Verisk Analytics (NASDAQ:VRSK) Releases Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Verisk Analytics (NASDAQ:VRSK) announced its quarterly earnings data on Wednesday. The business services provider reported $1.98 earnings per share for the quarter, topping the consensus estimate of $1.93 by $0.05, FiscalAI reports. The business had revenue of $806.30 million during the quarter, compared to the consensus estimate of $804.02 million. Verisk Analytics had a negative return on equity of 2,405.75% and a net margin of 29.34%.Verisk Analytics’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same period in the prior year, the company earned $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 Trading Up 3.4%

Shares of Verisk Analytics stock traded up $7.25 on Wednesday, hitting $219.51. The stock had a trading volume of 730,719 shares, compared to its average volume of 2,142,589. The stock has a 50 day moving average of $183.95 and a 200 day moving average of $189.25. The firm has a market capitalization of $28.76 billion, a P/E ratio of 33.57, a PEG ratio of 2.31 and a beta of 0.69. Verisk Analytics has a twelve month low of $155.94 and a twelve month high of $300.93. The company has a debt-to-equity ratio of 10.42, a quick ratio of 1.02 and a current ratio of 1.02.

Wall Street Analysts Forecast Growth

Several research analysts have commented on VRSK shares. JPMorgan Chase & Co. boosted their target price on Verisk Analytics from $220.00 to $230.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Rothschild & Co Redburn set a $185.00 price target on shares of Verisk Analytics and gave the company a “neutral” rating in a report on Thursday, June 18th. Weiss Ratings cut shares of Verisk Analytics from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, May 14th. Morgan Stanley set a $235.00 price objective on shares of Verisk Analytics in a research note on Thursday, April 30th. Finally, Bank of America cut their target price on shares of Verisk Analytics from $225.00 to $190.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $234.87.

Insiders Place Their Bets

In related news, Director Bruce Edward Hansen sold 2,336 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $174.99, for a total value of $408,776.64. Following the completion of the sale, the director directly owned 15,868 shares in the company, valued at $2,776,741.32. This represents a 12.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Samuel G. Liss sold 4,671 shares of Verisk Analytics stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $182.21, for a total value of $851,102.91. Following the transaction, the director directly owned 69,098 shares in the company, valued at $12,590,346.58. The trade was a 6.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 16,507 shares of company stock valued at $2,925,710 in the last ninety days. 0.52% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Verisk Analytics

A number of hedge funds and other institutional investors have recently made changes to their positions in VRSK. State Street Corp lifted its position in shares of Verisk Analytics by 1.5% in the 4th quarter. State Street Corp now owns 6,076,730 shares of the business services provider’s stock worth $1,359,304,000 after purchasing an additional 88,300 shares during the period. Morgan Stanley boosted its position in Verisk Analytics by 10.2% during the fourth quarter. Morgan Stanley now owns 3,914,224 shares of the business services provider’s stock valued at $875,574,000 after acquiring an additional 362,050 shares during the last quarter. Northern Trust Corp grew its holdings in Verisk Analytics by 1.6% during the 3rd quarter. Northern Trust Corp now owns 1,694,505 shares of the business services provider’s stock worth $426,185,000 after acquiring an additional 26,518 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Verisk Analytics by 3.0% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,379,409 shares of the business services provider’s stock worth $308,560,000 after acquiring an additional 39,768 shares in the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of Verisk Analytics by 69.2% during the 4th quarter. AQR Capital Management LLC now owns 1,276,695 shares of the business services provider’s stock valued at $285,584,000 after purchasing an additional 522,147 shares in the last quarter. 90.00% of the stock is owned by institutional investors and hedge funds.

About Verisk Analytics

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.