Ziff Davis, Inc. (ZD)

Over the past six months, Ziff Davis, Inc. stock price has been impacted by several events. The sale of the Connectivity division to Accenture for $1.2 billion in cash led to a significant surge in the stock price. Ziff Davis increased its equity buyback authorization by an additional 10 million shares, extending the program through February 22, 2036, and bringing the total authorization to 25 million shares. Ziff Davis reported its Q1 2026 earnings, with revenues of $267.6 million and an adjusted EPS of $0.73, falling short of analyst expectations. Following the announcement of the Connectivity division sale, several Wall Street analysts revised their price targets for Ziff Davis upwards.

Ziff Davis's business exhibits a seasonal nature. The Technology & Shopping segment can be influenced by retail cycles and holiday shopping periods. The Gaming & Entertainment segment might see increased activity around major game releases or holiday seasons.

Ziff Davis, Inc. is a vertically focused digital media and internet company that owns and operates digital brands, delivering content and services across various verticals, and providing data and insights related to connectivity and digital experiences. Its portfolio includes brands in Technology & Shopping, Gaming & Entertainment, Health & Wellness, Connectivity, and Cybersecurity & Martech.

Ziff Davis, Inc. has a global geographic footprint with offices in North America, Europe, and Asia. In the USA, it has locations in California, Colorado, New York, Massachusetts, North Carolina, Tennessee, Texas, and Washington. Canadian operations are in Vancouver and Ottawa, while in Mexico, it has an office in Guadalajara. In Europe, Ziff Davis has a presence in the UK, Finland, Ireland, and Spain. In Asia, the company has offices in India, specifically in Pune, Mumbai, and Hyderabad.

Ziff Davis operates a portfolio of over 40 leading digital media and internet brands across various verticals, serving millions of customers worldwide. Its brands like CNET, PCMag, Mashable, IGN, and RetailMeNot are well-known in their respective technology, gaming, and shopping sectors. The company's role as the official partner for the Consumer Technology Association's "Best of CES" awards highlights its presence and recognition in consumer technology coverage. The company emphasizes its commitment to corporate social responsibility, including diversity, equity, and inclusion, environmental sustainability, community engagement, data privacy and security, and governance.

Institutional investors are the primary owners of Ziff Davis, Inc., holding nearly all of its stock, approximately 99.76% as of May 2025. Key institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and Janus Henderson Group PLC. Richard S. Ressler is the largest individual shareholder, owning 1.64 million shares, representing a 3.90% stake as of May 2025. Insiders, such as executives, own about 0.58% of the shares as of April 2025.