ZILLOW GROUP, INC.(Z)Stock Analysis
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Rank #1,057 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Z Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ZILLOW GROUP, INC. (Z), a Industrials sector company. 13F Pro's AI-powered ranking engine scores Z at 57.3/100 on a 32-signal composite quality model, placing it at rank #1,057 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include institutional flow (12.3) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ZILLOW GROUP, INC. reports quarterly revenue of $708.0M, net income of $46.0M, free cash flow of $166.0M. Top institutional holders of Z by reported 13-F value include Caledonia (Private) Investments Pty Ltd, Capital World Investors, VANGUARD PORTFOLIO MANAGEMENT, 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 8 and 63 since 2021, currently 57.3 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$708.0M
Net Income
Q1 2026
$46.0M
Free Cash Flow
Q1 2026
$166.0M
ROIC
Q1 2026
0.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+32.8% YoYNet Income
+114.6% YoYOperating Income
+87.4% YoYEPS (Diluted)
+113.2% YoYTotal Assets
-14.5% YoYTotal Debt
Op. Cash Flow
+4.0% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $2.58B +32.8% | $1.95B -0.7% | $1.96B -8.2% | $2.13B +31.3% | $1.62B +21.8% | $1.33B |
| Net Income | $23.0M +114.6% | $-158.0M -56.4% | $-101.0M +80.9% | $-528.0M -225.9% | $-162.0M -35.2% | $-119.9M |
| Operating Income | $-34.0M +87.4% | $-270.0M -190.3% | $-93.0M -138.9% | $239.0M +119.3% | $109.0M +184.5% | $-129.0M |
| EPS (Diluted) | $0.09 +113.2% | $-0.68 -61.9% | $-0.42 +79.2% | $-2.02 -188.6% | $-0.70 | — |
| Total Assets | $5.68B -14.5% | $6.65B +1.4% | $6.56B -38.6% | $10.70B +42.9% | $7.49B +74.5% | $4.29B |
| Total Debt | — | $1.70B +0.2% | $1.70B +18.5% | $1.43B -37.3% | $2.28B +169.1% | $848.7M |
| Operating Cash Flow | $368.0M +4.0% | $354.0M -92.1% | $4.50B +241.8% | $-3.18B -851.1% | $423.0M +10887.0% | $3.9M |
AI Insight: Z Financial Trends
Zillow achieved first positive operating income in Q1 2026 at $36M after eight consecutive quarters of losses, while revenue grew 18% year-over-year to $708M.
• Revenue accelerated from $598M in Q1 2025 to $708M in Q1 2026, an 18% year-over-year increase.
• Operating income turned positive at $36M in Q1 2026 after sustained losses ranging from $-3M to $-69M.
• Total debt eliminated entirely by Q3 2025 from $1,704M in Q2 2024, strengthening balance sheet.
• Net income reached $46M in Q1 2026, the highest level across all quarters shown.
⚠ Operating cash flow declined to $72M in Q4 2025 before recovering to $200M in Q1 2026.
⚠ Equity dropped from $4,992M in Q3 2025 to $4,408M in Q1 2026 despite strong earnings.
AI Insight: Z Ratio Trends
Zillow achieved dramatic profitability turnaround with operating margin surging from -1.7% in Q4 2025 to 5.1% in Q1 2026.
• Operating margin jumped from -1.7% in Q4 2025 to 5.1% in Q1 2026, marking first positive quarterly margin since data begins.
• Net profit margin expanded from 0.5% in Q4 2025 to 6.5% in Q1 2026, highest level recorded.
• ROIC turned positive at 3.3% in Q1 2026 after being negative throughout 2024 and most of 2025.
• Debt-to-equity ratio improved from 0.38 in Q2 2024 to zero by Q3 2025, indicating strengthened balance sheet.
⚠ TTM operating margin at 0.4% remains modest despite strong Q1 2026 performance, suggesting recent turnaround needs validation.
⚠ Gap between Q1 2026's 5.1% operating margin and TTM's 0.4% indicates potential seasonality or one-time benefits.
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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
$1.1B25,894,393 shCapital World Investors
$587.4M14,195,769 shVANGUARD PORTFOLIO MANAGEMENT LLC
$579.7M14,010,084 shIndependent Franchise Partners LLP
$546.1M13,197,429 shCaledonia (Private) Investments Pty Ltd
$470.6M11,370,543 shBlackRock, Inc.
$414.1M10,008,411 shVANGUARD CAPITAL MANAGEMENT LLC
$310.4M7,501,846 shTIGER GLOBAL MANAGEMENT LLC
$304.9M7,368,957 shVANGUARD PORTFOLIO MANAGEMENT LLC
$163.5M3,949,276 shNinety One UK Ltd
$161.5M3,903,764 sh
| Fund | Value | Shares |
|---|---|---|
| Caledonia (Private) Investments Pty Ltd | $1.1B | 25,894,393 |
| Capital World Investors | $587.4M | 14,195,769 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $579.7M | 14,010,084 |
| Independent Franchise Partners LLP | $546.1M | 13,197,429 |
| Caledonia (Private) Investments Pty Ltd | $470.6M | 11,370,543 |
| BlackRock, Inc. | $414.1M | 10,008,411 |
| VANGUARD CAPITAL MANAGEMENT LLC | $310.4M | 7,501,846 |
| TIGER GLOBAL MANAGEMENT LLC | $304.9M | 7,368,957 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $163.5M | 3,949,276 |
| Ninety One UK Ltd | $161.5M | 3,903,764 |
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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.
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.