ZIFF DAVIS, INC.

Nasdaq · Telegraph & Other Message Communications · CIK 0001084048

$46.37 -0.49% $1.7B

Insider Selling Cluster (4 insiders)

Vol

Market Cap$1.7B

Cap SizeSmall Cap

Analyst ConsensusStrong Buy (71%)

Inst. Holders7 funds

Inst. Value$218.5M

Inst. Activity0 buys / 1 sells

Insider Activity0B / 5S

Insider Net $-$858.6K

SEC Reports5

Exchange Nasdaq·Sector Telegraph & Other Message Communications·CIK 0001084048·Prev Close $46.60

Recent Activity

Jun 8, 2026 SEC

Four ZD insiders (EVP/GC and three directors) collectively sold $660K in open-market shares over a 7-day period through

CLUSTER — Impact 2/10

Jun 8, 2026 Insider

McDonald Kirk P sold 975 shares

Director @ $46.65 ($45.5K)

Jun 5, 2026 SEC

Three ZD insiders, including the EVP/General Counsel and two directors, sold shares worth a combined $614K over a 4-day

CLUSTER — Impact 3/10

Jun 5, 2026 Insider

ROSSEN JEREMY sold 8,000 shares

EVP/General Counsel @ $47.00 ($376.0K)

Jun 3, 2026 SEC

Two ZD insiders — the EVP/General Counsel and a director — sold a combined $349K in open-market sales over a 7-day windo

CLUSTER — Impact 2/10

Jun 3, 2026 Insider

Barsten Jana sold 3,347 shares

Director @ $45.00 ($150.6K)

Inst.

TWO SIGMA INVESTMENTS, LP — TRIM

20,428 shares ($718.0K)

Inst.

WELLS FARGO & COMPANY/MN — ADD

41,566 shares ($1.6M)

Price Targets

$48.67 +5.0% upside Hold

Current $46.37 Low $30.00 Median $48.00 High $61.00 6 analysts

$30.00 $61.00

Analyst Ratings

Buy71% buy · 14 analysts

3Strong Buy

7Buy

4Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 12, 2026	Evercore ISI Group	MAINTAIN	Outperform → Outperform
May 11, 2026	RBC Capital	MAINTAIN	Outperform → Outperform
May 11, 2026	Barclays	MAINTAIN	Equal-Weight → Equal-Weight
May 5, 2026	Susquehanna	MAINTAIN	Positive → Positive
Mar 6, 2026	Citigroup	MAINTAIN	Neutral → Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.83 ▼ -24.9%	$0.72 — $0.91	-33% YoY	4
Next Q	$1.39 ▼ -5.4%	$1.30 — $1.48	-21% YoY	4
Current FY	$5.12 ▼ -6.1%	$4.89 — $5.34	-23% YoY	5
Next FY	$5.57	$5.07 — $6.51	9% YoY	5

Latest Reports

NEUTRAL CLUSTER 2/10

Four ZD insiders (EVP/GC and three directors) collectively sold $660K in open-market shares over a 7-day period through

Jun 8, 2026

NEUTRAL CLUSTER 3/10

Three ZD insiders, including the EVP/General Counsel and two directors, sold shares worth a combined $614K over a 4-day

Jun 5, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$156.5M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$29.4M	NEW
MORGAN STANLEY	$23.0M	ADD
BANK OF AMERICA CORP	$7.0M	—
WELLS FARGO & COMPANY/MN	$1.7M	ADD

Recent Insider Trades

Date	Insider	Type	Value
Jun 8, 2026	McDonald Kirk	SELL	$45.5K
Jun 5, 2026	ROSSEN JEREMY	SELL	$376.0K
Jun 3, 2026	Barsten Jana	SELL	$150.6K
Jun 2, 2026	KRETZMER W	SELL	$87.6K
May 28, 2026	ROSSEN JEREMY	SELL	$198.9K

