Buy Or Sell Opportunity • 14h
Now 21% overvalued Over the last 90 days, the stock has fallen 1.6% to US$267. The fair value is estimated to be US$220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 9.1%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period. Aankondiging • Jul 02
VeriSign, Inc. to Report Q2, 2026 Results on Jul 23, 2026 VeriSign, Inc. announced that they will report Q2, 2026 results at 4:05 PM, US Eastern Standard Time on Jul 23, 2026 Upcoming Dividend • May 12
Upcoming dividend of US$0.81 per share Eligible shareholders must have bought the stock before 19 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (2.7%). Recent Insider Transactions • May 01
Insider recently sold US$1.4m worth of stock On the 28th of April, Danny McPherson sold around 5k shares on-market at roughly US$271 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$42m more than they bought in the last 12 months. Declared Dividend • Apr 26
First quarter dividend of US$0.81 announced Shareholders will receive a dividend of US$0.81. Ex-date: 19th May 2026 Payment date: 27th May 2026 Dividend yield will be 1.2%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 28%. Aankondiging • Apr 25
VeriSign, Inc. Provides Earnings Guidance for the Full Year 2026 VeriSign, Inc. provided earnings guidance for the full year 2026. For the year, revenue is now expected to be between $1.730 billion and $1.745 billion. Operating income is now expected to be between $1.170 billion and $1.185 billion. Aankondiging • Apr 24
VeriSign, Inc. Approves Quarterly Dividend, Payable on May 27, 2026 VeriSign, Inc. announced that on April 20, 2026, Verisign’s Board of Directors approved a cash dividend of $0.81 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on May 19, 2026, payable on May 27, 2026. Reported Earnings • Apr 24
First quarter 2026 earnings released: EPS: US$2.34 (vs US$2.11 in 1Q 2025) First quarter 2026 results: EPS: US$2.34 (up from US$2.11 in 1Q 2025). Revenue: US$428.9m (up 6.6% from 1Q 2025). Net income: US$214.5m (up 7.6% from 1Q 2025). Profit margin: 50% (in line with 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year. Aankondiging • Apr 14
VeriSign, Inc., Annual General Meeting, May 21, 2026 VeriSign, Inc., Annual General Meeting, May 21, 2026. Location: at 12061 bluemont way, reston, virginia 20190, United States Aankondiging • Apr 03
VeriSign, Inc. to Report Q1, 2026 Results on Apr 23, 2026 VeriSign, Inc. announced that they will report Q1, 2026 results at 4:05 PM, Eastern Daylight on Apr 23, 2026 Reported Earnings • Feb 06
Full year 2025 earnings released: EPS: US$8.83 (vs US$8.01 in FY 2024) Full year 2025 results: EPS: US$8.83 (up from US$8.01 in FY 2024). Revenue: US$1.66b (up 6.4% from FY 2024). Net income: US$825.7m (up 5.1% from FY 2024). Profit margin: 50% (in line with FY 2024). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 06
VeriSign, Inc. Approves Quarterly Dividend, Payable on February 27, 2026 On February 3, 2026, Verisign’s Board of Directors approved a 5.2% increase in the quarterly dividend to $0.81 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on February 19, 2026, payable on February 27, 2026. Buy Or Sell Opportunity • Feb 05
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 1.9% to US$247. The fair value is estimated to be US$205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.7% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period. Recent Insider Transactions • Jan 16
Executive Chairman recently sold US$2.2m worth of stock On the 15th of January, D. Bidzos sold around 9k shares on-market at roughly US$248 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.4m. D. has been a net seller over the last 12 months, reducing personal holdings by US$36m. Aankondiging • Jan 03
VeriSign, Inc. to Report Q4, 2025 Results on Feb 05, 2026 VeriSign, Inc. announced that they will report Q4, 2025 results at 4:05 PM, US Eastern Standard Time on Feb 05, 2026 Recent Insider Transactions • Dec 14
Executive Chairman recently sold US$2.2m worth of stock On the 11th of December, D. Bidzos sold around 9k shares on-market at roughly US$244 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.4m. D. has been a net seller over the last 12 months, reducing personal holdings by US$34m. Recent Insider Transactions • Dec 10
