Zillow Group Stock Price, News & Analysis

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%.

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%.

Zillow (NYSE:ZG) and Esusu announced a partnership to expand rent payment reporting nationwide on Oct. 14, 2025. Beginning in November, any renter can have on-time rent payments reported to major credit bureaus for $20 per year after verifying lease details and payment method.

Zillow previously reported payments for more than 141,000 renters after launching free reporting in early 2024; Esusu reports an average +45 point credit-score gain and its users have unlocked over $30 billion in mortgages.

Zillow (NYSE:ZG) and Housing Connector announced they have helped 10,000 people secure stable housing through a national public‑private partnership using Zillow rentals technology and Housing Connector's platform.

The program now operates in 8 markets across 7 states and plans to expand to 15 markets and 30,000 people over the next three years. The partners cite an average annual cost of $1,000 per household versus an estimated $40,000 annual public system cost per unhoused individual.

Zillow Group (NASDAQ: Z) will release third-quarter 2025 financial results after market close on Thursday, Oct. 30, 2025. The company will host a webcast and conference call to discuss results the same day at 2 p.m. PT / 5 p.m. ET. A live webcast link and recorded replay will be posted on Zillow Group's Investor Relations website. Investors are asked to register for the live event at the provided registration link. Additional investor materials and financials will be available on the company's investor relations pages.

Zillow (NASDAQ: ZG) launched the first real estate app inside ChatGPT on October 6, 2025, letting users query listings, financing and housing insights via conversational AI.

The app delivers real-time listings with photos, maps, pricing and broker/MLS attribution, supports rentals and homes for sale, and links users back to Zillow to schedule tours, connect with an agent or explore financing. Zillow said the integration builds on its AI investments and an OpenAI partnership. Zillow plans future enhancements including new-construction listings and immersive 3D tours.