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The fifth annual signature event, that rivals Black Friday, returns this summer with the best-ever deals and experiences from over 500 participating brands

, /PRNewswire/ -- Simon® a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced the return of the shopping event of the summer, National Outlet Shopping Day®, June 11-14, across Premium Outlets® and The Mills® locations nationwide.

Simon Premium Outlets and The Mills are America's premier outlet shopping destinations, home to thousands of the world's most sought-after brands and an unparalleled collection of luxury and designer outlet stores.

National Outlet Shopping Day® National Outlet Shopping Day returns to 90 locations nationwide, inviting shoppers to enjoy exceptional savings at destinations that are conveniently located near many of the country's most visited cities and travel hubs. From iconic properties such as Woodbury Common® one of the nation's top outlet centers located just one hour from New York City with 250+ stores set against the backdrop of the Hudson Valley; Desert Hills® roughly an hour from Los Angeles and home to 180+ stores in a striking desert landscape; and Sawgrass Mills®, one of the most impressive value retail shopping destinations in the country with 350+ stores, located in sunny Sunrise, FL. Simon's portfolio spans some of the highest performing and picturesque retail environments in the U.S.

Celebrating its fifth anniversary, this year's National Outlet Shopping Day will feature more exclusive offers than ever before, with around 6,000 offers from over 500 brands*. Shoppers can take advantage of a wide range of promotions, including discounts, deals, and gifts with purchase. Highlights include up to 40% off, 20% off $100 purchases, and buy one, get one offers on select food, services, and merchandise.

Simon+® members will receive double points on qualifying purchases all weekend and enjoy exclusive gifts and experiences with purchase*, including premium brand giveaways, VIP lounge access, customization stations, and complimentary tote bags while supplies last.

The event has experienced remarkable growth, with a more than 65% increase in shopper participation since its inaugural year, extending the experience to millions more consumers nationwide and underscoring the enduring appeal of Simon Premium Outlets and The Mills.

"National Outlet Shopping Day has become one of the most anticipated shopping events of the year because it's the perfect way to kick off summer," said Lee Sterling, Simon's Chief Marketing Officer. "Shoppers enjoy unreal deals from the world's best brands and score a fashion haul right before the barbeques and beach vacations.  But it's the energy and excitement that truly sets the day apart. It's a celebration of savings, style, and of spending time together."  

More than a savings event, National Outlet Shopping Day is a celebration of the shopping experience. Whether finding the perfect look, getting a second opinion from a friend, grabbing a coffee at one of the new Coach Coffee Shops, or capturing memories along the way, Simon offers an experience that makes every visit memorable.

For more information about National Outlet Shopping Day 2026 and to find participating locations, visit here. To stay on top of all the latest styles, offers and events, follow @theoutlets on Instagram and TikTok.

*Deals, experiences, and giveaways vary by property and Rewards Program Terms apply to participation in and the awarding of points and other benefits of Simon+.

About Simon

Simon® is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.

SOURCE Simon

It has been about a month since the last earnings report for Simon Property (SPG - Free Report) . Shares have added about 3% in that time frame, outperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Simon Property due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.

Simon Property Q1 FFO Tops Estimates, Dividend and Guidance RaisedSimon Property Group started 2026 with a stronger-than-expected first quarter, delivering Real Estate FFO of $3.17 per share. The figure topped the Zacks Consensus Estimate of $2.98 by 6.4% and increased 7.5% year over year. Total revenues of $1.76 billion beat the consensus mark of $1.57 billion by 12.1% and rose 19.3% from the year-ago period.

The quarter reflected steady demand across the portfolio, with U.S. Malls and Premium Outlets ending occupancy at 96%. Management attributed the performance to continued leasing momentum, stronger retailer sales and traffic, and disciplined capital allocation.

Importantly, Simon Property also paired the solid quarter with a shareholder-friendly move. The company announced a higher quarterly dividend of $2.25 per share for the second quarter of 2026 and raised its full-year 2026 Real Estate FFO per share outlook to $13.10-$13.25, signaling confidence in operating momentum for the balance of the year.

Simon Property's Revenue Mix Shows Broad-Based LiftA key contributor to the quarter was growth across Simon’s core revenue streams. Lease income remained the dominant driver, supported by the company’s scale across malls, outlets and mixed-use destinations.

Beyond core rent, Simon also benefited from higher management fees and other revenues. The combined uplift helped reinforce operating leverage as portfolio-level activity improved.

Simon's Property Metrics Point to Pricing PowerOperating fundamentals remained firm across Simon’s U.S. Malls and Premium Outlets. Base minimum rent per square foot climbed to $61.99 at quarter-end, up 5.2% from a year earlier, reflecting positive leasing spreads and continued tenant demand.

Shopper productivity also continued to improve. Reported retailer sales per square foot rose to $819 for the trailing 12 months ended March 31, 2026, an 11.8% increase year over year. Higher sales and traffic trends typically support leasing velocity and landlord pricing over time.

Simon Property Highlights NOI Growth and Leasing CadenceOperating performance also translated into stronger property-level profitability. Domestic property NOI increased 6.7% from the prior-year quarter, with portfolio NOI up the same amount, underscoring broad-based improvement across the platform.

On the earnings call, management added color on leasing volume and execution. Simon signed more than 1,100 leases totaling more than 4.7 million square feet during the quarter, with roughly 25% of leasing volume coming from new deals. The company also noted that it had completed more than 75% of its 2026 expirations, positioning it well as the year progresses.

Simon Property Keeps Liquidity Ample, Taps Multiple MarketsSimon ended the quarter with approximately $8.7 billion of liquidity, consisting of $1.2 billion of cash on hand (including its share of joint venture cash) and $7.5 billion of available capacity under revolving credit facilities. This level of flexibility supports ongoing investment activity and potential opportunistic capital actions.

During the quarter, the company executed 10 secured loan transactions totaling about $2.3 billion (U.S. dollar equivalent) at a weighted average interest rate of 5.25%. Simon also completed an $800 million senior notes offering with a five-year term and a 4.30% coupon, using proceeds to repay $800 million of notes at maturity. The company amended, restated and extended its $5 billion multi-currency revolving credit facility, with an initial maturity of June 30, 2030, and an option to extend to 2031.

Simon Raises 2026 Real Estate FFO OutlookReflecting the stronger start to the year, Simon increased its full-year 2026 Real Estate FFO per share guidance to a range of $13.10-$13.25, lifting the midpoint by 5 cents from the prior outlook of $13.00-$13.25.

The company reiterated that it expects an earnings headwind of roughly 25 to 30 cents per share from higher interest expense and lower interest income, with the current environment trending closer to the lower end of that range.

Simon Steps Up Shareholder ReturnsSimon paired operating strength with higher cash returns to shareholders. The board declared a quarterly common stock dividend of $2.25 for the second quarter of 2026, representing a 7.1% year-over-year increase and a 2.3% sequential rise.

The company also remained active on repurchases, buying back 965,296 shares for approximately $175 million during the quarter. The combination of a higher dividend and continued buybacks signals confidence in cash-flow generation and balance sheet flexibility.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.

VGM ScoresAt this time, Simon Property has a poor Growth Score of F, however its Momentum Score is doing a lot better with an A. However, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Simon Property has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerSimon Property belongs to the Zacks REIT and Equity Trust - Retail industry. Another stock from the same industry, Federal Realty Investment Trust (FRT - Free Report) , has gained 7.7% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.

Federal Realty Investment Trust reported revenues of $341.08 million in the last reported quarter, representing a year-over-year change of +10.3%. EPS of $1.81 for the same period compares with $1.70 a year ago.

For the current quarter, Federal Realty Investment Trust is expected to post earnings of $1.85 per share, indicating a change of -3.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.2% over the last 30 days.

Federal Realty Investment Trust has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.

After a breakout debut that quickly became a summer sensation — drawing 85,000 fans in the stands and 8 million streaming live via the Fox Sports app and @INDYCARonFOX social platforms — Oscar Mayer is firing up the grills and revving up for the second annual Wienie 500. Returning Friday, May 22, all six Wienermobiles will haul buns to the legendary Indianapolis Motor Speedway for a high-stakes race to crown the Top Dog. The race kicks off summer, proving that even the most unexpected places — like a professional racetrack — are the perfect setting for an Oscar Mayer wiener. Now back for another lap, the Wienie 500 brings new competition, refreshed race-day livery, special guests and can’t-miss entertainment — all broadcast live on FOX.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260518955069/en/

Oscar Mayer is firing up the grills and revving up for the second annual Wienie 500. Returning Friday, May 22, all six Wienermobiles will haul buns to the legendary Indianapolis Motor Speedway for a high-stakes race to crown the Top Dog.

Earlier this year, Oscar Mayer handed the keys to fans with its first-ever “Pick Your Dog” bracket, letting America decide who would claim the coveted sixth spot. The results? Corn Dog is officially in, bumping Sonoran Dog and joining Chi Dog (Midwest), New York Dog (East), Chili Dog (South), Seattle Dog (Northwest) and reigning champion Slaw Dog (Southeast) in a high-stakes race around the Brickyard to see who cuts the mustard. With a new contender in the mix, teams are hungrier than ever and ready to show off their well-cooked strategy to make it to the “Wieners Circle.”

All six Wienermobiles and racing suits will debut new colors, decals and designs, and for the first time in over a decade, the brand is dropping limited-edition Wiener Whistles to mark the occasion. And this year, Oscar Mayer is bringing serious horsepower: Nolan Siegel, Stingray Rob, Scott McLaughlin and fellow INDYCAR SERIES drivers will coach the Hotdoggers, offering pro-level racing tips as teams compete for the coveted Borg-Wiener Trophy. Together, it’s a one-of-a-kind delightful racing experience only Oscar Mayer can deliver.

Fans at home can get in on the bun-derful action by purchasing exclusive Wienie 500 merchandise at shop.ims.com and casting their vote for who will take Top Dog on Instacart — correct predictions will score free Oscar Mayer wieners while supplies last.

