 3 -$53,942.005

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-17 Hofmann Jeremy Chief Financial Officer -$244,879.284 Transaction at $44.22, now -6.3%
2026-02-13 Samuelson Errol G Chief Industry Dev. Officer -$310,124.031 Transaction at $44.21, now -6.3%
2026-02-13 Rock Jennifer Chief Accounting Officer -$95,699.221 Transaction at $44.22, now -6.3%
2026-02-13 Beitel David A. Chief Technology Officer -$175,378.503 Transaction at $44.22, now -6.3%
2026-02-23 Frink Lloyd D Co -Exec. Chairman and President -$532,400.977 Transaction at $33.85, now +22.4%
2026-02-13 Choo Jun Chief Operating Officer -$91,164.419 Transaction at $44.23, now -6.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Zillow Group Inc Class C (Z) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for Z on Trend Edge →