Great Lakes Advisors LLC Makes New $2.87 Million Investment in Ziff Davis, Inc. $ZD
Great Lakes Advisors LLC has made a new $2.87 million investment in Ziff Davis, Inc. (NASDAQ:ZD), acquiring 54,795 shares. Institutional investors collectively hold 99.76% of the company, and several analysts have recently raised their price targets for Ziff Davis, despite a consensus "Hold" rating. The company recently surpassed quarterly earnings expectations, though revenue saw an 18.7% year-over-year decline.
A Ziff Davis Director Sells 2,513 Shares as the Stock Soars. Here's a Closer Look at the Transaction.
Ziff Davis (NASDAQ:ZD) director W. Brian Kretzmer sold 2,513 shares of common stock for approximately $139,000 on August 18, 2026, capitalizing on a 49% one-year stock return. This sale reduced his direct holdings by 11%, though he retains 20,000 shares. Despite strong stock performance attributed to a connectivity division sale and share repurchases, the company reported a Q2 2026 net loss from continuing operations.
Ziff Davis (ZD) Director W Kretzmer Sells 2,513 Shares
W Kretzmer, a director at Ziff Davis (ZD), sold 2,513 shares of the company's stock for approximately $139,000 on August 18, 2026. This sale contributes to a pattern of insider selling at Ziff Davis over the past year, with 9 sell transactions against only 1 buy transaction. Despite the insider selling, GuruFocus assesses Ziff Davis as "Fairly Valued" based on its GF Value model, trading near its intrinsic value, though its price-earnings ratio is significantly lower than industry and historical medians.
Insider Selling: Ziff Davis (NASDAQ:ZD) Director Sells 2,513 Shares of Stock
Ziff Davis (NASDAQ:ZD) Director W. Brian Kretzmer recently sold 2,513 shares of the company's stock for a total of $138,994.03, reducing his stake by 11.16% to 20,000 shares. The sale occurred while ZD shares were trading near their 52-week high, and the company had reported strong quarterly EPS that beat analyst estimates, despite a revenue decline. Analyst sentiment for Ziff Davis is mixed, with an average price target of $56.62.
Ziff Davis (ZD) director sale leaves 20,000 shares held
Ziff Davis (ZD) director W. Brian Kretzmer sold 2,513 shares of common stock at $55.31 per share on August 18, 2026. After this transaction, Kretzmer directly holds 20,000 shares of Ziff Davis common stock. The sale was reported via a Form 4 SEC filing, indicating a net-sell transaction for the director.
Tocqueville Asset Management L.P. Takes $10.28 Million Position in Ziff Davis, Inc. $ZD
Tocqueville Asset Management L.P. has acquired a new position in Ziff Davis, Inc. (NASDAQ:ZD), purchasing 196,217 shares valued at approximately $10.28 million, representing 0.53% of the company. Other institutional investors have also adjusted their holdings, with 99.76% of Ziff Davis stock owned by institutional investors and hedge funds. Despite recent insider selling and mixed analyst sentiment with a "Hold" rating, Ziff Davis recently surpassed quarterly EPS estimates, though revenue saw an 18.7% year-over-year decline.
Who Is on the Shortlist to Acquire Ziff Davis?
Ziff Davis (ZD) is presented as a strong acquisition target due to its high free-cash-flow yield, robust balance sheet, and management's stated interest in "active monetization." The article identifies potential acquirers for its distinct divisions: Gen Digital for its Cybersecurity and Martech segment, Electronic Arts for its Digital Media assets (like IGN), and Omnicom for a broader horizontal fit. The company's single class of stock and concentrated institutional ownership make a deal structurally straightforward, with a potential takeover price estimated between $2.4 billion and $2.8 billion.
ZD Stock Price and Chart — NASDAQ:ZD
This article provides a comprehensive overview of Ziff Davis, Inc. (NASDAQ: ZD), including its current stock price, historical performance, key financial metrics, latest earnings report, and analyst ratings. It details the company's segments, employee information, and lists ETFs holding ZD stock, along with frequently asked questions about its market performance and future outlook.