“Last year’s inaugural race proved the Wienie 500 is more than just a one-time spectacle, it’s a real race cemented in culture,” said Kelsey Rice, Brand Communications Director at Oscar Mayer. “This year, we are turbo-charging all race elements to give fans a fresh take on the disarmingly delightful experience they fell in love with year one. From ushering in Team Corn Dog to bringing in the pros, we are going all-in to encourage fans everywhere to pick up Oscar Mayer wieners, kick off summer and enjoy the ride with us.”

Race day coverage begins live on FOX and FOX One at 2:00pm ET on Friday, May 22. FOX INDYCAR play-by-play announcer Will Buxton again calls the race alongside FOX INDYCAR analysts Townsend Bell and James Hinchcliffe, with pit reporting by Georgia Henneberry and Kevin Lee. For more information on the meatiest race in motorsports, including how to purchase tickets, attend watch parties at Tom’s Watch Bar locations across the country and get in on other fan engagement opportunities, follow @OscarMayer, @Wienermobile, @IndianapolisMotorSpeedway and @IndyCarOnFox on Instagram and TikTok.

*To learn more about the Instacart promotion see official rules HERE.

ABOUT THE KRAFT HEINZ COMPANY

Kraft Heinz (Nasdaq: KHC) is one of the world’s largest food and beverage companies, with approximately $25 billion in net sales in 2025 and a portfolio of iconic brands enjoyed by consumers in more than 40 countries. By investing in our capabilities and brands, including Heinz, Kraft, Philadelphia, Primal Kitchen, and Lunchables, we are unlocking the full power of our portfolio. We deliver high-quality, great-tasting, and affordable food for the consumers of today, while shaping the future of food. Learn more at www.kraftheinzcompany.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260518955069/en/

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Mild Cheddar and Mozzarella Shreds plus Mozzarella String Cheese Deliver Great Taste Without Lactose

CHICAGO--(BUSINESS WIRE)--Kraft® Natural Cheese announced the launch of its new Lactose-Free product line, expanding its portfolio to meet growing demand for dairy options that support a range of dietary needs without compromising on taste.

Available in three varieties – Mild Cheddar Shredded Cheese, Mozzarella Shredded Cheese and Mozzarella String Cheese – each new product is made with real dairy and delivers the flavor consumers know and love, but now with 0g of lactose.

“As consumer needs continue to evolve, we are focused on delivering products that make it easier for more people to enjoy the foods they love,” said Dhriti Batra, Director of Kraft Natural Cheese at Lactalis Heritage Dairy. “Our Lactose-Free shreds and string cheese bring the same trusted taste and quality that Kraft Natural Cheese is known for, but now in a way that fits seamlessly into more lifestyles and everyday routines.”

Kraft Natural Cheese’s new Lactose-Free products are crafted with added lactase, an enzyme commonly used in lactose-free milk that helps break down lactose, and are designed for versatility across everyday meals and snacks. The shredded varieties come in a resealable pouch for freshness and melt easily into recipes, like your favorite pastas, wraps, salads, baked potatoes and more, while the Mozzarella String Cheese offers a convenient, on-the-go snacking option with 12 individually wrapped portions per bag.

The Kraft Natural Cheese Lactose-Free product line is now available at select national retailers with additional doors to follow in the coming months.

For more information and for recipe inspiration, visit www.kraftnaturalcheese.com or follow the brand on Instagram @kraft.naturalcheese.

About Kraft Natural Cheese

Kraft Natural Cheese has been a trusted household name since 1904, delivering exceptional quality and flavor to mealtimes around the world. With a commitment to craftsmanship and innovation, Kraft Natural Cheese continues to be the go-to choice for families and food enthusiasts alike with its broad portfolio of natural cheeses including shreds, chunks and slices. As part of the Lactalis Heritage Dairy portfolio of brands, Kraft Natural Cheese has more than 150+ years of combined dairy experience reflected in its cheesemaking. For more information and for recipe inspiration, visit www.kraftnaturalcheese.com or follow the brand on Instagram @kraft.naturalcheese.

About Lactalis USA

Lactalis USA is committed to enriching lives by producing nutritious and great-tasting dairy products. The company offers an unrivaled house of beloved dairy brands in the United States including Galbani® Italian cheeses, Président® specialty cheeses and gourmet butters, Kraft® brands in natural and grated cheeses, Breakstone’s® cottage cheese, ricotta and sour cream, Cracker Barrel® cheese, Black Diamond® cheddar cheese, Parmalat® milk, yogurt brands such as siggi’s®, Stonyfield Organic®, Brown Cow™, Green Mountain Creamery®, Mountain High®, Yoplait®, Go-Gurt®, :ratio®, Oui® and Karoun®, Gopi®, Arz® and other brands in the ethnic channel. The following registered trademarks are used under license: Yoplait® Go-Gurt®, and Oui® owned by Yoplait Marques SNC, and KRAFT® owned by Kraft Foods.

In the United States, the company has approximately 5,000 employees, with 13 manufacturing facilities located in 9 states, and corporate offices in New York City, San Fernando, Calif., Chicago, Ill., Minneapolis, Minn., Buffalo, N.Y. and Bedford, N.H. Lactalis USA is part of Lactalis Group, the world’s leading dairy company, a French family business founded in 1933 in Laval, France.

For more information about Lactalis USA’s divisions, visit www.lactalisamericangroup.com

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PITTSBURGH & CHICAGO--(BUSINESS WIRE)--The Kraft Heinz Company (“Kraft Heinz”) (Nasdaq: KHC) announced today the pricing terms and the accepted tender amounts in respect of the previously announced offer by Kraft Heinz Foods Company, its 100% owned subsidiary (the “Issuer”), to purchase for cash (the “Tender Offer”) up to the maximum combined aggregate purchase price of $1,100,000,000, excluding accrued and unpaid interest (the “Maximum Tender Amount”), of its outstanding 4.375% Senior Notes due June 2046 (the “2046 Notes”) and its 4.875% Senior Notes due October 2049 (the “2049 Notes” and, together with the 2046 Notes, the “Notes” and each, a “Series” of Notes), from each registered holder of the Notes (the “Holders”), pursuant to the terms and subject to the conditions set forth in the offer to purchase dated May 7, 2026 (the “Offer to Purchase”). Capitalized terms used in this release but not otherwise defined have the meaning given in the Offer to Purchase.

The applicable total consideration for each $1,000 principal amount of Notes validly tendered and accepted for purchase (the “Total Consideration”) was determined in the manner described in the Offer to Purchase by reference to the Fixed Spread (as defined below) for the applicable Series specified below over the applicable Reference Yield (as defined below) based on the bid-side price of the applicable Reference Treasury Security specified below, as calculated by the Dealer Managers (as defined below), today at 10:00 a.m. New York City time.

CUSIP No. / ISIN

Title of Security

Acceptance Priority Level

Reference Treasury Security

Reference Yield

Bloomberg Reference Page

Fixed Spread (bps)

Early Tender Premium(1)(2)

Total Consideration(1)

50077L AB2 / US50077LAB27
(144A): 50077L AA4 / US50077LAA44
(Reg S): U5009L AA8 / USU5009LAA80

4.375% Senior Notes due June 2046

1

4.625% U.S. Treasury due Feb. 15, 2046

5.148%

FIT1

+100

$30

$797.44

50077L AZ9 / US50077LAZ94
(144A): 50077L AY2 / US50077LAY20
(Reg S): U5009LAZ3 / USU5009LAZ32

4.875% Senior Notes due October 2049

2

4.625% U.S. Treasury due Feb. 15, 2046

N/A

FIT1

+116

$30

N/A

Because the maximum combined aggregate purchase price, excluding accrued and unpaid interest, of the 2046 Notes validly tendered and not validly withdrawn at or prior to 5:00 p.m., New York City time, on May 20, 2026 (the “Early Tender Time”), exceeded the Maximum Tender Amount, the Issuer accepts for purchase $1,379,414,000 in aggregate principal amount of the 2046 Notes validly tendered and not validly withdrawn at or prior to the Early Tender Time (representing approximately 49.51% of the aggregate principal amount of 2046 Notes outstanding), using a proration factor of approximately 78.77% in accordance with the terms and subject to the conditions set forth in the Offer to Purchase, so that the maximum principal amount of the 2046 Notes accepted for purchase does not result in the maximum combined aggregate purchase price (excluding accrued and unpaid interest) exceeding the Maximum Tender Amount. The Issuer will not accept for purchase any of the 2049 Notes validly tendered and not validly withdrawn at or prior to the Early Tender Time, or any Notes tendered after the Early Tender Time. Notes tendered and not accepted for purchase will be promptly returned or credited to the applicable Holder’s account.

The Issuer will pay Holders who validly tendered and did not validly withdraw their 2046 Notes at or prior to the Early Tender Time, and whose 2046 Notes have been accepted for purchase, the applicable Total Consideration, inclusive of the applicable Early Tender Premium, as set forth in the table above.

Settlement for the 2046 Notes that were validly tendered and not validly withdrawn at or prior to the Early Tender Time and that are accepted for purchase will occur on May 26, 2026 (the “Early Settlement Date”), the third business day after the Early Tender Time.

The Tender Offer will expire at 5:00 p.m. New York City time, on June 5, 2026, unless extended with respect to a Series of Notes (such time and date, as they may be extended, the “Expiration Time”) or earlier terminated as described in the Offer to Purchase.