Executive VP recently sold US$127k worth of stock On the 2nd of December, Thomas Indelicarto sold around 501 shares on-market at roughly US$253 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.6m. Insiders have been net sellers, collectively disposing of US$37m more than they bought in the last 12 months. Recent Insider Transactions • Nov 15
Executive Chairman recently sold US$2.2m worth of stock On the 13th of November, D. Bidzos sold around 9k shares on-market at roughly US$250 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.6m. D. has been a net seller over the last 12 months, reducing personal holdings by US$30m. Upcoming Dividend • Nov 11
Upcoming dividend of US$0.77 per share Eligible shareholders must have bought the stock before 18 November 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.1%). Aankondiging • Oct 25
VeriSign, Inc. announces Quarterly dividend, payable on November 25, 2025 VeriSign, Inc. announced Quarterly dividend of USD 0.7700 per share payable on November 25, 2025, ex-date on November 18, 2025 and record date on November 18, 2025. Reported Earnings • Oct 24
Third quarter 2025 earnings released: EPS: US$2.28 (vs US$2.07 in 3Q 2024) Third quarter 2025 results: EPS: US$2.28 (up from US$2.07 in 3Q 2024). Revenue: US$419.1m (up 7.3% from 3Q 2024). Net income: US$212.8m (up 5.7% from 3Q 2024). Profit margin: 51% (in line with 3Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year. Buy Or Sell Opportunity • Oct 21
Now 21% overvalued Over the last 90 days, the stock has fallen 7.4% to US$267. The fair value is estimated to be US$221, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period. Recent Insider Transactions • Oct 18
Executive Chairman recently sold US$2.4m worth of stock On the 16th of October, D. Bidzos sold around 9k shares on-market at roughly US$264 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.6m. D. has been a net seller over the last 12 months, reducing personal holdings by US$25m. Aankondiging • Oct 09
Verisign, Inc. Appoints Matthew J. Desch to the Board, Effective October 6, 2025 Effective October 6, 2025, the Board of Directors of VeriSign, Inc. appointed Matthew J. Desch to the Board, increasing the size of the Board from seven to eight directors. Mr. Desch currently serves as Chief Executive Officer and a director of Iridium Communications Inc., a global mobile, voice, and data satellite communications company, a position he has held since 2009. Aankondiging • Oct 02
VeriSign, Inc. to Report Q3, 2025 Results on Oct 23, 2025 VeriSign, Inc. announced that they will report Q3, 2025 results at 4:05 PM, Eastern Daylight on Oct 23, 2025 Recent Insider Transactions • Sep 13
Executive Chairman recently sold US$2.6m worth of stock On the 11th of September, D. Bidzos sold around 9k shares on-market at roughly US$284 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.6m. D. has been a net seller over the last 12 months, reducing personal holdings by US$20m. Recent Insider Transactions • Aug 15
Executive Chairman recently sold US$2.4m worth of stock On the 14th of August, D. Bidzos sold around 9k shares on-market at roughly US$265 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.6m. D. has been a net seller over the last 12 months, reducing personal holdings by US$15m. Buy Or Sell Opportunity • Aug 13
Now 20% overvalued Over the last 90 days, the stock has fallen 4.3% to US$268. The fair value is estimated to be US$223, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period. Upcoming Dividend • Aug 12
Upcoming dividend of US$0.77 per share Eligible shareholders must have bought the stock before 19 August 2025. Payment date: 27 August 2025. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (3.4%). Buy Or Sell Opportunity • Jul 25
Now 16% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to US$302. The fair value is estimated to be US$260, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period. Reported Earnings • Jul 25
Second quarter 2025 earnings released: EPS: US$2.21 (vs US$2.01 in 2Q 2024) Second quarter 2025 results: EPS: US$2.21 (up from US$2.01 in 2Q 2024). Revenue: US$409.9m (up 5.9% from 2Q 2024). Net income: US$207.4m (up 4.3% from 2Q 2024). Profit margin: 51% (in line with 2Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Jul 11
