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

Verisk Analytics (NASDAQ:VRSK) released its quarterly earnings results on Thursday. The business services provider reported $1.96 EPS for the quarter, beating the consensus estimate of $1.92 by $0.04, FiscalAI reports. The firm had revenue of $809.00 million during the quarter, compared to analyst estimates of $805.88 million. Verisk Analytics had a net margin of 28.24% and a negative return on equity of 239.55%. The business’s revenue for the quarter was up 5.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.72 EPS. 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 Stock Performance

Shares of NASDAQ VRSK traded down $6.88 during midday trading on Friday, reaching $204.59. The stock had a trading volume of 1,596,726 shares, compared to its average volume of 1,218,610. The company has a market capitalization of $26.63 billion, a price-to-earnings ratio of 31.00, a price-to-earnings-growth ratio of 2.27 and a beta of 0.65. Verisk Analytics has a 12-month low of $155.94 and a 12-month high of $227.16. The stock has a 50-day moving average of $182.92 and a 200-day moving average of $186.34.

Verisk Analytics Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Tuesday, December 15th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Tuesday, December 15th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Verisk Analytics’s dividend payout ratio is 30.72%.

Analyst Ratings Changes

VRSK has been the topic of several recent research reports. BMO Capital Markets decreased their price target on shares of Verisk Analytics from $248.00 to $217.00 and set an “outperform” rating on the stock in a research report on Tuesday, October 13th. Robert W. Baird set a $247.00 price target on shares of Verisk Analytics in a research note on Thursday, July 30th. Wells Fargo & Company boosted their price objective on shares of Verisk Analytics from $260.00 to $265.00 and gave the company an “overweight” rating in a research report on Friday. Evercore set a $223.00 price objective on Verisk Analytics in a research note on Thursday, July 30th. Finally, Barclays raised their target price on Verisk Analytics from $225.00 to $250.00 and gave the stock an “overweight” rating in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $226.93.

Insider Activity

In other news, CEO Lee Shavel sold 3,535 shares of the company’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $193.43, for a total value of $683,775.05. Following the completion of the transaction, the chief executive officer owned 98,490 shares of the company’s stock, valued at $19,050,920.70. This represents a 3.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Elizabeth Mann sold 400 shares of the stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $184.85, for a total transaction of $73,940.00. Following the sale, the chief financial officer directly owned 17,584 shares of the company’s stock, valued at approximately $3,250,402.40. This trade represents a 2.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 11,805 shares of company stock worth $2,195,489 over the last 90 days. Company insiders own 0.52% of the company’s stock.

Key Stories Impacting Verisk Analytics

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

• Positive Sentiment: Third-quarter adjusted EPS of $1.96 topped the $1.92 consensus, while revenue of $809 million also exceeded estimates and grew 5.3% year over year. An earnings-call summary reported organic growth accelerated to 7%. Zacks Q3 earnings article
• Positive Sentiment: Barclays raised its target to $250 and Wells Fargo to $265, both maintaining Overweight ratings. Jefferies also increased its target, to $245 from $235. These moves suggest analysts see further potential despite the recent share-price run. Barclays price-target report Wells Fargo price-target report Jefferies price-target report
• Positive Sentiment: A separate valuation analysis argued VRSK may still be below fair value despite its 28% run, which could support the bullish case. Verisk valuation analysis
• Neutral Sentiment: Verisk reaffirmed its 2026 outlook: adjusted EPS of $7.45–$7.75 and revenue of $3.2 billion. Revenue guidance matches consensus, while the EPS range midpoint is slightly below the $7.71 analyst estimate. The company also declared a $0.50 quarterly dividend. Quarterly results and outlook
• Negative Sentiment: Coverage highlighted a sharp decline in cash flow, a potential concern alongside the company’s premium valuation. The earnings beat and raised analyst targets have not prevented shares from trading lower. Cash-flow discussion

Verisk Analytics Company Profile

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.