Zillow Group Inc Stock Price, News & Analysis

Zillow (Z) analysis finds $45.9 billion in residential housing value exposed inside the Palisades and Eaton fire perimeters as of Dec 31, 2024, covering 19,605 residential units with a median home value of $1.95M. The January 2025 fires burned ~40,000 acres and destroyed more than 11,000 single-family homes; at least 30 deaths were reported.

One year later, median home values near the perimeters fell 1.7%, new listings spiked 194% in Jan 2025, active inventory rose 50.4% through Nov 2025, and median list rents within 5 miles increased 3.4%.

Zillow (NYSE: Z) reports seasonal cooling in November 2025 after an unseasonably active fall: new listings fell nearly 30% month-over-month, price cuts eased from 26.9% to 21.2% of listings, and newly pending sales dropped 18.5% month-over-month. Nationally, typical home values rose just 0.2% year-over-year while inventory rose 11.2% YoY. Mortgage payments as a share of median household income fell to 32.6%, the lowest since August 2022, improving affordability slightly heading into 2026.

Zillow (NYSE:Z) released the Zillow Zeitgeist 2025, a review of aggregated Zillow search activity across calendar year 2025 that highlights shifts in U.S. home‑search behavior.

Key findings: Americans favored lifestyle over luxury, with increased searches for waterfront (lake, dock, river, beach), outdoor living (pool, patio, yard), and flexible spaces (ADU, guest house, casita). Interest in high‑end terms like mansion and luxury cooled while searches for comfort features (fireplace, garden, fenced yard) and privacy (gated, fenced) rose. The report also maps distinct state and regional search patterns.

Zillow (NYSE: Z) released its 2025 most-popular housing markets, led by Rockford, Illinois as the No. 1 city. The Midwest dominates the top 10, with many markets showing typical prices under $350,000 and strong outside demand.

Key data points: Rockford homes went under contract in 5 days and saw more than 60% of page views from outside the area; Toledo is the top large city with a typical home value of $126,000. Zillow highlights growing buyer interest in midsize, affordable metros with commuter access to major job centers.

Zillow (NYSE: Z) published its list of the 10 most festive holiday towns in America on Dec. 15, 2025, ranking communities by the share of for‑sale listings that mention holiday keywords like “Christmas lights,” “Santa,” and “holiday spirit.”

Top towns include Santa Claus, IN (55% of listings mention holidays; typical home value $294,208) and McAdenville, NC (37%; $471,800). Other featured towns list typical home values and the percentage of listings that reference holiday features, from Breckenridge, CO ($1,170,091; 8%) to Natchitoches, LA ($185,180; 4%). Zillow also points buyers to its BuyAbility tool for real‑time affordability guidance.

Z (Zillow) analysis dated Dec 11, 2025 finds nearly 7 in 10 mortgage shoppers submit only one application, potentially costing buyers thousands over a loan.

On a typical U.S. home valued at $359,241, a drop from 6.24% to 5.74% on a 30-year fixed reduces monthly payments from about $2,345 to $2,253, saving roughly $1,104 per year. Zillow estimates that level of savings would have made 22,000 more homes affordable nationwide in November 2025. Larger metros show bigger annual savings (e.g., $4,752 in San Jose).

Zillow (NYSE: Z) relaunched its seasonal "Santa's House" Showcase listing on Dec 10, 2025, featuring five new virtual staging themes — Icicle Dream, Gingerbread House, Tinsel Town, Nordic Scandinavian and Midnight Magic — driven by Zillow's Virtual Staging AI and a new SkyTour view. The off-market North Pole cabin has received more than 3 million views and a special Zestimate of $1,207,345, up about 0.1% year-over-year. The Showcase experience highlights interactive floor plans, room-by-room photo organization, a self-rotating carousel and the ability to "Stage This Space" on web.

Zillow says Showcase listings attract 70% more page views, saves and shares versus non-Showcase listings.

Zillow (NYSE: Z) forecasts a modest housing rebound in 2026 driven by improving affordability. Key projections: home values +1.2%, existing home sales 4.26M (+4.3%), and the share of major metros with annual price declines falling from 24 to 12. Mortgage rates are expected to remain above 6%. Multifamily rents are forecast to rise 0.3% while single-family rents climb 2.3%. Single-family construction starts are trending 5% below last year with a possible further 2% drop in 2026.

Zillow Group (Nasdaq: Z) will present at the Barclays 23rd Annual Global Technology Conference in San Francisco. CEO Jeremy Wacksman will join a fireside chat on Thursday, Dec. 11, 2025 at 11:35 a.m. PT / 2:35 p.m. ET. Investors can register for the live webcast and access live and recorded versions under the company's Events & Presentations section on its Investor Relations website.