Executive Chairman recently sold US$2.6m worth of stock On the 10th of July, D. Bidzos sold around 9k shares on-market at roughly US$286 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. D. has been a net seller over the last 12 months, reducing personal holdings by US$10m. Aankondiging • Jul 02
VeriSign, Inc. to Report Q2, 2025 Results on Jul 24, 2025 VeriSign, Inc. announced that they will report Q2, 2025 results at 4:05 PM, Eastern Daylight on Jul 24, 2025 Recent Insider Transactions • Jun 23
Executive Chairman recently sold US$2.5m worth of stock On the 18th of June, D. Bidzos sold around 9k shares on-market at roughly US$283 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. D. has been a net seller over the last 12 months, reducing personal holdings by US$7.6m. Recent Insider Transactions • Jun 15
Executive Chairman recently sold US$2.5m worth of stock On the 12th of June, D. Bidzos sold around 9k shares on-market at roughly US$278 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.5m. D. has been a net seller over the last 12 months, reducing personal holdings by US$5.0m. Recent Insider Transactions • May 24
Executive Chairman recently sold US$2.5m worth of stock On the 22nd of May, D. Bidzos sold around 9k shares on-market at roughly US$281 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was D.'s only on-market trade for the last 12 months. Aankondiging • Apr 25
VeriSign, Inc. Declares Quarterly Cash Dividend, Payable on May 28, 2025 On April 23, 2025, Verisign’s Board of Directors declared a cash dividend of $0.77 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on May 19, 2025, payable on May 28, 2025. Verisign intends to continue to pay a cash dividend on a quarterly basis, subject to market conditions and approval by Verisign’s Board of Directors. Reported Earnings • Apr 25
First quarter 2025 earnings released: EPS: US$2.11 (vs US$1.93 in 1Q 2024) First quarter 2025 results: EPS: US$2.11 (up from US$1.93 in 1Q 2024). Revenue: US$402.3m (up 4.7% from 1Q 2024). Net income: US$199.3m (up 2.7% from 1Q 2024). Profit margin: 50% (down from 51% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year. Buy Or Sell Opportunity • Apr 08
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 14% to US$242. The fair value is estimated to be US$201, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 6.8%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period. Aankondiging • Apr 02
VeriSign, Inc. to Report Q1, 2025 Results on Apr 24, 2025 VeriSign, Inc. announced that they will report Q1, 2025 results at 4:05 PM, US Eastern Standard Time on Apr 24, 2025 Aankondiging • Mar 27
VeriSign, Inc., Annual General Meeting, May 22, 2025 VeriSign, Inc., Annual General Meeting, May 22, 2025. Location: 12061 bluemont way, reston, virginia 20190, United States Recent Insider Transactions • Feb 21
Insider recently sold US$1.3m worth of stock On the 18th of February, Danny McPherson sold around 6k shares on-market at roughly US$231 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.7m more than they bought in the last 12 months. New Risk • Feb 20
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$2.0b). Minor Risks Significant insider selling over the past 3 months (US$1.1m sold). Reported Earnings • Feb 07
Full year 2024 earnings released: EPS: US$8.01 (vs US$7.91 in FY 2023) Full year 2024 results: EPS: US$8.01. Revenue: US$1.56b (up 4.3% from FY 2023). Net income: US$785.7m (down 3.9% from FY 2023). Profit margin: 50% (down from 55% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the IT industry in the United Kingdom. Aankondiging • Jan 03
VeriSign, Inc. to Report Q4, 2024 Results on Feb 06, 2025 VeriSign, Inc. announced that they will report Q4, 2024 results at 4:05 PM, US Eastern Standard Time on Feb 06, 2025 Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: US$2.07 (vs US$1.83 in 3Q 2023) Third quarter 2024 results: EPS: US$2.07 (up from US$1.83 in 3Q 2023). Revenue: US$390.6m (up 3.8% from 3Q 2023). Net income: US$201.3m (up 6.8% from 3Q 2023). Profit margin: 52% (up from 50% in 3Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Oct 25
VeriSign, Inc. Updates Earnings Guidance for the Full Year 2024 VeriSign, Inc. updated earnings guidance for the full year 2024. For the year, the company's revenue is now expected to be between $1.554 billion and $1.559 billion. Operating income is now expected to be between $1.054 billion and $1.059 billion. Aankondiging • Oct 02