Kraft Heinz has engaged BofA Securities, Inc. (“BofA Securities”), Citigroup Global Markets Inc. (“Citigroup”), Deutsche Bank Securities Inc. (“Deutsche Bank Securities”) and Goldman Sachs & Co. LLC (“Goldman Sachs”) to act as dealer managers (collectively, the “Dealer Managers”) in connection with the Tender Offer and has appointed Global Bondholder Services Corporation to serve as the Tender Agent and Information Agent for the Tender Offer. Copies of the Offer to Purchase are available at https://www.gbsc-usa.com/kraftheinzcompany/ or by contacting Global Bondholder Services Corporation via telephone at (855) 654-2015 (toll free) or (212) 430-3774 (for banks and brokers). Questions regarding the terms of the Tender Offer should be directed to BofA Securities at (888) 292-0070 (toll-free) or (980) 387-3907 (collect); Citigroup at (800) 558-3745 (toll-free) or (212) 723-6106 (collect); Deutsche Bank Securities at (866) 627-0391 (toll-free) or (212) 250-2955 (collect); or Goldman Sachs at (800) 828-3182 (toll-free) or (212) 357-1452 (collect).

None of the Issuer, Kraft Heinz, their boards of directors or boards of managers, as applicable, the Dealer Managers, Global Bondholder Services Corporation, the Trustee for the Notes, or any of their respective affiliates, is making any recommendation as to whether Holders should tender any Notes in response to the Tender Offer. Holders must make their own decision as to whether to tender any of their Notes and, if so, the principal amounts of Notes to tender.

This press release is for informational purposes only and is not an offer to purchase, a solicitation of an offer to purchase, or a solicitation of consents with respect to any securities. This press release does not describe all the material terms of the Tender Offer, and no decision should be made by any Holder on the basis of this press release. The terms and conditions of the Tender Offer are described in the Offer to Purchase, and this press release must be read in conjunction with the Offer to Purchase. The Offer to Purchase contains important information that should be read carefully before any decision is made with respect to the Tender Offer. The Tender Offer is not being made in any jurisdiction in which, or to or from any person to or from whom, it is unlawful to make such offer or solicitation under applicable securities or blue sky laws. If any Holder is in any doubt as to the contents of this press release, or the Offer to Purchase, or the action it should take, the Holder should seek its own financial and legal advice, including in respect of any tax consequences, immediately from its stockbroker, bank manager, solicitor, accountant, or other independent financial, tax, or legal adviser. Any individual or company whose Notes are held on its behalf by a broker, dealer, bank, custodian, trust company, or other nominee must contact such entity if it wishes to tender such Notes pursuant to the Tender Offer.

ABOUT THE KRAFT HEINZ COMPANY

Kraft Heinz (Nasdaq: KHC) is one of the world’s largest food and beverage companies, with approximately $25 billion in net sales in 2025 and a portfolio of iconic brands enjoyed by consumers in more than 40 countries. By investing in our capabilities and brands, including Heinz, Kraft, Philadelphia, Primal Kitchen, and Lunchables, we are unlocking the full power of our portfolio. We deliver high‑quality, great‑tasting, and affordable food for the consumers of today, while shaping the future of food.

Forward-Looking Statements

This press release contains certain statements that may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that are not historical facts and may be identified by words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “could,” “should,” “will,” “would,” and variations of such words and similar future or conditional expressions are intended to identify forward-looking statements. Examples of forward-looking statements include, but are not limited to, statements regarding the anticipated timing and completion of the Tender Offer; the expected aggregate principal amount of Notes to be purchased in the Tender Offer; and any other statements regarding the plans, expectations, or intentions with respect to the Tender Offer.

These forward-looking statements reflect management’s current expectations, estimates and assumptions, and are not guarantees of future performance and are subject to a number of risks and uncertainties, many of which are difficult to predict and beyond Kraft Heinz’s control. Such risks, uncertainties, and other factors include, but are not limited to: Kraft Heinz’s ability to consummate the Tender Offer on the terms and conditions or the timeline described in the Offer to Purchase, or at all; the satisfaction or waiver of the conditions to the Tender Offer; changes in laws, regulations, or regulatory interpretations that may affect Kraft Heinz’s ability to consummate the Tender Offer; the aggregate principal amount of Notes of each series ultimately tendered and the level of participation of Holders in the Tender Offer; the timing of the settlement of the Tender Offer; and volatility of capital markets and other macroeconomic factors. For additional information on other factors that could affect the Kraft Heinz’s forward-looking statements, see Kraft Heinz’s risk factors, as they may be amended from time to time, set forth in its filings with the Securities and Exchange Commission (the “SEC”). Any forward-looking statement made in this press release speaks only as of the date hereof and is expressly qualified in its entirety by the cautionary statements set forth herein and the risk factors and other cautionary statements contained in Kraft Heinz’s filings with the SEC. Kraft Heinz disclaims and does not undertake any obligation to update, revise, or withdraw any forward-looking statement in this press release, except as required by applicable law or regulation. Readers are cautioned not to place undue reliance on any forward-looking statements.

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Canada’s original mac n’ cheese is serving up a craveable new dessert with a cheesy spin, available for a limited time at select bakeries across Canada

TORONTO--(BUSINESS WIRE)--KD is stepping into dessert for the first time ever – because KD’s iconic cheesy flavour and ultimate craveability shouldn’t be limited to dinner time. Introducing: KD Mac & Cheesecake, a first-of-its-kind sweet and savoury creation that transforms the signature cheesy KD flavour Canadians know and love into a deliciously craveable treat. Starting today, KD Mac & Cheesecake is available for a limited time at select bakeries across Canada, inviting Canadians to rethink when, where and how they enjoy KD.

As Canadians, especially Gen Z and Millennials, continue embracing nostalgic flavours¹ and leaning into unexpected food mashups², KD is stirring the pot. KD is made in Canada with real cheddar cheese and has been baked into the country’s food culture for generations, earning its title as a Canadian dinner classic. Now, the brand is putting the cheese in cheesecake with a dessert that finally lives up to dinner – and will leave you wondering if KD stands for dinner or dessert.

KD Mac & Cheesecake reimagines KD’s irresistible flavour in a sweet-meets-savoury dessert, with KD cheese folded into both the delicate graham cracker crust and creamy cheesecake batter. The result is a slice of cheesecake like no other, overflowing with the cheesy taste of KD fans know and love.

“As Canada’s unofficial dish, KD has long been associated with dinner,” said Brian Neumann, Head of Brand and Creativity at Kraft Heinz. “This led us to ask ourselves, ‘why should the unmistakable KD flavour be limited to dinner time?’ Today, we’re excited to give Canadians a brand new way to enjoy KD’s one-of-a-kind cheese flavour. KD Mac & Cheesecake is a playful way for us to remind Canadians that when it comes to delicious cheese – no matter the meal – it's Gotta be KD.”

KD Mac & Cheesecake is available to purchase exclusively through select bakery partners across Canada. Participating bakeries include SanRemo Bakery in Toronto, ON; Les Délices Lafrenaie in Montréal, QC; Goodies Bakeshop in Winnipeg, MB; and Ambrosial Cheesecake Shop and The Cheesecake Cafe in Calgary, AB. Canadians are encouraged to visit their local participating bakery partner to try KD Mac & Cheesecake for a limited time starting today, while quantities last.

For more information on KD Mac & Cheesecake, including participating locations and availability, visit kraftdinner.ca/cheesecake or follow @KraftDinnerCA on social media.

ABOUT KRAFT HEINZ CANADA

Kraft Heinz Canada's heritage can be traced back over a century to when James Lewis Kraft of Stevensville, Ontario began selling cheese from a horse-drawn wagon in 1903. Heinz Canada was established in 1909 in Leamington, Ontario where its first products were pickles sourced from local growers. Following the 2015 merger between Kraft Foods Group and H.J. Heinz Company, Kraft Heinz Canada became a subsidiary of the newly formed Kraft Heinz Company (NASDAQ: KHC). Now the country's second largest food and beverage company, iconic Kraft Heinz Canada products like Kraft Peanut Butter, Heinz Ketchup, KD, Philadelphia Cream Cheese, Renées Dressing, Jell-O, Classico, Kool-Aid and Maxwell House are found in over 97 per cent of Canadian households.

Kraft Heinz Canada is driving transformation inspired by Kraft Heinz's global purpose, Let's Make Life Delicious, by creating memorable community moments through local initiatives such as Kraft Hockeyville, while also supporting food banks across Canada through Kraft Heinz Groceries for Good program. Learn more about our journey by visiting kraftheinz.com or following us on LinkedIn.

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PITTSBURGH & CHICAGO--(BUSINESS WIRE)--The Kraft Heinz Company (Nasdaq: KHC) (“Kraft Heinz”) will participate in a fireside chat at Deutsche Bank’s 23rd Annual dbAccess Global Consumer Conference in Paris, France on June 3, 2026, at 10:30 a.m. Central European Time / 4:30 a.m. Eastern Daylight Time.

A live webcast of the event will be available at ir.kraftheinzcompany.com. A replay will be accessible after the event through the same website.

ABOUT THE KRAFT HEINZ COMPANY

Kraft Heinz (Nasdaq: KHC) is one of the world’s largest food and beverage companies, with approximately $25 billion in net sales in 2025 and a portfolio of iconic brands enjoyed by consumers in more than 40 countries. By investing in our capabilities and brands, including Heinz, Kraft, Philadelphia, Primal Kitchen, and Lunchables, we are unlocking the full power of our portfolio. We deliver high-quality, great-tasting, and affordable food for the consumers of today, while shaping the future of food. Learn more at www.kraftheinzcompany.com.

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Kraft Heinz (KHC) appears significantly undervalued, with all three valuation models indicating intrinsic equity values far above its current market cap. KHC faces declining market share and earnings, but sustainable growth and cash flow projections support equity values around $51–54 billion versus a $28 billion market cap. DCF, Gordon Growth, and FCFE models, using conservative assumptions, consistently yield per-share valuations of $34–$45, implying 43–89% upside.

Kraft's mac & cheese sits on a supermarket shelf in Encinitas, California, U.S., September 2, 2025. REUTERS/Mike Blake/File Photo Purchase Licensing Rights, opens new tab

SummaryCompaniesKraft Heinz CEO Steve Cahillane expects improved innovation pipeline in 2027New CEO has earmarked $600 million for marketing, product revampCompany could invest more if profits allow, CEO saysKraft Heinz portfolio seeing market share improvements this yearLONDON, June 3 (Reuters) - Kraft Heinz (KHC.O), opens new tab aims to accelerate product innovation next ​year, CEO Steve Cahillane told Reuters, as the packaged food company steps up investment to reverse years of market ‌share losses.

