Verisk Analytics (NASDAQ:VRSK) Announces Quarterly Earnings Results

Verisk Analytics (NASDAQ:VRSK) posted its earnings results on Wednesday. The business services provider reported $1.82 EPS for the quarter, topping the consensus estimate of $1.60 by $0.22, FiscalAI reports. The firm had revenue of $778.80 million during the quarter, compared to analysts’ expectations of $773.74 million. Verisk Analytics had a net margin of 30.42% and a return on equity of 425.42%. Verisk Analytics’s quarterly revenue was up 5.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.61 EPS. Verisk Analytics updated its FY 2026 guidance to 7.450-7.75 EPS.

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

• Verisk reported solid 2025 results with organic constant-currency revenue up 6.6%, OCC adjusted EBITDA up 8.5%, crossed the $3 billion revenue mark, and provided 2026 guidance of $3.19–3.24B revenue and $7.45–7.75 adjusted EPS supporting continued growth expectations.
• The board approved a $1.5 billion accelerated share repurchase, raised the total repurchase authorization to $2.5 billion, and increased the dividend 11% to $2.00 per share, signaling a shareholder‑friendly capital allocation stance.
• Verisk is pushing AI-led product innovation—launching XactGen and XactAI, running 35+ AI projects, and citing rapid adoption (e.g., XactXpert used by seven of the top ten homeowners insurers) while emphasizing its proprietary, regulatory‑trusted datasets as a competitive moat.
• Management terminated the proposed acquisition of AccuLynx after an extended FTC review, removing an expected inorganic growth avenue and triggering the redemption of related $1.5 billion notes.
• Near-term headwinds remain: historically low weather activity and a government contract work stoppage pressured transactional revenues (Q4 transactional down 6.5%), and management expects Q1 2026 to be the sequential trough for revenue and growth rates.

Verisk Analytics Price Performance

Shares of NASDAQ:VRSK traded up $0.45 on Thursday, reaching $184.52. 294,754 shares of the company traded hands, compared to its average volume of 1,946,922. The stock has a market capitalization of $25.72 billion, a PE ratio of 28.09, a P/E/G ratio of 2.50 and a beta of 0.79. The company has a debt-to-equity ratio of 8.55, a current ratio of 1.19 and a quick ratio of 1.19. The company’s 50 day moving average is $210.55 and its 200-day moving average is $231.48. Verisk Analytics has a fifty-two week low of $164.60 and a fifty-two week high of $322.92.

Verisk Analytics Increases Dividend

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

Verisk Analytics declared that its board has initiated a stock buyback plan on Wednesday, February 18th that authorizes the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization authorizes the business services provider to reacquire up to 10.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

More Verisk Analytics News

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

• Positive Sentiment: Q4 results beat expectations — Verisk reported EPS of $1.82 vs. consensus $1.60 and revenue of $778.8M, driven by steady demand for its data-analytics offerings and improved margins. Investors view the results as confirmation of resilient core business performance. Verisk Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: $2.5 billion share buyback authorized — the board approved repurchases equal to ~10.1% of outstanding shares, signaling management confidence in valuation and supporting EPS/return metrics. RTT News – Stock Buybacks
• Positive Sentiment: Dividend raised — Verisk declared a quarterly dividend of $0.50 (an 11.1% increase from prior), which modestly enhances yield and income appeal for investors.
• Positive Sentiment: New coverage initiated at Bank of America — fresh analyst coverage can increase visibility and institutional interest in the stock. Verisk Analytics Coverage Initiated at Bank of America
• Positive Sentiment: Market reaction noted — major outlets highlighted the beat and demand stability; Reuters reported the profit beat and that shares jumped premarket, reinforcing momentum. Verisk quarterly profit beats estimates
• Neutral Sentiment: Analyst/recap coverage and disclosures — multiple summaries, slide deck and earnings-call notes are available for deeper due diligence on segment trends and margin drivers. Verisk earnings transcript and materials
• Neutral Sentiment: Third‑party writeups echo results — Zacks and Yahoo/Seeking Alpha provide detailed quarter commentary (useful for modeling but largely reiterative of the release). Zacks – Q4 earnings and revenues surpass estimates
• Negative Sentiment: FY2026 guidance came in slightly below Street expectations — management issued EPS guidance of $7.45–7.75 (consensus ~7.71) and revenue guidance around $3.2B vs. consensus ~3.3B; the lighter outlook partially tempers the beat and is a near-term drag on estimates. Zacks – Guidance note

Insider Activity

In related news, CFO Elizabeth Mann sold 300 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $219.54, for a total value of $65,862.00. Following the completion of the transaction, the chief financial officer owned 14,265 shares in the company, valued at $3,131,738.10. This trade represents a 2.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.46% of the stock is owned by company insiders.

Institutional Trading of Verisk Analytics

A number of hedge funds have recently bought and sold shares of VRSK. State Street Corp increased its position in shares of Verisk Analytics by 1.5% in the fourth quarter. State Street Corp now owns 6,076,730 shares of the business services provider’s stock worth $1,359,304,000 after acquiring an additional 88,300 shares in the last quarter. Morgan Stanley boosted its stake in Verisk Analytics by 10.2% in the 4th quarter. Morgan Stanley now owns 3,914,224 shares of the business services provider’s stock worth $875,574,000 after purchasing an additional 362,050 shares during the period. Northern Trust Corp grew its position in Verisk Analytics by 1.6% during the 3rd quarter. Northern Trust Corp now owns 1,694,505 shares of the business services provider’s stock worth $426,185,000 after purchasing an additional 26,518 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Verisk Analytics by 3.0% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,379,409 shares of the business services provider’s stock worth $308,560,000 after purchasing an additional 39,768 shares in the last quarter. Finally, AQR Capital Management LLC raised its stake in Verisk Analytics by 69.2% during the 4th quarter. AQR Capital Management LLC now owns 1,276,695 shares of the business services provider’s stock valued at $285,584,000 after purchasing an additional 522,147 shares during the period. 90.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently commented on VRSK. Weiss Ratings restated a “hold (c)” rating on shares of Verisk Analytics in a research report on Monday, December 29th. Evercore decreased their price target on Verisk Analytics from $262.00 to $250.00 and set an “in-line” rating for the company in a research note on Thursday, October 30th. Morgan Stanley set a $230.00 price objective on shares of Verisk Analytics in a research note on Thursday. Wells Fargo & Company reduced their price objective on shares of Verisk Analytics from $237.00 to $223.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Bank of America assumed coverage on shares of Verisk Analytics in a research note on Tuesday. They set a “neutral” rating and a $205.00 target price on the stock. Eight research 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 $259.71.

About Verisk Analytics

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.