VeriSign, Inc. (VRSN) Stock Price & Analysis
VeriSign, Inc. (VRSN) closed at USD 304.59 on Thursday, October 22, 2026, down 0.87% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 307.25; the Oct 22, 2026 session ranged USD 296.95–311.54 on volume of 1,313,966 shares. Market capitalization is $27.53B, with a 52-week range of USD 208.86–312.48 (NMS). Source: Nexqual, retrieved October 23, 2026 at 08:35 UTC.
Also available as compact Markdown for AI agents: nexqual.com/VRSN.md
Latest Earnings Results (VRSN)
VeriSign, Inc. (VRSN) reported Q3 2026 results on Oct 22, 2026, 4:06:20 PM ET: GAAP EPS $2.35 vs. estimate $2.42 (miss), revenue $443.00M vs. estimate $440.50M (beat). Source: SEC 8-K filing. Nexqual published it 33 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $2.35 (GAAP diluted) | $443.0M | Oct 22, 2026, 4:06:20 PM ET · on Nexqual +33 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (VRSN)
- Last four reported quarters (through Sep 30, 2026): revenue $1.73B, net income $850M (49.1% margin), free cash flow $1.02B (SEC filings).
- Valuation: P/E 32.4x (avg 26.5x at the last 3 fiscal year-ends), EV/EBITDA 24.1x, net debt $1.31B.
- 3 of 80 tracked superinvestors hold VRSN (13F, Q2 2026): 0 new, 0 added, 2 reduced, 1 unchanged.
- Analysts: Hold (mean 2.80 on a 1–5 scale) (5 analysts), mean target USD 327.4 (range 290–355).
- Total return with dividends: 1Y +23.1% vs S&P 500 +14.9%; 5Y +41.8% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 2.44, revenue estimate $453M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (VRSN)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.33B | $1.42B | $1.49B | $1.56B | $1.66B | $1.73B |
| Gross profit | $1.14B | $1.22B | $1.30B | $1.37B | $1.46B | — |
| Operating income | $867M | $943M | $1.00B | $1.06B | $1.12B | $1.17B |
| Net income | $785M | $674M | $818M | $786M | $826M | $850M |
| EPS (diluted) | $7.00 | $6.24 | — | — | — | — |
| Free cash flow | $754M | $804M | $808M | $875M | $1.07B | $1.02B |
| Gross margin | 85.5% | 85.9% | 86.8% | 87.7% | 88.2% | — |
| Operating margin | 65.3% | 66.2% | 67.0% | 67.9% | 67.7% | 67.6% |
| Net margin | 59.1% | 47.3% | 54.8% | 50.4% | 49.8% | 49.1% |
| Revenue growth | +4.9% | +7.3% | +4.8% | +4.3% | +6.4% | — |
| Cash + short-term investments | $1.21B | $986M | $932M | $605M | $582M | — |
| Total debt | $1.79B | $1.79B | $1.79B | $1.49B | $1.79B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Sep 30, 2026) (VRSN)
P/E 32.4x · P/S 15.9x · EV/EBITDA 24.1x · EV/Sales 16.7x · P/FCF 26.9x · FCF yield 3.72% · Earnings yield 3.09% · Dividend yield (paid, TTM) 1.06% · Buyback yield (TTM) 3.18% · Net debt $1.31B · EV $28.8B
P/E at fiscal year-ends: Dec 2025 27.6x, Dec 2024 25.9x, Dec 2023 26.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (VRSN)
3 of 80 tracked investors hold VRSN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Warren Buffett | Berkshire Hathaway | 0.76% | $2.26B | Unchanged |
| Van Den Berg Management I | 0.75% | $3.6M | Reduced -1.6% | |
| Terry Smith | Fundsmith | 0.10% | $14.0M | Reduced -50.9% |
Analysts (VRSN)
Consensus Hold (mean 2.80 on a 1–5 scale), 5 analysts; mean target USD 327.4 (low 290, high 355).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Wedbush | Target raised | Outperform | $341 → $351 |
| 2026-09-01 | Wedbush | Target raised | Outperform | $324 → $341 |
| 2026-07-24 | JP Morgan | Target raised | Neutral | $308 → $316 |
| 2026-07-24 | Wedbush | Target raised | Outperform | $318 → $324 |
Total return (dividends reinvested) (VRSN)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +23.1% | +41.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +23.2% | +7.2% |
| Volatility (annualized) | 28.7% | 25.6% |
| Max drawdown | -20.3% (May 2026→Jun 2026) | -37.9% (Dec 2021→Jun 2022) |
