VeriSign Inc. (VRSN) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$307.21 +0.41% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $308.17

VeriSign Inc. (VRSN) earns a Roarable Rating of B (Buy) with 75/100 RQD Confidence. High-quality cash engine (88% profit margin, 40% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B β€’ BUY Cap $27.56B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on VRSN Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is VRSN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, VeriSign Inc. (NASDAQ: VRSN) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $307.21 (+0.41% 1D, market cap $27.56B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 18/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 714 tracked Technology issuers, VRSN ranks #39 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does VRSN compare to CTSH and VRSK in the Technology sector?
β–Ό

Within the Technology sector (EDP Services), VRSN carries a Roarable B (75/100 RQD), trailing P/E of 33.2x, gross margin of 88.2%, and ROIC of 40.3%. By comparison, CTSH (Cognizant Technology Solutions Corporation) holds a A- grade (84/100 RQD, P/E 12.6x, ROIC 19.6%, cap $29.11B) and VRSK (Verisk Analytics Inc.) posts a B grade (75/100 RQD, P/E 27.3x, ROIC 53.5%, cap $25.55B). Among the 5-stock peer group, CTSH leads on earnings multiple (12.6x) while VRSK leads on capital efficiency (53.5% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for VRSN?
β–Ό

Per VRSN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001014473), VeriSign Inc. generated $1.66B in revenue (+6.4% YoY), $825.7M in net income, and $1.07B in free cash flow against $1.33B in total assets and $1.57B in total debt. Key quantitative strengths: Strong cash generator (88% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $308.16 (+0.31%)🧬 Cannibal Buyback (-2.08% YoY Shares)βš™οΈ Cash Engine: 15/20 (B) β€’ 64.5% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 75/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.4% avg 90D alpha vs SPY β€’ 69.7% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERBUY β€’ B
025507510075
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ Β· Rk C+
Cash (15)Whales (18)SEC (12)Macro (15)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+7.6% Base Target
$390 Bull$331 Base$252 Bear
πŸ“¬ FREE VRSN RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for VRSN)Realized 20D OHLCV Swing Band: Β±5.3%
Deterministic 5-Pillar Attribution (75/100 Composite)
πŸ” WHY VRSN SCORES 75/100 (B) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+18/20 pts (24% of score)

20D Institutional Volume Accumulation (Β±5.3% realized swing band)

β–² #2 Bullish Driver: Cash Engine Quality+15/20 pts (20% of score)

SEC XBRL FY 2025 (10-K): 64.5% FCF Margin ($1.07B FCF) & 88.2% Gross Margin

β–Ό #1 Drag / Risk Factor: SEC 10-K Forensic Risk12/20 pts (-8 pt drag)

Balance-sheet & 10-K footnote risk deducts 8 pts from forensic ceiling

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
67
Grade B-$301.41+1.9% Next Q
Q2 (-2Q)
70
Grade B$307.25-0.1% Next Q
Q3 (-1Q)
72
Grade B$307.01+0.1% Next Q
Current
75
Grade B$307.21+7.4% Hist 90D Ξ±
Trajectory: B- (67) β†’ B (75)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the VRSN Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 75/100 (B) score, VRSN faces multiple-compression risk if 33.2x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) β€” any gross margin slip below 85.7% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($297.03) or 200D SMA ($272.50) invalidates the momentum regime and cuts Target Base ($330.71) toward Bear Floor ($251.91).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $VRSNβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œVRSN Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

VRSN Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (VRSN)

No recent open-market Form 4 cluster sales or emergency dumps flagged on VRSN. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (VRSN Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
VRSN // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +12.06%β–² ASCENDING CHANNEL
2026-11-03O $306.0H $307.2L $306.0C $307.2VOL 1.51M
RES: $316.2SUP: $279.2SMA50: $297.0SMA200: $272.5
$317.5$297.8$278.1$258.3$238.6RES $316.2SUP $279.2$307.22026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

VRSN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
25.6%/yr Implied 5Y Growth

vs. +6.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on VRSN today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for VRSN. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for VRSN today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (VRSN)

