Every material Form 8-K ZILLOW GROUP, INC. has filed with the SEC since September 17, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Zillow Group reported third-quarter 2026 revenue of $724 million, up 7% from a year earlier, with Rentals revenue up 26%. The company posted a GAAP net loss of $158 million, or $0.70 per diluted share, after a $165 million charge for the ZO securities class action settlement, net of expected insurance recoveries, compared with net income of $10 million a year earlier. Shareholders face a mixed picture: revenue grew, while GAAP results swung to a loss.
Q3 revenue was $724 million, up 7% from $676 million in Q3 2025; For Sale revenue was flat at $489 million and Rentals revenue rose 26% to $220 million.
Net loss was $158 million, or $0.70 per diluted share, versus net income of $10 million, or $0.04 per diluted share, in Q3 2025.
Adjusted EBITDA was $182 million, a 25% margin, and diluted adjusted net income per share was $0.55, versus $0.44 a year earlier; both exclude the $165 million ZO settlement.
Average monthly unique users on Zillow's mobile apps and sites fell 3% year over year to 215 million in Q3.
Zillow Group entered a settlement agreement on October 27, 2026, to resolve the consolidated securities class action Jaeger v. Zillow Group, Inc. The company will pay $212.5 million in cash into an escrow fund within 20 business days after preliminary court approval, with about $48 million expected to come from insurance proceeds. The settlement is subject to court approval and does not affect the related shareholder derivative actions, which remain pending.
Settlement payment totals $212.5 million, with about $48 million expected from insurance proceeds
Payment due within 20 business days after the court preliminarily approves the settlement
Class covers stock purchases from August 5, 2021, to November 2, 2021; agreement includes no admission of liability
Related shareholder derivative actions remain pending and are not resolved by this settlement
Zillow Group said its Chief Accounting Officer and principal accounting officer, Jennifer Rock, will retire effective September 17, 2026, and remain in an advisory role through March 1, 2027. The board appointed Rikki Tremblay, a Zillow employee since December 2014, as Vice President, Principal Accounting Officer, effective the same day. The company said Ms. Rock's retirement was not due to any disagreement on accounting or disclosure matters.
Jennifer Rock retires as Chief Accounting Officer and principal accounting officer effective September 17, 2026; advisory role through March 1, 2027
Rikki Tremblay, 41, appointed Vice President, Principal Accounting Officer, effective September 17, 2026
Tremblay's base salary increases to $400,000; she receives an equity award based on $500,000 in value, granted September 18, 2026, vesting over four years
The company stated Ms. Rock's retirement was not the result of any disagreement on accounting principles, practices or financial disclosures
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