7 institutional holders with $218.5M total value (6,215,828 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 1 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	4,451,419	$156.5M	71.6%	—
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	835,113	$29.4M	13.4%	NEW
3	MORGAN STANLEY	655,670	$23.0M	10.5%	ADD +43.8%
4	BANK OF AMERICA CORP /DE/	198,501	$7.0M	3.2%	—
5	WELLS FARGO & COMPANY/MN	47,907	$1.7M	0.8%	ADD +37.6%
6	TWO SIGMA INVESTMENTS, LP	20,428	$718.0K	0.3%	TRIM -35.4%
7	FMR LLC	6,790	$238.7K	0.1%	NEAR_EXIT -98.5%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
TWO SIGMA INVESTMENTS, LP	TRIM	31,640	20,428	-35.4%	$718.0K	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	30,216	41,566	+37.6%	$1.6M	2025-Q3
TWO SIGMA INVESTMENTS, LP	NEW	—	31,640	—	$1.2M	2025-Q3
MORGAN STANLEY	ADD	439,922	632,716	+43.8%	$19.2M	2025-Q2
FMR LLC	NEAR_EXIT	409,396	6,108	-98.5%	$184.9K	2025-Q2
CITADEL ADVISORS LLC	DOUBLED	15,780	223,460	+1316.1%	$8.4M	2025-Q1
NORGES BANK	EXIT	4,032	0	-100.0%	$0.00	2025-Q1
UBS Group AG	DOUBLED	21,450	214,728	+901.1%	$11.7M	2024-Q4
CITADEL ADVISORS LLC	NEAR_EXIT	286,472	15,780	-94.5%	$857.5K	2024-Q4
NORGES BANK	NEAR_EXIT	47,967	4,032	-91.6%	$219.1K	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	695,542	—	$33.8M	2024-Q3
MORGAN STANLEY	DOUBLED	304,898	621,068	+103.7%	$30.2M	2024-Q3

