Bull Harbor Capital LLC Takes Position in VeriSign, Inc. $VRSN

Posted by Francis Steltz on Jul 30th, 2026

Bull Harbor Capital LLC purchased a new position in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,433 shares of the information services provider’s stock, valued at approximately $1,349,000.

A number of other large investors have also bought and sold shares of the stock. State Street Corp lifted its position in VeriSign by 8.2% in the third quarter. State Street Corp now owns 4,253,980 shares of the information services provider’s stock valued at $1,189,285,000 after purchasing an additional 321,737 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of VeriSign by 14.1% in the fourth quarter. AQR Capital Management LLC now owns 4,020,169 shares of the information services provider’s stock worth $976,700,000 after purchasing an additional 496,674 shares during the last quarter. Renaissance Technologies LLC increased its stake in shares of VeriSign by 1.4% in the first quarter. Renaissance Technologies LLC now owns 2,818,151 shares of the information services provider’s stock worth $699,916,000 after buying an additional 38,800 shares during the period. Invesco Ltd. raised its holdings in VeriSign by 19.8% during the 4th quarter. Invesco Ltd. now owns 1,491,035 shares of the information services provider’s stock valued at $362,247,000 after buying an additional 246,887 shares during the last quarter. Finally, Norges Bank bought a new position in shares of VeriSign during the fourth quarter valued at about $312,900,000. 92.90% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO D James Bidzos sold 3,300 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $281.20, for a total value of $927,960.00. Following the completion of the transaction, the chief executive officer owned 412,939 shares of the company’s stock, valued at approximately $116,118,446.80. This represents a 0.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Calys sold 500 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $281.56, for a total value of $140,780.00. Following the completion of the transaction, the executive vice president directly owned 31,087 shares of the company’s stock, valued at $8,752,855.72. This represents a 1.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 28,900 shares of company stock worth $7,872,034 over the last three months. Company insiders own 0.56% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Robert W. Baird increased their target price on shares of VeriSign from $305.00 to $355.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Citigroup boosted their price target on VeriSign from $295.00 to $320.00 and gave the company a “buy” rating in a report on Friday, April 24th. JPMorgan Chase & Co. upped their price target on VeriSign from $308.00 to $316.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. Zacks Research raised VeriSign from a “hold” rating to a “strong-buy” rating in a research report on Monday. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of VeriSign in a report on Wednesday, June 24th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $328.75.

Get Our Latest Stock Analysis on VeriSign

VeriSign Trading Up 3.5%

Shares of VeriSign stock opened at $290.92 on Thursday. VeriSign, Inc. has a 12-month low of $208.86 and a 12-month high of $312.48. The company has a market cap of $26.27 billion, a P/E ratio of 31.55 and a beta of 0.71. The company’s fifty day simple moving average is $275.26 and its two-hundred day simple moving average is $260.17.

VeriSign (NASDAQ:VRSN – Get Free Report) last posted its earnings results on Thursday, July 23rd. The information services provider reported $2.38 EPS for the quarter, topping the consensus estimate of $2.36 by $0.02. The firm had revenue of $434.60 million during the quarter, compared to analysts’ expectations of $433.19 million. VeriSign had a net margin of 49.76% and a negative return on equity of 39.20%. The company’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same period last year, the company posted $2.21 EPS. Analysts predict that VeriSign, Inc. will post 9.56 EPS for the current fiscal year.

VeriSign Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 27th. Shareholders of record on Wednesday, August 19th will be issued a $0.81 dividend. The ex-dividend date is Wednesday, August 19th. This represents a $3.24 annualized dividend and a yield of 1.1%. VeriSign’s dividend payout ratio (DPR) is 35.14%.

VeriSign News Roundup

Here are the key news stories impacting VeriSign this week:

Positive Sentiment: Zacks upgraded VeriSign to “Strong Buy” from “Hold,” citing growing optimism about the company’s earnings prospects. The upgrade gives investors a fresh bullish signal and may be the main catalyst supporting the stock. VeriSign Upgraded to Strong Buy
Positive Sentiment: A Seeking Alpha analysis upgraded the stock, arguing that the market may be overlooking aspects of VeriSign’s business and post-earnings outlook. The company’s recurring domain-registry revenue, strong margins and earnings beat provide support for the bullish view. VeriSign Analysis and Upgrade
Positive Sentiment: Recent analyst targets remain above the trading range, with a reported consensus target of $328.75 and several firms maintaining Buy or Outperform ratings. This suggests potential upside, although the stock is already near its 52-week high.
Neutral Sentiment: VeriSign outperformed several competitors during a broadly weaker session, indicating relative investor resilience, though the report did not identify a new fundamental catalyst. VeriSign Outperforms Competitors
Negative Sentiment: CEO D. James Bidzos sold 3,300 shares, while EVPs John Calys and Thomas Indelicarto each sold 500 shares. The transactions reduced their individual holdings modestly, but the CEO and EVP sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their significance as a bearish signal. VeriSign SEC Insider Sale Filing

VeriSign Profile

(Free Report)

VeriSign, Inc (NASDAQ: VRSN) is an internet infrastructure company that operates critical components of the global Domain Name System (DNS) and provides cybersecurity-related services. The company is best known as the authoritative registry operator for the .com and .net top-level domains, maintaining the central databases and zone files that enable domain name resolution for millions of websites. VeriSign’s registry role is performed under contractual agreements with Internet Corporation for Assigned Names and Numbers (ICANN) and involves high-availability, highly secure operations to support continuous internet connectivity.

In addition to its registry business, VeriSign offers a suite of services designed to protect and accelerate DNS and internet traffic for enterprises and service providers.