Ziff Davis (NASDAQ: ZD) director targets $139K stock sale
Ziff Davis director Brian W. Kretzmer plans to sell 2,513 shares of company common stock, valued at approximately $138,994.00, through RBC Capital Markets LLC. This planned sale is under Rule 144, and the shares originated from equity that vested on June 7, 2013. Kretzmer previously sold 1,968 shares totaling $87,600.00 in the prior three months.
How Investors Are Reacting To Ziff Davis (ZD) Massive Buyback And Unusual Q2 2026 Earnings Spike
Ziff Davis (ZD) has completed a significant share repurchase program, buying back over 40% of its stock for US$919.31 million by June 30, 2026. This comes as the company reported a unique Q2 2026 with lower sales but a massive net income spike, attributed to non-operating or one-off items. Investors are now scrutinizing the quality and repeatability of these earnings and the impact of the buyback on the company's long-term investment narrative, which includes a reliance on acquisitions for growth.
Ziff Davis to Participate in Two Investor Conferences in September
Ziff Davis, Inc. (NASDAQ: ZD) announced its participation in two investor conferences in September: the 2026 Citi Global TMT Conference on September 9th in New York, and Benchmark-StoneX’s 13th Annual TMT Conference on September 17th, also in New York. Neither conference will feature a formal webcast. Ziff Davis is a digital media and internet company with a portfolio of brands across technology, shopping, gaming, health, cybersecurity, and martech sectors.
821,496 Shares in Ziff Davis, Inc. $ZD Purchased by Rice Hall James & Associates LLC
Rice Hall James & Associates LLC purchased 821,496 shares of Ziff Davis, Inc. (NASDAQ:ZD) stock, valued at approximately $43 million, making it their 7th biggest position and about 2.23% of the company. Institutional investors collectively own 99.76% of Ziff Davis. Despite some insider selling and an 18.7% year-over-year revenue decrease, Ziff Davis beat quarterly EPS expectations, and several analysts raised their price targets, although the consensus remains "Hold" with a target of $56.62.
How Investors Are Reacting To Ziff Davis (ZD) Massive Buyback And Unusual Q2 2026 Earnings Spike
Ziff Davis (ZD) completed a significant share repurchase program, buying back over 40% of its stock for US$919.31 million by June 30, 2026. This coincided with unusual Q2 2026 results showing lower sales (US$286.74 million) but a massive net income spike (US$624.46 million), leading to a high basic EPS of US$17.16 despite a loss from continuing operations. The article discusses how investors should interpret this combination, focusing on the quality and repeatability of earnings amidst ongoing sales stabilization and risks from digital advertising shifts.
How Investors Are Reacting To Ziff Davis (ZD) Massive Buyback And Unusual Q2 2026 Earnings Spike
Ziff Davis (ZD) completed a significant share repurchase program, buying back over 40% of its stock for US$919.31 million by June 30, 2026. This coincided with their Q2 2026 earnings report, which showed lower sales but a massive net income spike of US$624.46 million, contrasting with a loss from continuing operations. The article examines how these events, particularly the large net income jump and buyback, influence Ziff Davis's investment outlook, emphasizing the need to scrutinize the quality and repeatability of earnings.
Empowered Funds LLC Cuts Stock Position in Ziff Davis, Inc. $ZD
Empowered Funds LLC significantly reduced its stake in Ziff Davis, Inc. (NASDAQ:ZD) by 25.6% in the first quarter, selling 53,705 shares and retaining 155,824 shares valued at approximately $6.5 million. Despite institutional ownership of nearly 100%, analyst sentiment is mixed, with an average "Hold" rating and a target price of $56.62. Ziff Davis recently surpassed EPS estimates with $1.03 versus $0.81, though revenue declined by 18.7% year-over-year.
Ziff Davis (ZD) Chief Accounting Officer Lori Tansley Sells 1,40
Ziff Davis's Chief Accounting Officer, Lori Tansley, sold 1,400 shares of company stock for approximately $76,664. This sale contributes to a pattern of insider selling at Ziff Davis, with 8 insider sells against only 1 insider buy over the past year. Despite the insider selling, the stock appears fairly valued according to GuruFocus's GF Value model and trades at a significant discount compared to industry peers on a price-earnings basis.
