ZILLOW GROUP, INC.(Z)Stock Analysis
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Rank #1,004 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Z Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for ZILLOW GROUP, INC. (Z), a Industrials sector company. 13F Pro's AI-powered ranking engine scores Z at 58.5/100 on a 32-signal composite quality model, placing it at rank #1,004 of 2,961 stocks — the top half of the AI-ranked universe. Z scores in the top quartile across earnings quality (95.5). Areas of concern include institutional flow (14.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 11.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ZILLOW GROUP, INC. reports quarterly revenue of $772.0M, net income of $-4.0M, an operating margin of -1.3%. Top institutional holders of Z by reported 13-F value include Caledonia (Private) Investments Pty Ltd, Independent Franchise Partners LLP, Capital World Investors, based on the most recent SEC filings. Z trades on the Nasdaq exchange and files with the SEC under CIK 1617640. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate Z daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ZILLOW GROUP, INC. directly from SEC EDGAR. ZILLOW GROUP, INC.'s 13F Pro composite quality score has ranged between 34 and 63 since 2021, currently 58.5 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$772.0M
Net Income
Q2 2026
$-4.0M
Free Cash Flow
Q2 2026
$-25.0M
Operating Margin
Q2 2026
-1.3%
ROIC
Q2 2026
-0.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+15.5% YoYNet Income
+120.5% YoYOperating Income
+82.7% YoYEPS (Diluted)
+118.8% YoYTotal Assets
-2.5% YoYTotal Debt
Op. Cash Flow
-14.0% YoYFree Cash Flow
-17.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.58B +15.5% | $2.24B +15.0% | $1.95B -0.7% | $1.96B -8.2% | $2.13B +31.3% | $1.62B |
| Net Income | $23.0M +120.5% | $-112.0M +29.1% | $-158.0M -56.4% | $-101.0M +80.9% | $-528.0M -225.9% | $-162.0M |
| Operating Income | $-34.0M +82.7% | $-197.0M +27.0% | $-270.0M -190.3% | $-93.0M -138.9% | $239.0M +119.3% | $109.0M |
| EPS (Diluted) | $0.09 +118.8% | $-0.48 +29.4% | $-0.68 -61.9% | $-0.42 +79.2% | $-2.02 -188.6% | $-0.70 |
| Total Assets | $5.68B -2.5% | $5.83B -12.4% | $6.65B +1.4% | $6.56B -38.6% | $10.70B +42.9% | $7.49B |
| Total Debt | — | $563.0M -66.9% | $1.70B +0.2% | $1.70B +18.5% | $1.43B -37.3% | $2.28B |
| Operating Cash Flow | $368.0M -14.0% | $428.0M +20.9% | $354.0M -92.1% | $4.50B +241.8% | $-3.18B -851.1% | $423.0M |
| Free Cash Flow | $235.0M -17.5% | $285.0M +30.1% | $219.0M -95.0% | $4.39B +235.0% | $-3.25B -1061.8% | $338.0M |
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Available Research
13F Pro tracks comprehensive data for ZILLOW GROUP, INC. including:
Top Institutional Holders of Z
Caledonia (Private) Investments Pty Ltd
$759.7M24,102,956 shIndependent Franchise Partners LLP
$513.8M16,300,754 shCapital World Investors
$448.9M14,240,643 shVANGUARD PORTFOLIO MANAGEMENT LLC
$420.1M13,327,843 shCaledonia (Private) Investments Pty Ltd
$355.4M11,328,301 shBlackRock, Inc.
$257.2M8,159,260 shVANGUARD CAPITAL MANAGEMENT LLC
$236.5M7,503,564 shQube Research & Technologies Ltd
$118.6M3,761,884 shIndependent Franchise Partners LLP
$115.2M3,672,937 shSTATE OF WISCONSIN INVESTMENT BOARD
$111.8M3,545,882 sh
| Fund | Value | Shares |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd | $759.7M | 24,102,956 |
| Independent Franchise Partners LLP | $513.8M | 16,300,754 |
| Capital World Investors | $448.9M | 14,240,643 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $420.1M | 13,327,843 |
| Caledonia (Private) Investments Pty Ltd | $355.4M | 11,328,301 |
| BlackRock, Inc. | $257.2M | 8,159,260 |
| VANGUARD CAPITAL MANAGEMENT LLC | $236.5M | 7,503,564 |
| Qube Research & Technologies Ltd | $118.6M | 3,761,884 |
| Independent Franchise Partners LLP | $115.2M | 3,672,937 |
| STATE OF WISCONSIN INVESTMENT BOARD | $111.8M | 3,545,882 |
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Popular Research
Is Z a good stock to buy?
13F Pro's AI-powered analysis of ZILLOW GROUP, INC. (Z) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for Z are available on the Z stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. Z is classified as a mid company.
Which hedge funds own Z?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling Z. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ZILLOW GROUP, INC.'s investment landscape.