Comgest Global Investors S.A.S. Decreases Stake in Verisk Analytics, Inc. $VRSK

Comgest Global Investors S.A.S. lessened its stake in shares of Verisk Analytics, Inc. (NASDAQ:VRSK) by 1.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 515,378 shares of the business services provider’s stock after selling 7,612 shares during the period. Verisk Analytics makes up about 2.3% of Comgest Global Investors S.A.S.’s portfolio, making the stock its 16th biggest position. Comgest Global Investors S.A.S. owned approximately 0.37% of Verisk Analytics worth $129,623,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in VRSK. Jensen Investment Management Inc. grew its position in Verisk Analytics by 50.7% during the third quarter. Jensen Investment Management Inc. now owns 424,645 shares of the business services provider’s stock valued at $106,802,000 after buying an additional 142,911 shares during the period. Principal Financial Group Inc. boosted its stake in shares of Verisk Analytics by 6.5% during the 3rd quarter. Principal Financial Group Inc. now owns 1,196,460 shares of the business services provider’s stock worth $300,931,000 after acquiring an additional 73,026 shares in the last quarter. Allstate Corp purchased a new stake in shares of Verisk Analytics during the 3rd quarter worth about $1,256,000. KLP Kapitalforvaltning AS grew its position in shares of Verisk Analytics by 20.3% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 101,970 shares of the business services provider’s stock valued at $25,646,000 after acquiring an additional 17,200 shares during the period. Finally, Sigma Planning Corp purchased a new position in shares of Verisk Analytics in the 2nd quarter valued at about $366,000. Hedge funds and other institutional investors own 90.00% of the company’s stock.

Trending Headlines about Verisk Analytics

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

• Positive Sentiment: Q4 EPS and revenue beat street expectations (EPS $1.82 vs ~ $1.58 consensus; revenue ~$779M, +5.8% y/y), with margin expansion driving stronger-than-expected profitability — core catalyst for the rally. Read More.
• Positive Sentiment: Board authorized a $2.5 billion share buyback (up to ~10.1% of shares outstanding), signaling management believes shares are undervalued and providing direct support to EPS and shareholder value. Read More.
• Positive Sentiment: Quarterly dividend raised to $0.50 (an ~11.1% increase from prior), reinforcing a shareholder-return focus and boosting income investor interest.
• Neutral Sentiment: Bank of America initiated coverage with a Neutral rating and $205 price target (implies modest upside from recent levels), which may temper volatility but doesn’t constitute a strong buy signal. Read More.
• Negative Sentiment: FY‑2026 guidance came in slightly below consensus: EPS guidance narrowed to $7.45–$7.75 (vs ~7.71 consensus) and revenue guidance ~ $3.2B vs consensus nearer $3.3B — investors may mark down multiple or wait for evidence of re-acceleration. Read More.
• Negative Sentiment: Net income declined y/y (reported net income down ~6.2% due to prior-year gains), a reminder that underlying profit trends can be affected by one-offs and may temper near-term sentiment. Read More.

Insider Transactions at Verisk Analytics

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

Verisk Analytics Stock Performance

VRSK opened at $184.07 on Thursday. Verisk Analytics, Inc. has a twelve month low of $164.60 and a twelve month high of $322.92. The firm has a market capitalization of $25.65 billion, a PE ratio of 28.06, a PEG ratio of 2.50 and a beta of 0.79. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 8.55. The firm’s 50-day moving average price is $210.55 and its 200 day moving average price is $231.48.

Verisk Analytics (NASDAQ:VRSK) last released its earnings results on Wednesday, February 18th. The business services provider reported $1.82 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.22. The business had revenue of $778.80 million for the quarter, compared to analyst estimates of $773.74 million. Verisk Analytics had a net margin of 30.42% and a return on equity of 425.42%. The business’s revenue was up 5.8% on a year-over-year basis. During the same period last year, the company posted $1.61 EPS. Verisk Analytics has set its FY 2026 guidance at 7.450-7.75 EPS. As a group, sell-side analysts expect that Verisk Analytics, Inc. will post 6.63 EPS for the current fiscal year.

Verisk Analytics announced that its board has authorized a stock repurchase plan on Wednesday, February 18th that permits the company to repurchase $2.50 billion in shares. This repurchase authorization permits the business services provider to reacquire up to 10.1% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Verisk Analytics Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Wall Street Zen upgraded Verisk Analytics from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. Wolfe Research reiterated an “outperform” rating on shares of Verisk Analytics in a research report on Monday, December 29th. Royal Bank Of Canada cut their price target on shares of Verisk Analytics from $314.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, October 30th. Barclays upgraded shares of Verisk Analytics from an “equal weight” rating to an “overweight” rating and dropped their target price for the company from $310.00 to $275.00 in a research report on Thursday, October 30th. Finally, Wells Fargo & Company restated an “overweight” rating and set a $223.00 price target on shares of Verisk Analytics in a research report on Thursday. Eight analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Verisk Analytics presently has an average rating of “Hold” and an average price target of $263.21.

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.