Envestnet Asset Management Inc. Has $154.33 Million Stake in VeriSign, Inc. $VRSN

Envestnet Asset Management Inc. increased its stake in VeriSign, Inc. (NASDAQ:VRSN) by 394.1% in the 3rd quarter, Holdings Channel reports. The firm owned 552,008 shares of the information services provider’s stock after purchasing an additional 440,289 shares during the period. Envestnet Asset Management Inc.’s holdings in VeriSign were worth $154,325,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in VRSN. Hartford Investment Management Co. raised its position in shares of VeriSign by 1.6% in the third quarter. Hartford Investment Management Co. now owns 4,974 shares of the information services provider’s stock valued at $1,391,000 after purchasing an additional 77 shares during the period. Cornerstone Planning Group LLC grew its stake in VeriSign by 25,943.8% in the 3rd quarter. Cornerstone Planning Group LLC now owns 4,167 shares of the information services provider’s stock valued at $1,165,000 after buying an additional 4,151 shares during the last quarter. Allianz Asset Management GmbH raised its holdings in VeriSign by 11.5% in the 3rd quarter. Allianz Asset Management GmbH now owns 357,611 shares of the information services provider’s stock worth $99,977,000 after acquiring an additional 36,829 shares during the period. AGF Management Ltd. lifted its position in VeriSign by 8.8% during the 3rd quarter. AGF Management Ltd. now owns 11,955 shares of the information services provider’s stock worth $3,342,000 after acquiring an additional 969 shares during the last quarter. Finally, Strategy Asset Managers LLC acquired a new position in VeriSign during the 3rd quarter worth $654,000. Institutional investors own 92.90% of the company’s stock.

VeriSign News Roundup

Here are the key news stories impacting VeriSign this week:

• Positive Sentiment: Board raised the quarterly dividend 5.2% to $0.81 per share (annualized yield ~1.5%); dividend payable Feb. 27 with an ex-dividend date of Feb. 19 — supports income-oriented holders. Dividend Increase Article
• Positive Sentiment: Underlying market demand remains intact: DNIB reports 386.9M domain name registrations at end of Q4 2025, up 2.2% quarter‑over‑quarter — a demand tailwind for VeriSign’s .com/.net registry business. DNIB Domain Report
• Neutral Sentiment: Revenue showed modest strength: Q4 revenue of $425.3M beat consensus by ~$1.3M and rose 7.6% year‑over‑year — a sign of stable top‑line momentum. Q4 Slide Deck / Press Release
• Neutral Sentiment: Company updated FY‑2026 revenue guidance roughly in line with Street expectations (~$1.7B), which keeps growth expectations steady but offers limited upside surprise. Guidance / Slide Deck
• Negative Sentiment: EPS missed: Q4 GAAP EPS was $2.23 vs. consensus $2.29 (miss of $0.06). Despite healthy margins, management reported a negative return on equity metric that may reflect capital structure/buyback accounting and raised investor concern. Earnings Summary / Transcript
• Negative Sentiment: Insider activity: an EVP sold 498 shares (~$249 avg) disclosed Feb. 3 — small in size but sometimes interpreted negatively in the short term. Insider Sale Filing

Insider Buying and Selling

In other VeriSign news, CEO D James Bidzos sold 5,000 shares of VeriSign stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $244.59, for a total transaction of $1,222,950.00. Following the sale, the chief executive officer directly owned 434,099 shares of the company’s stock, valued at approximately $106,176,274.41. The trade was a 1.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders have sold a total of 37,496 shares of company stock worth $9,248,893 in the last three months. 0.84% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on VRSN. Zacks Research downgraded VeriSign from a “hold” rating to a “strong sell” rating in a research report on Tuesday, December 30th. Robert W. Baird set a $325.00 price target on VeriSign in a research report on Friday, October 24th. JPMorgan Chase & Co. increased their price objective on VeriSign from $270.00 to $271.00 and gave the company a “neutral” rating in a research report on Tuesday, January 6th. Weiss Ratings restated a “hold (c+)” rating on shares of VeriSign in a research note on Monday, December 29th. Finally, Citigroup reiterated a “buy” rating on shares of VeriSign in a research note on Friday, October 24th. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $298.00.

VeriSign Trading Down 7.6%

VRSN opened at $224.17 on Friday. The stock’s 50 day simple moving average is $246.06 and its 200-day simple moving average is $259.70. The stock has a market cap of $20.78 billion, a PE ratio of 25.44 and a beta of 0.75. VeriSign, Inc. has a 1 year low of $208.86 and a 1 year high of $310.60.

VeriSign (NASDAQ:VRSN) last posted its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.23 earnings per share for the quarter, missing analysts’ consensus estimates of $2.29 by ($0.06). The business had revenue of $425.30 million for the quarter, compared to analyst estimates of $424.04 million. VeriSign had a negative return on equity of 41.14% and a net margin of 49.84%.The firm’s quarterly revenue was up 7.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.00 EPS.

VeriSign Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Thursday, February 19th will be given a $0.81 dividend. This represents a $3.24 annualized dividend and a yield of 1.4%. This is a boost from VeriSign’s previous quarterly dividend of $0.77. The ex-dividend date of this dividend is Thursday, February 19th. VeriSign’s dividend payout ratio (DPR) is currently 35.90%.

VeriSign Profile

VeriSign, Inc (NASDAQ: VRSN) is an internet infrastructure company that operates critical components of the global Domain Name System (DNS) and provides cybersecurity-related services. The company is best known as the authoritative registry operator for the .com and .net top-level domains, maintaining the central databases and zone files that enable domain name resolution for millions of websites. VeriSign’s registry role is performed under contractual agreements with Internet Corporation for Assigned Names and Numbers (ICANN) and involves high-availability, highly secure operations to support continuous internet connectivity.

In addition to its registry business, VeriSign offers a suite of services designed to protect and accelerate DNS and internet traffic for enterprises and service providers.