VeriSign Inc. (VRSN) Stock Rises on Q1 2026 Earnings

VeriSign Inc. (VRSN) reported first-quarter 2026 results with revenue of $428.9 million, up 6.61% year‑over‑year and narrowly below the consensus revenue estimate of $434.4 million by about $5.5 million.

Gross profit: $379.7 million (+7.59% YoY)

Operating profit: $293.6 million (+8.26% YoY)

Net income attributable to common shareholders: $214.5 million (+7.63% YoY)

Diluted earnings per share: $2.34 (+11.43% YoY; beat the estimate of $2.29)

Cost of sales: $49.2 million (-0.40% YoY)

On the cash and balance-sheet side:

Cash from operating activities: $272.4 million (-6.49% YoY)

Purchases of property, plant and equipment (capex): $7.2 million (+24.14% YoY)

Cash and cash equivalents: $476.7 million (-17.15% YoY)

Total liabilities: $3.51 billion (+2.51% YoY)

Following the release, shares were up 1.26% since market close, reflecting investor reaction to a solid EPS beat and modest revenue shortfall.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

VeriSign Inc. Insider Trading Activity

VeriSign Inc. insiders have traded $VRSN stock on the open market 86 times in the past 6 months. Of those trades, 1 have been purchases and 85 have been sales.

Here’s a breakdown of recent trading of $VRSN stock by insiders over the last 6 months:

D JAMES BIDZOS (Exec. Chairman, Pres, & CEO) has made 0 purchases and 65 sales selling 47,000 shares for an estimated $11,606,503.
THOMAS C INDELICARTO (EVP, Gen Counsel & Secretary) has made 0 purchases and 18 sales selling 5,988 shares for an estimated $1,495,842.
DANNY R MCPHERSON (EVP - Technology & CSO) sold 2,500 shares for an estimated $592,175
JOHN CALYS (EVP, Chief Financial Officer) sold 1,001 shares for an estimated $242,954
COURTNEY D ARMSTRONG purchased 15 shares for an estimated $3,979

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

VeriSign Inc. Hedge Fund Activity

We have seen 356 institutional investors add shares of VeriSign Inc. stock to their portfolio, and 464 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,156,171 shares (-76.5%) from their portfolio in Q4 2025, for an estimated $523,841,744
D. E. SHAW & CO., INC. removed 669,921 shares (-90.0%) from their portfolio in Q4 2025, for an estimated $162,757,306
HAWK RIDGE CAPITAL MANAGEMENT LP added 616,117 shares (+inf%) to their portfolio in Q4 2025, for an estimated $149,685,625
AQR CAPITAL MANAGEMENT LLC added 496,674 shares (+14.1%) to their portfolio in Q4 2025, for an estimated $120,666,948
UBS GROUP AG added 411,728 shares (+191.6%) to their portfolio in Q4 2025, for an estimated $100,029,317
RENAISSANCE TECHNOLOGIES LLC removed 390,920 shares (-12.3%) from their portfolio in Q4 2025, for an estimated $94,974,014
AMERIPRISE FINANCIAL INC added 277,538 shares (+84.5%) to their portfolio in Q4 2025, for an estimated $67,427,857

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

VeriSign Inc. Congressional Stock Trading

Members of Congress have traded $VRSN stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $VRSN stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 02/10, 12/19 and 1 sale worth up to $15,000 on 03/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

VeriSign Inc. Price Targets

Multiple analysts have issued price targets for $VRSN recently. We have seen 2 analysts offer price targets for $VRSN in the last 6 months, with a median target of $283.0.

Here are some recent targets:

Jamesmichael Sherman-Lewis from Citigroup set a target price of $295.0 on 04/02/2026
Alexei Gogolev from JP Morgan set a target price of $271.0 on 01/06/2026