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

Verisk Analytics (NASDAQ:VRSK) announced its earnings results on Thursday. The business services provider reported $1.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.92 by $0.04, 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 $809.00 million for the quarter, compared to analyst estimates of $805.88 million. During the same quarter last year, the firm posted $1.72 EPS. The business’s revenue was up 5.3% on a year-over-year basis. 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 Price Performance

NASDAQ VRSK traded up $13.62 during mid-day trading on Thursday, hitting $211.47. The stock had a trading volume of 2,502,336 shares, compared to its average volume of 1,875,247. The firm’s 50 day moving average is $182.18 and its 200 day moving average is $186.45. Verisk Analytics has a twelve month low of $155.94 and a twelve month high of $227.16. The stock has a market capitalization of $27.52 billion, a price-to-earnings ratio of 32.48, a PEG ratio of 2.22 and a beta of 0.65.

Insiders Place Their Bets

In other news, CEO Lee Shavel sold 3,535 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $193.43, for a total value of $683,775.05. Following the completion of the sale, the chief executive officer directly owned 98,490 shares in the company, valued at $19,050,920.70. This represents a 3.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 transaction of $73,940.00. Following the completion of the transaction, the chief financial officer directly owned 17,584 shares in the company, valued at approximately $3,250,402.40. This represents a 2.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 11,805 shares of company stock worth $2,195,489 in the last 90 days. 0.52% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on VRSK. BMO Capital Markets reduced their price objective on shares of Verisk Analytics from $248.00 to $217.00 and set an “outperform” rating for the company in a research report on Tuesday, October 13th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Verisk Analytics in a research report on Thursday, October 15th. Weiss Ratings raised shares of Verisk Analytics from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, August 25th. Barclays cut their target price on shares of Verisk Analytics from $275.00 to $225.00 and set an “overweight” rating for the company in a research note on Tuesday, September 8th. Finally, Evercore set a $223.00 price target on shares of Verisk Analytics in a research note on Thursday, July 30th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $224.79.

Verisk Analytics News Summary

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

• Positive Sentiment: Verisk reported Q3 adjusted EPS of $1.96, beating the $1.92 consensus estimate and rising from $1.72 a year earlier. Revenue of $809 million also topped estimates of about $806 million and grew 5.3% year over year. Strong subscription growth and margin expansion supported the results. Verisk Analytics Q3 Earnings Beat Estimates, Revenues Jump 5% Y/Y
• Neutral Sentiment: Verisk’s FY 2026 outlook calls for EPS of $7.45–$7.75 and revenue of $3.2 billion. The revenue forecast matches consensus, while the EPS range includes the $7.71 estimate but has a midpoint below it; the company described its outlook as reaffirmed. Verisk Analytics Q3 Adj. EBITDA, Revenues Rise; Confirms FY26 Outlook
• Negative Sentiment: One potential concern is a sharp decline in cash flow, flagged in coverage of the quarter, which could offset some of the earnings and revenue strength. Verisk Analytics Q3 Earnings Beat Estimates, Revenues Jump 5% Y/Y

About Verisk Analytics

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.