VRSN revenue by region (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| US | $295.1M | 66.6% | +7.0% |
| EMEA | $78.0M | 17.6% | +9.6% |
| Asia Pacific | $46.8M | 10.6% | -0.4% |
| Other | $23.1M | 5.2% | -7.6% |
| Total revenue | $443.0M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
VRSN suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Alphabet (Google) (GOOGL) | “Among our competitors operating gTLD and ccTLD registries are CentralNic, China Internet Network, DENIC eG, GoDaddy, Google, Identity Digital, Information Center (CNNIC), Nominet, Public Interest Registry (PIR), Radix, and .xyz.” |
Quoted from the company's 10-K filed Feb 5, 2026.
VRSN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $2.44 | $2.44 | -0.1% | $452.9M | 2 |
| Next quarter (ends Mar 2027) | $2.63 | $2.60 | +1.2% | $470.7M | 1 |
| Current fiscal year (ends Dec 2026) | $9.51 | $9.56 | -0.5% | $1.76B | 3 |
| Next fiscal year (ends Dec 2027) | $10.92 | $10.76 | +1.5% | $1.94B | 4 |
VRSN options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 39.9% | ±9.4% |
| Dec 18, 2026 | 56 | 35.4% | ±11.5% |
| Jan 15, 2027 | 84 | 33.4% | ±13.3% |
| Mar 19, 2027 | 147 | 34.0% | ±17.7% |
| Jun 17, 2027 | 237 | 33.7% | ±22.2% |
30-day implied volatility 37.6% vs 19.6% realized over the last 30 trading days. Put/call ratio (volume) 0.86. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:35 UTC)
| Price | USD 304.59 |
|---|---|
| Change | ▼ 0.87% (down) |
| Previous Close | USD 307.25 |
| Open | USD 307.54 |
| Day Range | USD 296.95 – 311.54 |
| 52-Week Range | USD 208.86 – 312.48 |
| Volume | 1,313,966 shares |
| Market Cap | $27.53B |
| Exchange | NMS |
Technical Analysis (VRSN)
Nexqual's technical model rates VRSN "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 08:35 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 59.64 (neutral) |
| vs SMA50 | Above (USD 292.73) |
| MACD | 4.07 (positive) |
Analyst Ratings (VRSN)
Wall Street analysts rate VRSN "Hold" based on 5 analysts, with a mean price target of USD 327.4 (range USD 290–355), per Nexqual as of October 23, 2026 at 08:35 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 327.4 |
| High Target | USD 355 |
| Low Target | USD 290 |
| Buy / Hold / Sell | 3 / 1 / 1 |
Earnings (VRSN)
| Next Earnings Date | 2026-10-22 |
|---|---|
| EPS Estimate | USD 2.47 |
| Revenue Estimate | $452.89M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 2.35 vs est 2.42 ▼ miss |
| 2026-06-30 | USD 2.38 vs est 2.35 ▲ beat |
| 2026-03-31 | USD 2.34 vs est 2.25 ▲ beat |
| 2025-12-31 | USD 2.23 vs est 2.28 ▼ miss |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
Financials & Fundamentals (VRSN)
| Total Revenue | $1.71B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.00% |
| Gross Margin | +88.47% |
| Operating Margin | +68.18% |
| Profit Margin | +49.77% |
| Current Ratio | 0.59 |
| Total Cash | $1.03B |
| Total Debt | $2.34B |
| Free Cash Flow (last four quarters to Sep 2026, SEC 10-Q / 10-K) | $1.02B (59.1% of revenue) |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
Financial Health Score (VRSN)
Nexqual rates VeriSign, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 08:35 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 88%, operating 68% (last 12 months) |
| Balance Sheet | Mixed — $478M cash and investments vs $1.79B debt (Sep 2026, SEC) |
| Cash Flow | Strong — FCF $1.02B (last 4 quarters to Sep 2026, SEC), 59% margin |
| Efficiency | Mixed — No data |
Ownership (VRSN)
| Insider Ownership | +10.56% |
|---|---|
| Institutional Ownership | +89.45% |
| Shares Outstanding | 90.40M |
| Float | 84.91M |
| Short % of Float | +2.20% |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
Leadership (VRSN)
VeriSign, Inc. is led by D. James Bidzos, Executive Chairman, CEO & President, per Nexqual as of October 23, 2026 at 08:35 UTC.