1. Head-to-Head Technology Peer Comparison (VRSN vs. CTSH, VRSK, IOT, WIT)

Industry: EDP Services (163 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, VeriSign Inc. (VRSN) ranks #39 by composite RQD confidence (75/100, grade B) and #92 by equity capitalization ($27.56B). Within this direct 5-issuer industry benchmark cohort, CTSH leads on earnings valuation at 12.6x trailing P/E, while VRSK leads on capital efficiency and profitability with 53.5% ROIC and 69.9% gross margin. CTSH currently holds the highest overall quantitative score in the immediate peer group at 84/100 (A-) compared with VRSN at 75/100 (B).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
VRSN ACTIVE
VeriSign Inc.
B 75/100 33.2x 88.2% 40.3% +0.41% $27.56B Benchmark Subject
CTSH
Cognizant Technology Solutions Corporation
A- 84/100 12.6x β€” 19.6% +4.14% $29.11B /ctsh-vs-vrsn β†’
VRSK
Verisk Analytics Inc.
B 75/100 27.3x 69.9% 53.5% +2.93% $25.55B /vrsk-vs-vrsn β†’
IOT
Samsara Inc.
C 64/100 β€” 76.7% -2.1% +1.01% $24.64B /iot-vs-vrsn β†’
WIT
Wipro Limited
C+ 68/100 21.7x β€” 14.9% +2.37% $21.39B /wit-vs-vrsn β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001014473

In its most recent audited fiscal period (FY2025, filed 2025-12-31), VeriSign Inc. (VRSN) reported GAAP revenue of $1.66B (+6.4% vs. FY2024 revenue of $1.56B , and +11.0% cumulative change since FY2023) , GAAP net income of $825.7M, operating cash flow of $1.09B, and free cash flow of $1.07B (+22.2% YoY). On the balance sheet, VRSN closed FY2025 with $1.33B in total assets against $1.57B in total debt (Altman Z-Score: 0.45, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $1.66B $825.7M $1.09B $1.07B $1.33B $1.57B
FY2024 (FY) 2024-12-31 $1.56B $785.7M $902.6M $874.5M $1.41B $1.51B
FY2023 (FY) 2023-12-31 $1.49B $817.6M $853.8M $786.6M $15.09B $3.53B

3. VRSN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is VRSN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, VeriSign Inc. (NASDAQ: VRSN) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 75/100 at a spot price of $307.21 (+0.41% 1D, market cap $27.56B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 18/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 714 tracked Technology issuers, VRSN ranks #39 in composite RQD confidence.

How does VRSN compare to CTSH and VRSK in the Technology sector?

Within the Technology sector (EDP Services), VRSN carries a Roarable B (75/100 RQD), trailing P/E of 33.2x, gross margin of 88.2%, and ROIC of 40.3%. By comparison, CTSH (Cognizant Technology Solutions Corporation) holds a A- grade (84/100 RQD, P/E 12.6x, ROIC 19.6%, cap $29.11B) and VRSK (Verisk Analytics Inc.) posts a B grade (75/100 RQD, P/E 27.3x, ROIC 53.5%, cap $25.55B). Among the 5-stock peer group, CTSH leads on earnings multiple (12.6x) while VRSK leads on capital efficiency (53.5% ROIC).

What are the biggest fundamental strengths and SEC risk factors for VRSN?

Per VRSN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001014473), VeriSign Inc. generated $1.66B in revenue (+6.4% YoY), $825.7M in net income, and $1.07B in free cash flow against $1.33B in total assets and $1.57B in total debt. Key quantitative strengths: Strong cash generator (88% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is VRSN trading relative to its 50-day, 200-day, and 52-week technical levels?

VRSN last traded at $307.21 (+0.41% on volume of 1,513,430 shares), positioning the stock +3.43% above its 50-day simple moving average ($297.03) and +12.74% above its 200-day simple moving average ($272.50). Across its 52-week range of $208.86 to $312.78, VRSN sits at the 94.6% percentile with a 14-day RSI of 58.1 (BULLISH MOMENTUM) and an implied next-earnings move of Β±5.3% ($290.93 to $323.49).

VRSN Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are VRSN insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies VRSN leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

ROARABLE RATING BRIEF β€’ RQD 75/100 (B) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

VRSN β€” VeriSign Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:12:40Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, VRSN scores 75 out of 100, grade B, labeled "Roarable Buy β€” Good Risk/Reward." The five pillars are:

