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CSGP

COSTAR GROUP, INC.

At today's price, COSTAR GROUP, INC. (CSGP) is priced for +15.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+15.1% growth
Priced In
within-range

Key Takeaways

• CoStar runs two businesses inside one company: a highly profitable commercial real estate data franchise sold on auto-renewing subscriptions, and a money-losing residential land-grab built around Homes.com that is consuming the profits the commercial side throws off. • The defining number is the margin split: in the first quarter of 2026 the commercial segment earned a 34% adjusted margin while the residential segment lost money, so the consolidated profit looks far worse than the core busines

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Institutional ownership

766 institutional managers reported holding CSGP in 13F filings for the quarter ended 2026-03-31. 113 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 17.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

CSGP's share count grew 5.3% over the past five years even with $1.01B spent on repurchases. It pays no dividend. Cash returned over the past three years: $1.01B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at CSGP over the trailing three years: 2024: 1 buy totaling $1.10M; 2026: 4 buys totaling $3.48M. 18 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

CSGP's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-27-6.8%-4.2%
2023-10-26-3.2%+24.2%
2024-02-23+1.5%+9.3%
2024-04-25+7.8%-17.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

CSGP's latest 8-K filings: 2026-07-13 (items 5.02, 7.01, 9.01); 2026-06-25 (items 5.02, 5.07, 7.01, 9.01); 2026-05-29 (items 1.01, 7.01, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01); 2026-03-16 (items 5.02, 7.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.