VRNO Verano Holdings Corp.

NEUTRAL Impact: 4/10 DEFA14A
Horizon weeks Filed Jun 1, 2026 Processed 11d 21h ago SEC 0001493152-26-026523
Proxy solicitation materials
Latest settled — T+5d ⚠ clustered
VRNO ▼ -2.50% at T+5d
NEUTRAL call ✗ call lost -2.50% · α vs SPY +0.25% · entry $1.20 → $1.17
Next anchor: T+20d in 17d
Currently $6.05 · +404.17% from $1.20 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.14%
$1.20
settled 11d ago
T+5d
-2.50%
call -2.50% · α +0.25%
$1.17
settled 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Verano Holdings filed a DEFA14A (additional definitive proxy soliciting material) announcing a 1-for-5 reverse stock split effective June 11, 2026, reducing outstanding shares from 364,381,806 to ~72,876,361 and authorized shares from 5 billion to 1 billion. The split is intended to prepare the company for a prospective U.S. stock exchange listing, building on its November 2025 redomiciliation to Nevada. This filing supplements the April 29, 2026 proxy statement for the June 18, 2026 annual meeting, with all pre-split share counts in the proxy unchanged.

Actionable Insight

The reverse split is a structural prerequisite for a U.S. exchange listing, not a fundamental change. Monitor for a subsequent listing application on Nasdaq or NYSE, which would be the real catalyst. The split itself is neutral — it does not change valuation or ownership percentages.

Key Facts

  • 1-for-5 reverse stock split effective on or about June 11, 2026
  • Outstanding shares reduced from 364,381,806 to approximately 72,876,361
  • Authorized shares reduced from 5,000,000,000 to 1,000,000,000
  • No fractional shares issued; cash payment in lieu based on closing price on Cboe Canada on trading day before effective date
  • Stockholders with fewer than 5 pre-split shares will be cashed out
  • Ownership percentages unchanged except for de minimis fractional share cash-outs
  • All outstanding equity awards adjusted: share count divided by 5, exercise price multiplied by 5
  • Split intended to facilitate potential uplisting to a major U.S. stock exchange
  • Supplements April 29, 2026 proxy statement for June 18, 2026 annual meeting
  • Proposal 4 (reapproval of Stock and Incentive Plan) maximum issuance remains 10% of outstanding shares post-split

Financial Impact

No direct financial impact; mechanical share consolidation with proportional adjustments to options/RSUs. Cash payments for fractional shares will be de minimis.

share countauthorized sharesper-share priceoption exercise prices

Risk Factors

  • U.S. exchange listing may not materialize despite the split
  • Cashed-out small stockholders could create minor selling pressure
  • OTC-traded cannabis stocks face regulatory and banking risks independent of the split

Market Snapshot

Exchange
OTC
Sector
Agricultural Production-Crops
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001493152-26-026523
Document: 0001493152-26-026523-index-headers.html0001493152-26-026523
Document: 0001493152-26-026523-index.html0001493152-26-026523
Document: 0001493152-26-026523.txt0001493152-26-026523
6 reports for VRNO
Performance horizon
Filters
Rows
Reports for VRNO — sortable, filterable
Type Now
Jun 11, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$5.80 awaiting T+1awaiting T+1$6.05 (+4.31%)
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 3/10
$1.12 $1.12· 0.00%▼ −0.40%$6.05 (+440.18%)
Jun 1, 2026
11d ago
DEFA14A
NEUTRAL ★ 4/10
$1.20 $1.20· 0.00%▼ −0.14%$6.05 (+404.17%)
Jun 1, 2026
11d ago
8-K
NEUTRAL ★ 4/10
$1.20 $1.20· 0.00%▼ −0.14%$6.05 (+404.17%)
Apr 30, 2026
6w ago
8-K
MIXED ★ 5/10
$1.30 $1.33▲ +2.31%▲ +2.09%$6.05 (+365.38%)
Mar 12, 2026
13w ago
8-K
NEUTRAL ★ 4/10
$1.07 $1.12▲ +4.67%▲ +5.27%$6.05 (+465.42%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (53h 9m)

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