Verisk Analytics (NASDAQ:VRSK) Releases Earnings Results, Beats Estimates By $0.05 EPS

Verisk Analytics (NASDAQ:VRSK) announced its quarterly earnings data on Wednesday. The business services provider reported $1.98 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.93 by $0.05, FiscalAI reports. Verisk Analytics had a negative return on equity of 239.55% and a net margin of 28.24%.The firm had revenue of $806.30 million during the quarter, compared to analysts’ expectations of $804.02 million. During the same period last year, the business posted $1.88 earnings per share. The company’s revenue for the quarter was up 4.3% compared to the same quarter last year. Verisk Analytics updated its FY 2026 guidance to 7.450-7.750 EPS.

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

• Second-quarter organic constant-currency revenue grew 5.8%, with adjusted EBITDA up 7.4%; Verisk reaffirmed its full-year 2026 guidance and said growth should improve sequentially in the second half.
• Subscription revenue, representing 83% of total revenue, increased 8%, supported by renewals, price realization, cross-selling, and new clients across underwriting, catastrophe risk, and anti-fraud solutions.
• Transactional revenue declined 4.2% as commercial property volumes softened, weather-related activity remained low, and international travel was disrupted; management warned that these pressures, along with a potentially quiet hurricane season, may persist into the second half.
• AI adoption is gaining traction, with XactAI users increasing nearly tenfold since March to almost 7,000 licensees, while Verisk’s Claude connectors and Premium Audit AI are supporting client engagement and stronger renewal pricing.
• Verisk launched its cloud-native Synergy Studio platform and redesigned U.S. Tropical Cyclone Model on schedule, began onboarding clients, and closed the tuck-in acquisition of McKenzie Intelligence Services to enhance real-time catastrophe and event intelligence.

Verisk Analytics Stock Down 1.3%

VRSK traded down $2.54 on Friday, reaching $197.81. The company’s stock had a trading volume of 97,725 shares, compared to its average volume of 2,147,861. The company has a market capitalization of $25.92 billion, a price-to-earnings ratio of 30.32, a P/E/G ratio of 2.38 and a beta of 0.69. Verisk Analytics has a fifty-two week low of $155.94 and a fifty-two week high of $281.82. The company has a quick ratio of 1.02, a current ratio of 1.01 and a debt-to-equity ratio of 10.42. The stock has a 50 day moving average of $185.37 and a two-hundred day moving average of $189.00.

Verisk Analytics Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, September 15th. Verisk Analytics’s dividend payout ratio is 30.72%.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. UBS Group raised their target price on shares of Verisk Analytics from $220.00 to $235.00 and gave the stock a “neutral” rating in a report on Thursday. Robert W. Baird set a $247.00 target price on Verisk Analytics in a research report on Thursday. Wells Fargo & Company increased their target price on Verisk Analytics from $240.00 to $260.00 and gave the company an “overweight” rating in a research report on Thursday. BMO Capital Markets restated an “outperform” rating on shares of Verisk Analytics in a research report on Thursday. Finally, JPMorgan Chase & Co. boosted their target price on shares of Verisk Analytics from $220.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $236.27.

Insider Transactions at Verisk Analytics

In other news, Director Bruce Edward Hansen sold 2,336 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $174.99, for a total value of $408,776.64. Following the completion of the transaction, the director owned 15,868 shares in the company, valued at approximately $2,776,741.32. This represents a 12.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Samuel G. Liss sold 4,671 shares of Verisk Analytics stock in a transaction on Friday, June 5th. The stock was sold at an average price of $182.21, for a total transaction of $851,102.91. Following the sale, the director owned 69,098 shares in the company, valued at $12,590,346.58. This represents a 6.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 16,507 shares of company stock worth $2,925,710. 0.52% of the stock is currently owned by insiders.

Institutional Trading of Verisk Analytics

A number of hedge funds have recently added to or reduced their stakes in the stock. AQR Capital Management LLC raised its stake in shares of Verisk Analytics by 334.5% during the third quarter. AQR Capital Management LLC now owns 754,548 shares of the business services provider’s stock worth $188,237,000 after purchasing an additional 580,885 shares during the last quarter. UBS Group AG raised its position in Verisk Analytics by 114.3% during the 3rd quarter. UBS Group AG now owns 987,011 shares of the business services provider’s stock worth $248,243,000 after buying an additional 526,508 shares during the last quarter. Qube Research & Technologies Ltd lifted its stake in shares of Verisk Analytics by 115.4% in the 3rd quarter. Qube Research & Technologies Ltd now owns 874,918 shares of the business services provider’s stock worth $220,051,000 after acquiring an additional 468,782 shares during the period. Millennium Management LLC boosted its holdings in shares of Verisk Analytics by 172.8% in the third quarter. Millennium Management LLC now owns 635,945 shares of the business services provider’s stock valued at $159,947,000 after acquiring an additional 402,811 shares in the last quarter. Finally, Morgan Stanley increased its stake in shares of Verisk Analytics by 10.2% during the fourth quarter. Morgan Stanley now owns 3,914,224 shares of the business services provider’s stock worth $875,574,000 after acquiring an additional 362,050 shares during the period. 90.00% of the stock is owned by institutional investors and hedge funds.

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.