Verisk Analytics (NASDAQ:VRSK) Releases Earnings Results, Beats Estimates By $0.04 EPS

Verisk Analytics (NASDAQ:VRSK) announced its quarterly earnings data on Thursday. The business services provider reported $1.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.92 by $0.04, FiscalAI reports. The business had revenue of $809.00 million for the quarter, compared to the consensus estimate of $805.88 million. Verisk Analytics had a net margin of 28.24% and a negative return on equity of 239.55%. The company’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.72 earnings per share. Verisk Analytics updated its FY 2026 guidance to 7.450-7.750 EPS.

Here are the key takeaways from Verisk Analytics’ conference call:

• Verisk reported 7.4% organic constant-currency revenue growth in Q3, with subscription revenue up 8.2% and adjusted EBITDA up 7.5%. Adjusted EPS increased 14% to $1.96, supported by operating performance and a lower share count.
• Verisk maintained its 2026 guidance but said results are likely to land near the midpoint, citing elongated sales cycles and below-average weather. Q3 transactional revenue growth of 3.2% was stronger than expected but is not expected to repeat in Q4, while softer property markets and lighter claims activity may persist.
• Management highlighted growing client interest in AI tools and data, including nine new Mozart customers and 14 companies using Forms AI Builder since its beta launch. Adoption is proceeding deliberately as insurers assess reliability and governance, but Verisk expects broader impact over the next 12–24 months and cited examples where its industry-wide data improved AI outcomes.
• Operating cash flow fell 34% and free cash flow declined 41% year over year, mainly due to higher interest and tax payments and the timing of collections. GAAP net income decreased 3%, weighed down by losses on two cost-based investments and higher interest expense.

Verisk Analytics Trading Up 6.9%

Shares of VRSK opened at $211.47 on Friday. Verisk Analytics has a twelve month low of $155.94 and a twelve month high of $227.16. The firm has a market capitalization of $27.52 billion, a P/E ratio of 32.48, a price-to-earnings-growth ratio of 2.23 and a beta of 0.65. The stock’s fifty day simple moving average is $182.65 and its 200 day simple moving average is $186.41.

Verisk Analytics Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Tuesday, December 15th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Tuesday, December 15th. Verisk Analytics’s dividend payout ratio (DPR) is 30.72%.

Insider Transactions at Verisk Analytics

In other Verisk Analytics news, CEO Lee Shavel sold 3,535 shares of the company’s stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $194.74, for a total transaction of $688,405.90. Following the completion of the sale, the chief executive officer directly owned 98,490 shares in the company, valued at $19,179,942.60. This represents a 3.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Elizabeth Mann sold 400 shares of the firm’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $184.85, for a total value of $73,940.00. Following the completion of the transaction, the chief financial officer owned 17,584 shares in the company, valued at approximately $3,250,402.40. This trade represents a 2.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 11,805 shares of company stock valued at $2,195,489. 0.52% of the stock is owned by company insiders.

Verisk Analytics News Summary

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

• Positive Sentiment: Verisk reported quarterly EPS of $1.96, above the $1.92 consensus, while revenue rose 5.3% year over year to $809 million, also beating estimates. Reports cited subscription growth, margin expansion, and accelerating organic growth as strengths. Article: Verisk Analytics Q3 Earnings Beat Estimates, Revenues Jump 5% Y/Y
• Positive Sentiment: Jefferies raised its price target to $245 from $235, signaling improved analyst expectations. Article: Jefferies Adjusts Price Target
• Positive Sentiment: The company declared a quarterly dividend of $0.50 per share, equivalent to $2.00 annually.
• Neutral Sentiment: Verisk reaffirmed FY 2026 guidance of $7.45–$7.75 EPS and $3.2 billion in revenue. The EPS range includes the $7.71 analyst consensus, while revenue guidance matches expectations.
• Negative Sentiment: One earnings analysis noted a sharp decline in cash flow, a potential concern despite the earnings beat. Another highlighted that Verisk’s valuation remains demanding, which could limit upside if growth disappoints. Article: Verisk Earnings Beat Puts Its Pricey Narrative Back In Focus

Analyst Ratings Changes

Several equities research analysts have recently issued reports on VRSK shares. Barclays decreased their price objective on Verisk Analytics from $275.00 to $225.00 and set an “overweight” rating on the stock in a report on Tuesday, September 8th. Robert W. Baird set a $247.00 target price on Verisk Analytics in a research note on Thursday, July 30th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Verisk Analytics in a research report on Thursday, October 15th. Wells Fargo & Company raised their price target on Verisk Analytics from $240.00 to $260.00 and gave the stock an “overweight” rating in a research note on Thursday, July 30th. Finally, UBS Group raised their price target on Verisk Analytics from $220.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, Verisk Analytics presently has an average rating of “Moderate Buy” and an average target price of $224.79.

Verisk Analytics Company Profile

Verisk Analytics, Inc (NASDAQ: VRSK), doing business as Verisk, is a global data analytics and technology company serving the insurance industry and other risk-focused markets. Its platforms help organizations use data, statistical models and workflow tools to evaluate risk, make decisions and improve operational efficiency.

Verisk’s insurance offerings support underwriting, pricing, claims management, fraud detection, catastrophe modeling and regulatory compliance. Its products include industry data, predictive analytics, property and casualty risk solutions, claims-estimating tools and information used by insurers to assess property, vehicles, businesses and other exposures.