VeriSign Q3: Revenue Up 6% to $443M, EPS $2.35; New Antitrust Suit Disclosed
VRSN sits 38% above its 52-week low of $208.86.
Summary
VeriSign's Q3 revenue rose 6% to $443.0M with EPS of $2.35, and the 10-Q newly discloses a September antitrust class action over .com pricing that the company cannot yet quantify.
Key Events · Earnings and Guidance · VRSN
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Q3 Revenue Up 6% to $443M
Revenue rose to $443.0M from $419.1M a year ago, and nine-month revenue reached $1,306.5M versus $1,231.3M.
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EPS $2.35 on Flat Net Income
Net income was $212.6M versus $212.8M, but diluted EPS rose to $2.35 from $2.27 as weighted diluted shares fell to 90.4M from 93.6M.
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New Antitrust Class Action Disclosed
A putative class action filed September 4, 2026 against Verisign and ICANN challenges the .com Registry Agreement and .com pricing, seeking injunctive relief and damages; the company cannot reasonably estimate a loss range.
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Buybacks and Dividend Continue
Q3 repurchases were 0.7M shares for $189.1M, leaving $1.36B available, and the board declared a $0.81 per share dividend payable November 24, 2026.
Analysis · VRSN · Technology
Revenue grew 6% to $443.0M while net income held flat at $212.6M, and diluted EPS rose to $2.35 from $2.27 as buybacks shrank the share count. The bigger new item is a putative class action filed September 4, 2026 against Verisign and ICANN over .com pricing and the Registry Agreement; the company says it cannot estimate a loss range, so the tail risk is unquantified. Cash generation slipped to $772.3M from $801.5M for the nine months on higher tax and vendor payments, even as the company returned $620.0M of buybacks and $220.8M of dividends.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 29.3% of the 1526 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.41%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, VRSN was trading at $289.01 on NASDAQ in the Technology sector, with a market capitalization of approximately $27.5B. The 52-week trading range was $208.86 to $312.48. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.