  • Fundamental Cash Engine: 15 / 20. Per the RQD rating, this pillar reflects ROIC of 40.3% and an FCF yield of 3.89%. Strong capital returns are the main upside driver here, but the FCF yield indicates that the price already embeds substantial expectations for cash generation.
  • Whale 13F Flow: 17 / 20. The RQD rating cites institutional accumulation and options positioning as a strength. This is the highest pillar score and suggests large holders have been net buyers, a supportive signal for near-term sentiment.
  • Insider Conviction: 15 / 20. Per the RQD rating, SEC Form 4 and Congressional PTR cluster flow is moderately supportive. The news wire separately references an EVP sale (see Recent Catalysts), so insider signals are mixed in interpretation.
  • Macro Regime Fit: 16 / 20. The RQD rating reflects a beta of 1.21 and sector sensitivity. Investors should expect the stock to amplify broader market moves, which is a tradeoff rather than a defect.
  • Forensic Balance Sheet: 12 / 20. The RQD rating cites an Altman Z of 0.45, a Piotroski F of 8/9, and Debt/Equity of 0.85. The Piotroski reading is strong, while the low Altman Z is the most important forensic caution in the rating and warrants close attention to leverage.

Valuation tradeoff: market data shows a P/E (TTM) of 33.2 and EV/EBITDA of 25.1, so the upside case depends on sustained margin and cash-flow durability. The 52-week range of $208.86–$312.78 places the price of $305.95 near the upper end of that range.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$305.95$27.44B33.230.925.19.210.78%1.21$208.86 - $312.7840.3%

Business

Per the profile section, VeriSign Inc. is a NASDAQ-listed issuer in the Technology sector and EDP Services industry. Not available in source data for product descriptions, customer base, or revenue-model detail. The source data reports gross margin of 88.2%, operating margin of 67.7%, and net margin of 49.8% per the market data section.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$1656.6M$1121.0M$825.7MN/A$1068.3M$307.9M$1566.0M
FY 2024$1557.4M$1058.2M$785.7MN/A$874.5M$206.7M$1514.0M
FY 2023$1493.1M$1000.6M$817.6MN/A$786.6MN/A$3532.0M

Per the SEC financials, revenue rose from $1493.1M (FY 2023) to $1656.6M (FY 2025), and FCF rose from $786.6M to $1068.3M over the same period. Per the market data, ROIC is 40.3%, and the RQD rating cites an Altman Z of 0.45 and a Piotroski F of 8/9. Per the RQD rating, Debt/Equity is 0.85. Reported debt fell from $3532.0M (FY 2023) to $1566.0M (FY 2025), while cash increased to $307.9M.

Open Questions

  • What are the actual FY 2025 EPS figures? The financials list EPS as N/A for all periods.
  • What is the FY 2023 cash balance? It is listed as N/A.
  • What are the specific analyst price targets and consensus rating referenced by the news wire?
  • What is the composition and timing of institutional and insider holdings behind the RQD whale and insider pillar scores?
  • What drove the debt reduction from $3532.0M in FY 2023 to $1566.0M in FY 2025, and how does that relate to the low Altman Z score?

VRSN Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for VeriSign Inc. (VRSN) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to VRSN Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

VRSN Bull vs. Bear Conversation Board β€” What's Your Call at $307.21?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON VRSN 🐻 33% BEARISH CONVICTION
1. Pick Your Side on VRSN:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk πŸ‚ BULLISH 🎯 Target: $361.02 (+18.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is VRSN (B β€’ RQD 75/100) a Buy at $305.95?

Welcome to the VRSN (VeriSign Inc.) Roar Pit. Current RQD Composite is 75/100 (Roarable Buy β€” Good Risk/Reward) in EDP Services. Bulls point to capital efficiency (40.3% ROIC), while bears focus on valuation multiple compression (33.2x trailing P/E). Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $253.94 (-17.0%)
Spot @ $305.95

Pump the brakes on VRSN β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on VRSN, but look at what you are paying: 33.2x trailing P/E with 88.2% gross margins. Unless VeriSign Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

AL AlphaFlow_Cap Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $382.44 (+25.0%)
Spot @ $305.95

VRSN cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on VRSN, the market is fixating on short-term headline noise in EDP Services and ignoring the balance sheet and cash flow trajectory. At $305.95 (52-wk range $208.86 - $312.78), any beat on forward guidance forces shorts and underweight funds to chase.

LIVE TAPE SPY $752.10 -1.80% QQQ $681.09 -3.60% DIA $519.34 -1.08% IWM $279.14 -1.68% NVDA $204.64 -4.22% AAPL $344.63 -1.23% MSFT $521.91 -1.55% TSLA $399.81 -0.86% PLTR $184.11 -6.27% SOFI $16.76 -4.83% IBIT $43.35 -5.42% GLD $361.65 -3.59%