Legal & General reports 4.9% Ziff Davis (ZD) ownership position
Legal & General Group Plc and its affiliated investment entities have reported a 4.9% beneficial ownership in Ziff Davis, Inc., amounting to 1,800,921 shares as of June 30, 2026. This ownership is held with shared voting and dispositive power across various asset management affiliates in the UK, Ireland, the U.S., and Singapore. The filing, a SCHEDULE 13G/A, indicates that Legal & General Investment Management Limited acts as a key discretionary investment manager for certain funds within the group.
Ziff Davis (ZD) Q2 2026 Earnings Call Transcript
Ziff Davis (ZD) reported a 2.7% revenue decrease in Q2 2026, totaling $286.7 million, with adjusted EBITDA declining 3.7% year-over-year. Despite this, adjusted diluted EPS rose 13.2% to $1.03, mainly due to share count reduction, including $121.5 million in buybacks. The company also completed the divestiture of its Connectivity business for $1.2 billion and plans to use its substantial cash balance to cover tax obligations and convertible debt.
This Insider Has Just Sold Shares In Ziff Davis
An executive at Ziff Davis, Jeremy Rossen, recently sold US$210k worth of shares, reducing his holding by 23%. This follows another significant sale by the CFO, Bret Richter, who sold US$844k worth of shares in the last year at a price lower than the current market value. The overall insider transactions for Ziff Davis show more selling than buying, which, coupled with relatively low insider ownership (2.4%), suggests caution for potential investors.
Ziff Davis CAO Lori Tansley sells $76,664 in company stock
Lori A. Tansley, Chief Accounting Officer at Ziff Davis, Inc. (NASDAQ:ZD), sold 1,400 shares of company stock for $76,664 on August 12, 2026. This insider sale occurred while Ziff Davis stock was trading near its 52-week high, following an 83% surge in the past six months, despite a slight decline in recent quarterly revenue. The company recently exceeded profit expectations, with adjusted diluted EPS rising to $1.03, driven by strong cash generation and ongoing stock buybacks.
Lori Tansley Sells 1,400 Shares of Ziff Davis (NASDAQ:ZD) Stock
Lori Tansley, Chief Accounting Officer of Ziff Davis (NASDAQ:ZD), sold 1,400 shares of company stock on August 12th, 2026, for a total of $76,664. Following this transaction, her holdings decreased by 64.61% to 767 shares. The company recently reported strong quarterly earnings, beating analyst estimates, though revenue saw an 18.7% year-over-year decline.
Ziff Davis (ZD) Chief Accounting Officer sells 1,400 shares at $54.76
Ziff Davis, Inc.'s Chief Accounting Officer, Lori A. Tansley, reported selling 1,400 shares of common stock on August 12, 2026, at a price of $54.76 per share. This non-derivative transaction reduced her direct holdings to 767 shares. The sale amounted to approximately $77,000 and was conducted in an open market or private transaction.
This Insider Has Just Sold Shares In Ziff Davis
An Executive VP at Ziff Davis, Jeremy Rossen, recently sold US$210k worth of shares, reducing his holding by 23%. This follows a larger sale by CFO Bret Richter in the last year. Despite some insider buying, overall insider transactions show more selling than buying, with insiders owning about 2.4% of the company.
Janus Henderson Group (ZD) discloses 3.59M Ziff Davis shares under management
Janus Henderson Group Ltd. has disclosed a beneficial ownership of 3,587,806 shares of Ziff Davis, Inc. common stock, representing a 9.7% stake. This ownership is held through various client accounts managed by its investment adviser subsidiaries, known as "Managed Portfolios." Janus Henderson does not possess sole voting or dispositive power over these shares, and the economic rights, including dividends and sale proceeds, belong to the client accounts.
This Insider Has Just Sold Shares In Ziff Davis
Ziff Davis (NASDAQ:ZD) Executive VP, Jeremy Rossen, recently sold US$210k worth of shares, reducing his holding by 23%. This follows a larger sale by CFO Bret Richter in the last twelve months, where insiders sold more than they bought. While insiders own about 2.4% of the company, the recent selling trend suggests a cautious outlook for potential investors.