VeriSign, Inc. to Report Q3, 2024 Results on Oct 24, 2024 VeriSign, Inc. announced that they will report Q3, 2024 results at 4:05 PM, US Eastern Standard Time on Oct 24, 2024 New Risk • Aug 01
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.4m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.8b). Minor Risks Significant insider selling over the past 3 months (US$1.4m sold). Reported Earnings • Jul 26
Second quarter 2024 earnings released: EPS: US$2.01 (vs US$1.79 in 2Q 2023) Second quarter 2024 results: EPS: US$2.01 (up from US$1.79 in 2Q 2023). Revenue: US$387.1m (up 4.1% from 2Q 2023). Net income: US$198.8m (up 7.1% from 2Q 2023). Profit margin: 51% (up from 50% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Aankondiging • Jul 02
VeriSign, Inc. to Report Q2, 2024 Results on Jul 25, 2024 VeriSign, Inc. announced that they will report Q2, 2024 results at 4:05 PM, Eastern Daylight on Jul 25, 2024 Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: US$1.93 (vs US$1.70 in 1Q 2023) First quarter 2024 results: EPS: US$1.93 (up from US$1.70 in 1Q 2023). Revenue: US$384.3m (up 5.5% from 1Q 2023). Net income: US$194.1m (up 8.6% from 1Q 2023). Profit margin: 51% (up from 49% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Apr 02
VeriSign, Inc. to Report Q1, 2024 Results on Apr 25, 2024 VeriSign, Inc. announced that they will report Q1, 2024 results at 4:05 PM, Eastern Daylight on Apr 25, 2024 Recent Insider Transactions • Feb 25
President & COO recently sold US$1.8m worth of stock On the 20th of February, Todd Strubbe sold around 9k shares on-market at roughly US$193 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.2m. Todd has been a net seller over the last 12 months, reducing personal holdings by US$3.5m. Aankondiging • Feb 16
VeriSign, Inc. Announces Board Changes, Effective April 5, 2024 On February 12, 2024, Todd B. Strubbe, President and Chief Operating Officer of VeriSign, Inc., informed the company’s Board of Directors of his intention to retire, effective April 5, 2024. The Board expressed its sincere appreciation to Mr. Strubbe for his nine years of service to the Company and especially for his dedicated and mission-focused leadership. The Board noted that Mr. Strubbe made significant contributions in support of the Company’s mission and wished him well in his retirement. Mr. Strubbe has served as the company’s Chief Operating Officer since April 2015 and President since February 2020. The Board has elected D. James Bidzos, the company’s Chief Executive Officer and Executive Chairman, to resume the office of President, which he previously held from August 2011 to February 2020, effective upon the date of Mr. Strubbe’s retirement. The company anticipates Mr. Strubbe will serve as an advisor following his retirement. Reported Earnings • Feb 09
Full year 2023 earnings released: EPS: US$7.91 (vs US$6.25 in FY 2022) Full year 2023 results: EPS: US$7.91 (up from US$6.25 in FY 2022). Revenue: US$1.49b (up 4.8% from FY 2022). Net income: US$817.6m (up 21% from FY 2022). Profit margin: 55% (up from 47% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Jan 13
Executive Chairman of the Board & CEO recently sold US$1.2m worth of stock On the 11th of January, D. Bidzos sold around 6k shares on-market at roughly US$201 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$3.2m. D. has been a net seller over the last 12 months, reducing personal holdings by US$12m. Recent Insider Transactions • Dec 17
Executive Chairman of the Board & CEO recently sold US$3.2m worth of stock On the 14th of December, D. Bidzos sold around 15k shares on-market at roughly US$217 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. D. has been a net seller over the last 12 months, reducing personal holdings by US$9.6m. Recent Insider Transactions • Nov 18
Executive Chairman of the Board & CEO recently sold US$3.1m worth of stock On the 16th of November, D. Bidzos sold around 15k shares on-market at roughly US$209 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was D.'s only on-market trade for the last 12 months. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: US$1.83 (vs US$1.58 in 3Q 2022) Third quarter 2023 results: EPS: US$1.83 (up from US$1.58 in 3Q 2022). Revenue: US$376.3m (up 5.4% from 3Q 2022). Net income: US$188.5m (up 11% from 3Q 2022). Profit margin: 50% (up from 48% in 3Q 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year. Aankondiging • Oct 05
