Every 8-K that ZILLOW GROUP INC (ZG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ZG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZG filings page.
Zillow Group, Inc. (Z) announced a stipulated final order for equitable relief with the Federal Trade Commission and five states that fully resolves previously disclosed antitrust litigation related to its multifamily rental listings syndication partnership with Redfin. The order, which includes no admission of liability by Zillow, will be submitted to the U.S. District Court for the Eastern District of Virginia for entry.
Under the order, the Zillow–Redfin partnership continues, and syndication of multifamily rental listings across Zillow, Trulia, HotPads, Rent.com, ApartmentGuide and Redfin will remain in place through at least June 30, 2030. The agreement is amended to allow both companies to offer standalone multifamily advertising products beginning in 2027, adding flexibility for housing providers. Zillow and Redfin will pay an immaterial amount to the participating states for fees and costs.
In connection with this resolution, Zillow is reaffirming its previously provided third quarter, fourth quarter and full-year 2026 financial outlook. Zillow highlights that multifamily properties on Redfin nearly quadrupled and multifamily properties on Zillow grew about 40% since the combined syndication launched, supporting its view of the partnership’s benefits.
Zillow Group, Inc. reported Q2 2026 results with revenue of $772 million, up 18% year over year, driven by 14% growth in For Sale revenue to $549 million and 31% growth in Rentals revenue to $209 million. Mortgages revenue rose 75% to $84 million on purchase loan originations of $2.2 billion.
The company posted a small GAAP net loss of $4 million (1% margin), but generated Adjusted net income of $118 million and Adjusted EBITDA of $176 million (23% margin), above its outlook. Cash and investments were $682 million; Zillow repurchased 5.6 million shares for $200 million in the quarter.
Management guided Q3 2026 revenue to $745–$760 million and full‑year 2026 revenue to $2.92–$2.96 billion with mid‑teens growth and Adjusted EBITDA of $730–$760 million, implying about a 26% margin. Zillow also announced leadership changes: Jeremy Hofmann became Chief Operating Officer & Chief Financial Officer, Cassandra Knight will join as Chief Legal and Policy Officer, and Chief Operating Officer Jun Choo will transition out with a structured severance and advisory period.
Zillow Group, Inc. reported results from its 2026 Annual Meeting of Shareholders and updated its 2026 share repurchase program. Shareholders elected Amy C. Bohutinsky, Jay C. Hoag, and Gregory B. Maffei as Class III directors to serve until the 2029 annual meeting and ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026.
The Board also amended the 2026 repurchase program authorizing up to an additional $1.25 billion in Class A common stock, Class C capital stock or a combination, adding a condition that no repurchase may cause any single shareholder to beneficially own more than 45% of the then-outstanding voting power.
Zillow Group reported strong first-quarter 2026 results with revenue of $708 million, up 18% year over year. For Sale revenue grew 12% to $514 million, including $450 million of Residential revenue, up 8%, and $64 million of Mortgages revenue, up 56% driven by purchase loan originations rising 96% to $1.5 billion.
Rentals revenue increased 42% to $183 million, primarily from 57% growth in multifamily revenue. Net income was $46 million with a 6% margin, up from $8 million a year earlier, and diluted EPS rose to $0.19 from $0.03. Adjusted EBITDA was $182 million with a 26% margin, flat year over year.
Net cash provided by operating activities reached $200 million, a 92% increase, and Adjusted free cash flow was $127 million, up 44%. Cash and investments were $788 million after repurchasing 13.5 million shares for $626 million. Average monthly unique users were 220 million, down 3% year over year, while Comscore-reported unique visitors to Zillow’s apps and sites rose 12% to 127 million.
Zillow Group, Inc. announced that its Board of Directors authorized the repurchase of up to an additional $1.25 billion of its Class A common stock and/or Class C capital stock. Purchases may occur in open-market or privately negotiated transactions as management determines, subject to legal requirements.
From January 1, 2026 to March 4, 2026, Zillow Group repurchased 3.8 million Class A shares at a weighted average price of $47.84 and 9.7 million Class C shares at $45.92, for a total of $626 million. After this new authorization, remaining capacity for future repurchases is $1.3 billion.
Zillow Group reported strong growth and a return to profitability for Q4 and full-year 2025. Q4 revenue rose 18% year over year to $654 million, while full-year revenue grew 16% to $2.58 billion, far outpacing the U.S. residential real estate industry’s 3% growth.
GAAP net income was $3 million in Q4 and $23 million for 2025, compared with losses in 2024, as net income margin improved to 1%. Q4 Adjusted EBITDA reached $149 million and $622 million for the full year, with margins expanding to 23% and 24% on revenue growth and cost discipline.
Growth was broad-based: Q4 For Sale revenue rose 11% to $475 million, including 39% growth in mortgages revenue on a 67% jump in purchase originations to $1.5 billion. Rentals revenue surged 45% to $168 million, driven by 63% multifamily growth. Zillow ended 2025 with $1.3 billion in cash and investments and generated $420 million of Adjusted free cash flow, while repurchasing or receiving 12.6 million shares. For 2026, the company targets mid-teens revenue growth and further Adjusted EBITDA margin expansion.
Zillow Group, Inc. entered into a new Credit Agreement providing a $500 million revolving credit facility, which may be increased by an additional $250 million under specified conditions. As of January 30, 2026, no amounts were drawn.
The revolving loans can be borrowed and repaid until January 30, 2031, and may be prepaid or the commitments reduced without penalty. Borrowings will bear interest at either an Alternate Base Rate plus 0.25%–0.75% or SOFR plus 1.25%–1.75%, depending on Zillow’s total net leverage ratio, and an unused commitment fee of 0.25% applies.
The facility includes customary covenants, including a maximum Total Net Leverage Ratio of 3.75:1.00, with a 0.75:1.00 step-up allowed for four fiscal quarters following a Qualified Acquisition, up to two times. Obligations are guaranteed by Zillow Group, MFTB Holdco, Inc. and certain subsidiaries, and are secured by a first-priority lien on substantially all of their assets. Proceeds may be used for general corporate purposes.
Zillow Group, Inc. (ZG) filed an 8-K dated August 25, 2025 that contains forward-looking statements related to anticipated "Unwind Transactions," including references to an expected "Unwind Amount" and potential actions by unidentified counterparties. The filing warns that actual results may differ materially due to uncertainties such as trading volume and market price of the company’s Class C capital stock and other risks disclosed in the company’s Annual Report for the fiscal year ended December 31, 2024 and other SEC filings. The company disclaims any obligation to update forward-looking statements.