Will CEO D Bidzos’s Ongoing Stock Sales Reshape VeriSign’s (VRSN) Long‑Term Confidence Narrative?

• On December 18, 2025, VeriSign’s Executive Chairman, President, and CEO D Bidzos sold 9,000 company shares, contributing to a year of substantial insider selling highlighted in recent SEC filings.
• These transactions, set against VeriSign’s role in operating critical internet infrastructure, draw attention to how leadership’s trading activity aligns with its long-term outlook on the core domain registry business.
• We’ll now explore how this pattern of insider selling, particularly by the CEO, may influence VeriSign’s existing investment narrative and risk considerations.

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VeriSign Investment Narrative Recap

To own VeriSign, you need to believe its role in core internet infrastructure will keep supporting steady domain-related cash flows, even with modest growth expectations and high leverage on the balance sheet. The recent pattern of insider selling, including D Bidzos’ 9,000 share sale and a clear tilt toward insider sells, does not appear to alter the near term focus on domain base trends as the key catalyst or the company’s elevated balance sheet risk.

The most relevant recent announcement beside insider activity is VeriSign’s ongoing capital return, including regular US$0.77 quarterly dividends and sizable share buybacks. This return of cash, alongside updated 2025 revenue and operating income guidance, frames insider selling against a backdrop of management signaling confidence through dividends and repurchases, while investors weigh slower forecast growth against the stability of the core registry business.

Yet behind the steady dividends, investors should be aware of the combination of high debt, negative equity and concentrated insider selling...

Read the full narrative on VeriSign (it's free!)

VeriSign's narrative projects $1.9 billion revenue and $1.0 billion earnings by 2028. This requires 6.4% yearly revenue growth and an earnings increase of about $200 million from $799.5 million today.

Uncover how VeriSign's forecasts yield a $295.50 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Eight members of the Simply Wall St Community currently estimate VeriSign’s fair value between US$220 and US$340, reflecting a wide spread of individual views. Set against this, the heavy insider selling record invites you to weigh balance sheet risks and insider behavior alongside those community forecasts before forming your own view.

Explore 8 other fair value estimates on VeriSign - why the stock might be worth 10% less than the current price!

Build Your Own VeriSign Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your VeriSign research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.
• Our free VeriSign research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate VeriSign's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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