VERISIGN INC/CA
In the published model solve dated 2026-Q2, anchored at $291.93, VERISIGN INC/CA (VRSN) is priced for +15.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
- VeriSign operates the .com and .net domain registries, a government-sanctioned monopoly over a core piece of internet infrastructure. The economics are extraordinary: a 67.9% operating margin, and a record domain base of 176.1 million names in Q1 2026, up 3.7% year over year. - The model has two levers, both favorable right now. Domain growth accelerated enough that management raised full-year base-growth guidance to 3.1% to 4.3%, and the company gave notice of a $0.71 increase in the wholesa
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818 institutional managers reported holding VRSN in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 42%. 104 opened new positions that quarter. Held by BlackRock, Berkshire Hathaway, State Street, among others. On the short side, 2.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
VRSN has cut its share count 18.5% over the past five years, spending $4.64B on repurchases. It pays a dividend, and has for 1 year running; the current rate is $2.31 a share annually. Cash returned over the past three years: $289.40M in dividends and $2.78B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at VRSN over the trailing three years: 2024: 38 buys totaling $89.86M; 2025: 6 buys totaling $3.80M; 2026: 3 buys totaling $10k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
VRSN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -1.2% | -2.8% |
| 2023-10-27 | -6.7% | +6.9% |
| 2024-02-16 | -0.6% | -5.2% |
| 2024-04-26 | -5.4% | +1.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
VRSN's latest 8-K filings: 2026-08-27 (items 8.01); 2026-07-23 (items 2.02, 8.01, 9.01); 2026-06-26 (items 1.01, 9.01); 2026-06-26 (items 8.01, 9.01); 2026-05-21 (items 5.02, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.