Cahillane, who took the helm in January, has earmarked $600 million for marketing and R&D this year to rebuild innovation and revive the main U.S. business which generates almost 70% of sales.

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"Next year is going to be better because we've put a lot of changes in place around the R&D, around process improvement, ​around resource allocation that will lead to a better innovation pipeline for 2027 than we had in 2026," Cahillane said, without ​providing details.

The push comes as Kraft Heinz expands into higher-protein and lower-sugar products, launching a protein-infused version ⁠of its popular Mac & Cheese in March, followed by electrolyte-enhanced Capri Sun drinks and adding to its sugar-free Heinz Zero range, targeting consumers shifting toward ​healthier options.

"You've got to be willing to step out there and extend your brand a little bit and try things," said Ross Glotzbach, CEO ​and director of research at a Kraft Heinz investor, Southeastern Asset Management, who supported the moves.

Kraft Heinz share priceHorizontal bar chart showing U.S. mac and cheese market share for Kraft, Velveeta, private label and Goodles from 2022 to 2026. Kraft and Velveeta lose share while private label and Goodles gain, illustrating rising competition.The renewed focus follows a long period where the company has been one of the sector's worst performers, losing market share for the last decade to both rival conglomerates and challenger brands such as Goodles amid underinvestment, cost cuts ​and rising competition from healthier and private‑label brands.

The company's shares are down 3.8% this year but have significantly outperformed peers such as Conagra ​Brands (CAG.N), opens new tab and Campbell's (CPB.O), opens new tab, whose shares have lost around 25%, suggesting support for the strategy from investors.

Ketchup maker's shares versus rivals since new CEO Steve Cahillane took over on January 1WILL INNOVATION BE ENOUGH?Cahillane's biggest decision in his first weeks as ‌CEO was ⁠to freeze plans to split the company in two - one focused on groceries and the other on sauces and spreads - saving $300 million.

Analysts say sustained growth for the combined group will require continued investment, as Kraft Heinz competes in low-growth categories.

Kraft Heinz's U.S. volumes fell 4.1% in the four weeks to May 16 compared with a year earlier and dollar sales were down 1.9%, said BNP Paribas analyst Max Gumport, ​citing Nielsen data.

"That's not going to ​be a sustainable outcome after $600 ⁠million of investment," said Gumport. "When you get to the end of this year, they will need to invest more, because what you need is volumes to be flat and dollar sales up for this business ​to work."

Kraft Heinz is also pledging to absorb about 80% of inflation this year rather than ​risk trying to ⁠pass it on to customers, limiting its ability to offset costs and increasing reliance on new products to drive growth.

Cahillane said the company will step up spending further if early gains from new products continue.

The proportion of the company's products that were holding or gaining market share rose to 58% ⁠in March ​from 21% at the end of 2025, Kraft Heinz said in May.

"Some of ​the early returns we're seeing gives us optimism that we might have the opportunity to invest even more," he said.

Grouped bar chart showing Kraft Heinz annual net sales and net income from 2019 to 2026. Sales edge lower after 2023. Profits swung sharply in 2025 as the company took a $9.3 billion write-down on some intangible assetsReporting by Alexander Marrow; Editing by Lisa Jucca and Elaine Hardcastle

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Alexander covers European consumer goods from London, focusing on the corporate strategies of companies including Nestle, Unilever, Danone and Reckitt, as well as on how their products impact consumers’ daily lives. Alexander previously covered Russia’s economy and companies from Moscow, reporting on the fallout from Russia’s 2022 invasion of Ukraine and the Western corporate exodus that followed.

A month has gone by since the last earnings report for Kraft Heinz (KHC - Free Report) . Shares have lost about 5% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Kraft Heinz due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.

Kraft Heinz Q1 Earnings Beat Estimates Despite Organic Sales DipThe Kraft Heinz Company posted first-quarter 2026 results, wherein it posted adjusted earnings of 58 cents per share, beating the Zacks Consensus Estimate of 50 cents. Quarterly adjusted earnings fell 6.5% year over year, mainly due to lower adjusted operating income, partially offset by reduced tax expenses on adjusted earnings.

The company generated net sales of $6,047 million, up 0.8% year over year. The metric beat the Zacks Consensus Estimate of $5,908 million. The increase included a favorable 1.9 percentage-point impact from foreign currency, partially offset by a 0.7 percentage-point drag from divestitures. However, organic net sales declined 0.4% compared with the prior-year period. Our model expected a 3.2% dip in organic sales.

Pricing contributed positively, rising 0.8 percentage points across all segments, mainly driven by price increases in select categories to offset higher input costs. In contrast, volume/mix fell 1.2 percentage points, with declines across all segments. This weakness was largely due to reduced demand in coffee, cold cuts and Indonesia, which outweighed gains from seasonal factors such as the shift in Easter timing.

The adjusted gross profit of $2,064 million increased from the $2,061 million reported in the year-ago quarter. However, adjusted gross margin contracted 30 bps to 34.1%. We expected an adjusted gross margin decline of 120 bps to 33.1%. Adjusted operating income declined 11.8% year over year to $1,058 million. The drop was primarily caused by higher advertising expenses, inflationary pressures in manufacturing and logistics that exceeded efficiency gains, and unfavorable volume/mix. These headwinds more than offset the benefits from higher pricing, one-time procurement cost recoveries and favorable foreign currency effects.

Decoding KHC’s Segment-Wise ResultsNorth America: Net sales of $4,458 million declined 0.7% year over year. Organic sales fell 1.1%. We expected a 4% decline in segment organic sales. During the quarter, pricing increased 0.4 percentage points and the volume/mix fell 1.5 percentage points.

International Developed Markets: Net sales of $843 million were up 3.2% year over year. Organic sales declined 0.1%, with pricing up 0.2 percentage points and volume/mix dipping 0.3 percentage points. We expected a 3.6% decline in segment organic sales.

Emerging Markets: Net sales of $746 million were up 7.6% year over year. Organic sales grew 3.8%. We expected 2.2% growth in segment organic sales. Pricing was up 4.4 percentage points, but volume/mix declined 0.6 percentage points.

Kraft Heinz: Other Financial Aspects & GuidanceKraft Heinz ended the quarter with cash and cash equivalents of $3,308 million, long-term debt of $19,223 million and total shareholders’ equity (excluding noncontrolling interest) of $41,923 million. Net cash provided by operating activities was $1,006 million for the three months ended March 28, 2026, and free cash flow was $766 million. The company returned $474 million to its shareholders through cash dividends in the first quarter. Kraft Heinz did not repurchase any shares under its existing buyback program. As of March 28, 2026, KHC had approximately $1.5 billion remaining under its authorized repurchase capacity.

For 2026, Kraft Heinz still expects organic net sales to decline 1.5% to 3.5% year over year, indicating an estimated 100 bps impact from incremental SNAP-related headwinds.

Constant currency adjusted operating income is projected to decline 14% to 18%. Adjusted gross profit margin is expected to decrease 25-75 bps compared with the prior year. The company anticipates adjusted EPS to be between $1.98 and $2.10.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a flat trend in estimates review.

VGM ScoresAt this time, Kraft Heinz has a average Growth Score of C, however its Momentum Score is doing a lot better with an A. Following the exact same course, the stock was allocated a score of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook Kraft Heinz has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerKraft Heinz is part of the Zacks Food - Miscellaneous industry. Over the past month, Sysco (SYY - Free Report) , a stock from the same industry, has gained 2%. The company reported its results for the quarter ended March 2026 more than a month ago.

Sysco reported revenues of $20.52 billion in the last reported quarter, representing a year-over-year change of +4.7%. EPS of $0.94 for the same period compares with $0.96 a year ago.

Sysco is expected to post earnings of $1.51 per share for the current quarter, representing a year-over-year change of +2%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Sysco. Also, the stock has a VGM Score of B.

Kraft Heinz (KHC - Free Report) closed the most recent trading day at $24.05, moving +2.65% from the previous trading session. The stock's change was more than the S&P 500's daily loss of 1.62%. Meanwhile, the Dow experienced a drop of 1.87%, and the technology-dominated Nasdaq saw a decrease of 1.98%.

The processed food company with dual headquarters in Pittsburgh and Chicago's shares have seen an increase of 0.26% over the last month, not keeping up with the Consumer Staples sector's gain of 0.43% and outstripping the S&P 500's loss of 0.03%.

Market participants will be closely following the financial results of Kraft Heinz in its upcoming release. It is anticipated that the company will report an EPS of $0.53, marking a 23.19% fall compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $6.12 billion, showing a 3.59% drop compared to the year-ago quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.07 per share and revenue of $24.43 billion. These totals would mark changes of -20.38% and -2.06%, respectively, from last year.

Investors should also note any recent changes to analyst estimates for Kraft Heinz. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.1% upward. Kraft Heinz presently features a Zacks Rank of #3 (Hold).

From a valuation perspective, Kraft Heinz is currently exchanging hands at a Forward P/E ratio of 11.34. This expresses a discount compared to the average Forward P/E of 12.47 of its industry.

The Food - Miscellaneous industry is part of the Consumer Staples sector. With its current Zacks Industry Rank of 203, this industry ranks in the bottom 17% of all industries, numbering over 250.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.

Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.

One company value investors might notice is DaVita (DVA - Free Report) . DVA is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock holds a P/E ratio of 10.65, while its industry has an average P/E of 16.95. DVA's Forward P/E has been as high as 15.44 and as low as 10.48, with a median of 13.17, all within the past year.

Investors will also notice that DVA has a PEG ratio of 0.83. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. DVA's industry currently sports an average PEG of 1.59. DVA's PEG has been as high as 1.09 and as low as 0.69, with a median of 0.87, all within the past year.

Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. DVA has a P/S ratio of 0.92. This compares to its industry's average P/S of 1.19.

These are just a handful of the figures considered in DaVita's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that DVA is an impressive value stock right now.

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It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: DaVita HealthCare (DVA - Free Report) Denver, CO-headquartered DaVita Inc. is a leading provider of dialysis services in the U.S. to patients suffering from chronic kidney failure, also known as end-stage renal disease (ESRD). The company operates outpatient dialysis centers and provides related services primarily in its dialysis centers and contracted hospitals across the United States, in addition to offering integrated kidney care services under value-based arrangements. Its services include outpatient dialysis services, hospital inpatient dialysis services and certain ancillary services.

DVA is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 12.98; value investors should take notice.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.91 to $15.07 per share. DVA boasts an average earnings surprise of +2.4%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, DVA should be on investors' short list.

Key Takeaways DaVita posted stronger quarterly revenue and earnings, lifting full-year adjusted EPS outlook.DVA expects higher treatment volumes from favorable patient trends and competitor clinic closures.DVA funds buybacks and IKC growth with strong cash flow, but compensation, insurance and IT costs rise. DaVita Inc.’s (DVA - Free Report) investors have been experiencing some short-term gains from the stock lately. Shares of the Denver, CO-based provider of dialysis services in the United States to patients suffering from chronic kidney failure gained 21.4% in the past three months against the industry’s 5.7% decline. It has also outperformed the sector’s loss of 8.7% and the S&P 500’s gain of 10.9% in the same time frame.

A major recent development of DVA includes the announcement of its first-quarter results last month.

DaVita reported strong first-quarter 2026 results, with improvements in revenues, earnings and operating income. The increase in treatment volume per normalized day and higher reimbursement rates during the quarter were encouraging. DVA also raised its 2026 adjusted operating income and earnings per share (EPS) guidance, reflecting confidence in its business momentum. However, patient care costs and IT-related expenses increased year over year, while revenue per treatment (RPT) declined sequentially. Rising operating costs may continue to weigh on margins going forward, which does not bode well for the stock.

DVA's Three Months Price Comparison
Image Source: Zacks Investment Research

Over the past three months, the stock’s performance has remained strong, outperforming its peers like Fresenius Medical Care AG (FMS - Free Report) . However, it underperformed its peer, Outset Medical, Inc. (OM - Free Report) . Fresenius Medical and Outset Medical’s shares have lost 10.8% and gained 43.6%, respectively, in the same time frame.

For 2026, DaVita expects RPT to reflect growth of 1%-2%, while treatment volume is expected to be higher compared with 2025.

Adjusted EPS from continuing operations for the full year is projected to be in the range of $14.10-$15.20. The Zacks Consensus Estimate for the metric is currently pegged at $15.07.

For the second quarter of 2026, the Zacks Consensus Estimate for adjusted EPS is pegged at $4.01.

DVA’s Strengthening Core Dialysis FranchiseDaVita continues to benefit from annual reimbursement increases across Medicare and commercial contracts, supporting revenue growth despite normal seasonal fluctuations. The company’s large dialysis network and exposure to higher-paying commercial plans provide a stable revenue base, while early ACA enrollment trends have been better than management's prior expectations, potentially easing previously anticipated reimbursement pressures.

Treatment volumes exceeded management’s expectations in the first quarter of 2026, aided by favorable patient trends and lower-than-anticipated mortality. DVA also expects to benefit from patient transfers associated with competitor clinic closures, prompting it to raise its full-year treatment growth outlook. Sustained volume growth remains a key driver of revenue and earnings expansion.

Better labor productivity also helped the company keep patient-care costs below expectations, highlighting the effectiveness of DaVita’s operating model. The company is also investing in digital infrastructure and AI-enabled tools to improve scheduling, workforce utilization and administrative efficiency. These initiatives are expected to support DVA’s margin durability and create additional operating leverage over time.

DaVita’s Value-Based Care and Cash Flow StrengthIntegrated Kidney Care (IKC) remains an important long-term growth avenue for DaVita. The business continues to demonstrate strong performance in value-based care programs through improved quality outcomes and savings generation. As DVA expands its risk-based care arrangements and strengthens physician partnerships, it is building a more diversified and sustainable kidney-care ecosystem.

Strong operating and free cash flow generation provides DaVita with ample financial flexibility. The company has remained aggressive in repurchasing shares while maintaining leverage within its target range, underscoring management’s disciplined capital allocation strategy. Consistent cash generation and buybacks continue to enhance shareholder value and support investor sentiment toward the stock.

Challenges Ahead of DVAA key challenge for DaVita is the continued rise in operating expenses, particularly compensation, insurance and technology-related costs, which could pressure margins despite ongoing productivity improvements. Another concern is DVA’s dependence on commercial insurance plans for a significant share of its profits. Any decline in commercially insured patients, unfavorable reimbursement changes or shifts in plan mix could materially affect revenue growth and profitability, given the substantial gap between commercial and government reimbursement rates.

DaVita Stock’s ValuationDVA’s forward 12-month P/S of 0.83X is lower than the industry’s average of 2.67X but is higher its five-year median of 0.79X.

Image Source: Zacks Investment Research

Fresenius Medical and Outset Medical’s forward 12-month P/S currently stand at 0.47X and 0.71X, respectively, in the same time frame.

DVA’s Estimate MovementEstimates for DaVita’s 2026 earnings have moved 6.4% north to $15.07 in the past 60 days.

Image Source: Zacks Investment Research

Estimates for Fresenius Medical’s 2026 EPS have moved 7.4% south to $2.24 in the past 60 days.

Estimates for Outset Medical’s 2026 loss per share have widened from $2.83 to $2.88 in the past 60 days.

Our Final Take on DaVitaDaVita, a Zacks Rank #1 (Strong Buy) stock, remains well positioned to benefit from its leadership in the U.S. dialysis market, improving treatment volumes and expanding value-based care initiatives. The company’s strong operational execution, productivity gains and ongoing technology investments are supporting earnings growth while enhancing its long-term competitive position. Its IKC platform also offers an additional growth avenue beyond traditional dialysis services. You can see the complete list of today’s Zacks #1 Rank stocks here.

However, investors should monitor rising labor, insurance and technology-related expenses, which could pressure margins over time. DVA’s reliance on commercial payors for a significant portion of its profits also exposes it to reimbursement and insurance-mix risks.

From a valuation standpoint, the stock appears reasonably priced relative to its business fundamentals and growth prospects. The current valuation suggests that the market has yet to fully recognize the benefits of improving treatment volumes, operational efficiencies and disciplined capital allocation. This leaves room for further upside if management continues to execute effectively.

For existing shareholders, the stock remains an attractive long-term holding. Prospective investors can also consider building positions, as DaVita’s improving fundamentals, favorable earnings momentum suggest that the recent rally may not yet be over. The favorable Zacks Style Score with a Growth Score of B suggests continued uptrend potential for DVA.

Key Takeaways DaVita provides dialysis via outpatient centers, hospitals and home hemo/peritoneal options.DaVita's IKC coordinates advanced CKD/ESKD care; CKCC showed progress in quality and savings.FMS exceeded 100,000 5008X treatments, while OM preps next-gen Tablo cleared under the FDA's 2025 cyber rules DaVita Inc. (DVA - Free Report) is a key player in the dialysis space, providing comprehensive kidney care services to patients with chronic kidney disease (CKD) and end-stage kidney disease (ESKD). The company’s core business centers on delivering dialysis treatment through a broad network of outpatient dialysis centers, hospital-based services and home-based modalities, including home hemodialysis and peritoneal dialysis. By supporting patients across multiple care settings — from dialysis clinics and hospitals to home environments — DVA plays an important role in ensuring access to life-sustaining renal care while helping patients navigate different treatment options throughout their kidney health journey.

The company has also expanded beyond traditional dialysis delivery to strengthen its presence across the broader kidney care continuum. Through its Integrated Kidney Care (IKC) platform, DaVita coordinates care for patients with advanced CKD and ESKD, working alongside physicians and healthcare providers to improve clinical outcomes and support earlier intervention. Recent results from the Comprehensive Kidney Care Contracting (CKCC) program demonstrated continued progress in quality and savings measures, highlighting the growing role of value-based kidney care models in the dialysis industry.

DaVita continues to invest in technology and operational capabilities that support its dialysis network. During 2026, the company highlighted ongoing investments in digital infrastructure and AI-enabled tools, including new scheduling technologies designed to improve care delivery and operational efficiency. These initiatives reinforce DVA’s position as a leading dialysis services provider while supporting the industry's broader shift toward integrated, patient-centered kidney care.

FMS & OM Expanding Innovation Across Dialysis CareFresenius Medical Care AG (FMS - Free Report) is a renowned player in the dialysis ecosystem, combining dialysis care delivery with the manufacture of dialysis products and equipment. FMS provides treatment for CKD and end-stage renal disease through its Care Delivery, Care Enablement and Value-Based Care segments.

In 2026, Fresenius Medical Care accelerated the rollout of its 5008X CAREsystem in the United States, reaching around 100 clinics and surpassing 100,000 treatments. Fresenius Medical Care also launched kinexus, a unified global digital platform that supports home dialysis programs by integrating remote therapy monitoring, prescription management and supply ordering across peritoneal dialysis and home hemodialysis therapies.

Outset Medical, Inc. (OM - Free Report) is directly involved in the dialysis space through its Tablo Hemodialysis System, a technology platform designed to simplify dialysis delivery across hospitals, clinics and home settings. Outset Medical focuses on improving dialysis outcomes while reducing cost and complexity for providers and patients.

During 2026, Outset Medical continued expanding Tablo adoption across acute and post-acute care facilities and prepared for the launch of its next-generation Tablo platform. The new system, which OM believes is the first dialysis system cleared under the FDA’s 2025 cybersecurity requirements, incorporates hardware and software enhancements aimed at improving performance, reliability and patient safety while supporting broader dialysis care delivery.

