互联网基础设施和域名注册服务
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突发大跳水!巴菲特卖出!高位套现 持股十多年
Zheng Quan Shi Bao Wang· 2025-07-30 04:03
Core Viewpoint - Warren Buffett's Berkshire Hathaway plans to sell a significant portion of its shares in VeriSign, leading to a notable drop in the company's stock price and market capitalization [1][2]. Group 1: Shareholding Changes - Berkshire Hathaway intends to sell approximately 4.3 million shares of VeriSign, which represents one-third of its total holdings in the company [2][3]. - Following the sale, Berkshire's ownership in VeriSign will decrease from 14.2% to 9.6%, falling below the regulatory disclosure threshold of 10% [2][3]. - The shares are expected to be sold at a price range of $285 to $290, which is approximately 6.9% lower than VeriSign's closing price on the previous trading day [2]. Group 2: Company Performance - VeriSign's stock price has seen a significant increase of nearly 48% year-to-date, reaching a market capitalization of $28.6 billion [1]. - The company reported steady revenue growth from 2021 to 2024, with revenues of $1.328 billion, $1.425 billion, $1.493 billion, and $1.557 billion respectively [5]. - For the first half of 2025, VeriSign's revenue was $812 million, reflecting a year-on-year growth of 5.29%, while net profit was $407 million, up 3.51% [5]. Group 3: Company Background - VeriSign, established in 1995 and headquartered in Reston, Virginia, is a global provider of internet infrastructure and domain registration services [3][4]. - The company manages over 70% of the global .com and .net domains, maintaining a stable growth rate in this market segment over the past five years [4].
突发,大跳水!巴菲特,卖出!
券商中国· 2025-07-30 03:07
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].