Vanguard Group Inc. Has $4.71 Billion Stock Holdings in CoStar Group, Inc. $CSGP

Key Points

• Vanguard owns 70,108,999 shares of CoStar Group (≈16.54% of the company), increasing its stake by 52,558 shares (0.1%) in Q4, valued at about $4.71 billion.
• CoStar beat Q4 estimates with $0.31 EPS and $899.9M revenue (up 26.9% YoY), set Q1 2026 guidance of $0.160–0.190 EPS, and launched a $1.50 billion share repurchase program to buy up to 5.3% of outstanding shares.
• The stock has a consensus rating of “Moderate Buy” (average target $66.47) while trading near $36.25 with a $15.22B market cap and an unusually high reported P/E (~3,629), reflecting very low current earnings relative to price.

Vanguard Group Inc. lifted its holdings in shares of CoStar Group, Inc. (NASDAQ:CSGP - Free Report) by 0.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,108,999 shares of the technology company's stock after buying an additional 52,558 shares during the period. Vanguard Group Inc. owned about 16.54% of CoStar Group worth $4,714,129,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Quent Capital LLC acquired a new stake in CoStar Group in the 3rd quarter valued at about $26,000. Manning & Napier Advisors LLC acquired a new stake in CoStar Group in the 3rd quarter valued at about $28,000. Westside Investment Management Inc. lifted its stake in CoStar Group by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 360 shares of the technology company's stock valued at $30,000 after purchasing an additional 180 shares during the last quarter. Root Financial Partners LLC acquired a new stake in CoStar Group in the 3rd quarter valued at about $31,000. Finally, SJS Investment Consulting Inc. lifted its stake in CoStar Group by 3,046.2% in the 3rd quarter. SJS Investment Consulting Inc. now owns 409 shares of the technology company's stock valued at $35,000 after purchasing an additional 396 shares during the last quarter. 96.60% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on CSGP. Jefferies Financial Group upgraded shares of CoStar Group from a "hold" rating to a "buy" rating and set a $67.00 target price for the company in a research note on Friday, February 20th. Keefe, Bruyette & Woods cut their target price on shares of CoStar Group from $75.00 to $70.00 and set an "outperform" rating for the company in a research note on Wednesday, February 25th. Weiss Ratings restated a "sell (d)" rating on shares of CoStar Group in a research report on Friday, March 27th. Robert W. Baird cut their price objective on shares of CoStar Group from $73.00 to $56.00 and set an "outperform" rating for the company in a research report on Monday, April 13th. Finally, BNP Paribas Exane assumed coverage on CoStar Group in a report on Wednesday, January 14th. They set a "neutral" rating and a $64.00 price target for the company. Twelve equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, CoStar Group has a consensus rating of "Moderate Buy" and an average price target of $66.47.

CoStar Group Stock Down 0.5%

NASDAQ CSGP opened at $36.25 on Tuesday. The company has a current ratio of 2.84, a quick ratio of 2.84 and a debt-to-equity ratio of 0.12. CoStar Group, Inc. has a 1-year low of $34.75 and a 1-year high of $97.43. The company has a 50 day moving average of $42.56 and a 200-day moving average of $57.64. The company has a market cap of $15.22 billion, a price-to-earnings ratio of 3,629.03, a PEG ratio of 0.94 and a beta of 0.92.

CoStar Group (NASDAQ:CSGP - Get Free Report) last released its quarterly earnings results on Tuesday, February 24th. The technology company reported $0.31 earnings per share for the quarter, beating analysts' consensus estimates of $0.27 by $0.04. CoStar Group had a net margin of 0.23% and a return on equity of 2.53%. The company had revenue of $899.90 million during the quarter, compared to the consensus estimate of $892.22 million. During the same period in the previous year, the business earned $0.26 earnings per share. The firm's quarterly revenue was up 26.9% on a year-over-year basis. CoStar Group has set its Q1 2026 guidance at 0.160-0.190 EPS. On average, equities research analysts expect that CoStar Group, Inc. will post 0.96 earnings per share for the current fiscal year.

CoStar Group declared that its Board of Directors has initiated a share repurchase plan on Wednesday, January 7th that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the technology company to repurchase up to 5.3% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company's board of directors believes its stock is undervalued.

Insider Buying and Selling at CoStar Group

In other CoStar Group news, Director Louise S. Sams purchased 1,000 shares of the company's stock in a transaction dated Friday, March 6th. The stock was bought at an average cost of $48.36 per share, for a total transaction of $48,360.00. Following the completion of the transaction, the director owned 20,409 shares in the company, valued at approximately $986,979.24. This represents a 5.15% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Insiders own 1.09% of the company's stock.

About CoStar Group

CoStar Group, Inc is a provider of information, analytics and online marketplaces for the commercial real estate industry. The company gathers property-level data, builds market analytics and supplies research tools used by brokers, owners, lenders, investors and other real estate professionals to evaluate markets, track inventory and manage listings. CoStar's offerings are delivered primarily through subscription-based platforms that combine proprietary databases, mapping and workflow applications to support decision-making across the property life cycle.

In addition to its core CoStar research service, the company operates prominent online listing and marketing platforms that connect buyers, sellers, tenants and brokers.

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