Verisign Inc.

Verisign Inc.

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Market Cap$26.22B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Verisign Inc.Verisign Inc.31.41.09%-43%16.1-1.5

Earnings Call Q2 2026

July 23, 2026 - AI Summary

Strong Q2 2026 performance (domains) with demand and “quality” - .com + .net domain base: 179.1M names (up strongly from prior quarter; management cited +3.05M QoQ). - New registrations: 12.7M in Q2 (record), vs 11.5M in Q1 and 10.4M in Q2 2025 (~+21% YoY). - Renewal rate (expected for Q2): 75.2%, slightly down vs 75.5% a year ago—management emphasized that renewal health remains consistent with expectations. - EPS and revenue growth: Revenue +6% YoY; EPS +7.7% YoY (reflects operating leverage and cash generation).
Financial strength and shareholder returns (dividend + aggressive repurchases) - Q2 revenue: $435M (+6% YoY). - Net income: $217M; diluted EPS $2.38 (vs $2.34 last quarter, $2.21 Q2 2025). - Cash flow: Free cash flow (FCF) $213M in Q2 vs $109M in the prior-year quarter. - Capital return: Management highlighted >100% of trailing 12-month FCF returned to shareholders ($1.17B) via share repurchases + dividends. - New repurchase authorization (board approval): +$884M, taking total authorization available to $1.5B (program has no expiration). - Dividend: Board approved $0.81/share quarterly dividend (record Aug 19, payable Aug 27, 2026).
2026 guidance raised and narrowed (growth outlook) - Updated domain growth guidance (key investor metric): between 5.2% and 6% for 2026, increased and narrowed vs prior expectation (driven by momentum in H1). - Financial guidance (updated): - Revenue: $1.745B–$1.755B - Operating income: $1.185B–$1.195B - Interest expense/non-operating net: expense $59M–$65M (reflecting refinancing impacts) - Capex: $55M–$65M (unchanged) - GAAP effective tax rate: 22%–25% - Explicit clarification: No meaningful revenue/expense expected from .web in 2026 (launch timing late 2026 / early 2027).

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$339.50

Target Price by Analysts

17.1% upsideVerisign Target Price DetailsTarget Price
$289.75

Current Fair Value

0.1% downside

Overvalued by 0.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$26.22 Billion
Enterprise Value$28.77 Billion
Dividend Yield$3.16 (1.09%)
Earnings per Share$8.83
Beta0.71
Outstanding Shares90,800,000

Return

Return on Equity-43.47%ROE
Return on Assets54.35%
Return on Invested Capital-1195.95%

Valuation & Multiples

P/E Ratio31.42P/E Ratio
PEG716.13PEG
Price to Sales16.11Price to Sales
Price to Book Ratio-11.6Price to Book Ratio
Enterprise Value to Revenue16.85
Enterprise Value to EBIT24.98
Enterprise Value to Net Income29
Total Debt to Enterprise0.12
Debt to Equity-1.51Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 23, 2026
EPS Estimate
$2.42
Average shareholder expectation
Revenue Estimate
$433.20 M
Average shareholder expectation

Next Earnings Call

Expected Date
October 22, 2026
EPS Estimate
$2.41
Average shareholder expectation
Revenue Estimate
$440.28 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 19.76%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %7.46%▼ 85.41%
Total Invested$1.72B▼ 91.93%
Investors Holding303▼ 568.00%

ESG Score

No data

About Verisign Inc.

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...

Relevant Senate Committees

Judiciary

Verisign's unique, regulated monopoly over .com and .net TLDs makes it susceptible to antitrust scrutiny and intellectual property law changes, both of which fall under this committee's direct oversight.

Select Committee on Intelligence

Verisign's role in operating critical global internet infrastructure and providing cybersecurity services means its business is highly sensitive to national security concerns and cyber threats, which this committee receives classified briefings on.

Commerce, Science, and Transportation

Verisign operates critical internet infrastructure (.com, .net TLDs, root nameservers) and provides telecommunications-related services, making it directly subject to this committee's vast jurisdiction over interstate commerce, internet governance, and 'Big Tech' regulation.

Homeland Security and Governmental Affairs

Verisign operates the .gov TLD as a federal contractor and provides cybersecurity services, directly aligning with this committee's oversight of government procurement and efficiency, and regulation of emerging AI risks in markets.