11 unique insiders with 5 transactions. Net insider value: -$858.6K ($0.00 bought, $858.6K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 8, 2026	McDonald Kirk P	Director	SELL	975	$46.65	$45.5K
Jun 5, 2026	ROSSEN JEREMY	EVP/General Counsel	SELL	8,000	$47.00	$376.0K
Jun 3, 2026	Barsten Jana	Director	SELL	3,347	$45.00	$150.6K
Jun 2, 2026	KRETZMER W BRIAN	Director	SELL	1,968	$44.51	$87.6K
May 28, 2026	ROSSEN JEREMY	EVP/General Counsel	SELL	4,347	$45.75	$198.9K
May 7, 2026	KRETZMER W BRIAN	Director	M	7,903	$43.31	$342.3K
May 7, 2026	Barsten Jana	Director	M	7,903	$43.31	$342.3K
May 7, 2026	FAY SARAH ANN	Director	M	7,903	$43.31	$342.3K
May 7, 2026	McDonald Kirk P	Director	M	7,903	$43.31	$342.3K
May 7, 2026	Ray Neville R	Director	M	7,903	$43.31	$342.3K
May 7, 2026	Harris Teresa A	Director	M	7,903	$43.31	$342.3K
May 7, 2026	TAYLOR SCOTT C	Director	M	7,903	$43.31	$342.3K
May 6, 2026	KRETZMER W BRIAN	Director	A	5,723	$0.00	$0.00
May 6, 2026	McDonald Kirk P	Director	A	5,723	$0.00	$0.00
May 6, 2026	Harris Teresa A	Director	A	5,723	$0.00	$0.00
May 6, 2026	Ray Neville R	Director	A	5,723	$0.00	$0.00
May 6, 2026	Barsten Jana	Director	A	5,723	$0.00	$0.00
May 6, 2026	FAY SARAH ANN	Director	A	5,723	$0.00	$0.00
May 6, 2026	TAYLOR SCOTT C	Director	A	5,723	$0.00	$0.00
Mar 11, 2026	Shah Vivek	Chief Executive Officer	A	122,790	$0.00	$0.00
Mar 11, 2026	ROSSEN JEREMY	EVP/General Counsel	A	22,717	$0.00	$0.00
Mar 11, 2026	TANSLEY LORI A.	Chief Accounting Officer	A	7,368	$0.00	$0.00
Mar 11, 2026	RICHTER BRET	Chief Financial Officer	A	42,977	$0.00	$0.00
Mar 8, 2026	RICHTER BRET	Chief Financial Officer	M	3,695	$0.00	$0.00
Mar 8, 2026	ROSSEN JEREMY	EVP/General Counsel	M	1,808	$0.00	$0.00
Mar 8, 2026	ROSSEN JEREMY	EVP/General Counsel	F	648	$42.32	$27.4K
Mar 8, 2026	ROSSEN JEREMY	EVP/General Counsel	M	1,808	$0.00	$0.00
Mar 8, 2026	RICHTER BRET	Chief Financial Officer	F	2,047	$42.32	$86.6K
Mar 8, 2026	RICHTER BRET	Chief Financial Officer	M	3,695	$0.00	$0.00
Mar 6, 2026	Shah Vivek	Chief Executive Officer	M	23,674	$0.00	$0.00
Mar 6, 2026	Shah Vivek	Chief Executive Officer	F	12,085	$42.32	$511.4K
Mar 6, 2026	Shah Vivek	Chief Executive Officer	M	23,674	$0.00	$0.00
Mar 6, 2026	ROSSEN JEREMY	EVP/General Counsel	M	3,302	$0.00	$0.00
Mar 6, 2026	RICHTER BRET	Chief Financial Officer	F	4,674	$42.32	$197.8K
Mar 6, 2026	RICHTER BRET	Chief Financial Officer	M	8,722	$0.00	$0.00
Mar 6, 2026	RICHTER BRET	Chief Financial Officer	M	8,722	$0.00	$0.00
Mar 6, 2026	ROSSEN JEREMY	EVP/General Counsel	M	3,302	$0.00	$0.00
Mar 6, 2026	ROSSEN JEREMY	EVP/General Counsel	F	1,184	$42.32	$50.1K
Mar 5, 2026	RICHTER BRET	Chief Financial Officer	F	8,232	$43.65	$359.3K
Mar 5, 2026	RICHTER BRET	Chief Financial Officer	M	15,282	$0.00	$0.00
Mar 5, 2026	RICHTER BRET	Chief Financial Officer	M	15,282	$0.00	$0.00
Mar 5, 2026	Shah Vivek	Chief Executive Officer	M	43,664	$0.00	$0.00
Mar 5, 2026	Shah Vivek	Chief Executive Officer	F	22,139	$43.65	$966.4K
Mar 5, 2026	Shah Vivek	Chief Executive Officer	M	43,664	$0.00	$0.00
Mar 5, 2026	TANSLEY LORI A.	Chief Accounting Officer	M	2,183	$0.00	$0.00
Mar 5, 2026	ROSSEN JEREMY	EVP/General Counsel	M	8,078	$0.00	$0.00
Mar 5, 2026	ROSSEN JEREMY	EVP/General Counsel	F	2,950	$43.65	$128.8K
Mar 5, 2026	ROSSEN JEREMY	EVP/General Counsel	M	8,078	$0.00	$0.00
Mar 5, 2026	TANSLEY LORI A.	Chief Accounting Officer	F	905	$43.65	$39.5K
Mar 5, 2026	TANSLEY LORI A.	Chief Accounting Officer	M	2,183	$0.00	$0.00

5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 2.6/10.

NEUTRAL CLUSTER 2/10

Four ZD insiders (EVP/GC and three directors) collectively sold $660K in open-market shares over a 7

Jun 8, 2026

NEUTRAL CLUSTER 3/10

Three ZD insiders, including the EVP/General Counsel and two directors, sold shares worth a combined

Jun 5, 2026

NEUTRAL CLUSTER 2/10

Two ZD insiders — the EVP/General Counsel and a director — sold a combined $349K in open-market sale

Jun 3, 2026

NEUTRAL DEFA14A 3/10

Ziff Davis, Inc. (ZD) has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder

Mar 26, 2026

NEUTRAL 8-K 3/10

Ziff Davis, Inc. announced participation in the Susquehanna 15th Annual Technology Conference on Feb

