ZD at a glance
ZIFF DAVIS, INC. (ZD, SEC CIK 1084048) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as August 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ZIFF DAVIS, INC. (ZD) reported revenue of $1.5 billion (up 3.5% from FY2024) and net income of $47.4 million. Diluted EPS was $1.15.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding ZIFF DAVIS, INC. (ZD) shares worth $939.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by KRETZMER W BRIAN on August 18, 2026 of 2,513 shares at $55.31 per share.
- In the last 90 days, ZD insiders reported 0 open-market purchases ($0) and 3 open-market sales ($425K) on Form 4, a net sale of $425K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +3.5% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$425K
- 13F holders
- 30 funds
- $939.1M · +2 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Digital media and cybersecurity platform with focus on brand development and protection to drive growth
- Emphasis on expanding trademark portfolio and domain name acquisition amid increasing regulatory complexity
- Continued strategic separation and tax risk management following 2021 spin-off of Consensus Cloud Solutions
- Notable risk surrounding billing system dependencies affecting revenue, with heightened attention on payment processing compliance and fraud control
- Increasing legal exposure from content liability, data privacy, and patent litigation with potential for significant operational impact
Risk Factors
- FTC scrutiny on online advertising practices under Section 5 of the FTC Act, risk of enforcement actions impacting ad revenue
- Exposure to macroeconomic downturns affecting consumer spending in Health & Wellness segment generating $402M revenue in 2025
- Dependence on third-party websites and advertising networks for delivery of ads risks operational disruptions and revenue loss
- Competition from Amazon and Google in digital advertising threatens Technology & Shopping advertising revenue of $351M in 2025
- Customer concentration risk with top 753 customers in Technology & Shopping segment contributing $144K average quarterly revenue each
Management Discussion & Analysis
- Cash and cash equivalents $607.0M at Dec 31, 2025 vs $505.9M at Dec 31, 2024
- Credit Agreement revolving loan commitment increased to $350.0M with maturity extended to June 18, 2027
- Issued $263.1M 3.625% Convertible Notes due 2028 and repurchased $135.0M principal of 1.75% Convertible Notes
- No revenue, profitability, or segment performance data disclosed in provided text
- No forward-looking guidance or risk commentary provided in provided text
AI summary of the ZD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, cash flow, or capital deployment figures disclosed in provided excerpt
- Forward-looking statements subject to risks and uncertainties, including factors in reported Risk Factors sections
Risk Factors
- No material risk-factor changes since the December 31, 2025 Form 10-K
- Carried-forward risks remain unchanged from the prior annual filing
- Share-repurchase authorization expanded to 25 million shares through February 22, 2036
AI summary of the ZD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Preliminary unaudited results cover Q2 ended June 30, 2026
- Press release issued August 6, 2026
Item 7.01: Regulation FD Disclosure
- Q2 2026 earnings call scheduled for August 7, 2026 at 8:30 a.m. Eastern Time
- August 2026 Investor Presentation includes preliminary unaudited results for quarter ended June 30, 2026
Item EX-99.1: Item EX-99.1
- Connectivity sale to Accenture closed June 17, 2026 for $1.2B base consideration
- Estimated net cash proceeds $1.157B after $21.728M selling costs and $37M escrow
Item 1.01: Entry into a Material Definitive Agreement
- Ziff Davis designated certain Business subsidiaries as unrestricted under its 4.625% Senior Notes due 2030 indenture
- Designation separates those subsidiaries from covenant restrictions and creditor protections under the notes
Item 2.01: Completion of Acquisition or Disposition of Assets
- Ziff Davis completed the sale of the Business to an undisclosed purchaser on June 17, 2026
