Ziff Davis (ZD)
Buy-and-build holding company running six digital-media and software verticals across acquired consumer brands.
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Runs six digital-media and software verticals — Technology, Shopping, Gaming & Entertainment, Health & Wellness, Cybersecurity, and Martech — through a portfolio of acquired brands including PCMag, IGN, RetailMeNot, and IPVanish. Since 2013, the holding company has deployed capital across 97 acquisitions under a buy-and-build model.
Operates as a public holding company over six digital-media and software verticals: Technology, Shopping, Gaming & Entertainment, Health & Wellness, Cybersecurity, and Martech. Revenue flows through digital advertising, performance marketing, and subscription-based software services.
Portfolio brands span PCMag in technology, IGN and Mashable in gaming and entertainment, Everyday Health in wellness, RetailMeNot in shopping, and IPVanish and VIPRE in cybersecurity. Audience is concentrated in the United States, with cybersecurity and gaming properties extending internationally.
The operating model is a buy-and-build platform: since 2013, 97 acquisitions have been executed under CEO Vivek Shah, who has led the digital-media strategy since 2010. The 2021 Consensus Cloud Solutions spin-off and the 2026 Connectivity division sale to Accenture mark successive rounds of portfolio rationalization. Growth depends on the pace and quality of tuck-in acquisition activity.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | UBS | Reiterate | Rating: —Target: $40 | Target: $59 |
| Aug 10, 2026 | Susquehanna | Reiterate | Rating: —Target: $60 | Target: $75 |
| Aug 10, 2026 | Evercore ISI | Reiterate | Rating: —Target: $61 | Target: $64 |
| May 12, 2026 | Evercore ISI | Target | Target: $46 | Target: $61 |
| May 11, 2026 | Piper Sandler | Target | Target: $40 | Target: $48 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.61B · Total debt $867.6M · Total assets $4.00B · Shareholders' equity $2.24B
- Revenue
- $286.7M
- Operating income
- −$44.7M
- Net income
- $624.5M
No dividends on record.
| Institutions | 121.77% | 41.75M shares | |
|---|---|---|---|
| 275 holders · as of Jun 30, 2026 | |||
| Insiders | 2.22% | 761.7K shares | |
| 11 holders · as of Aug 20, 2026 | |||
| Strategic holders | 17.86% | 6.12M shares | |
| 2 holders · as of Sep 8, 2026 | |||
| Adds to | 141.85% | ||
34.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 141.85%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.83% | 5.77M | as of Jun 30, 2026 |
Jupiter Topco LLCInstitution | 10.46% | 3.59M | as of Jun 30, 2026 |
JANUS HENDERSON GROUP Ltd.Strategic | 10.28% | 3.53M | filed Sep 8, 2026 |
Pale Fire Capital SEInstitution | 7.76% | 2.66M | as of Jun 30, 2026 |
Pale Fire Capital SICAV a.s.Strategic | 7.58% | 2.60M | filed Mar 3, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | W. Brian Kretzmer | director | −2,513 | $55.31 |
| Aug 12, 2026 | Lori A. Tansley | officer: Chief Accounting Officer | −1,400 | $54.76 |
| Aug 10, 2026 | Jeremy Rossen | officer: EVP/General Counsel | −3,819 | $54.93 |
| Jun 10, 2026 | Bret Richter | officer: Chief Financial Officer | −18,000 | $46.88 |
| Jun 8, 2026 | Kirk P. McDonald | director | −1,075 | $46.65 |
- People
Structural digital-media analog overlapping health, lifestyle, and entertainment
- Gen Digital
Consumer cybersecurity giant competing directly in VPN and antivirus
- Groupon
Online deals marketplace competing for coupon and discount shoppers
- BuzzFeed
Digital-news and culture brand competing for social-native lifestyle audiences
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ziff Davis | $58.20 | 0.00% | $2.12B | 3.3 | 11.5 | 1.6 | −18.6% |
| People | $36.98 | +0.11% | $2.73B | 8.2 | 90.4 | 1.3 | −25.6% |
| Gen Digital | $27.26 | −0.13% | $17.45B | 16.9 | 9.0 | 3.4 | +6.3% |
| Groupon | $21.13 | −0.56% | $837.5M | — | 42.8 | 1.7 | −0.8% |
| BuzzFeed | $1.09 | −1.80% | $43.3M | — | — | 0.3 | −21.8% |
| Median | 12.6 | 42.8 | 1.5 | −11.3% |