Feb 26, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 14 analysts: 3 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$48.67 mean target +5.0% upside Hold (2.17)

$30.00 Low $61.00 High

Metric	Value
Current Price	$46.37
Target Low	$30.00
Target Mean	$48.67
Target Median	$48.00
Target High	$61.00
# Analysts	6
Recommendation	Hold (2.17)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.83	$0.72	$0.91	-33.3%	-24.9%	1↑ 2↓	$0.3B	-18.8%	4
Next Q 2026-09-30	$1.39	$1.30	$1.48	-21.0%	-5.4%	1↑ 2↓	$0.3B	-15.6%	4
Current FY 2026-12-31	$5.12	$4.89	$5.34	-22.7%	-6.1%	2↑ 2↓	$1.2B	-16.1%	5
Next FY 2027-12-31	$5.57	$5.07	$6.51	8.6%	-0.2%	3↑ 1↓	$1.2B	1.7%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.827
7d ago	$0.844	-0.017
30d ago	$1.102	-0.275
60d ago	$1.392	-0.565
90d ago	$1.429	-0.602

7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 12, 2026	Evercore ISI Group	MAINTAIN	Outperform	Outperform
May 11, 2026	RBC Capital	MAINTAIN	Outperform	Outperform
May 11, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
May 5, 2026	Susquehanna	MAINTAIN	Positive	Positive
Mar 6, 2026	Citigroup	MAINTAIN	Neutral	Neutral
Mar 4, 2026	Barclays	MAINTAIN	Equal-Weight	Equal-Weight
Feb 25, 2026	UBS	MAINTAIN	Neutral	Neutral
Feb 25, 2026	Citigroup	MAINTAIN	Neutral	Neutral
Feb 25, 2026	JP Morgan	MAINTAIN	Neutral	Neutral
Feb 25, 2026	Evercore ISI Group	MAINTAIN	Outperform	Outperform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	3	7	4	71%
May 1, 2026	3	7	5	67%
Apr 1, 2026	3	7	5	67%
Mar 1, 2026	3	7	5	67%
Feb 1, 2026	3	7	5	67%
Jan 1, 2026	3	7	5	67%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026

earnings_calendar

ZD Q1 2026 Earnings Scheduled — 2026-05-07

Apr 20, 2026

short_interest

FTD: ZD — 54,141 shares ($2.6M) failed to deliver

Settlement: 20260420, Price: $47.55, FTD Value: $2,574,404.55, ZIFF DAVIS, INC. COMMON STOCK

Apr 17, 2026

short_interest

FTD: ZD — 52,281 shares ($2.4M) failed to deliver

Settlement: 20260417, Price: $46.63, FTD Value: $2,437,863.03, ZIFF DAVIS, INC. COMMON STOCK

Mar 6, 2026

short_interest

FTD: ZD — 262,571 shares ($11.5M) failed to deliver

Settlement: 20260306, Price: $43.65, FTD Value: $11,461,224.15, ZIFF DAVIS, INC. COMMON STOCK

Mar 5, 2026

short_interest

FTD: ZD — 237,759 shares ($10.2M) failed to deliver

Settlement: 20260305, Price: $42.98, FTD Value: $10,218,881.82, ZIFF DAVIS, INC. COMMON STOCK

Mar 4, 2026

short_interest

FTD: ZD — 258,944 shares ($10.7M) failed to deliver

Settlement: 20260304, Price: $41.48, FTD Value: $10,740,997.12, ZIFF DAVIS, INC. COMMON STOCK

Mar 3, 2026

short_interest

FTD: ZD — 86,595 shares ($2.4M) failed to deliver

Settlement: 20260303, Price: $28.01, FTD Value: $2,425,525.95, ZIFF DAVIS, INC. COMMON STOCK

Feb 25, 2026

short_interest

FTD: ZD — 170,638 shares ($4.5M) failed to deliver

Settlement: 20260225, Price: $26.51, FTD Value: $4,523,613.38, ZIFF DAVIS, INC. COMMON STOCK

Feb 23, 2026

earnings_calendar

ZD Q4 2025 Earnings After Market Close — 2026-02-23