Verisk Analytics (NASDAQ:VRSK) Releases FY 2026 Earnings Guidance

Verisk Analytics (NASDAQ:VRSK) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 7.450-7.75 for the period, compared to the consensus EPS estimate of 7.710. The company issued revenue guidance of $3.2 billion-$3.2 billion, compared to the consensus revenue estimate of $3.3 billion.

Verisk Analytics Stock Performance

Shares of VRSK stock traded up $0.84 during mid-day trading on Thursday, reaching $184.91. The stock had a trading volume of 224,241 shares, compared to its average volume of 1,942,308. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 8.55. Verisk Analytics has a 1-year low of $164.60 and a 1-year high of $322.92. The firm has a market cap of $25.77 billion, a price-to-earnings ratio of 28.06, a PEG ratio of 2.50 and a beta of 0.79. The business’s fifty day moving average is $210.55 and its 200-day moving average is $231.48.

Verisk Analytics (NASDAQ:VRSK) last posted its quarterly earnings results on Wednesday, February 18th. The business services provider reported $1.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.22. The company had revenue of $778.80 million during the quarter, compared to analyst estimates of $773.74 million. Verisk Analytics had a net margin of 30.42% and a return on equity of 425.42%. Verisk Analytics’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same period last year, the firm posted $1.61 EPS. Verisk Analytics has set its FY 2026 guidance at 7.450-7.75 EPS. On average, research analysts forecast that Verisk Analytics will post 6.63 earnings per share for the current year.

Verisk Analytics Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.00 annualized dividend and a yield of 1.1%. This is an increase from Verisk Analytics’s previous quarterly dividend of $0.45. Verisk Analytics’s payout ratio is 27.44%.

Verisk Analytics declared that its board has authorized a share buyback plan on Wednesday, February 18th that authorizes the company to buyback $2.50 billion in shares. This buyback authorization authorizes the business services provider to buy up to 10.1% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. JPMorgan Chase & Co. lowered their target price on Verisk Analytics from $315.00 to $250.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Wolfe Research reaffirmed an “outperform” rating on shares of Verisk Analytics in a research note on Monday, December 29th. The Goldman Sachs Group reiterated a “neutral” rating on shares of Verisk Analytics in a research note on Thursday. Evercore dropped their price target on shares of Verisk Analytics from $262.00 to $250.00 and set an “in-line” rating on the stock in a research report on Thursday, October 30th. Finally, Wells Fargo & Company decreased their price objective on shares of Verisk Analytics from $237.00 to $223.00 and set an “overweight” rating for the company in a research report on Thursday. Eight equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $259.71.

Insiders Place Their Bets

In related news, CFO Elizabeth Mann sold 300 shares of Verisk Analytics stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $219.54, for a total value of $65,862.00. Following the sale, the chief financial officer directly owned 14,265 shares in the company, valued at approximately $3,131,738.10. The trade was a 2.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.46% of the company’s stock.

Verisk Analytics News Roundup

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

• Positive Sentiment: Q4 results beat expectations — Verisk reported EPS of $1.82 vs. consensus $1.60 and revenue of $778.8M, driven by steady demand for its data-analytics offerings and improved margins. Investors view the results as confirmation of resilient core business performance. Verisk Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: $2.5 billion share buyback authorized — the board approved repurchases equal to ~10.1% of outstanding shares, signaling management confidence in valuation and supporting EPS/return metrics. RTT News – Stock Buybacks
• Positive Sentiment: Dividend raised — Verisk declared a quarterly dividend of $0.50 (an 11.1% increase from prior), which modestly enhances yield and income appeal for investors.
• Positive Sentiment: New coverage initiated at Bank of America — fresh analyst coverage can increase visibility and institutional interest in the stock. Verisk Analytics Coverage Initiated at Bank of America
• Positive Sentiment: Market reaction noted — major outlets highlighted the beat and demand stability; Reuters reported the profit beat and that shares jumped premarket, reinforcing momentum. Verisk quarterly profit beats estimates
• Neutral Sentiment: Analyst/recap coverage and disclosures — multiple summaries, slide deck and earnings-call notes are available for deeper due diligence on segment trends and margin drivers. Verisk earnings transcript and materials
• Neutral Sentiment: Third‑party writeups echo results — Zacks and Yahoo/Seeking Alpha provide detailed quarter commentary (useful for modeling but largely reiterative of the release). Zacks – Q4 earnings and revenues surpass estimates
• Negative Sentiment: FY2026 guidance came in slightly below Street expectations — management issued EPS guidance of $7.45–7.75 (consensus ~7.71) and revenue guidance around $3.2B vs. consensus ~3.3B; the lighter outlook partially tempers the beat and is a near-term drag on estimates. Zacks – Guidance note

Institutional Investors Weigh In On Verisk Analytics

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. NewEdge Advisors LLC grew its holdings in Verisk Analytics by 1.1% in the 1st 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 in the last quarter. Nicolet Advisory Services LLC boosted its position in shares of Verisk Analytics by 3.5% during the 3rd 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 during the last quarter. Ausdal Financial Partners Inc. grew its holdings in shares of Verisk Analytics by 2.5% in the third quarter. Ausdal Financial Partners Inc. now owns 2,813 shares of the business services provider’s stock valued at $708,000 after purchasing an additional 69 shares during the period. Advisory Services Network LLC increased its position in Verisk Analytics by 3.4% during the second quarter. Advisory Services Network LLC now owns 2,605 shares of the business services provider’s stock worth $811,000 after purchasing an additional 85 shares during the last quarter. Finally, Osterweis Capital Management Inc. acquired a new stake in Verisk Analytics during the second quarter worth about $28,000. Institutional investors and hedge funds own 90.00% of the company’s stock.

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.