VeriSign, Inc. to Report Q3, 2023 Results on Oct 26, 2023 VeriSign, Inc. announced that they will report Q3, 2023 results at 4:05 PM, US Eastern Standard Time on Oct 26, 2023 New Risk • Aug 03
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.6b). Minor Risks Significant insider selling over the past 3 months (US$1.8m sold). Recent Insider Transactions • Aug 03
President & COO recently sold US$1.7m worth of stock On the 31st of July, Todd Strubbe sold around 8k shares on-market at roughly US$210 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Todd's only on-market trade for the last 12 months. Aankondiging • Jul 28
VeriSign, Inc. Revises Earnings Guidance for the Full Year 2023 VeriSign, Inc. revised earnings guidance for the full year 2023. For the period, the company expects revenue to be in the range of $1.490 billion to $1.500 billion. This updated revenue range reflects its expectation that the domain name base growth rate will be between 0% and 1%. Operating income is still expected to be between $990 million and $1.05 billion. Reported Earnings • Jul 28
Second quarter 2023 earnings released: EPS: US$1.79 (vs US$1.54 in 2Q 2022) Second quarter 2023 results: EPS: US$1.79 (up from US$1.54 in 2Q 2022). Revenue: US$372.0m (up 5.7% from 2Q 2022). Net income: US$185.7m (up 11% from 2Q 2022). Profit margin: 50% (up from 48% in 2Q 2022). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 1% per year. Aankondiging • Jul 04
VeriSign, Inc. to Report Q2, 2023 Results on Jul 27, 2023 VeriSign, Inc. announced that they will report Q2, 2023 results at 4:05 PM, Eastern Daylight on Jul 27, 2023 Recent Insider Transactions • May 05
Independent Director recently sold US$224k worth of stock On the 3rd of May, Kathleen Cote sold around 1k shares on-market at roughly US$224 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$613k. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months. Reported Earnings • Apr 30
First quarter 2023 earnings released: EPS: US$1.70 (vs US$1.43 in 1Q 2022) First quarter 2023 results: EPS: US$1.70 (up from US$1.43 in 1Q 2022). Revenue: US$364.4m (up 5.0% from 1Q 2022). Net income: US$178.7m (up 14% from 1Q 2022). Profit margin: 49% (up from 45% in 1Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat. Recent Insider Transactions • Mar 07
Independent Director recently sold US$298k worth of stock On the 3rd of March, Yehuda Buchalter sold around 2k shares on-market at roughly US$199 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$613k. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months. Recent Insider Transactions • Feb 24
Independent Director recently sold US$541k worth of stock On the 21st of February, Kathleen Cote sold around 3k shares on-market at roughly US$203 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months. Reported Earnings • Feb 11
Full year 2022 earnings released: EPS: US$6.25 (vs US$7.01 in FY 2021) Full year 2022 results: EPS: US$6.25 (down from US$7.01 in FY 2021). Revenue: US$1.42b (up 7.3% from FY 2021). Net income: US$673.8m (down 14% from FY 2021). Profit margin: 47% (down from 59% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Aankondiging • Jan 04
VeriSign, Inc. to Report Q4, 2022 Results on Feb 09, 2023 VeriSign, Inc. announced that they will report Q4, 2022 results at 4:05 PM, US Eastern Standard Time on Feb 09, 2023 Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Courtney Armstrong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 02
Independent Director recently sold US$139k worth of stock On the 31st of October, Timothy Tomlinson sold around 692 shares on-market at roughly US$201 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$851k more than they bought in the last 12 months. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: US$1.58 (vs US$1.40 in 3Q 2021) Third quarter 2022 results: EPS: US$1.58 (up from US$1.40 in 3Q 2021). Revenue: US$356.9m (up 6.8% from 3Q 2021). Net income: US$169.5m (up 8.2% from 3Q 2021). Profit margin: 48% (in line with 3Q 2021). Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year. Buying Opportunity • Sep 14
