ZD
ZIFF DAVIS, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 28 to Jun 10 6 days of insider sells: $1.7M by 5 insiders, avg $46.47
- R Jun 17 Ziff Davis completed the sale of its Connectivity division (includin…
- S Aug 10 to Aug 18 3 days of insider sells: $425.4K by 3 insiders, avg $55.02
Signal stack
Where each data set points today.
- InsidersBEARISH
6 insiders sold $2.1M.
- InstitutionsMIXED
Q2 2026: 13 added (0 new), 15 trimmed or exited.
- AnalystsBULLISH
10 of 14 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $1.390 → $1.251 over 90 days. 0 up, 3 down in 30 days.
- TrendRANGE
3% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | $35.1M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | $7.3M |
| Quantinno Capital Management LP | DOUBLED | $6.9M |
| CITADEL ADVISORS LLC | ADD | $6.4M |
| AMERIPRISE FINANCIAL INC | TRIM | $3.4M |
| Russell Investments Group, Ltd. | ADD | $2.8M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | TRIM | $2.4M |
| WELLS FARGO & COMPANY/MN | DOUBLED | $2.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is below the lowest target. Median implies +7%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 12, 2026 | UBS MAINTAIN | Neutral |
| Aug 10, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Aug 10, 2026 | RBC Capital MAINTAIN | Outperform |
| Aug 10, 2026 | Citigroup MAINTAIN | Neutral |
| Aug 10, 2026 | Susquehanna MAINTAIN | Positive |
| May 12, 2026 | Evercore ISI Group MAINTAIN | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 18, 2026 | KRETZMER W BRIAN Director | SELL | $139.0K |
| Aug 12, 2026 | TANSLEY LORI A. Chief Accounting Officer | SELL | $76.7K |
| Aug 10, 2026 | ROSSEN JEREMY EVP/General Counsel | SELL | $209.8K |
| Jun 10, 2026 | RICHTER BRET Chief Financial Officer | SELL | $843.8K |
| Jun 8, 2026 | McDonald Kirk P Director | SELL | $45.5K |
| Jun 8, 2026 | McDonald Kirk P Director | SELL | $4.7K |
| Jun 5, 2026 | ROSSEN JEREMY EVP/General Counsel | SELL | $376.0K |
| Jun 3, 2026 | Barsten Jana Director | SELL | $150.6K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.25 | $1.08–$1.43 | -1.6% | $295.3M |
| Next Q | $2.22 | $2.01–$2.39 | +1.9% | $340.0M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
9 filings · 2 bullish · 0 bearish · 7 neutral- BULLISH SC 13G/AOct 8, 2026
Dimensional Fund Advisors LP filed an amended Schedule 13G disclosing a 6.6% passive stake in Ziff…
Dimensional's incremental accumulation signals continued passive institutional support. Monitor for any further 13G amendments or a potential conversion to 13D if the stake approaches 10%.
- NEUTRAL CLUSTERAug 20, 2026
Two Ziff Davis insiders sold a combined $216K in open-market sales over a one-week window…
This is a routine, low-value insider sale cluster with no material signal. Monitor for any upcoming earnings or M&A announcements that could provide context, but no immediate trading action is…
- NEUTRAL CLUSTERAug 13, 2026
Two Ziff Davis executives (EVP/General Counsel and Chief Accounting Officer) sold a combined $286K…
The dollar amount is too small to indicate any material concern. Monitor for any larger insider sales or changes in business fundamentals, but this cluster alone does not warrant a trading response.
- BULLISH 8-KJun 17, 2026
Ziff Davis completed the sale of its Connectivity division (including Ookla, Speedtest, and…
Watch for deployment of the $1.2B cash proceeds — debt paydown on the 4.625% notes due 2030, share buybacks, or acquisition announcements. The removal of the Connectivity division's revenue stream…
All ZD filing & press-release reports (9)
- SC 13G/A reportOct 8, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 13, 2026
- 8-K reportJun 17, 2026
- CLUSTER reportJun 8, 2026
- CLUSTER reportJun 5, 2026
- CLUSTER reportJun 3, 2026
- DEFA14A reportMar 26, 2026
- 8-K reportFeb 26, 2026