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$35.74
Market Cap$8.34B
Float210.0M
Shares Outstanding180.2M
P/E (Forward)16.21
P/E (TTM)145.88
Price/Sales (TTM)3.12
vs. Analyst Target+80.9% to analyst PT
Profit Margin2.27%
Operating Margin (TTM)5.09%
Revenue (TTM)$2.69B
Earnings Growth (YoY)533.30%
Dividend RateNone
Analyst Target Price$64.67 (7 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 Ownership99.1%
Short Float5.9%
% of All Funds Holding5.52%
Number of Funds Holding454

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$40.96Near-term / short-term trend
Weekly40-Week SMA$60.94Medium-term trend
Weekly80-Week SMA$67.88Cyclical trend (business cycle)
Weekly200-Week SMA$54.99Secular trend (multi-year)
Monthly10-Month SMA$60.81Near-term monthly trend
Monthly20-Month SMA$66.92Medium-term monthly trend
Monthly40-Month SMA$57.78Secular 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 -0.10% -0.21% 47.73% 16.81% -20.18%
1 Day 1.11% -0.77% 47.73% 26.37% -26.92%
1 Week -0.86% 0.51% 56.82% 27.68% -30.77%
2 Weeks -0.27% -2.17% 45.45% 40.00% -30.87%
1 Month 1.08% 1.11% 53.49% 39.78% -42.68%

Next earnings: July 25, 2026 (59 days away)

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 -0.05% 53.3% 507
Tuesday 0.17% 51.3% 560
Wednesday -0.08% 50.4% 557
Thursday 0.04% 49.0% 547
Friday 0.24% 52.4% 546

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 99.1%

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 Filings64
Net Value-$84.3M
Net Shares Change-827,922
% of Float-0.4%
C-Suite Filings51
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 -$21.3M 1 2 sell
Samuelson Errol G Chief Industry Dev. Officer -$421,723.151 2 2 sell
Hofmann Jeremy Chief Financial Officer -$244,879.284 1 1 sell
Wacksman Jeremy Chief Executive Officer -$229,469.048 1 1 sell
Beitel David A. Chief Technology Officer -$71,278.738 1 1 sell
Choo Jun Chief Operating Officer -$46,601.863 1 1 sell
Rock Jennifer Chief Accounting Officer -$39,281.66 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
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
2026-05-15 – 2026-05-18 8 8 -$1.2M 8 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-15 Wacksman Jeremy Chief Executive Officer -$229,469.048 Transaction at $37.92, now -5.8%
2026-05-15 Samuelson Errol G Chief Industry Dev. Officer -$111,599.12 Transaction at $37.97, now -5.9%
2026-05-15 Rock Jennifer Chief Accounting Officer -$39,281.66 Transaction at $37.99, now -5.9%
2026-05-15 Choo Jun Chief Operating Officer -$46,601.863 Transaction at $37.95, now -5.8%
2026-05-15 Beitel David A. Chief Technology Officer -$71,278.738 Transaction at $37.93, now -5.8%
2025-08-18 Frink Lloyd D Co -Exec. Chairman and President -$21.3M Transaction at $85.00, now -58.0%

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 →