Alta Capital Management Llc/ 13F: Cuts VRSN Stake by $1.2M
Key Points
- Alta Capital Management's reported value in VeriSign is now about $6.4 million, representing a 15.6% decrease from its previous holding.
- Alta Capital Management Llc/ held 22,770 $VRSN shares at quarter end, down 15.60% from the prior quarter.
- VeriSign shares recently traded around $308.72, which is about equal to the closing price on the filing date.
- Analysts give VeriSign a consensus 'Buy' rating with a mean price target of $339.6, which is about 9.1% above the recent trading price.
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Not investment advice. TradeTexts is not a registered investment adviser, and this automated VeriSign, Inc. alert may contain errors. Disclosures
On October 26, 2026, Alta Capital Management reduced its stake in VeriSign, Inc. (VRSN) by 4,210 shares, bringing its total to 22,770 shares valued at approximately $6.4 million. This information comes from the fund's latest Form 13F filing with the SEC, covering the quarter ending September 30, 2026.
VRSN
VeriSign, Inc.
Where VeriSign Fits in Alta Capital's Portfolio
Alta Capital's position in VeriSign now represents 0.6% of its total reported value of about $1.07 billion, ranking 34th among its 215 holdings.
VeriSign, Inc. Stock Up 2.8%
VeriSign shares closed at $308.72 on October 26, 2026, which is about equal to the recent trading price. The stock is trading above its 50-day moving average by 5.2% and above its 200-day moving average by 14.1%. However, it is still below its 52-week high of $312.48.
Recent Earnings
VeriSign reported trailing twelve-month revenue of approximately $1.73 billion, with a net margin of 49.1%. The next earnings report is expected on February 4, 2027.
Dividend
VeriSign pays an annual dividend of $3.24 per share, giving it a yield of 1.05% based on recent trading prices. The dividend payout ratio is 34.4%.
Insider Buying and Selling at VeriSign, Inc.
Several insiders have sold shares recently. D. James Bidzos, the Executive Chairman and CEO, sold 3,300 shares on October 20, 2026, at an average price of $306.30, totaling about $1.01 million. Earlier, he sold another 3,300 shares on October 13, 2026, at an average price of $302.85, worth nearly $999,404. Additionally, Danny McPherson, EVP of Technology and CSO, sold 82 shares on June 15, 2026, for about $22,383.
Analysts Set New Price Targets
On October 26, 2026, Wedbush raised its price target on VeriSign to $367 from $351, maintaining an 'Outperform' rating. Citigroup also kept its 'Buy' rating while lifting its target to $345 from $325 on October 23, 2026. The consensus among analysts is a 'Buy' rating with a mean target price of $339.6, indicating a favorable outlook for the stock.
About VeriSign
VeriSign, Inc. provides internet infrastructure and domain name registry services, enabling navigation for various domain names worldwide. The company operates two of the thirteen internet root servers and offers registration services for the .com and .net domains, supporting global e-commerce.
Bottom Line
Investors should keep an eye on VeriSign's upcoming earnings report on February 4, 2027, and watch for further filings from Alta Capital Management and other institutional investors. The recent cuts in holdings may suggest changes in market sentiment towards the stock.
Related Filing Alerts
Source: Alta Capital Management Llc/'s 13F filing on $VRSN (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts