Zillow Exec Frink Lloyd D Executes Bold Buy‑Sell Cycle, Betting Big on Company’s Rebound Despite 41% YTD Drop.

Insider Activity Spotlight: Zillow Group’s Latest Deal‑Making

A Day of Contrasting Trades On February 9, 2026, Co‑Executive Chairman and President Frink Lloyd D purchased 9,258 Class C shares at $22.41, then sold 9,158 shares at an average of $54.63 the same day. The next day he repeated the pattern, buying and selling at similar prices. These moves, all routed through a Rule 10b‑5‑1 trading plan adopted in December 2024, reflect a disciplined, pre‑planned strategy rather than a reaction to market news. The fact that the buys came at roughly half the price of the subsequent sales suggests a long‑term belief in Zillow’s upside, even as the company’s share price is down 19% over the last week and 41% year‑to‑date.

Implications for Investors The volume of shares traded by Lloyd is modest relative to his overall holding of ~2.24 million shares, but the pattern of buying low and selling high over a short period can signal confidence in a potential rebound. Investors who view this as a vote of confidence should consider Zillow’s upcoming earnings call on February 10, where analysts anticipate a turnaround to profitability and a notable revenue lift. A sustained buying streak by a top executive could be a bullish sign, but the 2026–02‑09 market sentiment score of –11 and a 35.68 % buzz level indicate that the broader community remains cautious.

What This Means for Zillow’s Future Zillow’s fundamentals are under pressure: a negative P/E of –377.3 and a steep decline in share price point to valuation concerns. However, the executive’s disciplined trading plan, coupled with expected earnings improvements, suggests management is positioning for a long‑term recovery. If the company meets or exceeds revenue and profit estimates, the shares could rebound, validating the buying behavior seen today. Conversely, a failure to deliver on the forecast could erode shareholder confidence and prompt further selling by insiders.

Frink Lloyd D: A Profile of Consistent Trade Discipline Over the past year, Lloyd has executed a series of Rule 10b‑5‑1 trades, buying at prices ranging from $22.41 to $88.95 and selling in the $80–$90 range. His trades are typically clustered in a single day, indicating a structured plan rather than opportunistic market timing. He also sells sizable portions of his stock options, converting them to cash or shares, which helps him maintain liquidity while avoiding market impact. Despite the volatility in Zillow’s stock, Lloyd’s pattern shows a willingness to hold long‑term positions while periodically rebalancing his portfolio.

Takeaway for Financial Professionals Lloyd’s recent buy‑sell cycle, coupled with a steady historical trading pattern, signals a calculated approach to capital allocation. For investors, this activity should be viewed as an informational cue: a seasoned executive believes in Zillow’s upside despite short‑term setbacks. Monitoring upcoming earnings, revenue guidance, and market sentiment will be key to determining whether this insider confidence translates into a broader market rally or a temporary pause in the stock’s decline.