Ex-Dividend Reminder: Verisign, Healthstream and Cognizant Technology Solutions
Upcoming Dividends: On May 19, 2025, Verisign Inc (VRSN), Healthstream Inc (HSTM), and Cognizant Technology Solutions Corp. (CTSH) will trade ex-dividend, with respective quarterly dividends of $0.77, $0.031, and $0.31 to be paid shortly after.
Market Impact and Yield Expectations: Following the dividend announcements, VRSN is expected to open 0.28% lower, HSTM 0.11% lower, and CTSH 0.39% lower; estimated annual yields are projected at 1.11% for Verisign, 0.46% for Healthstream, and 1.54% for Cognizant.
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Berkshire Hathaway's Filing: The company is set to release its fourth-quarter equity holdings, which will be closely examined by investors and analysts.
Warren Buffett's Leadership: This filing is particularly significant as it marks Warren Buffett's final quarter leading Berkshire Hathaway, raising interest in any strategic moves made by him and his team.
U.S. Stock Market Performance: U.S. stock indexes experienced significant gains on Friday, with the overall market climbing by 2.47%.
Individual Index Gains: The S&P 500 index rose by 2.18%, while the Dow Jones Industrial Average saw an increase of 1.97%.
- Unexpected Quarterly Loss: Molina Healthcare reported an unexpected quarterly loss, causing its stock to plummet 29% in a single day, marking the largest drop since 2012 and indicating significant challenges in profitability.
- Weak 2026 Outlook: The company issued a weak earnings outlook for 2026, which may undermine investor confidence and further pressure the stock price, reflecting market concerns about its future growth potential.
- Strong Overall Market Performance: Despite Molina Healthcare's stock decline, the Dow Jones Industrial Average surged nearly 2% on Friday, reaching a new all-time high, indicating a market preference for value stocks that may overshadow individual stock weaknesses.
- Small Caps Outperform: Small caps showed outstanding performance on Friday, with the Russell 2000 index soaring over 3%, suggesting increased investor confidence in smaller companies, contrasting sharply with Molina's performance.
- Centene Guidance Miss: Centene's full-year revenue guidance of $186.5 billion to $190.5 billion fell short of the $194.1 billion consensus, leading to a 5% drop in shares, indicating pressure in the health insurance sector.
- AI Infrastructure Stocks Surge: Companies linked to AI infrastructure, such as Lumen Technologies and Applied Digital, saw stock prices rise by at least 20%, reflecting a recovery in investor confidence after a week of selling, potentially signaling a shift in market sentiment.
- Viasat Earnings Beat: Viasat reported adjusted earnings of $0.79 per share for the third quarter, up from $0.11 a year earlier, with shares gaining about 10%, as the company anticipates double-digit operating cash flow growth in 2026, showcasing a strong business outlook.
- Roblox Optimistic Forecast: Roblox expects full-year bookings between $8.28 billion and $8.55 billion, exceeding the $7.87 billion consensus, resulting in a 12% stock increase, indicating robust performance in the online gaming market and future growth potential.
- Dividend Increase: VeriSign has declared a quarterly dividend of $0.81 per share, representing a 5.2% increase from the previous $0.77, indicating ongoing improvements in cash flow and profitability, which enhances investor confidence.
- Dividend Yield: The forward yield of this dividend stands at 1.34%, providing investors with a relatively stable return and reflecting the company's financial health in the current economic environment.
- Payment Timeline: The dividend is payable on February 27, with a record date of February 19 and an ex-dividend date also on February 19, ensuring shareholders receive timely returns, which further solidifies shareholder loyalty.
- Financial Performance: VeriSign reported a GAAP EPS of $2.23 for Q4 2025, missing expectations by $0.05, while its revenue of $425 million exceeded forecasts by $0.96 million, demonstrating resilience in revenue growth despite EPS shortfall.









