Zillow Group Stock Price, News & Analysis

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.

Zillow (NYSE:ZG) reports that lower mortgage rates and a stock market uptick helped sustain unusually strong fall housing activity on Oct. 20, 2025.

Key data: new listings rose 3% year-over-year in September after a 3% decline in August; total inventory is 14% higher than a year ago; pending sales fell 5.4% month-to-month (a smaller-than-typical September drop); buyer's markets rose from 6 to 15 of the 50 largest metros. National ZHVI is $364,891 (0.0% YoY) and 26.2% of listings show price cuts.

Zillow (ZG) reports rental affordability at a four-year high: a typical rental now requires 28.4% of median household income, down from 28.8% a year ago and below the 30% burden threshold. National observed rent (ZORI) is $1,979 with 2.3% YoY growth; multifamily rent growth eased to 1.7% YoY and single-family rent growth hit a record-low 3.2% YoY.

Landlord concessions reached a record September high of 37.3% of listings. Several Sun Belt and Mountain West metros posted falling apartment rents, led by Austin (-3.3% ZORI) and Denver (-2.1% ZORI). Builders finished more multifamily units in 2024 than any year in a half-century.

Zillow (NASDAQ:ZG) published an analysis (Oct 16, 2025) identifying U.S. metros where rentals under $1,000 remain common and where renting rooms is most affordable. Key findings:

• Wichita leads with 54% of apartment listings under $1,000; McAllen at just over 50%.
• Median room rent is ≤ $1,000 in 86 of the 100 largest U.S. metros.
• Typical apartment rent is up 37% since 2019 while mortgage costs are more than double 2019 levels.

Zillow (NYSE:ZG) introduced Zillow Pro, a unified, AI‑powered suite that combines Follow Up Boss, My Agent and Premium Agent Profiles to help agents capture opportunities and close more transactions.

Zillow Pro adds persistent agent branding across Zillow, real‑time consumer insights inside Follow Up Boss, AI‑powered follow‑up alerts, and an expanded My Agent relationship that covers an agent's full sphere. Initial market launches begin in early 2026 with nationwide availability targeted for mid‑2026. Zillow Preferred partner agents will receive Zillow Pro access at no additional cost through 2026.

Zillow (ZG) released its 2026 Home Trends Report on Oct. 15, 2025, analyzing millions of for-sale listings to identify rising design and safety features.

Key findings: color-drenched rooms mentions jumped 149%; reading nooks +48%; flood protection mentions +64% and elevated homes +26%; zero-energy-ready homes +70%; whole-home batteries +40%; EV charging +25%; wellness features +33%; spa bathrooms +22%; golf simulators and pickleball courts +25% each. Declines include juice stations -19% and marble sinks -15%.