DVA’s Price Performance, Valuation and EstimatesShares of DaVita have gained 71.6% year to date compared with the industry’s rise of 5.3%.

Image Source: Zacks Investment Research

DVA’s forward 12-month P/E of 11.8X is lower than the industry’s average of 16.9X and its five-year median of 12.7X. It has a Value Score of A.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for DVA’s 2026 earnings per share suggests a 39.8% improvement compared with 2025.

Image Source: Zacks Investment Research

DaVita currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways DVA served 296,300 patients through 3,262 outpatient dialysis centers worldwide as of March 31, 2026.DaVita's IKC platform covered 62,600 patients and represents about $5.4 billion in annualized medical spend.BAX backs renal care via its medical products, while RMTI signed a 3-year supply deal with Heritage Dialysis. DaVita Inc. (DVA - Free Report) , a well-known kidney care services provider, is focused on delivering dialysis treatment and integrated care solutions for patients with chronic and end-stage kidney disease. As of March 31, 2026, the company was serving 296,300 patients through 3,262 outpatient dialysis centers worldwide, underscoring its significant presence in the global renal care market. In first-quarter 2026, DVA delivered more than 7 million dialysis treatments and continued to expand its Integrated Kidney Care (IKC) platform, which covered 62,600 patients in risk-based care arrangements.

Beyond its core dialysis operations, DaVita is increasingly emphasizing coordinated and value-based care to improve outcomes for kidney disease patients. The company reported continued momentum in its IKC business, which represents approximately $5.4 billion in annualized medical spend under risk-based arrangements. This reflects DVA's broader strategy of managing patient care across the kidney disease space while supporting long-term healthcare efficiency and quality outcomes.

Recent developments highlight the company's focus on innovation and care coordination. DaVita reported year-over-year improvements across key measures in the Comprehensive Kidney Care Contracting (CKCC) program and generated the highest aggregate savings among participants in first-quarter 2026. DVA is also investing in technology-driven initiatives, including the rollout of its AI-enabled ScheduleHub tool, designed to optimize patient scheduling and staffing while enhancing operational efficiency and supporting clinical excellence.

BAX & RMTI Supporting the Broader Renal Care EcosystemBaxter International Inc. (BAX - Free Report) remains connected to the renal care ecosystem through products that continue to be used in kidney dialysis centers and other healthcare settings. While Baxter completed the sale of its Kidney Care business, now known as Vantive, in January 2025, BAX still serves healthcare providers through its broad portfolio of medical products and therapies.

Recent developments reflect Baxter’s ongoing focus on operational improvement and innovation, with the company advancing connected-care offerings, including smart bed systems, patient monitoring technologies, infusion systems and respiratory health devices, while continuing to support providers across a range of care settings.

Rockwell Medical, Inc. (RMTI - Free Report) is a dedicated renal care company focused on developing, manufacturing and distributing hemodialysis products for dialysis providers worldwide. Rockwell Medical supplies a broad portfolio of dialysis concentrates and related products that support patients with end-stage kidney disease.

Recent developments include Rockwell Medical's new three-year supply agreement with Heritage Dialysis and the renewal of its agreement with aQua Dialysis, strengthening its presence in both in-center and home dialysis markets. RMTI also continues to focus on operational improvements, profitability and long-term growth within the dialysis industry.

DVA’s Price Performance, Valuation and EstimatesShares of DaVita have gained 74.4% year to date compared with the industry’s rise of 8.5%.

Image Source: Zacks Investment Research

DVA’s forward 12-month P/E of 11.9X is lower than the industry’s average of 17.4X and its five-year median of 12.7X. It has a Value Score of A.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for DVA’s 2026 earnings per share suggests a 39.8% improvement compared with 2025.

Image Source: Zacks Investment Research

DaVita currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

DaVita HealthCare (DVA - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for DaVita HealthCare basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for DaVita HealthCare imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for DaVita HealthCareThis kidney dialysis provider is expected to earn $15.07 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for DaVita HealthCare. Over the past three months, the Zacks Consensus Estimate for the company has increased 6.4%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of DaVita HealthCare to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

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Two AI Titans Flash Entries As Rocket Lab Readies For Launch Bank of Montreal (BMO), Intercorp Financial Services (IFS), DaVita (DVA) and Astronics (ATRO) reached new highs Friday, as the stock market looked to add to a rebound following heavy, recent losses. All four stocks are in Investor's Business Daily's New Highs list, which shows leading names making new 52-week highs. Stocks at new highs, especially during weak markets, can be some…

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Posted by Defense World Staff on Mar 30th, 2026

Shares of VeriSign, Inc. (NASDAQ:VRSN – Get Free Report) have received an average rating of “Moderate Buy” from the five research firms that are covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $292.00.

A number of research analysts have commented on the company. JPMorgan Chase & Co. increased their price objective on VeriSign from $270.00 to $271.00 and gave the company a “neutral” rating in a research report on Tuesday, January 6th. Weiss Ratings raised VeriSign from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Zacks Research upgraded VeriSign from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, Citigroup lowered their price objective on VeriSign from $337.00 to $280.00 and set a “buy” rating for the company in a research report on Monday, February 9th.

Read Our Latest Report on VeriSign

Insider Activity at VeriSign In related news, EVP Thomas C. Indelicarto sold 332 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $240.62, for a total transaction of $79,885.84. Following the completion of the sale, the executive vice president directly owned 39,696 shares of the company’s stock, valued at $9,551,651.52. The trade was a 0.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO D James Bidzos sold 2,000 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $248.28, for a total transaction of $496,560.00. Following the completion of the transaction, the chief executive officer owned 414,099 shares in the company, valued at $102,812,499.72. This represents a 0.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 9,490 shares of company stock valued at $2,338,621. 0.84% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in VeriSign by 8.1% in the third quarter. Vanguard Group Inc. now owns 11,443,710 shares of the information services provider’s stock valued at $3,199,318,000 after purchasing an additional 861,065 shares during the last quarter. State Street Corp boosted its holdings in VeriSign by 8.2% during the third quarter. State Street Corp now owns 4,253,980 shares of the information services provider’s stock worth $1,189,285,000 after buying an additional 321,737 shares during the last quarter. AQR Capital Management LLC boosted its holdings in VeriSign by 14.1% during 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 buying an additional 496,674 shares during the last quarter. Invesco Ltd. increased its stake in shares of VeriSign by 19.8% in the 4th quarter. Invesco Ltd. now owns 1,491,035 shares of the information services provider’s stock valued at $362,247,000 after acquiring an additional 246,887 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of VeriSign in the 4th quarter valued at about $312,900,000. 92.90% of the stock is currently owned by institutional investors.

VeriSign Stock Performance Shares of VRSN stock opened at $247.48 on Friday. VeriSign has a 1 year low of $208.86 and a 1 year high of $310.60. The firm’s 50 day moving average is $235.59 and its 200-day moving average is $248.59. The firm has a market capitalization of $22.69 billion, a price-to-earnings ratio of 28.09 and a beta of 0.76.

VeriSign (NASDAQ:VRSN – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.23 earnings per share for the quarter, missing analysts’ consensus estimates of $2.29 by ($0.06). VeriSign had a net margin of 49.84% and a negative return on equity of 40.40%. The company had revenue of $425.30 million during the quarter, compared to analyst estimates of $424.04 million. During the same period in the prior year, the business earned $2.00 EPS. The business’s revenue for the quarter was up 7.6% on a year-over-year basis.

VeriSign Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Thursday, February 19th were paid a $0.81 dividend. This is a boost from VeriSign’s previous quarterly dividend of $0.77. The ex-dividend date of this dividend was Thursday, February 19th. This represents a $3.24 annualized dividend and a dividend yield of 1.3%. VeriSign’s payout ratio is 36.78%.

VeriSign Company Profile (Get 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.

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Posted by Defense World Staff on Apr 5th, 2026

Perpetual Ltd increased its holdings in VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 159.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,150 shares of the information services provider’s stock after purchasing an additional 5,626 shares during the quarter. Perpetual Ltd’s holdings in VeriSign were worth $2,223,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in VRSN. SteelPeak Wealth LLC acquired a new position in VeriSign in the fourth quarter worth approximately $2,037,000. Earned Wealth Advisors LLC lifted its position in shares of VeriSign by 16.6% during the 4th quarter. Earned Wealth Advisors LLC now owns 2,733 shares of the information services provider’s stock valued at $664,000 after acquiring an additional 390 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its stake in shares of VeriSign by 3.6% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 1,661 shares of the information services provider’s stock worth $404,000 after acquiring an additional 57 shares in the last quarter. Foster & Motley Inc. boosted its stake in shares of VeriSign by 8.8% during the 4th quarter. Foster & Motley Inc. now owns 16,317 shares of the information services provider’s stock worth $3,964,000 after acquiring an additional 1,316 shares in the last quarter. Finally, Mn Services Vermogensbeheer B.V. grew its holdings in shares of VeriSign by 1.5% in the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 32,171 shares of the information services provider’s stock worth $7,816,000 after acquiring an additional 471 shares during the last quarter. 92.90% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets Several brokerages have recently commented on VRSN. Weiss Ratings raised VeriSign from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 27th. Citigroup lifted their price target on VeriSign from $280.00 to $295.00 and gave the stock a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. upped their price objective on shares of VeriSign from $270.00 to $271.00 and gave the company a “neutral” rating in a research note on Tuesday, January 6th. Finally, Zacks Research upgraded shares of VeriSign from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, VeriSign currently has a consensus rating of “Moderate Buy” and a consensus price target of $297.00.

