Stock Markets February 6, 2026

Zillow Shares Jump After Judge Allows Listing Rule to Stay in Place

Court denies Compass request to pause Zillow policy, letting the home-search site enforce 24-hour MLS posting requirement while antitrust suit proceeds

By Hana Yamamoto ZG
Zillow Shares Jump After Judge Allows Listing Rule to Stay in Place
ZG

Zillow Group's stock climbed after a federal judge refused Compass Inc.'s bid to temporarily block Zillow's rule that requires listings to be posted to a local multiple-listing service within 24 hours of being marketed elsewhere. The ruling permits Zillow to keep enforcing the policy as Compass's antitrust lawsuit, filed in June, moves forward, marking a setback for Compass's private-listings strategy.

Key Points

  • A federal judge denied Compass's request to temporarily block Zillow's 24-hour MLS posting rule, allowing Zillow to keep enforcing the policy.
  • Compass filed an antitrust lawsuit in June and argues Zillow's listing requirements are anticompetitive; the judge's decision is a setback for Compass's private-listings strategy.
  • Zillow's status as the most widely used home-search site in the U.S. makes its policies influential for real estate brokerages and agents, and investors pushed Zillow's stock higher after the ruling.

Zillow Group (NASDAQ:ZG) shares rose about 4% after a U.S. federal judge declined to grant Compass Inc. a temporary injunction aimed at halting a Zillow policy governing how listings are posted. The decision allows Zillow to continue enforcing its rule that listings must be entered on a local multiple-listing service (MLS) within 24 hours of being publicly marketed on other channels.

U.S. District Judge Jeannette Vargas denied Compass's request for a preliminary stay of the policy. The denial means Zillow can maintain its listing restrictions while Compass's antitrust lawsuit, which the brokerage filed in June, moves through the judicial process.

The ruling is a notable setback for Compass, which has pursued a private listings network and has encouraged sellers to initially market properties with Compass agents before making listings visible on public platforms such as Zillow. In its complaint, Compass contends that Zillow's listing requirements amount to "anticompetitive tactics."

Zillow operates the most widely used home-search website in the United States, a position that gives its platform policies substantial influence over how brokerages and agents choose to market properties. Investors responded to the favorable court outcome for Zillow with a rise in the company’s stock price.

The court’s action preserves the status quo on Zillow’s site enforcement for now, but the broader legal dispute will continue to unfold through the antitrust case Compass lodged in June. Until the lawsuit reaches a resolution or the court issues a different ruling, Zillow remains able to apply the 24-hour MLS posting requirement to listings publicly marketed elsewhere.


Context limitations - This report reflects the court decision and immediate market reaction as described. It does not address any developments in the underlying antitrust claim beyond the existence of Compass’s June filing.

Risks

  • The antitrust lawsuit filed by Compass in June remains active; future court decisions could alter the enforceability of Zillow's listing rule, affecting real estate platforms and brokerages.
  • The legal dispute creates uncertainty for brokerages and agents deciding whether to participate in private listing networks or adhere to public-listing timelines, impacting marketing and distribution practices.
  • Market reaction to legal developments can be volatile; while Zillow's shares rose after the ruling, subsequent judicial developments could affect investor sentiment in the real estate and financial sectors.

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