VERISIGN INC/CA(VRSN)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #256 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
VRSN Stock Analysis & AI Quality Score
AI stock analysis and institutional research for VERISIGN INC/CA (VRSN), a Technology sector company. 13F Pro's AI-powered ranking engine scores VRSN at 71.6/100 on a 32-signal composite quality model, placing it at rank #256 of 2,879 stocks — the top 10% of the AI-ranked universe. VRSN scores in the top quartile across balance sheet strength (99.7), profitability (94.8), free cash flow (94.7). Areas of concern include institutional flow (5.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 28.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), VERISIGN INC/CA reports quarterly revenue of $428.9M, net income of $214.5M, an operating margin of 68.5%. Top institutional holders of VRSN by reported 13-F value include BlackRock,, BERKSHIRE HATHAWAY, STATE STREET, based on the most recent SEC filings. VRSN trades on the Nasdaq exchange and files with the SEC under CIK 1014473. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VRSN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VERISIGN INC/CA directly from SEC EDGAR. VERISIGN INC/CA's 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 71.6 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving VRSN's Business? Latest 10-Q Breakdown
✓ 21/21 datapoints verifiedAI-extracted from VERISIGN INC/CA's 10-Q filed 2026-04-23 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
VeriSign Q1 revenue grew 7% to $428.9M driven by 176.1M .com/.net registrations (+3.7% YoY) and price increases; operating income rose 8% to $293.6M.
Biggest Revenue Drivers
Total revenue: $428.9M+7% YoY
Domain name base increased 3.7% to 176.1M registrations; growth driven by continued internet growth, registrar marketing activities, AI tool evolution, and price increases ($10.26 fee effective Sept 2024, $10.97 effective Nov 2026).
Largest Expense Items
Remained consistent period-over-period.
Increased primarily due to higher compensation and benefits, including annual salary increases and increased projected achievement on performance-based RSUs.
Increased slightly due to combination of individually insignificant factors.
Margins: Operating margin improved to 68.5% from 67.4% YoY as revenue growth (+7%) outpaced expense growth (+3%), with cost of revenues declining slightly as a percentage of revenue. Net income margin was 50.0% vs 49.5% prior year.
Watch Items from the Filing
- Domain name base growth decelerated: +3.7% YoY to 176.1M registrations but only +2.5M net additions QoQ; renewal rate improved to 75.0% Q4 2025 (vs 74.0% Q4 2024) but growth dynamics warrant monitoring.
- Operating cash flow declined 6% to $272.4M from $291.3M YoY; primarily driven by timing of customer payments from large customers, higher tax payments, and timing of vendor payments.
- Stockholders' deficit of $2.2B as of March 31, 2026 (vs $2.2B Dec 2025); company carries $1.79B long-term senior debt while returning capital via $214.4M share repurchases and $74.2M dividends in Q1.
- ICANN IRP litigation ongoing: Afilias filed Independent Review Process in July 2023 regarding .web auction; post-hearing briefing completed April 2026; outcome uncertain.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$428.9M
Net Income
Q1 2026
$214.5M
Free Cash Flow
Q1 2026
$265.2M
Operating Margin
Q1 2026
68.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+16.3% YoYNet Income
+22.5% YoYOperating Income
+18.9% YoYEPS (Diluted)
Total Assets
-23.5% YoYOp. Cash Flow
+31.3% YoY| Metric | FY 2025 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $1.66B +16.3% | $1.42B +7.3% | $1.33B +4.9% | $1.27B +2.7% | $1.23B +1.4% | $1.21B |
| Net Income | $825.7M +22.5% | $673.8M -14.1% | $784.8M | — | — | — |
| Operating Income | $1.12B +18.9% | $943.1M +8.8% | $866.8M +5.2% | $824.2M +2.2% | $806.1M +5.0% | $767.4M |
| EPS (Diluted) | — | $6.24 -10.9% | $7.00 -1.0% | $7.07 +37.3% | $5.15 +8.4% | $4.75 |
| Total Assets | $1.33B -23.5% | $1.73B -12.6% | $1.98B +12.3% | $1.77B -4.7% | $1.85B -3.2% | $1.91B |
| Operating Cash Flow | $1.09B +31.3% | $831.1M +3.0% | $807.2M +10.5% | $730.2M -3.1% | $753.9M +8.0% | $697.8M |
AI Insight: VRSN Financial Trends
VRSN delivers eight consecutive quarters of revenue and operating income growth, with op margin hitting 68.5% in Q1 2026.