- Transaction marks a completed disposition, potentially reshaping Ziff Davis’s portfolio and future revenue mix
AI summaries of ZD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ZD
Don't miss the next ZD filing
- Alerts as it files. A push when ZD files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ZD, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| KRETZMER W BRIAN | Sell | Aug 18, 2026 | 2,513 | $55.31 |
| TANSLEY LORI A. | Sell | Aug 12, 2026 | 1,400 | $54.76 |
| ROSSEN JEREMY | Sell | Aug 10, 2026 | 3,819 | $54.93 |
| RICHTER BRET | Sell | Jun 10, 2026 | 18,000 | $46.88 |
| McDonald Kirk P | Sell | Jun 8, 2026 | 100 | $46.66 |
| McDonald Kirk P | Sell | Jun 8, 2026 | 975 | $46.65 |
| ROSSEN JEREMY | Sell | Jun 5, 2026 | 8,000 | $47.00 |
| Barsten Jana | Sell | Jun 3, 2026 | 3,347 | $45.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.4B | $1.5B |
| Operating Income | - | $113.6M | $183.1M |
| Net Income | - | $63.0M | $47.4M |
| Op. Margin | - | 8.1% | 12.6% |
| Net Margin | - | 4.5% | 3.3% |
| Balance Sheet | |||
| Total Assets | - | $3.7B | $3.7B |
| Equity | $1.9B | $1.8B | $1.8B |
| ROE | - | 3.5% | 2.7% |
| Per Share | |||
| EPS | $0.89 | $1.42 | $1.15 |
| Cash Flow | |||
| Operating CF | $320.0M | $390.3M | $407.1M |
| CapEx | $108.7M | $106.6M | $119.2M |
Source: XBRL data in ZIFF DAVIS, INC. (ZD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ZD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $939.1M |
| Q1 2026 | 28 | $772.1M |
| Q4 2025 | 30 | $679.8M |
| Q3 2025 | 30 | $720.7M |
| Q2 2025 | 28 | $576.5M |
| Q1 2025 | 25 | $468.3M |
| Q4 2024 | 21 | $637.7M |
| Q3 2024 | 18 | $334.8M |
- Dimensional Fund Advisors+183.4K (+9%)
- D.E. Shaw & Co+153.9K (+23%)
- Morgan Stanley+146.9K (+24%)
- Citadel Advisors LLC+50.1K (+69%)
- Bank of America Corp+33.4K (+19%)
- BlackRock−365.5K (-6%)
- AQR Capital Management−247.1K (-79%)
- Invesco Ltd−213.2K (-53%)
- Vanguard Portfolio Management LLC−72.4K (-3%)
- Ameriprise Financial−66.3K (-51%)
- Millennium Management+48.4K
- M&T Bank+4.4K
- Two Sigma Investments+3.8K
- Mangrove Partners−8.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ZD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - |
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ZD SEC filings: frequently asked questions
Are ZD insiders buying or selling?
In the last 90 days, ZIFF DAVIS, INC. (ZD) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $425,436 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ZD stock?
As of June 30, 2026, the largest ZIFF DAVIS, INC. (ZD) holders among the 13F filers tracked by SignalX were BlackRock ($302.2 million), Dimensional Fund Advisors ($118.1 million), Vanguard Portfolio Management LLC ($114.7 million), Vanguard Capital Management LLC ($86.8 million), State Street Corp ($84.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ZD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ZIFF DAVIS, INC. (ZD) reported revenue of $1.5 billion (up 3.5% from FY2024) and net income of $47.4 million. Diluted EPS was $1.15. The figures come from the XBRL data in the 10-K.
What are the main risks in ZD's latest 10-K?
In the 10-K filed February 24, 2026, ZIFF DAVIS, INC. (ZD) flagged: FTC scrutiny on online advertising practices under Section 5 of the FTC Act, risk of enforcement actions impacting ad revenue. Exposure to macroeconomic downturns affecting consumer spending in Health & Wellness segment generating $402M revenue in 2025. (AI summary of the Risk Factors section.)
What did ZD report in its latest 8-K?
ZIFF DAVIS, INC. (ZD) filed an 8-K on August 7, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Preliminary unaudited results cover Q2 ended June 30, 2026.
What are the latest ZD SEC filings?
ZIFF DAVIS, INC. (ZD) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on August 20, 2026.
What is ZD's SEC CIK number?
ZIFF DAVIS, INC. (ZD)'s SEC Central Index Key (CIK) is 1084048. EDGAR lists every ZD filing under that number.
Ask anything about ZD
The research agent reads ZD's filings, financials, insider trades and 13F holders, then answers with sources.