Verisk Analytics (NASDAQ:VRSK) Issues Quarterly Earnings Results

Verisk Analytics (NASDAQ:VRSK) announced its quarterly earnings results on Wednesday. The business services provider reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.93 by $0.05, FiscalAI reports. The company had revenue of $806.30 million for the quarter, compared to analysts’ expectations of $804.02 million. Verisk Analytics had a net margin of 29.34% and a negative return on equity of 2,405.75%. Verisk Analytics’s revenue was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.88 EPS. 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 4.1%

NASDAQ VRSK opened at $204.31 on Thursday. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 10.42. Verisk Analytics has a 52 week low of $155.94 and a 52 week high of $281.82. The firm has a market capitalization of $26.77 billion, a price-to-earnings ratio of 31.21, a PEG ratio of 2.37 and a beta of 0.69. The company has a fifty day moving average of $184.80 and a two-hundred day moving average of $189.18.

Verisk Analytics Dividend Announcement

The business 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 dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, September 15th. Verisk Analytics’s dividend payout ratio is presently 30.44%.

Verisk Analytics News Roundup

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

• Positive Sentiment: Q2 earnings beat expectations: Verisk reported adjusted EPS of $1.98 versus the $1.93–$1.94 consensus, while revenue of $806.3 million exceeded estimates near $804 million. Revenue increased 4.3% year over year, or 5.8% on an organic constant-currency basis, supported by subscription growth, insurance underwriting and claims demand, and cost discipline. Verisk Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Catastrophe analytics expansion: Verisk acquired McKenzie Intelligence Services, a geospatial intelligence and event-response company that provides real-time catastrophe analysis and post-event damage assessments. The deal should strengthen Verisk’s insurance tools for disaster preparation, claims response, and loss estimation; financial terms were not disclosed. Verisk Acquires McKenzie Intelligence Services
• Positive Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.50 per share, payable September 30 to shareholders of record September 15. The roughly 0.9% yield is modest but supports the investment case.
• Neutral Sentiment: Full-year outlook is broadly in line: Verisk reaffirmed revenue guidance of approximately $3.2 billion and set EPS guidance at $7.45–$7.75. The midpoint of $7.60 is slightly below the approximately $7.66 analyst consensus, suggesting limited near-term estimate upside. Verisk Analytics Q2 Earnings and Revenues
• Negative Sentiment: Profitability showed pressure: Net income fell 9.8% year over year to $229 million despite revenue growth, a factor that could temper investor enthusiasm given Verisk’s premium valuation.
• Negative Sentiment: Chief information officer departure: CIO Nick Daffan is stepping down after roughly two decades with Verisk. The chief technology officer will serve as interim CIO, creating some execution and leadership-transition uncertainty. Verisk CIO Nick Daffan Steps Down

Insider Activity at Verisk Analytics

In other news, CFO Elizabeth Mann sold 400 shares of Verisk Analytics stock in a transaction on Friday, May 15th. The shares were sold at an average price of $159.22, for a total transaction of $63,688.00. Following the completion of the sale, the chief financial officer directly owned 19,584 shares in the company, valued at approximately $3,118,164.48. The trade was a 2.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Samuel G. Liss sold 4,671 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $182.21, for a total value of $851,102.91. Following the completion of the transaction, the director directly owned 69,098 shares in the company, valued at approximately $12,590,346.58. The trade was a 6.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 16,507 shares of company stock worth $2,925,710 in the last 90 days. 0.52% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of VRSK. NewEdge Advisors LLC boosted its position in Verisk Analytics by 1.1% in the first quarter. NewEdge Advisors LLC now owns 4,232 shares of the business services provider’s stock valued at $1,259,000 after buying an additional 44 shares during the last quarter. Nicolet Advisory Services LLC raised its position in Verisk Analytics by 3.5% during the third quarter. Nicolet Advisory Services LLC now owns 1,377 shares of the business services provider’s stock valued at $339,000 after acquiring an additional 47 shares in the last quarter. Ausdal Financial Partners Inc. boosted its position in Verisk Analytics by 2.5% in the 3rd quarter. Ausdal Financial Partners Inc. now owns 2,813 shares of the business services provider’s stock worth $708,000 after purchasing an additional 69 shares in the last quarter. Advisory Services Network LLC lifted its stake in shares of Verisk Analytics by 3.4% in the 2nd quarter. Advisory Services Network LLC now owns 2,605 shares of the business services provider’s stock valued at $811,000 after purchasing an additional 85 shares during the period. Finally, Osterweis Capital Management Inc. purchased a new stake in Verisk Analytics during the second quarter worth $28,000. 90.00% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Bank of America lowered their price objective on Verisk Analytics from $225.00 to $190.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. UBS Group set a $248.00 target price on Verisk Analytics in a research report on Thursday. JPMorgan Chase & Co. lifted their target price on shares of Verisk Analytics from $220.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Weiss Ratings raised shares of Verisk Analytics from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday. Finally, BMO Capital Markets restated an “outperform” rating on shares of Verisk Analytics in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $236.47.

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.