Now 24% undervalued Over the last 90 days, the stock is up 14%. The fair value is estimated to be US$237, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 7.4%. Revenue is forecast to grow by 8.2% in a year. Earnings is forecast to decline by 14% in the next year. Buying Opportunity • Aug 27
Now 20% undervalued Over the last 90 days, the stock is up 8.5%. The fair value is estimated to be US$238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 7.4%. Revenue is forecast to grow by 8.2% in a year. Earnings is forecast to decline by 14% in the next year. Recent Insider Transactions • Aug 03
Independent Director recently sold US$128k worth of stock On the 1st of August, Timothy Tomlinson sold around 685 shares on-market at roughly US$187 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$712k more than they bought in the last 12 months. Board Change • Aug 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Courtney Armstrong was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 30
Second quarter 2022 earnings released: EPS: US$1.54 (vs US$1.32 in 2Q 2021) Second quarter 2022 results: EPS: US$1.54 (up from US$1.32 in 2Q 2021). Revenue: US$351.9m (up 6.8% from 2Q 2021). Net income: US$167.3m (up 13% from 2Q 2021). Profit margin: 48% (up from 45% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.2%, compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Buying Opportunity • Jul 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 21%. The fair value is estimated to be US$217, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 7.2%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings is also forecast to grow by 8.9% per annum over the same time period. Buying Opportunity • Jun 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 20%. The fair value is estimated to be US$210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 7.2%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings is also forecast to grow by 8.9% per annum over the same time period. Buying Opportunity • May 12
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be US$212, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.2% over the last 3 years. Earnings per share has grown by 7.2%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings is also forecast to grow by 8.4% per annum over the same time period. Reported Earnings • Apr 29
First quarter 2022 earnings released: EPS: US$1.43 (vs US$1.33 in 1Q 2021) First quarter 2022 results: EPS: US$1.43 (up from US$1.33 in 1Q 2021). Revenue: US$346.9m (up 7.2% from 1Q 2021). Net income: US$157.5m (up 4.8% from 1Q 2021). Profit margin: 45% (down from 47% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.1%, compared to a 16% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Feb 25
Independent Director recently sold US$61k worth of stock On the 23rd of February, Timothy Tomlinson sold around 293 shares on-market at roughly US$207 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$623k more than they bought in the last 12 months. Reported Earnings • Feb 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$7.01 (down from US$7.08 in FY 2020). Revenue: US$1.33b (up 4.9% from FY 2020). Net income: US$784.8m (down 3.7% from FY 2020). Profit margin: 59% (down from 64% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year. Reported Earnings • Oct 29
Third quarter 2021 earnings released: EPS US$1.40 (vs US$1.49 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$334.2m (up 5.1% from 3Q 2020). Net income: US$156.6m (down 8.4% from 3Q 2020). Profit margin: 47% (down from 54% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year. Recent Insider Transactions • Jul 28
Independent Director recently sold US$134k worth of stock On the 26th of July, Timothy Tomlinson sold around 600 shares on-market at roughly US$224 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months. Reported Earnings • Jul 26
Second quarter 2021 earnings released: EPS US$1.32 (vs US$1.32 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$329.4m (up 4.8% from 2Q 2020). Net income: US$147.8m (down 3.1% from 2Q 2020). Profit margin: 45% (down from 49% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year. 
