Recent market analysis has indicated a shift in VeriSign (VRSN) due to various factors including internal transformations and investment changes. Notably, there have been several instances of
insider selling, including CEO and other executives shedding shares, such as D Bidzos and Thomas Indelicarto. Furthermore, many institutions have trimmed down their holdings in Verisign's stock, including Penserra Capital Management, Vestmark Advisory Solutions, and Mawer Investment Management. On the other side, some entities such as Vise Technologies, Mitsubishi UFJ Trust & Banking Corp, and Efficient Advisors LLC have increased their Verisign shares.
Q3 2025 earnings showed strong revenue growth, and the company maintained a dividend of US$0.77. However, VRSN's margin decline has investors focusing on long-term profit quality despite positive Q3 results. VeriSign's stock has experienced volatility with a more than 8% decline, despite exceeding Q3 expectations. Analysts maintain different outlooks on Verisign, JP Morgan initiating coverage with a neutral recommendation, while Citi maintains a buy rating. Its Q3 report indicated a revenue of $419M and EPS of $2.27. The company is also focusing on new internet infrastructure, questioning whether domain growth can maintain a competitive advantage.
Verisign VRSN News Analytics from Sun, 11 May 2025 07:00:00 GMT to Sat, 15 Nov 2025 23:46:10 GMT -
Rating -1
- Innovation 0
- Information 3
- Rumor -2
