Core Viewpoint - Warren Buffett's Berkshire Hathaway plans to sell a significant portion of its shares in VeriSign, indicating a strategic shift in investment amidst a high-performing stock market [2][3][4]. Group 1: Shareholder Actions - Berkshire Hathaway intends to sell approximately 4.3 million shares of VeriSign, which represents one-third of its total holdings in the company [2][4]. - Following the sale, Berkshire's ownership in VeriSign will drop below the 10% regulatory disclosure threshold, decreasing to 9.6% [5]. - The sale is set against a backdrop of a recent surge in VeriSign's stock price, which had increased nearly 48% year-to-date prior to the announcement [2][9]. Group 2: Financial Performance - VeriSign's revenue has shown steady growth from 2021 to 2024, with figures of $1.328 billion, $1.425 billion, $1.493 billion, and $1.557 billion respectively [9]. - The company's net profit for the same period was $785 million, $674 million, $818 million, and $786 million [9]. - For the first half of 2025, VeriSign reported revenue of $812 million, a year-on-year increase of 5.29%, and a net profit of $407 million, up 3.51% [9]. Group 3: Market Context - VeriSign's stock price experienced a significant drop of over 9% in a single trading day following the announcement of Berkshire's planned sale [1][6]. - The proposed sale price by Berkshire is between $285 and $290 per share, which is approximately 6.9% lower than VeriSign's closing price prior to the announcement [6]. - The company maintains a high gross margin of 87.87% and a net profit margin of 50.07% for the first half of 2025, indicating strong operational efficiency [9].
突发,大跳水!巴菲特,卖出!
券商中国·2025-07-30 03:07