VRSN at a glance
Verisign (VRSN, SEC CIK 1014473) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on August 27, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Verisign (VRSN) reported revenue of $1.7 billion (up 6.4% from FY2024) and net income of $825.7 million.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Verisign (VRSN) shares worth $12.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Indelicarto Thomas C on October 1, 2026 of 500 shares at $284.38 per share.
- In the last 90 days, VRSN insiders reported 2 open-market purchases ($6K) and 68 open-market sales ($12.3M) on Form 4, a net sale of $12.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.7B
- +6.4% vs prior year
- Insiders · 90 days
- 2 buys · 68 sells
- Net −$12.3M
- 13F holders
- 40 funds
- $12.3B · +2 vs prior quarter
- Latest 8-K
- Aug 27, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk from evolving data protection laws and cybersecurity regulatory requirements, monitored and addressed through ongoing compliance updates
- Geopolitical exposure via third-party service providers assessed for cybersecurity practices, with specific audit and breach disclosure obligations in contracts
- Supply chain vulnerability tied to reliance on third-party managed detection and response provider augmenting 24/7 security operations
- Competitive disruption from emerging AI risks managed by cross-functional AI Steering Committee including technology and legal teams
- Key-person dependency on CSO with 30+ years experience and leadership over converged security, engineering and operations functions
Business Overview
- Core business: Registry operator for .com and .net domain names in gTLD system
- Focus on expansion in developing and emerging economies to drive growth amid uncertain international adoption
- Notable risk emphasis on demand erosion from AI technologies, alternative identifier namespaces, and evolving internet behaviors
- Recent initiation of quarterly dividends beginning Q2 2025, subject to board discretion and market conditions
- Heightened AI-related operational, cybersecurity, IP, and regulatory risks detailed as emerging business challenges
Management Discussion & Analysis
- Revenue $1,656.6M, up 6% YoY from 2024
- Operating income $1,121.0M, up 6% YoY; operating margin ~67.7% (1,121 ÷ 1,656.6)
- Best segment: .com and .net base registrations 173.5M, up 2.6%; 41.7M new registrations vs 37.4M in 2024
- Cash flows from operations $1,091.1M, up 21% YoY; repurchased 3.4M shares for $858.6M; dividend increased to $0.81/share (+5.2%)
- Forward outlook: increased dividend, $1.08B remaining in buyback authorization, ongoing risks from internet usage trends and competition
AI summary of the VRSN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $434.6M, up 6% YoY from $409.9M, driven by larger domain base and .com price increases
- Operating margin 68.2% vs 68.5% YoY; net margin 49.8% vs 50.6%
- EMEA strongest region, revenue up 10% to $75.9M; Other weakest, down 6% to $23.5M
- Operating cash flow $504.0M vs $493.8M; cash and equivalents $840.9M vs $307.9M
- Share repurchases $196.8M; $0.81 quarterly dividend; outlook: liquidity sufficient for next 12 months and beyond
Risk Factors
- Risk Factors section not provided; supplied text covers share repurchases, insider trading arrangements, exhibits, and signatures
- Repurchase authorization renewed at $1.50 billion effective July 23, 2026
- Remaining repurchase capacity $666.0 million as of June 30, 2026
- Third Supplemental Indenture dated June 26, 2026 filed as Exhibit 4.01
- No director or executive officer adopted, terminated, or modified trading plans during the quarter
AI summary of the VRSN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- .net wholesale price rising from $10.91 to $12.00, a 9.99% increase
- Effective March 1, 2027, under VeriSign’s ICANN agreement
Item 8.01: Other Events
- $884.2M incremental authorization, bringing total available repurchases to $1.50B
- $615.8M remained under the prior authorization
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 30, 2026 results released on July 23, 2026
- Exhibit 99.1 contains VeriSign’s financial results and management commentary
Item 1.01: Entry into a Material Definitive Agreement
