Verisign Inc.
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+ FollowMarket Cap$27.57B
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Earnings Call Q3 2026
October 22, 2026 - AI Summary
Strong Q3 operating + financial performance (good):
- Revenue $443M, +5.7% YoY.
- Operating income $296M, +4.2% YoY and flat sequentially.
- Net income $213M (flat YoY vs. $213M; slightly down vs. prior quarter $217M).
- EPS $2.35 (down vs. $2.38 last quarter; up vs. $2.27 YoY).
- Cash: operating cash flow $268M; free cash flow $261M (lower YoY due to higher cash taxes and employee/vendor payments, partially offset by higher customer cash collections).
Domain base momentum remains very strong (good/surprising):
- .com + .net domain base: 183M total names, +6.1% YoY.
- Record new registrations: 13.1M in Q3 (vs. 12.7M Q2 and 10.6M Q3 last year).
- Renewal dynamics: renewal rate for Q3 expected ~74.3% vs 75.4% a year ago. Management attributes the YoY decline primarily to a higher mix of first-time renewing names (math/mix effect, not a collapse in renewals).
- First-time renewals reported by CFO: mid-40% range, previously renewed renewals mid-80% range, both fairly stable through Q3.
Investor returns: big capital return program continues (good):
- $1.14B returned to shareholders over the last 12 months via share repurchases + dividends.
- Dividend declared: $0.81 per share payable Nov 24, 2026 (record date Nov 17, 2026).
- Remaining buyback authorization: $1.36B at quarter end.
- Management emphasizes disciplined capital allocation and maintaining investment-grade status.
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$276.39
13.1% downside
Current Fair Value
13.1% downsideOvervalued by 13.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $27.57 Billion |
|---|---|
| Enterprise Value | $30.25 Billion |
| Annual dividend | $3.20 |
| Dividend yield | 1.04% |
| Earnings per Share | $8.83 |
| Beta | 0.69 |
| Outstanding Shares | 90,100,000 |
Return
| Return on Equity | -42.88% |
|---|---|
| Return on Assets | 76.53% |
| Return on Invested Capital | -1158.46% |
Valuation & Multiples
| P/E Ratio | 33 |
|---|---|
| PEG | -35109.71 |
| Price to Sales | 16.74 |
| Price to Book Ratio | -12.23 |
| Enterprise Value to Revenue | 17.47 |
| Enterprise Value to EBIT | 25.83 |
| Enterprise Value to Net Income | 30 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | -1.26 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$2.46
Consensus analyst estimateRevenue Estimate
$440.58 M
Consensus analyst estimateNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$2.51
Consensus analyst estimateRevenue Estimate
$452.69 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 18.49% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 1,800▼ 99.21% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 7.92%▼ 88.24% |
|---|---|
| Total Invested | $2.03B▼ 90.83% |
| Investors Holding | 300▼ 609.00% |
About Verisign Inc.
928 employees
CEO: D. Bidzos
Verisign Inc. is an American company based in Reston, Virginia, United States that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers, the authoritative registry for the .com, .n...