Read Our Latest Stock Analysis on VRSN

Insider Buying and Selling In other news, CEO D James Bidzos sold 2,000 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $248.28, for a total value of $496,560.00. Following the completion of the sale, the chief executive officer directly owned 414,099 shares of the company’s stock, valued at $102,812,499.72. This represents a 0.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thomas C. Indelicarto sold 332 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $240.62, for a total transaction of $79,885.84. Following the sale, the executive vice president owned 39,696 shares of the company’s stock, valued at approximately $9,551,651.52. This represents a 0.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 9,490 shares of company stock valued at $2,338,621 over the last three months. 0.84% of the stock is owned by insiders.

VeriSign Price Performance VRSN opened at $259.85 on Friday. The firm has a market capitalization of $23.83 billion, a P/E ratio of 29.49 and a beta of 0.70. The stock has a fifty day moving average of $235.92 and a 200-day moving average of $247.68. VeriSign, Inc. has a 12-month low of $208.86 and a 12-month high of $310.60.

VeriSign (NASDAQ:VRSN – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.23 earnings per share for the quarter, missing analysts’ consensus estimates of $2.29 by ($0.06). The business had revenue of $425.30 million for the quarter, compared to analysts’ expectations of $424.04 million. VeriSign had a net margin of 49.84% and a negative return on equity of 40.40%. The business’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.00 EPS.

VeriSign Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Thursday, February 19th were issued a $0.81 dividend. The ex-dividend date was Thursday, February 19th. This represents a $3.24 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from VeriSign’s previous quarterly dividend of $0.77. VeriSign’s dividend payout ratio is currently 36.78%.

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.

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Warren Buffett is known for investing in companies with legal monopolies. That makes VeriSign (VRSN +0.11%) a natural fit for Berkshire Hathaway's portfolio, which Buffett oversaw until he stepped down as CEO at the end of last year.

VeriSign operates in the background of the internet, providing registration services for domains such as .com and .net, and Berkshire owns a 9.8% stake in the company -- a position it began building over a decade ago.

Considering VeriSign's firm grip on domain registration and the constant cash flow that it offers, is it worth considering the stock for your personal portfolio?

Image source: Getty Images.

The online traffic director In addition to its domain registration operations, VeriSign oversees two of the world's 13 root servers that help direct internet traffic, creating a large infrastructure moat that isn't easily disrupted. That moat also generates a lot of cash. In 2025, VeriSign reported $1.6 billion in revenue and $826 million in net income, both increases from 2024's totals.

Business has been good for VeriSign, but it is more of a mature operation than one with a roster of significant growth drivers. As some business owners shift from using websites to relying mainly on social media, domain registrations may face a noticeable slowdown.

That's reflected in domain base growth projections. Domain base growth is only expected to increase between 1.5% and 3.5% in 2026, with revenue projected to steadily climb, rather than explode higher.

Today's Change

(

0.11

%) $

0.32

Current Price

$

279.89

With those numbers in mind and also considering VeriSign's forward price-to-earnings (P/E) ratio of 27.7, it appears investors may be paying up for the reliable, steady cash flow more than anything else. For comparison, Nvidia has a forward P/E ratio of 21.5. There's nothing wrong with investing in a maturing business, but VeriSign doesn't scream "value" at its current valuation.

There is, however, a Buffett play inside the Berkshire portfolio that does.

Consider this Buffett investment instead For a Buffett pick at a more attractive valuation, consider Sirius XM Holdings (SIRI 0.25%). Berkshire owns around 37% of the company.

Sirius may not be a pure audio monopoly given the intense competition in the streaming market, but it does exhibit monopolistic characteristics. In 2007, there were only two businesses authorized by the Federal Communications Commission to provide satellite radio service in the U.S. before the merger of Sirius Satellite Radio and XM Satellite Radio Holdings formed SiriusXM Holdings.

It's also building a moat through content, offering shows and stations that you can only find on its platform.

Sirius could also be considered a maturing business, but unlike VeriSign and its rich valuation, Sirius has a forward P/E of 7.4. That looks much more like a value. Pair that with a dividend yielding a generous 4.5%, and Sirius starts checking a lot of boxes as a Buffett stock worth owning.

Today's Change

(

-0.25

%) $

-0.07

Current Price

$

27.52

It seems that others are slowly starting to recognize this company's value as well, as the stock price has climbed notably so far in 2026, inching closer to its 52-week high of $24.92.

The upside looks promising, but that has to be considered along with concerns about Sirius to get the full picture. Those concerns include slowing subscriber growth, an increasingly competitive streaming media space, and rising content costs.

Still, between the two companies, Sirius looks like the better value.

VeriSign (VRSN - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 23. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis internet infrastructure services provider is expected to post quarterly earnings of $2.20 per share in its upcoming report, which represents a year-over-year change of +4.8%.

Revenues are expected to be $421.81 million, up 4.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 8.13% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for VeriSign?For VeriSign, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that VeriSign will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that VeriSign would post earnings of $2.29 per share when it actually produced earnings of $2.23, delivering a surprise of -2.62%.

The company has not been able to beat consensus EPS estimates in any of the last four quarters.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

VeriSign doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

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RESTON, Va.--(BUSINESS WIRE)--VeriSign, Inc. (NASDAQ: VRSN), a global provider of critical internet infrastructure and domain name registry services, today reported financial results for the first quarter of 2026.

VeriSign, Inc. and its subsidiaries (“Verisign”) reported revenue of $429 million for the first quarter of 2026, up 6.6 percent from the same quarter in 2025. Operating income was $294 million for the first quarter of 2026, compared to $271 million for the same quarter of 2025. Verisign reported net income of $215 million and diluted earnings per share (diluted “EPS”) of $2.34 for the first quarter of 2026, compared to net income of $199 million and diluted EPS of $2.10 for the same quarter of 2025.

“Through the first quarter of 2026 we continued to execute on our primary mission, extending into its 29th year our unparalleled record of providing 100% availability of our resolution service for the .com/.net domains. For the quarter, we delivered both steady growth in registrations and solid financial results,” said Jim Bidzos, Executive Chairman, President and Chief Executive Officer.

Financial Highlights

Verisign ended the first quarter of 2026 with cash, cash equivalents and marketable securities of $556 million, a decrease of $24 million from year-end 2025. Cash flow from operations was $272 million for the first quarter of 2026, compared to $291 million for the same quarter of 2025. Deferred revenues as of March 31, 2026 totaled $1.43 billion, an increase of $45 million from year-end 2025. During the first quarter of 2026, Verisign repurchased 0.9 million shares of its common stock for $214 million. As of March 31, 2026, there was $863 million remaining for future share repurchases under the share repurchase program, which has no expiration. On April 20, 2026, Verisign’s Board of Directors approved a cash dividend of $0.81 per share of Verisign’s outstanding common stock to stockholders of record as of the close of business on May 19, 2026, payable on May 27, 2026. Business Highlights

Verisign ended the first quarter of 2026 with 176.1 million .com and .net domain name registrations in the domain name base, a 3.7 percent increase from the end of the first quarter of 2025, and a net increase of 2.54 million domain names during the first quarter of 2026. During the first quarter of 2026, Verisign processed 11.5 million new domain name registrations for .com and .net, compared with 10.1 million for the first quarter of 2025. The final .com and .net renewal rate for the fourth quarter of 2025 was 75.0 percent compared to 74.0 percent for the same quarter of 2024. Renewal rates are not fully measurable until 45 days after the end of the quarter. Verisign announces that it will increase the annual registry-level wholesale fee for each new and renewal .com domain name registration from $10.26 to $10.97 effective Nov. 1, 2026. Today’s Conference Call

Verisign will host a live conference call today at 4:30 p.m. (EDT) to review the first quarter 2026 results. The call will be accessible by direct dial at (888) 676-VRSN (U.S.) or (646) 769-9200 (international), conference ID: Verisign. A listen-only live web cast of the conference call and accompanying slide presentation will also be available at https://investor.verisign.com. An audio archive of the call will be available at https://investor.verisign.com/events.cfm. This news release and the financial information discussed on today’s conference call are available at https://investor.verisign.com.

About Verisign

Verisign (NASDAQ: VRSN), a global provider of critical internet infrastructure and domain name registry services, enables internet navigation for many of the world’s most recognized domain names. Verisign helps enable the security, stability, and resiliency of the Domain Name System and the internet by providing root zone maintainer services, operating two of the 13 global internet root servers, and providing registration services and authoritative resolution for the .com and .net top-level domains, which support the majority of global e-commerce. To learn more please visit verisign.com.

Statements in this announcement other than historical data and information constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended. These statements involve risks and uncertainties that could cause our actual results to differ materially from those stated or implied by such forward-looking statements. The potential risks and uncertainties include, among others, attempted security breaches, cyber-attacks, and DDoS attacks against our systems and services; the introduction of undetected or unknown defects in our systems or services; vulnerabilities in the global routing system; system interruptions or system failures; damage or interruptions to our data centers, data center systems or resolution systems; risks arising from our operation of root servers and our performance of the Root Zone Maintainer functions; any loss or modification of our right to operate the .com and .net gTLDs; changes or challenges to the pricing provisions of the .com Registry Agreement; new or existing governmental laws and regulations in the U.S. or other applicable non-U.S. jurisdictions; new laws, regulations, directives or ICANN policies that require us to obtain and maintain personal information of registrants; economic, legal, regulatory, and political risks associated with our international operations; unfavorable changes in, or interpretations of, tax rules and regulations; risks from the implementation of ICANN’s consensus and temporary policies, technical standards and other processes; the weakening of, or changes to, the multi-stakeholder model of internet governance; the outcome of claims, lawsuits, audits or investigations; challenging economic conditions; our ability to compete in the highly competitive business environment in which we operate; changes in internet practices and behavior and the adoption of substitute technologies, or the negative impact of wholesale price increases; our ability to expand our services into developing and emerging economies; our ability to maintain strong relationships with registrars and their resellers; our ability to attract, retain and motivate highly skilled employees; the continuity of our quarterly dividend; our ability to protect and enforce our intellectual property rights; challenges from the use of AI technology by third-parties or us; and the impact on our stock price from the dissemination of false or misleading information by unrelated third parties. More information about potential factors that could affect our business and financial results is included in our filings with the SEC, including in our Annual Report on Form 10-K for the year ended Dec. 31, 2025 and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Verisign undertakes no obligation to update any of the forward-looking statements after the date of this announcement.

