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ZIFF DAVIS, INC. (ZD) SEC Filings, Dec 2025-Mar 2026

ZD NASDAQ

Welcome to our dedicated page for ZIFF DAVIS SEC filings (Ticker: ZD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Ziff Davis filings document regulatory disclosures for a digital media and internet company with operations spanning technology, shopping, gaming and entertainment, health and wellness, cybersecurity, martech, and connectivity intelligence. Its 8-K reports cover operating and financial results, Regulation FD presentations, investor conference materials, material-event disclosures, and financial presentation topics such as continuing and discontinued operations.

Proxy and annual-meeting filings disclose board elections, auditor ratification, advisory executive-compensation votes, governance practices, and executive-pay information. Other disclosure categories include material agreements, capital-structure matters, shareholder voting results, and risk-related information tied to the company’s portfolio businesses and public-company obligations.

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Ziff Davis EVP and General Counsel Jeremy Rossen reported equity compensation activity involving restricted stock units and common shares. On March 5, 2026, 8,078 RSUs converted into an equal number of Ziff Davis common shares at no cost to him under the company’s 2024 Equity Incentive Plan. To cover associated tax obligations, 2,950 common shares were withheld and disposed of at $43.65 per share, a tax-withholding transaction rather than an open-market sale. After these changes, Rossen continues to hold common stock directly and also has 2,000 shares held indirectly through The Jeremy and Gina Rossen Family Trust, where he and his spouse serve as trustees.

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Rhea-AI Summary

Ziff Davis EVP and General Counsel Jeremy Rossen reported equity award activity involving restricted stock units and common shares. He converted 1,385 RSUs into an equal number of Ziff Davis common shares at a stated price of $0.00 per share, consistent with equity awards that settle without cash payment. To cover related tax obligations, 570 common shares were withheld at $41.48 per share, described as payment of a tax liability by delivering securities. After these transactions, Rossen held 19,910 common shares directly and 2,000 common shares indirectly through The Jeremy and Gina Rossen Family Trust, which he and his spouse serve as trustees for, with their children as beneficiaries. The RSUs convert into common stock on a one-for-one basis and have no expiration dates.

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Ziff Davis has agreed to sell its Connectivity division to Accenture Inc. for $1.2 billion in cash, subject to customary purchase price adjustments. The deal was unanimously approved by Ziff Davis’s board and is expected to close in the coming months, once specified conditions are met.

Closing depends on factors such as regulatory approvals, including expiration or termination of Hart-Scott-Rodino waiting periods, accuracy of each party’s representations, performance of covenants, an employee-related condition, absence of certain legal restraints, and no material adverse effect on the business or parties. The agreement includes ordinary-course operating covenants, a no-solicitation covenant on competing bids for the business, mutual indemnities for breaches, and non-compete and non-solicitation commitments. Either side may terminate if closing has not occurred by December 2, 2026, with an automatic extension to March 2, 2027 in certain circumstances, or upon specified breaches or legal prohibitions. At closing, Ziff Davis will also provide transition services to support the business handoff.

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Pale Fire Capital and related Czech entities filed a Schedule 13D reporting a significant stake in Ziff Davis, Inc.. Through PFC SICAV, they beneficially own 2,597,799 shares of common stock, or 6.9% of the outstanding shares as of February 18, 2026, acquired for about $77.1 million.

The group says it bought the stock because it believes Ziff Davis was undervalued and an attractive investment. They indicate they may buy more or sell shares over time and may engage with management, the board, and other shareholders on issues such as capitalization, board composition, and operations, and may also use hedging or short-selling strategies related to their position.

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Rhea-AI Summary

Ziff Davis, Inc. has signed a definitive agreement to sell its Connectivity division to Accenture for $1.2 billion in cash, with the price subject to customary closing adjustments. The deal is expected to close in the coming months, pending required regulatory approvals and other closing conditions.

The Connectivity division, which includes brands such as Ookla, Speedtest, Ekahau, Downdetector, and RootMetrics, generated $231 million of revenue in 2025, about 16% of total Ziff Davis revenues. Ziff Davis plans to use the proceeds for general corporate purposes and to support its capital allocation activities under its outstanding debt securities, and expects to classify the division’s results as discontinued operations beginning in the first quarter of fiscal 2026.

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Ziff Davis, Inc. filed a current report stating that it will participate in the Susquehanna 15th Annual Technology Conference on February 26, 2026. The company notes that there will be no webcast available for this event, limiting real-time public access to the presentation.

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Rhea-AI Summary

Ziff Davis, Inc. is a diversified digital media and internet company with five main segments: Technology & Shopping, Gaming & Entertainment, Health & Wellness, Connectivity, and Cybersecurity & Martech. It generates revenue from advertising, performance marketing, subscriptions, licensing, and related services.

The company has pursued a programmatic M&A strategy, deploying about $3.3 billion on nearly 100 acquisitions from 2012 through 2025, balancing tuck-in and platform deals. As of December 31, 2025, it had roughly 3,900 employees and emphasizes culture, DEI, employee benefits, and ESG disclosure.

Key risks highlighted include intense competition across all segments, cybersecurity and data privacy threats, generative AI impacts on content and IP, evolving global regulation (including GDPR, CCPA/CPRA, HIPAA, and the EU AI Act), macroeconomic volatility, tax and indebtedness risks, and potential goodwill impairment from acquisitions.

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Ziff Davis, Inc. reported mixed fourth quarter and full-year 2025 results. Full-year revenues rose to $1.45 billion, up 3.5% from 2024, while Adjusted EBITDA was broadly flat at $495.1 million and Adjusted diluted EPS edged up to $6.63 from $6.62.

GAAP net income fell to $47.4 million from $63.0 million, hurt by a $58.0 million loss on a business sale and a $7.9 million loss on an equity method investment. Q4 revenue dipped 1.5% to $406.7 million and Adjusted EBITDA declined to $163.2 million. Cash generation remained strong, with free cash flow of $287.9 million for 2025 and $173.8 million deployed on share repurchases. The company is evaluating value-creating options, including potential division sales, and is deferring fiscal 2026 guidance while this review continues.

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ArrowMark Colorado Holdings, LLC filed an updated ownership report for Ziff Davis, Inc. common stock. As of 12/31/2025, ArrowMark reports beneficial ownership of 1,367,715 shares, representing 3.46% of the outstanding common stock.

ArrowMark states it has sole power to vote and dispose of all these shares, with no shared voting or dispositive power. The securities are described as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of Ziff Davis.

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Ziff Davis, Inc. reported an equity transaction by its Chief Accounting Officer. On 12/16/2025, 1,389 restricted stock units vested and converted into the same number of common shares at no cost.

To satisfy tax obligations, 500 of these shares were withheld at a price of $35.83 per share, leaving 889 common shares held directly after the transaction. Following the vesting, the officer also continued to hold 2,778 restricted stock units, which each convert into one share of common stock and have no expiration date under the company’s 2024 Equity Incentive Plan.

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FAQ

How many ZIFF DAVIS (ZD) SEC filings are available on StockTitan?

StockTitan tracks 69 SEC filings for ZIFF DAVIS (ZD), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ZIFF DAVIS (ZD)?

The most recent SEC filing for ZIFF DAVIS (ZD) was filed on March 9, 2026.