Verisk Analytics (NASDAQ:VRSK) Updates FY 2026 Earnings Guidance

Verisk Analytics (NASDAQ:VRSK) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 7.450-7.75 for the period, compared to the consensus earnings per share estimate of 7.710. The company issued revenue guidance of $3.2 billion-$3.2 billion, compared to the consensus revenue estimate of $3.3 billion.

Verisk Analytics Stock Down 0.1%

VRSK opened at $183.89 on Friday. Verisk Analytics has a 1 year low of $164.60 and a 1 year high of $322.92. The firm has a 50 day moving average price of $209.90 and a 200 day moving average price of $231.15. The company has a debt-to-equity ratio of 10.42, a quick ratio of 1.19 and a current ratio of 1.20. The company has a market cap of $25.63 billion, a PE ratio of 28.33, a price-to-earnings-growth ratio of 2.80 and a beta of 0.79.

Verisk Analytics (NASDAQ:VRSK) last released its quarterly earnings data on Wednesday, February 18th. The business services provider reported $1.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.22. Verisk Analytics had a net margin of 29.56% and a return on equity of 357.00%. The company had revenue of $778.80 million during the quarter, compared to the consensus estimate of $773.74 million. During the same period in the previous year, the firm earned $1.61 earnings per share. Verisk Analytics’s revenue for the quarter was up 5.8% on a year-over-year basis. Verisk Analytics has set its FY 2026 guidance at 7.450-7.75 EPS. Sell-side analysts expect that Verisk Analytics will post 6.63 earnings per share for the current year.

Verisk Analytics Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.50 per share. This is a positive change from Verisk Analytics’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Verisk Analytics’s dividend payout ratio is currently 27.44%.

Verisk Analytics announced that its Board of Directors has authorized a stock buyback program on Wednesday, February 18th that authorizes the company to repurchase $2.50 billion in shares. This repurchase authorization authorizes the business services provider to buy up to 10.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

Several research firms recently commented on VRSK. Barclays raised Verisk Analytics from an “equal weight” rating to an “overweight” rating and reduced their price target for the stock from $310.00 to $275.00 in a research report on Thursday, October 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Verisk Analytics in a research note on Monday, December 29th. JPMorgan Chase & Co. decreased their target price on shares of Verisk Analytics from $260.00 to $220.00 and set an “overweight” rating for the company in a research note on Thursday. The Goldman Sachs Group lowered their price target on shares of Verisk Analytics from $239.00 to $206.00 and set a “neutral” rating for the company in a report on Thursday. Finally, Robert W. Baird set a $230.00 price objective on shares of Verisk Analytics in a report on Thursday. Eight investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Verisk Analytics presently has an average rating of “Hold” and an average price target of $240.86.

Insider Transactions at Verisk Analytics

In other Verisk Analytics news, CFO Elizabeth Mann sold 300 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $219.54, for a total transaction of $65,862.00. Following the transaction, the chief financial officer directly owned 14,265 shares in the company, valued at $3,131,738.10. This represents a 2.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.46% of the stock is owned by corporate insiders.

Verisk Analytics News Summary

Here are the key news stories impacting Verisk Analytics this week:

• Positive Sentiment: Board authorizes $2.5 billion share buyback (up to ~10.1% of shares), which supports buyback-driven EPS accretion and signals management thinks shares are undervalued. RTT News – Share Buyback
• Positive Sentiment: Company raised its quarterly dividend to $0.50 (an 11.1% increase), adding yield and returning cash to shareholders. Zacks – Dividend Hikes
• Positive Sentiment: Multiple outlets report Q4 revenue (~$779M, +5.9% y/y) and EPS that topped some consensus figures, reflecting steady demand for Verisk’s data‑analytics products. Reuters – Profit Beats
• Positive Sentiment: Coverage initiated at Bank of America (new analyst attention can increase investor visibility). AmericanBankingNews – Coverage Initiated
• Neutral Sentiment: Industry writeups highlight AI adoption and a portfolio refocus as strategic drivers for growth — useful long‑term context but not an immediate catalyst. MSN – Q4 Deep Dive
• Neutral Sentiment: Press materials and call transcripts are available summarizing Q4 results and slides — useful for digging into segment performance and margin drivers. Verisk Press Release & Slides
• Negative Sentiment: FY‑2026 guidance came in below consensus: EPS guidance of $7.45–7.75 (vs. ~7.71 consensus) and revenue guidance around $3.2B (below ~3.3B consensus) — this trimmed some of the post‑earnings optimism. Zacks – Guidance Below Consensus
• Negative Sentiment: JPMorgan cut its price target from $260 to $220 (still Overweight), a visible analyst downgrade in valuation that may damp investor enthusiasm even though upside remains. Benzinga – JPMorgan PT Cut
• Negative Sentiment: At least one earnings‑call transcript report shows an EPS miss vs. expectations, creating some confusion in markets about the exact beat/miss picture; investors should rely on the company press release and reconciliations. InsiderMonkey – Earnings Call Transcript

Hedge Funds Weigh In On Verisk Analytics

Large investors have recently modified their holdings of the stock. NewEdge Advisors LLC increased its holdings in Verisk Analytics by 1.1% in the first quarter. NewEdge Advisors LLC now owns 4,232 shares of the business services provider’s stock valued at $1,259,000 after buying an additional 44 shares during the last quarter. Nicolet Advisory Services LLC lifted its holdings in Verisk Analytics by 3.5% during the 3rd quarter. Nicolet Advisory Services LLC now owns 1,377 shares of the business services provider’s stock worth $339,000 after buying an additional 47 shares during the last quarter. Ausdal Financial Partners Inc. grew its position in shares of Verisk Analytics by 2.5% in the 3rd quarter. Ausdal Financial Partners Inc. now owns 2,813 shares of the business services provider’s stock worth $708,000 after acquiring an additional 69 shares in the last quarter. Advisory Services Network LLC increased its holdings in shares of Verisk Analytics by 3.4% in the 2nd quarter. Advisory Services Network LLC now owns 2,605 shares of the business services provider’s stock valued at $811,000 after acquiring an additional 85 shares during the last quarter. Finally, Osterweis Capital Management Inc. acquired a new stake in shares of Verisk Analytics during the 2nd quarter valued at approximately $28,000. Institutional investors own 90.00% of the company’s stock.

Verisk Analytics Company Profile

Verisk Analytics, Inc (NASDAQ: VRSK) is a data analytics and decision‑support provider that helps organizations assess and manage risk. The company supplies data, predictive models and software to customers in insurance, reinsurance, financial services, government, energy and other commercial markets. Its offerings are designed to support underwriting, pricing, claims management, catastrophe modeling, fraud detection and regulatory compliance, enabling clients to make more informed operational and strategic decisions.

Verisk’s product portfolio combines large proprietary datasets with analytics platforms and industry‑specific applications.