Ziff Davis EVP Rossen disposes of $209,777 in company stock
Jeremy Rossen, EVP and General Counsel at Ziff Davis (NASDAQ: ZD), sold 3,819 shares of company stock for approximately $209,777 on August 10, 2026. Following the sale, Rossen directly holds 10,643 shares, with an additional 2,000 shares held indirectly through a family trust. InvestingPro analysis suggests Ziff Davis is undervalued, boasts 85% gross profit margins, and has a "GOOD" financial health score, despite a recent 2.7% revenue decline in Q2 2026, where it still exceeded profit expectations.
Ziff Davis EVP Rossen disposes of $209,777 in company stock
Jeremy Rossen, EVP and General Counsel at Ziff Davis (NASDAQ:ZD), sold 3,819 shares worth approximately $209,777 on August 10, 2026, retaining a direct holding of 10,643 shares and indirect ownership of 2,000 shares through a family trust. The company, trading near its 52-week high with a 54% gain over the past year, maintains strong gross profit margins and a "GOOD" financial health score, though its Q2 2026 earnings showed mixed results with an EPS beat but a slight revenue decline.
Ziff Davis (NASDAQ: ZD) EVP and General Counsel sells 3,819 shares
Jeremy Rossen, EVP and General Counsel of Ziff Davis (NASDAQ: ZD), sold 3,819 shares of common stock on August 10, 2026, at an average price of $54.93 per share. Following the sale, he directly holds 10,643 shares and indirectly holds 2,000 shares through a family trust. The transaction was an open-market sale, and the filing indicated a moderate impact with negative sentiment.
Ziff Davis: Cash Surges To $1.61 Billion After $1.22 Billion Connectivity Sale As Buybacks Accelerate
Ziff Davis's cash reserves significantly increased to $1.61 billion after the $1.22 billion sale of its Connectivity business. This influx of capital positions the company for strategic deployment into acquisitions and accelerated share repurchases, with $121.5 million already spent on buybacks in Q2. Despite a slight revenue dip in continuing operations, the company is focused on maximizing long-term shareholder returns.
Ziff Davis, Inc. (NASDAQ:ZD) Given Consensus Rating of "Hold" by Analysts
Ziff Davis, Inc. (NASDAQ:ZD) has received a consensus "Hold" rating from nine analysts, with five recommending hold, three buy, and one sell. The average 12-month price target is $53.00, slightly below its opening price of $54.31. The company recently reported adjusted EPS of $1.03, surpassing estimates, though revenue decreased by 18.7% year-over-year.
ZIFF DAVIS INC : RBC RAISES TARGET PRICE TO $65 FROM $48
RBC has increased its target price for Ziff Davis Inc. (ZD.O) shares to $65 from the previous $48. This update reflects a change in the analyst's outlook on the company's valuation. The information is provided by Reuters and dates back to August 10, 2026.
Ziff Davis (NASDAQ:ZD) Given New $65.00 Price Target at Royal Bank Of Canada
Royal Bank of Canada has increased its price target for Ziff Davis (NASDAQ:ZD) to $65.00 from $48.00, maintaining an "outperform" rating, which suggests a 20.59% upside. This adjustment comes as Ziff Davis reported strong quarterly earnings, surpassing analyst expectations with an EPS of $1.03 against a consensus of $0.81, despite an 18.7% year-over-year decline in revenue to $286.74 million. Other analysts also provided varied ratings and price targets, contributing to an average "Hold" rating and a consensus target price of $53.00 for the company.
Ziff Davis (NASDAQ:ZD) Given New $75.00 Price Target at Susquehanna
Susquehanna has raised its price target for Ziff Davis (NASDAQ:ZD) to $75.00 from $60.00, maintaining a "positive" rating and suggesting a potential upside of 38.84%. This comes despite mixed analyst sentiment, with an average "Hold" rating and a consensus price target of $49.12. The company recently beat quarterly earnings expectations, reporting an EPS of $1.03 against an anticipated $0.81, though revenue declined by 18.7% year-over-year.
