Zillow Group Inc Stock Price, News & Analysis

Zillow (NYSE: Z) analysis on Nov 24, 2025 finds the typical U.S. listing received $25,000 in cumulative price cuts in October, matching the largest discounts Zillow has tracked.

Median individual price cuts remain near $10,000 and 26.9% of listings had at least one price cut in October. High-dollar metros saw the largest median cuts (San Jose $70,900, Los Angeles $61,000, San Francisco $59,001, New York $50,000), while Pittsburgh and New Orleans recorded the largest relative discounts (~9% of typical home value).

Z (Zillow) published an analysis of Chicago-area MLS data showing that homes listed in a private listing network were 2.2 times more likely to be in majority-white neighborhoods after controlling for price, home type, location and broker activity.

Within the Midwest Real Estate Data private network, 7.9% of homes for sale were private in majority-white areas versus 3.4% in majority-non-white areas. The report warns private listings reduce public visibility on portals, may deepen segregation, and urges broader listing transparency.

Zillow (NYSE: Z) launched CreditClimb on Nov 19, 2025, a nationwide tool powered by Esusu that reports on-time rent payments to Equifax, Experian, and TransUnion for $20 a year. CreditClimb lets renters track scores and submit up to two years of past rent payments. The release cites that nearly 87% of renters lack rent reporting, renters using Esusu programs saw an average +45 point credit increase, and reported programs unlocked over $30 billion in mortgages. Zillow says it has helped 147,000 renters with rent reporting since early 2024.

Zillow (Z) research found 53% of U.S. homes lost value year-over-year as of October 2025, the highest share since April 2012. The national average drawdown from peak is 9.7%, while the median home value has risen 67% since last sale (median ownership ~8.6 years). Only 4.1% of homes are valued below their last sale price and 3.4% of new listings arrive priced under last-sale value. Metro variation is large: Denver, Austin and Dallas show very high shares of homes down, while Providence, Buffalo and Milwaukee show low shares.

This reflects broad regional dispersion: nationwide normalization in values rather than a repeat of Great Recession declines.

Zillow (NYSE: Z) and Thumbtack analysis (Nov. 13, 2025) finds the hidden costs of homeownership average $15,979 per year nationwide — about $1,325 per month above mortgage payments. Costs split as $10,946 maintenance, $3,030 property tax, and $2,003 insurance. Hidden costs rose 4.7% year-over-year while household incomes rose 3.8%. Insurance premiums climbed 48% since Feb 2020, with metro spikes like $4,607 average in Miami (up 72%). Coastal metros show the highest totals (New York $24,381; San Francisco $22,781).

Anywhere Real Estate (NYSE:Z) survey of agents, fielded in late October 2025, found 53% would leave or might consider leaving if Compass acquires Anywhere, including 18% saying they "definitely will" leave within a year.

Survey highlights: 70% said selling on a private listing network is not in a seller's best interest; 23% expect the acquisition would negatively affect their business; and 98% said private listing networks could cause at least one negative market effect (reduced access for lower-income buyers, reinforced segregation, potential fair housing concerns, and competitive disadvantages for smaller brokerages).

Agent market sentiment cooled through 2025: short‑term optimism on transactions fell from 54% in Q1 to 37% in Q3, while 51% expect prices to rise over the next year.

Zillow Group (NASDAQ: Z) reported Q3 2025 revenue of $676 million, up 16% YoY, with GAAP net income of $10 million (1% margin) and Adjusted EBITDA $165 million (24% margin).

Key segment moves: For Sale revenue $488M (+10%), Residential $435M (+7%), Mortgages $53M (+36%) with purchase origination volume up 57% to $1.3B, and Rentals $174M (+41%). Cash and investments totaled $1.4B. Traffic averaged 250M monthly unique users (up 7%).

Zillow (NYSE: Z) launched Messaging on Oct. 28, 2025, a feature that lets buyers and co‑shoppers chat, share listings and keep conversations organized inside the Zillow app.

The Fall Launch also introduced Virtual Staging for Showcase listings, Zillow Home Loans verified pre‑approval, a closing dashboard built with Spruce, and Rentals AI Assist powered by EliseAI. Messaging and the listed tools are available now.

Zillow said these updates aim to reduce app‑hopping, speed the buyer journey from browsing to closing, and centralize search, financing and closing tools within one app.

Z (Zillow) published a list of 13 “boo-tiful” towns for Halloween lovers on Oct 23, 2025, pairing local culture with housing data. Each town entry includes a typical home value and typical monthly rent where available.

Highlights include Salem $607,354, Sleepy Hollow $975,045, New Orleans $238,620, and Independence, KS $110,198. The list mixes historic tourist cities and small towns known for festivals, walkability, or year-round spooky programming.