Arrowstreet Capital Limited Partnership Increases Position in VeriSign, Inc. $VRSN

Arrowstreet Capital Limited Partnership increased its holdings in VeriSign, Inc. (NASDAQ:VRSN) by 0.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,344,618 shares of the information services provider’s stock after acquiring an additional 2,269 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in VeriSign were worth $333,949,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of VRSN. DV Equities LLC purchased a new position in VeriSign in the fourth quarter worth $28,000. Sunbelt Securities Inc. grew its stake in VeriSign by 429.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 127 shares of the information services provider’s stock valued at $36,000 after purchasing an additional 103 shares during the period. Advisors Asset Management Inc. increased its position in shares of VeriSign by 25.3% during the 1st quarter. Advisors Asset Management Inc. now owns 198 shares of the information services provider’s stock valued at $50,000 after purchasing an additional 40 shares during the last quarter. Activest Wealth Management increased its position in shares of VeriSign by 788.0% during the 4th quarter. Activest Wealth Management now owns 222 shares of the information services provider’s stock valued at $54,000 after purchasing an additional 197 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd raised its stake in shares of VeriSign by 120.8% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 234 shares of the information services provider’s stock worth $57,000 after purchasing an additional 128 shares during the period. 92.90% of the stock is owned by hedge funds and other institutional investors.

VeriSign News Summary

Here are the key news stories impacting VeriSign this week:

• Positive Sentiment: VeriSign reported Q2 2026 earnings of $2.38 per share, slightly ahead of the $2.36 consensus, and revenue of about $435 million, also edging estimates. Article Title
• Positive Sentiment: Revenue rose 6% year over year, helped by steady demand for domain names, and operating income improved to $296 million from $281 million a year ago. Article Title
• Positive Sentiment: The company reaffirmed or updated full-year 2026 revenue guidance to roughly $1.7 billion-$1.8 billion, suggesting continued growth expectations.
• Positive Sentiment: VeriSign also announced that .web has been delegated into the DNS root zone, with Verisign as the registry operator, which could support longer-term domain registry growth. Article Title
• Neutral Sentiment: The Q2 earnings call transcript and conference-call materials may offer additional color on margins, demand trends, and capital return plans, but they do not change the core headline numbers. Article Title

VeriSign Price Performance

Shares of NASDAQ VRSN opened at $261.58 on Friday. VeriSign, Inc. has a one year low of $208.86 and a one year high of $312.48. The business’s fifty day moving average price is $276.89 and its 200-day moving average price is $259.11. The stock has a market capitalization of $23.80 billion, a PE ratio of 28.90 and a beta of 0.71.

VeriSign (NASDAQ:VRSN) last posted its quarterly earnings results on Thursday, July 23rd. The information services provider reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.36 by $0.02. VeriSign had a negative return on equity of 39.98% and a net margin of 49.95%.The company had revenue of $434.60 million during the quarter, compared to the consensus estimate of $433.19 million. During the same quarter in the prior year, the company earned $2.21 EPS. The firm’s quarterly revenue was up 6.0% compared to the same quarter last year. As a group, equities analysts expect that VeriSign, Inc. will post 9.45 EPS for the current fiscal year.

Insider Activity

In other news, CEO D James Bidzos sold 3,300 shares of VeriSign stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $266.09, for a total value of $878,097.00. Following the completion of the transaction, the chief executive officer owned 422,839 shares in the company, valued at $112,513,229.51. This trade represents a 0.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas C. Indelicarto sold 250 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $269.23, for a total transaction of $67,307.50. Following the completion of the sale, the executive vice president directly owned 36,051 shares in the company, valued at approximately $9,706,010.73. This trade represents a 0.69% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 26,300 shares of company stock worth $7,125,942. Insiders own 0.56% of the company’s stock.

Analyst Upgrades and Downgrades

VRSN has been the topic of a number of research analyst reports. Citigroup boosted their price target on shares of VeriSign from $295.00 to $320.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Weiss Ratings restated a “buy (b-)” rating on shares of VeriSign in a report on Wednesday, June 24th. JPMorgan Chase & Co. lifted their price objective on shares of VeriSign from $285.00 to $308.00 and gave the stock a “neutral” rating in a research report on Thursday, June 18th. Robert W. Baird boosted their target price on shares of VeriSign from $305.00 to $355.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Finally, Wedbush assumed coverage on shares of VeriSign in a research report on Thursday, July 16th. They set an “outperform” rating and a $318.00 target price for the company. Four equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, VeriSign presently has an average rating of “Moderate Buy” and a consensus target price of $325.25.

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.