- $550 million senior unsecured debt issuance completed June 26, 2026
- 5.100% fixed interest rate, maturing July 15, 2031
AI summaries of VRSN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VRSN
Don't miss the next VRSN filing
- Alerts as it files. A push when VRSN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut VRSN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Indelicarto Thomas C | Sell | Oct 1, 2026 | 500 | $284.38 |
| BIDZOS D JAMES | Sell | Sep 29, 2026 | 2,000 | $279.29 |
| BIDZOS D JAMES | Sell | Sep 29, 2026 | 800 | $278.01 |
| BIDZOS D JAMES | Sell | Sep 29, 2026 | 300 | $276.68 |
| BIDZOS D JAMES | Sell | Sep 29, 2026 | 200 | $279.86 |
| BIDZOS D JAMES | Sell | Sep 22, 2026 | 200 | $302.50 |
| BIDZOS D JAMES | Sell | Sep 22, 2026 | 397 | $303.94 |
| BIDZOS D JAMES | Sell | Sep 22, 2026 | 1,100 | $308.90 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.5B | $1.6B | $1.7B |
| Operating Income | - | $1.1B | $1.1B |
| Net Income | $817.6M | $785.7M | $825.7M |
| Op. Margin | - | 67.9% | 67.7% |
| Net Margin | 54.8% | 50.4% | 49.8% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.4B | $1.3B |
| Equity | -$1.6B | -$2.0B | -$2.2B |
| ROE | -51.7% | -40.1% | -38.3% |
| Cash Flow | |||
| Operating CF | $853.8M | $902.6M | $1.1B |
| CapEx | $45.8M | $28.1M | $22.8M |
Source: XBRL data in Verisign (VRSN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VRSN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $12.31B |
| Q1 2026 | 38 | $12.25B |
| Q4 2025 | 37 | $12.31B |
| Q3 2025 | 37 | $14.47B |
| Q2 2025 | 36 | $15.23B |
| Q1 2025 | 36 | $10.74B |
| Q4 2024 | 30 | $8.07B |
| Q3 2024 | 27 | $5.30B |
- AQR Capital Management+1.20M (+32%)
- FMR LLC (Fidelity)+502.7K (+203%)
- State Street Corp+73.6K (+2%)
- Bridgewater Associates LP+32.6K (+748%)
- Citigroup+30.7K (+24%)
- BlackRock−912.2K (-10%)
- Two Sigma Investments−406.2K (-89%)
- Renaissance Technologies LLC−368.4K (-13%)
- Vanguard Portfolio Management LLC−171.8K (-3%)
- Invesco Ltd−66.0K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 281 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VRSN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
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VRSN SEC filings: frequently asked questions
Are VRSN insiders buying or selling?
In the last 90 days, Verisign (VRSN) officers, directors and 10% owners reported 2 open-market purchases worth $5,671 by 1 insider and 68 open-market sales worth $12.3 million by 3 insiders on Form 4, a net sale of $12.3 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VRSN stock?
As of June 30, 2026, the largest Verisign (VRSN) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($2.3 billion), BlackRock ($2.1 billion), Vanguard Capital Management LLC ($1.3 billion), Vanguard Portfolio Management LLC ($1.3 billion), AQR Capital Management ($1.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VRSN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Verisign (VRSN) reported revenue of $1.7 billion (up 6.4% from FY2024) and net income of $825.7 million. The figures come from the XBRL data in the 10-K.
What are the main risks in VRSN's latest 10-K?
In the 10-K filed February 5, 2026, Verisign (VRSN) flagged: Regulatory risk from evolving data protection laws and cybersecurity regulatory requirements, monitored and addressed through ongoing compliance updates. Geopolitical exposure via third-party service providers assessed for cybersecurity practices, with specific audit and breach disclosure obligations in contracts. (AI summary of the Risk Factors section.)
What did VRSN report in its latest 8-K?
Verisign (VRSN) filed an 8-K on August 27, 2026 reporting Item 8.01 (Other Events). .net wholesale price rising from $10.91 to $12.00, a 9.99% increase.
What are the latest VRSN SEC filings?
Verisign (VRSN) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on August 27, 2026 and a Form 4 insider filing on October 2, 2026.
What is VRSN's SEC CIK number?
Verisign (VRSN)'s SEC Central Index Key (CIK) is 1014473. EDGAR lists every VRSN filing under that number.
Ask anything about VRSN
The research agent reads VRSN's filings, financials, insider trades and 13F holders, then answers with sources.