Verisk Analytics (NASDAQ:VRSK – Get Free Report) had its price objective increased by equities researchers at JPMorgan Chase & Co. from $220.00 to $230.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the business services provider’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 24.67% from the stock’s previous close.
Several other research firms have also recently weighed in on VRSK. Royal Bank Of Canada reissued an “outperform” rating and issued a $230.00 price objective on shares of Verisk Analytics in a research report on Monday, March 30th. Raymond James Financial raised Verisk Analytics from an “outperform” rating to a “strong-buy” rating and boosted their price objective for the stock from $215.00 to $260.00 in a research report on Monday, March 2nd. Morgan Stanley set a $235.00 price objective on Verisk Analytics in a research report on Thursday. Robert W. Baird set a $230.00 price objective on Verisk Analytics in a research report on Thursday, February 19th. Finally, Bank of America initiated coverage on Verisk Analytics in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $205.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $238.20.
Read Our Latest Research Report on VRSK
Verisk Analytics Stock Down 2.0%
Verisk Analytics (NASDAQ:VRSK – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The business services provider reported $1.82 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.06. Verisk Analytics had a return on equity of 357.00% and a net margin of 29.56%.The business had revenue of $782.60 million for the quarter, compared to analysts’ expectations of $771.33 million. During the same quarter in the previous year, the firm earned $1.73 earnings per share. The business’s revenue was up 4.0% on a year-over-year basis. Verisk Analytics has set its FY 2026 guidance at 7.450-7.750 EPS. On average, equities research analysts forecast that Verisk Analytics will post 7.63 earnings per share for the current year.
Verisk Analytics declared that its board has approved a stock buyback program on Wednesday, February 18th that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the business services provider to purchase up to 10.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.
Insider Activity
In other news, CFO Elizabeth Mann sold 400 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $171.57, for a total value of $68,628.00. Following the completion of the transaction, the chief financial officer directly owned 19,984 shares in the company, valued at approximately $3,428,654.88. This represents a 1.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Christopher John Perry acquired 1,000 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was purchased at an average price of $180.00 per share, with a total value of $180,000.00. Following the completion of the acquisition, the director directly owned 2,994 shares in the company, valued at approximately $538,920. This represents a 50.15% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.52% of the stock is owned by insiders.
Hedge Funds Weigh In On Verisk Analytics
A number of hedge funds and other institutional investors have recently modified their holdings of VRSK. NewEdge Advisors LLC boosted its holdings in shares of Verisk Analytics by 1.1% in the 1st quarter. NewEdge Advisors LLC now owns 4,232 shares of the business services provider’s stock worth $1,259,000 after purchasing an additional 44 shares in the last quarter. Woodline Partners LP boosted its holdings in shares of Verisk Analytics by 39.6% in the 1st quarter. Woodline Partners LP now owns 11,931 shares of the business services provider’s stock worth $3,551,000 after purchasing an additional 3,385 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Verisk Analytics by 114.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 253 shares of the business services provider’s stock worth $75,000 after purchasing an additional 135 shares in the last quarter. Treasurer of the State of North Carolina boosted its holdings in shares of Verisk Analytics by 52.2% in the 2nd quarter. Treasurer of the State of North Carolina now owns 135,876 shares of the business services provider’s stock worth $42,325,000 after purchasing an additional 46,603 shares in the last quarter. Finally, Osterweis Capital Management Inc. purchased a new position in shares of Verisk Analytics in the 2nd quarter worth about $28,000. 90.00% of the stock is currently owned by hedge funds and other institutional investors.
Key Verisk Analytics News
Here are the key news stories impacting Verisk Analytics this week:
- Positive Sentiment: Q1 results beat expectations — Verisk reported $1.82 EPS vs. $1.76 expected and revenue of $782.6M (about +4% Y/Y), with higher margins and operating-leverage commentary that analysts highlighted as a driver of the beat. Verisk Reports First Quarter 2026 Financial Results
- Positive Sentiment: Company noted strong demand for analytics products used by insurers, which Reuters flagged as the main operational tailwind behind the quarter. Verisk beats first-quarter estimates on strong demand for its analytics
- Positive Sentiment: Board announced a quarterly cash dividend of $0.50/share (yield ~1.1%), with record/ex-dividend timing set for June; supports income-focused holders and signals confidence in cash flow.
- Neutral Sentiment: Verisk posted its slides and earnings call transcript — useful for digging into segment performance, margin drivers and buyback/divestiture details for modeling. Verisk Analytics, Inc. 2026 Q1 – Results – Earnings Call Presentation
- Neutral Sentiment: Verisk sold its Marketing Solutions business (now rebranded InfutorData after acquisition by ActiveProspect/Five Elms). This trims non-core assets and may modestly simplify the story; financial impact depends on sale proceeds and any retained obligations. ActiveProspect Rebrands Verisk Marketing Solutions as InfutorData Following Acquisition
- Negative Sentiment: FY‑2026 EPS guidance set to $7.45–$7.75; midpoint is slightly below street consensus (~7.61), which likely disappointed investors looking for upside from the stronger quarter.
- Negative Sentiment: Market commentary raised concerns about a slowing growth profile and how AI-driven shifts may change Verisk’s long-term story — such narratives can pressure multiple re-rating even when near-term results beat. How The Verisk Analytics (VRSK) Investment Story Is Shifting With AI And Slower Growth Concerns
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.
Further Reading
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