| Executive Chairman, CEO & President | D. James Bidzos |
|---|---|
| Executive VP & CFO | John D. Calys |
| Senior VP & CTO | Burt Kaliski |
| Senior Vice President of Marketing, Product & Channel Management | Ebrahim Keshavarz |
| Senior Vice President of Naming & Registry Services | Patrick S. Kane |
Major Backers & Investors (VRSN)
Notable institutional backers of VeriSign, Inc. include Berkshire Hathaway, AQR Capital Management, LLC, Renaissance Technologies, according to Nexqual as of October 23, 2026 at 08:35 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Berkshire Hathaway | 9.96% |
| AQR Capital Management, LLC | 5.48% |
| Renaissance Technologies | 2.71% |
| Morgan Stanley | 2.51% |
| Ninety One UK Ltd | 2.21% |
| Fidelity | 1.18% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.54% |
| BlackRock | 9.32% |
| State Street | 4.6% |
| Geode Capital | 2.74% |
Source: Nexqual, October 23, 2026 at 08:35 UTC.
From VeriSign, Inc.'s Latest SEC 10-K Filing (filed 2026-02-05)
Key Strengths & Strategy (as disclosed to the SEC)
- We own our proprietary Shared Registration System through which registrars submit second-level domain name registrations for each of the registries we operate, as well as the ATLAS distributed lookup system which processes hundreds of billions of queries per day.
- Other significant terms within the .com Registry Agreement include performance specifications and service level agreements, including for example, for the availability of our DNS resolution services, our Shared Registration System, and our Registration Data Directory services, which include our Whois and Registration Data Access Protocol services.
- The performance and availability of our infrastructure are critical for our business.
- We continuously seek to enhance our infrastructure and capabilities to support both normal and peak system load plus attack volumes based on historical experience, as well as to address reported and projected internet attack trends.
Partnerships
- We operate the .com, .net, and .name gTLDs and the IDN gTLDs under registry agreements with ICANN and also, with respect to the .com gTLD, a Cooperative Agreement with the U.S.
- Our operation of the .com gTLD is subject to the terms of a registry agreement with ICANN (as amended, the ".com Registry Agreement").
Legal & Regulatory Risks (Item 1A, quoted)
- Any loss or modification of our right to operate the .com and .net gTLDs could have a material adverse impact on our business and result in loss of revenues.
- Changes or challenges to the pricing provisions in the .com Registry Agreement could have a material adverse impact on our business.
- Government regulation and the application of new and existing laws in the U.S. and internationally may slow business growth, increase our costs of doing business, create potential material liability and could have a material adverse effect on our business.
- New laws, regulations, directives or ICANN policies that require us to obtain and maintain personal information of registrants of domain names in the .com and .net gTLDs could impose material compliance costs and could create new, material legal and other risks to our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:35 UTC. This page is informational and not investment advice.
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