VERISIGN INC/CA · Software services

VRSN

Low riskNext report: Around Feb 4, 2027 (est.)

View price ↗

The short version

A high-quality, profitable business with steady sales. Institutions are adding.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 13% in 3 years

Money moves

Insiders sold $4.2M in the last 30 days, all through pre-planned sales
Institutions added 2.2% to their holdings in the quarter ending June 2026 (470 bought, 373 sold)
Held by Warren Buffett (Berkshire Hathaway), Ray Dalio (Bridgewater), Terry Smith (Fundsmith)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$308.87+2.9% that day

Company value: $27.7B; Share price times all shares
Price vs profit (P/E): 33.6x; You pay about $34 for each $1 of yearly profit
Price vs sales: 16.0x; Company value is 16.0 times a year of sales
Dividend yield: 0.7%; Yearly dividend as a share of today's price
Cash vs value: 1%; Cash as a share of company value
Debt vs value: 6%; Debt as a share of company value

From VRSN's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Sep '26

$443.0M+5.7% vs a year earlier

Dec '23Tap a barSep '26

Last 12 months: $1.7B, up 6.5% from the 12 months before. Over 5 years, sales grew about 5.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of VRSN. Starting points are the company's recent numbers.

Sales growth+6% a yearRecently: +6.5% a yearProfit margin49%Last 12 months: 49.1%P/E at the end34xToday: 33.6x. Many steady companies trade at 12x to 25xShare count change-4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$2.3B

Profit in 5 years$1.1B

Price these guesses point to$527.90+71% vs $308.87 todayAbout +11% a year, before dividends

What today's price needs: with a 49% margin and a 34x P/E, sales could shrink about 4.8% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/5Strong

MissDebt under half of equityNot relying on borrowed money.Owes more than it owns
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.49.8%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.1B
PassShare count not growingNot diluting owners. Falling means buybacks.-13.1% in 3 years

Revenue: $1.7B; +6.4% vs prior year
5-year growth: +5.5%/yr; revenue, per year
Total debt: $1.8B
Current ratio: 0.49x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Sep 30, 2026

Reported Oct 22After close4:06 pm ET

Revenue: $443.0M; +5.7% YoY
Op. margin: 66.9%; -0.9 pts
Gross margin: 88.8%; +0.4 pts
Free cash flow: $260.7M
Share count: -3.4%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $4.2M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

58/ 100

This week: 4
Normal week: 2.9
vs normal: 1.4x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+2.2%

Institutions added 2.2% to their holdings. 470 bought, 373 sold.

Shares held by institutions87.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-4.2%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Owes more than it owns

Shares outstandingLatest reported

90M

Earnings reports

Last 12

Next reportAround Feb 4, 2027 (est.)Estimated from the same quarter last year

Results filedOct 22
Results filedJul 23
Results filedApr 23
Results filedFeb 5
Results filedOct 23, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Aug 13 · View filing ↗Big holder Offering prospectusJun 18 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$4.2M2 insiders, 6 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
D James BidzosExec. Chairman, Pres, & CEO	Sell	3K	$306.30	$1.0M	372K	Oct 20Filing ↗
-0.9% of their holdings $304.32 to $307.41 across 4 trades Pre-planned sale (10b5-1) Also Director Filed 1 day after
D James BidzosExec. Chairman, Pres, & CEO	Sell	3K	$302.85	$999K	375K	Oct 13Filing ↗
-0.9% of their holdings $300.56 to $306.55 across 5 trades Pre-planned sale (10b5-1) Also Director Filed 1 day after
Thomas C IndelicartoEVP, Gen Counsel & Secretary	Sell	500	$293.14	$147K	32K	Oct 8Filing ↗
-1.5% of their holdings Pre-planned sale (10b5-1) Filed 1 day after
D James BidzosExec. Chairman, Pres, & CEO	Sell	3K	$292.33	$965K	378K	Oct 6Filing ↗
-0.9% of their holdings $291.63 to $294.09 across 3 trades Pre-planned sale (10b5-1) Also Director Filed 1 day after
Thomas C IndelicartoEVP, Gen Counsel & Secretary	Sell	500	$284.38	$142K	32K	Oct 1Filing ↗
-1.5% of their holdings Pre-planned sale (10b5-1) Filed 1 day after
D James BidzosExec. Chairman, Pres, & CEO	Sell	3K	$278.78	$920K	382K	Sep 29Filing ↗
-0.9% of their holdings $276.68 to $279.86 across 4 trades Pre-planned sale (10b5-1) Also Director Filed 1 day after