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

Verisk Analytics (NASDAQ:VRSK) issued its earnings results on Thursday. The business services provider reported $1.96 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $809.00 million for the quarter, compared to the consensus estimate of $805.88 million. During the same quarter last year, the company earned $1.72 EPS. The firm’s quarterly 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

Shares of Verisk Analytics stock traded up $13.62 during trading hours on Thursday, reaching $211.47. The company’s stock had a trading volume of 2,502,336 shares, compared to its average volume of 1,875,247. The firm has a 50 day moving average price of $182.65 and a 200-day moving average price of $186.41. The stock has a market cap of $27.52 billion, a P/E ratio of 32.48, a P/E/G ratio of 2.22 and a beta of 0.65. Verisk Analytics has a one year low of $155.94 and a one year high of $227.16.

Insider Transactions at Verisk Analytics

In related news, CEO Lee Shavel sold 3,535 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer directly owned 98,490 shares in the company, valued at $19,050,920.70. This trade 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 through this hyperlink. Also, CFO Elizabeth Mann sold 400 shares of the stock in a transaction 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 completion of the sale, 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 position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 11,805 shares of company stock valued at $2,195,489. 0.52% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on VRSK. Robert W. Baird set a $247.00 price objective on shares of Verisk Analytics in a report on Thursday, July 30th. Morgan Stanley cut their target price on shares of Verisk Analytics from $235.00 to $215.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 13th. 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 note on Tuesday, October 13th. UBS Group increased their price objective on shares of Verisk Analytics from $220.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday, July 30th. Finally, Evercore set a $223.00 price objective on Verisk Analytics in a research report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $224.79.

Trending Headlines about Verisk Analytics

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

• Positive Sentiment: Verisk reported third-quarter adjusted EPS of $1.96, above the $1.92 consensus, and revenue of $809 million, slightly ahead of estimates and up 5.3% year over year. Reports cited subscription growth and margin expansion as drivers; EPS also rose from $1.72 a year earlier. Zacks Q3 earnings report
• Neutral Sentiment: The company’s FY 2026 outlook calls for adjusted EPS of $7.45–$7.75 and revenue of $3.2 billion. Revenue guidance matches consensus, while the EPS range includes the $7.71 estimate but has a midpoint below it. RTTNews outlook update
• Negative Sentiment: One earnings summary flagged a sharp decline in cash flow, a counterpoint to the stronger earnings, revenue, and margins. Zacks Q3 earnings report

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.