• Revenue grew steadily from $387M in Q2 2024 to $429M in Q1 2026, a 10.9% increase over eight quarters.
• Operating income expanded from $266M in Q2 2024 to $294M in Q1 2026, with implied op margin rising to ~68.5%.
• Operating cash flow reached $308M in Q3 2025 and $290M in Q4 2025, well above the $160M trough in Q2 2024.
• Negative equity deepened from -$1,816M in Q2 2024 to -$2,213M in Q1 2026, reflecting ongoing buyback activity.
⚠ Negative equity widening to -$2,213M in Q1 2026 signals aggressive capital returns; leverage profile warrants monitoring without visible debt figures.
⚠ Operating cash flow dipped to $202M in Q2 2025 versus $291M the prior quarter — a notable sequential swing to watch for recurrence.
⚠ Net income data missing for Q4 2024 and Q4 2025, limiting full-year profitability assessment.
AI Insight: VRSN Ratio Trends
VRSN sustains elite ~68% operating margins while ROA climbs steadily to 66.1% in Q1 2026, signaling durable capital efficiency.
• Operating margin held in a tight 66.7%–69.0% band across all nine periods, demonstrating exceptional pricing power and cost discipline.
• ROA expanded from 52.8% in Q2 2024 to 66.1% in Q1 2026, a gain of 13.3 percentage points over roughly seven quarters.
• Net profit margin narrowed modestly from 51.5% in Q3 2024 to 50.0% in Q1 2026, a slight compression of 1.5 percentage points.
⚠ Q4 quarters (66.7% in Q4 2024, 67.0% in Q4 2025) show consistent seasonal operating margin dips — worth monitoring for widening.
⚠ ROE, ROIC, and D/E data are absent throughout; leverage profile remains opaque, a key gap given VRSN's history of negative equity.
Get alerted when VRSN's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for VERISIGN INC/CA including:
Top Institutional Holders of VRSN
BlackRock, Inc.
$2.3B9,324,336 shBERKSHIRE HATHAWAY INC
$2.2B8,989,880 shSTATE STREET CORP
$1.0B4,077,144 shAQR CAPITAL MANAGEMENT LLC
$931.9M3,752,370 shRENAISSANCE TECHNOLOGIES LLC
$699.9M2,818,151 shGEODE CAPITAL MANAGEMENT, LLC
$613.1M2,469,333 shMORGAN STANLEY
$573.4M2,308,654 shNinety One UK Ltd
$515.9M2,077,233 shInvesco Ltd.
$373.3M1,503,005 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$333.9M1,344,618 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.3B | 9,324,336 |
| BERKSHIRE HATHAWAY INC | $2.2B | 8,989,880 |
| STATE STREET CORP | $1.0B | 4,077,144 |
| AQR CAPITAL MANAGEMENT LLC | $931.9M | 3,752,370 |
| RENAISSANCE TECHNOLOGIES LLC | $699.9M | 2,818,151 |
| GEODE CAPITAL MANAGEMENT, LLC | $613.1M | 2,469,333 |
| MORGAN STANLEY | $573.4M | 2,308,654 |
| Ninety One UK Ltd | $515.9M | 2,077,233 |
| Invesco Ltd. | $373.3M | 1,503,005 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $333.9M | 1,344,618 |
More Technology Companies
View all Technology →Put VRSN on your watchlist
Track score changes the day VERISIGN INC/CA files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is VRSN a good stock to buy?
13F Pro's AI-powered analysis of VERISIGN INC/CA (VRSN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VRSN are available on the VRSN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own VRSN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VRSN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of VERISIGN INC/CA's investment landscape.