ZILLOW GROUP, INC. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Zillow reported Q3 2026 revenue of $724M (+7% YoY) despite a weak housing market. The company took a $165M charge for the Zillow Offers securities class action settlement (net of insurance). On a GAAP basis, net loss was $158M ($-0.70 per share); on an adjusted basis, net income was $124M ($0.55 per share). Rentals revenue grew 26% to $220M; Mortgages revenue grew 32% to $70M on 55% growth in purchase loan originations to $2.0B. For Sale revenue was flat at $489M. Adjusted EBITDA was $182M (25% margin). Cash position: $707M. Management expects Q4 2026 revenue of $635–665M and FY2026 growth of ~10–11%.
Why this rating
Settlement charge is ~1.1% of market cap; revenue growth modest; core adjusted metrics solid but offset by macro headwinds and one-time charges.
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