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CSGP

COSTAR GROUP, INC.

In the published model solve dated 2026-Q2, anchored at $32.04, COSTAR GROUP, INC. (CSGP) is priced for +17.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
+17.1% growth
Priced In
unavailable

Key Takeaways

• Two businesses sit inside one ticker: a commercial property data franchise that produced 1,787 million dollars of revenue in 2025, up from 1,443 million two years earlier, and a residential marketplace of similar size that lost money at the segment level. • Almost all of the revenue is contracted, and the filing puts it precisely: ⟦Revenues from subscription-based contracts are approximately 93% of total revenues for the current year⟧, though the share written on terms of a year or more has sl

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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: 2026-08-21 (items 7.01, 9.01); 2026-07-28 (items 2.02, 9.01); 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).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 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.