ETFs Investing in Ziff Davis, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Ziff Davis, Inc. The data provides details such as market value, weight of Ziff Davis in the ETF, issuer, management style, expense ratio, and AUM for each fund. The ETFs primarily focus on small-cap, value, and cybersecurity themes, offering investors diversified exposure to Ziff Davis.
Ziff Davis (ZD) Reports Mixed Results, Is The Stock 11% Overvalued?
Ziff Davis (ZD) recently reported mixed Q2 2026 results, including $286.74 million in sales and a loss from continuing operations, despite a strong 90-day share price return of 28.58%. The company also sold its connectivity business for approximately $1.2 billion. Simply Wall St's analysis suggests the stock is 10.7% overvalued, with a fair value of $48.67 compared to its last close of $53.87, raising concerns about its valuation despite growth in digital content and SaaS.
Is One‑Off Boosted Earnings With Falling Sales Altering The Investment Case For Ziff Davis (ZD)?
Ziff Davis (ZD) reported a significant jump in Q2 2026 net income to US$624.46 million, largely due to one-off items, despite a sales decline to US$286.74 million. This divergence sharpens the focus on stabilizing core segments and the ongoing strain on underlying profitability, especially given the company's share repurchase program and exposure to AI-driven content aggregation risks. The article questions whether these mixed results alter the long-term investment narrative for Ziff Davis.
Ziff Davis Q2 Earnings Call Highlights
Ziff Davis reported its Q2 earnings, highlighting continued pressure in search-driven advertising but growth in other areas. The company completed the sale of its Connectivity business for $1.2 billion, which is being used to reshape its capital structure, including tax obligations and debt repayment. Ziff Davis also focused on share repurchases, reducing outstanding shares, and saw varied performance across its Tech & Shopping, Gaming & Entertainment, Health & Wellness, and Cybersecurity & MarTech segments, while heavily investing in AI for product development.
Ziff Davis (NASDAQ:ZD) Releases Quarterly Earnings Results, Beats Estimates By $0.22 EPS
Ziff Davis (NASDAQ:ZD) announced its quarterly earnings, reporting an EPS of $1.03, surpassing the consensus estimate of $0.81 by $0.22. Despite this earnings beat, the company's revenue of $286.74 million, though in line with estimates, marked an 18.7% decline year-over-year. Following the results, shares rose to $53.87, yet analysts maintained a "Hold" rating with an average price target of $47.25, and insiders sold a significant amount of stock.
Ziff Davis (ZD) Stock Rises On Buybacks As Core Ad Pressure Persists
Ziff Davis (ZD) stock rose 5.7% after its Q2 2026 earnings, driven by a $1.2 billion sale of its Connectivity business and aggressive share buybacks, which reduced the share count by 11%. While the company reported a shift from profit to loss in continuing operations and an 18.6% revenue decline, the market is focusing on its strengthened balance sheet and potential for cash-driven growth and efficiency. However, bears remain concerned about ongoing ad pressure and fragile organic growth.
Ziff Davis (NASDAQ: ZD) books $860.6M gain on Connectivity sale
Ziff Davis (NASDAQ: ZD) reported a significant pre-tax gain of $860.6 million from the sale of its Connectivity business to Accenture, generating $1.2 billion in total proceeds. Despite this, the company's continuing operations recorded a net loss of $52.2 million in Q2 2026, primarily due to a $54.8 million goodwill impairment in its Health & Wellness segment. The sale boosted Ziff Davis's cash and cash equivalents to $1.61 billion, strengthening its financial liquidity.
Ziff Davis Q2 Earnings Call Highlights
Ziff Davis (ZD) reported Q2 results showing pressure in search-driven advertising but growth in other areas, partially offset by its recent $1.2 billion sale of the Connectivity business. The company used part of the proceeds to repay debt and accelerate share repurchases, reducing outstanding shares by nearly 11% over seven months. Ziff Davis is also heavily investing in AI development, with a majority of new code now AI-authored, and continues to evaluate acquisitions, asset monetizations, and repurchases while engaging in litigation with OpenAI over content licensing.
