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Zillow Group (Z) Stock News

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Welcome to our dedicated page for Zillow Group news (Ticker: Z), a resource for investors and traders seeking the latest updates and insights on Zillow Group stock.

Zillow Group, Inc. reports developments across its real estate technology platform, which connects consumers with listings, agents, loan officers, rental housing providers and other real estate professionals. Recurring company updates cover residential revenue, rentals, mortgage origination through Zillow Home Loans, for-sale marketplace activity, agent software tools, New Construction, Zillow Showcase and pre-market listing products such as Zillow Preview.

The company also publishes housing-market research based on Zillow data, including home value, rent, inventory, buyer-engagement and listing-speed measures. News frequently references Zillow brands and tools used across shopping, renting, buying, selling and financing homes, including Zillow, Trulia, StreetEasy, HotPads, ShowingTime, dotloop and related rental and closing services.

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Zillow (Z) released new rental search data showing where out-of-town interest is rising fastest and which metros attract the most nonlocal renters.

Out-of-town rental search shares grew the most year over year in Buffalo (+4.2 percentage points), Chicago (+3.7), Houston (+3.4), New Orleans (+3.2) and Dallas (+3), signaling potential future relocation demand. Local search share grew most in Cincinnati (+8.1), followed by Jacksonville (+4.6) and Columbus (+3.2), suggesting stronger homegrown interest in those markets.

Raleigh leads for out-of-town focus, with 59% of rental page views from outside the metro, followed by Hartford (55.1%), New Orleans (53.7%), Salt Lake City (51.9%), Nashville (51.7%) and Providence (51.5%). New York, Los Angeles and Chicago remain the most locally driven markets by share of rental views from residents.

Top cross-metro flows include Washington, D.C. renters viewing Baltimore (23.9% of Baltimore rental views), Los Angeles renters viewing Riverside (21.3%), San Francisco renters viewing San Jose (17.6%) and Boston renters viewing Providence (16.1%). Long-distance flows are led by New York renters viewing Hartford (6% of Hartford rental views), with sizable New York interest also in Miami, Orlando, Tampa and Raleigh.

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Zillow (Nasdaq: Z, ZG) reports that since launching its free rent reporting program in 2024, it has submitted more than 1.78 million on-time rent payments to major credit bureaus. In July 2026 alone, over 78,000 renters had payments reported, a 26% increase year over year, indicating growing use of tools that convert rent into credit history.

According to Zillow, nearly one-third of 2025 mortgage denials were due to insufficient credit history. Through its in-app rent reporting and the Esusu-powered CreditClimb tool, renters can have on-time payments reported even if they do not pay rent via Zillow, with Esusu users seeing an average 53‑point credit score increase.

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Zillow Group (Nasdaq: Z, ZG) announced it will present at the Goldman Sachs Communacopia + Technology Conference in San Francisco. Chief Operating Officer and Chief Financial Officer Jeremy Hofmann is scheduled for a fireside chat on Thursday, Sept. 10, at 10:50 a.m. PT / 1:50 p.m. ET.

Investors can register and access a live webcast, with both live and recorded versions available in the Events & Presentations section of Zillow Group's investor relations website.

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Zillow (NASDAQ: Z) announced it has resolved a lawsuit with the Federal Trade Commission and five states related to its multifamily rental listings syndication agreement with Redfin, allowing the partnership to continue. Listings syndication will remain in place across Zillow, Trulia, HotPads, Rent.com, ApartmentGuide and Redfin.

In 2027, Zillow and Redfin plan to add standalone multifamily advertising products alongside the existing syndication. According to Zillow, since launch, multifamily properties on Redfin nearly quadrupled and those on Zillow grew about 40%, driving more leads, faster vacancy fills, and lower customer acquisition costs for housing providers.

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Zillow (NASDAQ:Z, NASDAQ:ZG) released a new analysis estimating how long it takes a median-income U.S. household to save for a 20% down payment and reach the financial break-even point versus renting. Nationally, a buyer saving 10% of income needs 8.5 years to save and another 6.2 years to come out ahead, a total of 14.7 years.

Timelines vary widely by metro: Memphis is shortest at 10.9 years, while San Jose reaches 49.2 years and San Francisco 46.9 years. Targeting a starter home roughly halves the national timeline to 7.2 years. Zillow links extended break-even periods to a 4.7 million-home national supply shortfall and highlights tools such as BuyAbility, CreditClimb and down payment assistance filters to help buyers assess affordability.