©2026 VeriSign, Inc. All rights reserved. VERISIGN, the VERISIGN logo, and other trademarks, service marks, and designs are registered or unregistered trademarks of VeriSign, Inc. and its subsidiaries in the United States and in foreign countries. All other trademarks are property of their respective owners.

VERISIGN, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(In millions, except par value)

(Unaudited)

March 31, 2026

December 31, 2025

ASSETS

Current assets:

Cash and cash equivalents       

$

476.7

$

307.9

Marketable securities

79.7

272.6

Other current assets   

69.6

72.0

Total current assets           

626.0

652.5

Property and equipment, net

214.2

213.7

Goodwill

52.5

52.5

Deferred tax assets

227.9

233.2

Deposits to acquire intangible assets

145.2

145.2

Other long-term assets

31.4

28.8

Total long-term assets

671.2

673.4

Total assets         

$

1,297.2

$

1,325.9

LIABILITIES AND STOCKHOLDERS’ DEFICIT

Current liabilities:

Accounts payable and accrued liabilities

$

283.9

$

298.0

Deferred revenues

1,071.2

1,035.1

Total current liabilities

1,355.1

1,333.1

Long-term deferred revenues

358.2

349.4

Long-term senior notes

1,788.8

1,788.2

Long-term tax and other liabilities

8.5

9.4

Total long-term liabilities

2,155.5

2,147.0

Total liabilities

3,510.6

3,480.1

Commitments and contingencies

Stockholders’ deficit:

Preferred stock—par value $.001 per share; Authorized shares: 5.0; Issued and outstanding shares: none

 —

—

Common stock and additional paid-in capital—par value $.001 per share; Authorized shares: 1,000; Issued shares: 355.8 at March 31, 2026 and 355.6 at December 31, 2025; Outstanding shares: 91.1 at March 31, 2026 and 91.9 at December 31, 2025

9,349.9

9,623.5

Accumulated deficit

(11,560.5

)

(11,775.0

)

Accumulated other comprehensive loss

(2.8

)

(2.7

)

Total stockholders’ deficit

(2,213.4

)

(2,154.2

)

Total liabilities and stockholders’ deficit

$

1,297.2

$

1,325.9

VERISIGN, INC.

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME

(In millions, except per share data)

(Unaudited)

Three Months Ended March 31,

2026

2025

Revenues

$

428.9

$

402.3

Costs and expenses:

Cost of revenues

49.2

49.4

Research and development

27.5

26.0

Selling, general and administrative

58.6

55.7

Total costs and expenses

135.3

131.1

Operating income

293.6

271.2

Interest expense

(18.9

)

(20.3

)

Non-operating income, net

4.7

7.5

Income before income taxes

279.4

258.4

Income tax expense

(64.9

)

(59.1

)

Net income

214.5

199.3

Other comprehensive loss

(0.1

)

(0.3

)

Comprehensive income

$

214.4

$

199.0

Earnings per share:

Basic

$

2.34

$

2.11

Diluted

$

2.34

$

2.10

Shares used to compute earnings per share

Basic

91.6

94.6

Diluted

91.8

94.8

VERISIGN, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(In millions)

(Unaudited)

Three Months Ended March 31,

2026

2025

Cash flows from operating activities:

Net income

$

214.5

$

199.3

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation of property and equipment

6.4

8.9

Stock-based compensation expense

19.1

17.5

Amortization of discount on investments in debt securities

(1.6

)

(3.6

)

Other, net

0.4

1.1

Changes in operating assets and liabilities:

Other assets

(0.4

)

0.2

Other liabilities

(16.2

)

6.6

Deferred revenues

44.9

57.2

Net deferred income taxes

5.3

4.1

Net cash provided by operating activities

272.4

291.3

Cash flows from investing activities:

Proceeds from maturities and sales of marketable securities

273.8

358.6

Purchases of marketable securities

(79.4

)

(35.2

)

Purchases of property and equipment

(7.2

)

(5.8

)

Net cash provided by investing activities

187.2

317.6

Cash flows from financing activities:

Repurchases of common stock

(225.4

)

(241.7

)

Payment of dividends

(74.2

)

—

Proceeds from employee stock purchase plan

8.5

7.9

Repayment of borrowings

—

(500.0

)

Proceeds from senior note issuance, net of issuance costs

—

493.9

Net cash used in financing activities

(291.1

)

(239.9

)

Effect of exchange rate changes on cash, cash equivalents, and restricted cash

0.3

(0.3

)

Net increase in cash, cash equivalents, and restricted cash

168.8

368.7

Cash, cash equivalents, and restricted cash at beginning of period

309.5

212.1

Cash, cash equivalents, and restricted cash at end of period

$

478.3

$

580.8

Supplemental cash flow disclosures:

Cash paid for interest

$

13.1

$

26.2

Cash paid for income taxes, net of refunds received

$

28.7

$

20.0

More News From VeriSign, Inc.

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VeriSign (VRSN - Free Report) came out with quarterly earnings of $2.34 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to earnings of $2.1 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +6.36%. A quarter ago, it was expected that this internet infrastructure services provider would post earnings of $2.29 per share when it actually produced earnings of $2.23, delivering a surprise of -2.62%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

VeriSign, which belongs to the Zacks Internet - Software and Services industry, posted revenues of $428.9 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.68%. This compares to year-ago revenues of $402.3 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

VeriSign shares have added about 11.1% since the beginning of the year versus the S&P 500's gain of 4.3%.

What's Next for VeriSign?While VeriSign has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for VeriSign was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.26 on $429.93 million in revenues for the coming quarter and $9.28 on $1.74 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software and Services is currently in the top 15% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Globant (GLOB - Free Report) , has yet to report results for the quarter ended March 2026.

This information technology services provider is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.6% higher over the last 30 days to the current level.

Globant's revenues are expected to be $602.23 million, down 1.5% from the year-ago quarter.

VeriSign Inc (VRSN) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Record Domain Registrations VeriSign Inc (VRSN) reports a 6.6% revenue increase and record domain name base, while navigating challenges with operating expenses and cash flow. Summary

Revenue: $429 million, up 6.6% year-over-year.EPS (Earnings Per Share): $2.34, increased 11.4% year-over-year.Net Income: $215 million, compared to $199 million a year ago.Operating Income: $294 million, up 8.3% from the previous year.Operating Expenses: $135 million, compared to $131 million a year ago.Operating Cash Flow: $272 million, compared to $291 million a year ago.Free Cash Flow: $265 million, compared to $286 million a year ago.Cash and Equivalents: $556 million at the end of the quarter.Domain Name Base: 176.1 million names, with 11.5 million new registrations in Q1 2026.Renewal Rate: 76.3% for the first quarter of 2026.Share Repurchase Program: $863 million remaining available.Cash Dividend: $0.81 per share, payable on May 27, 2026.Price Increase for .com Domains: $0.71 increase to $10.97 effective November 1, 2026.

Release Date: April 23, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points VeriSign Inc VRSN reported a strong financial performance with a 6.6% year-over-year increase in revenue and an 11.4% increase in EPS.The combined .com and .net domain name base reached a record 176.1 million names, with new registrations at their highest since the first half of 2021.The company returned over 100% of its free cash flow to investors through share repurchases and dividends, totaling $1.13 billion in the last 12 months.VeriSign Inc (VRSN) maintained a stable financial position with $556 million in cash, cash equivalents, and marketable securities at the end of the quarter.The company announced a cash dividend of $0.81 per share and intends to continue paying quarterly dividends, subject to market conditions and board approval. Negative Points Operating expenses increased to $135 million in Q1 2026, compared to $131 million in the same quarter a year ago.Free cash flow decreased to $265 million from $286 million in the year-ago quarter.The upcoming .com price increase may impact renewal trends, depending on how retail registrars adjust their pricing.The company faces challenges with a higher proportion of first-time renewing names in the second half of 2026, which could affect renewal rates.VeriSign Inc (VRSN) has not yet announced a price increase for .net, which could impact future revenue growth if not adjusted. Q & A Highlights Q: Jim, can you elaborate on the impact of AI and marketing programs on the recent strength in domain registrations?
A: D. Bidzos, Executive Chairman, President, and CEO, explained that it's challenging to separate the impact of AI from marketing programs as they complement each other. AI makes it easier for registrars to help customers find domains and build websites, while tailored marketing programs have significantly engaged the channel, contributing to the growth.

Q: Can you provide insights into the renewal rates post-marketing program changes?
A: John Calys, Executive Vice President and CFO, noted that the renewal rate was strong at 76.3%. The marketing programs are designed to promote domains with better renewal characteristics, and they expect solid renewal rates through 2026. First-time renewals average in the mid-40% range, while previously renewed names are in the mid-80% range.

Q: What are your expectations for the upcoming ICANN TLD program, and how is VeriSign planning to participate?
A: D. Bidzos stated that ICANN's new round for gTLD applications opens soon, but the process is lengthy, with launches expected around 2028. VeriSign is preparing technically to participate, evaluating opportunities, and will update on their involvement as the application window progresses.

Q: With the upcoming .com price hike, what are your expectations for renewal trends and price elasticity?
A: John Calys mentioned that the impact on renewals depends on retail registrars' pricing decisions. Historically, price increases have had some effect, but they remain confident in renewal trends. D. Bidzos added that the price increase is modest, equating to about $0.03 per day for registrants.

Q: Can you provide more details on the new services related to security and infrastructure?
A: D. Bidzos highlighted the importance of high-assurance infrastructure, especially with AI revealing vulnerabilities. VeriSign's services focus on security, performance, and accuracy, with plans to introduce additional security tools that align with their infrastructure. More information will be shared through upcoming blogs.

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].