Ziff Davis, Inc. Q2 2026 Earnings Call Summary
Ziff Davis, Inc. reported its Q2 2026 earnings, highlighting strategic transformations including the sale of its Connectivity business for $1.2 billion and aggressive share repurchases. The company experienced moderated revenue declines in Tech & Shopping, growth in Gaming & Entertainment, and structural challenges in Health & Wellness due to shifts in pharma client budgets. Ziff Davis is heavily investing in AI for code authorship, targeting nearly all corporate code to be AI-authored by the end of 2026, and is adapting to the impact of Google's AI Overviews on search referral traffic.
Is One‑Off Boosted Earnings With Falling Sales Altering The Investment Case For Ziff Davis (ZD)?
Ziff Davis (ZD) recently reported Q2 2026 results with sales down to US$286.74 million but net income significantly boosted to US$624.46 million due to one-off items. Despite the headline profit, the company experienced a loss from continuing operations, prompting questions about its long-term investment narrative, which relies on a mix of digital media, subscriptions, and cloud services. The article emphasizes the importance of stabilizing core segments and addresses risks like AI-driven content aggregation, while noting the ongoing share repurchase program.
Ziff Davis, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:ZD) 2026-08-07
Ziff Davis, Inc. (NASDAQ:ZD) published its Q2 2026 earnings call presentation on August 7, 2026. The company reported an EPS of $1.03, beating estimates by $0.19, and revenue of $286.74 million, which was down 18.59% year-over-year but still beat analyst expectations by $832.18K. The presentation provides details on the company's financial results for the second quarter of 2026.
Ziff Davis earnings beat by $0.12, revenue fell short of estimates
Ziff Davis (NASDAQ: ZD) reported second-quarter EPS of $1.03, surpassing the analyst estimate of $0.91 by $0.12. However, the company's revenue of $286.7 million fell slightly short of the consensus estimate of $286.89 million. Despite this, Ziff Davis's stock price has shown strong performance, increasing by 24.21% in the last 3 months and 38.90% in the last 12 months.
Press Release: Ziff Davis Reports Second Quarter 2026 Financial Results
This press release announces Ziff Davis's financial results for the second quarter of 2026.
Ziff Davis reports $624.5M net income; Connectivity sale completed
Ziff Davis, Inc. (NASDAQ: ZD) announced its unaudited financial results for the second quarter ended June 30, 2026, reporting a net income of $624.5 million. This significant income includes the impact of the successful sale of its Connectivity business for approximately $1.2 billion. Despite a 2.7% decrease in revenues from continuing operations to $286.7 million, the company's free cash flow increased by 100.3% to $54.0 million, and Adjusted diluted EPS rose by 13.2% to $1.03.
Ziff Davis faces earnings test after disappointing Q1 results
Ziff Davis Inc. is set to report second-quarter earnings, with investors closely watching to see if the company can recover from a significant miss in Q1. Analysts anticipate earnings of $0.83 per share on revenue of $286.1 million, reflecting a strategic shift as Ziff Davis sells its Connectivity business to focus on core digital media. The market will be looking for revenue stabilization and clarity on updated guidance for fiscal 2026, especially given the stock's recent rally and high valuation.
Ziff Davis (ZD) Reports Earnings Tomorrow: What To Expect
Digital media company Ziff Davis (NASDAQ: ZD) is scheduled to report its earnings after market close on Thursday. The market anticipates a significant year-on-year revenue decline of 18.5%, contrasting with last year's increase, and analysts have largely maintained their estimates. Investors will be watching closely as the company has missed Wall Street's revenue expectations multiple times previously, though the media & entertainment segment has seen positive sentiment recently.
RetailMeNot App Verifies Promo Codes Before Checkout for Participating Merchants
Ziff Davis, through its RetailMeNot Group, launched the new RetailMeNot Rewards app for iOS and Android, marking its largest product transformation in 20 years. The app features a "Working Code Promise" to pre-verify promo codes for participating merchants, guaranteed minimum 1% cash back at over 3,500 merchants, and an app-exclusive loyalty program. It also incorporates proprietary Scout Price™ technology and AI-powered Smart Search to personalize the shopping and savings experience.