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Zillow (NASDAQ:Z) reports that the typical U.S. asking rent, measured by the Zillow Observed Rent Index (ZORI), reached $1,962 in July, up 2.3% year over year, the fastest annual pace in more than a year. About 39.8% of rentals listed on Zillow offered a concession, up from 35.9% a year earlier, reflecting lingering effects of a recent apartment construction surge even as multifamily permitting has fallen 31% from its 2022 peak.

According to Zillow, a household now needs $78,488 in annual income to comfortably afford the typical U.S. rental, versus nearly $99,800 to afford a typical mortgage payment, a gap of more than $21,000. Single-family rents rose 3% to $2,314, outpacing multifamily rent growth of 1.7% to $1,786. Markets with less new construction, such as San Francisco (9.7% rent growth, $3,372) and San Jose (7%, $3,782), are seeing faster rent increases and fewer deals, while high-supply markets like Charlotte, Denver and Dallas show concession rates above 65%.

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Zillow (NASDAQ: Z) and StreetEasy released an analysis of American Community Survey data showing that families with children face the heaviest rent burden in the U.S. About 31.7% of family households with children rent, and 54.1% of those renter families spend more than 30% of income on housing, versus 49.7% of all renters.

Zillow reports that only 37% of rentals listed in July 2026 had two bedrooms and 24.4% had three or more, limiting options for more than one‑third of renters who have children. The companies link this pressure to an estimated 4.7 million‑home national housing deficit and cite restrictive zoning and permitting backlogs as key supply constraints.

According to Zillow, over 300,000 vacant lots—17.4% of all for-sale listings in June 2026—could help close the gap if developed, potentially reducing the deficit by at least 6.3%. The firms advocate more flexible zoning, faster permitting and better financing for manufactured housing to expand family-sized rental and ownership options.

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Zillow (NASDAQ:Z) reports that July U.S. home sales rose 7% year over year to an estimated 382,898 transactions, the strongest annual gain of 2026, largely reflecting offers accepted in June when mortgage rates were near 6.5%.

Newly pending listings, a leading indicator of future closings, increased just 0.3% from a year earlier and fell 7.7% from June, suggesting softer sales ahead amid higher mortgage rates. The typical U.S. home value reached $371,757, up 0.4% month over month and 1.1% year over year. The typical monthly mortgage payment was $1,888, 0.9% lower than a year before, while nationwide inventory stood at 1.41 million homes, 1.5% above last year with new listings up 3.1%. Rents averaged $1,962, 2.3% higher than a year ago, and 39.8% of rental listings offered concessions.

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Zillow Group (NASDAQ: Z, ZG) reported Q2 2026 revenue of $772 million, up 18% year over year and above the high end of its outlook. For Sale revenue rose 14% to $549 million, including Residential $465 million (+7%) and Mortgages $84 million (+75%), driven by a 95% increase in purchase loan origination volume to $2.2 billion. Rentals revenue grew 31% to $209 million, led by 42% growth in multifamily.

Zillow Group posted a net loss of $4 million (net loss margin 1%) versus net income of $2 million a year earlier, while Adjusted EBITDA was $176 million (23% margin) and adjusted net income was $118 million, or $0.52 diluted adjusted EPS. The company ended Q2 with $682 million in cash and investments and repurchased 5.6 million shares for $200 million. Traffic declined 2% year over year to 239 million average monthly unique users and 2.5 billion visits, though Zillow Group reports it outperformed the overall residential real estate category on audience reach.

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Zillow Group (Nasdaq: Z, ZG) announced multiple executive leadership changes effective August 2026. Jeremy Hofmann, currently chief financial officer, has his role expanded to include chief operating officer, giving him responsibility for both financial strategy and day-to-day operational execution. Former COO Jun Choo is stepping down from the role to focus on his health and will remain as an advisor through the end of 2026.

Zillow also appointed Cassandra “Sandi” Knight as its first chief legal and policy officer, overseeing legal, compliance and government relations, and promoted Katie Berroth to senior vice president of strategy & operations and Eric Wilson to senior vice president and general manager of mortgages.

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FAQ

What is the current stock price of Zillow Group (Z)?

The current stock price of Zillow Group (Z) is $34.58 as of September 3, 2026.

What is the market cap of Zillow Group (Z)?

The market cap of Zillow Group (Z) is approximately 7.8B.