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

Key Points

• Verisk reported quarterly EPS of $1.96, beating the $1.92 consensus, while revenue of $809 million exceeded estimates and rose 5.3% year over year. Organic constant-currency revenue grew 7.4%, with subscription revenue up 8.2%.
• The company reaffirmed FY 2026 EPS guidance of $7.45–$7.75, saying it expects results near the midpoint; longer sales cycles, softer property markets and lighter claims activity may weigh on performance.
• Cash generation weakened: operating cash flow fell 34% and free cash flow dropped 41% year over year, largely due to higher interest and tax payments and collection timing.

Verisk Analytics (NASDAQ:VRSK - Get Free Report) released its earnings results on Thursday. The business services provider reported $1.96 EPS for the quarter, topping analysts' consensus estimates of $1.92 by $0.04, FiscalAI reports. The firm had revenue of $809.00 million during the quarter, compared to the consensus estimate of $805.88 million. Verisk Analytics had a negative return on equity of 239.55% and a net margin of 28.24%. The company's revenue was up 5.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.72 earnings per share. 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

VRSK stock traded up $13.62 during trading on Thursday, hitting $211.47. 2,502,336 shares of the company traded hands, compared to its average volume of 1,875,247. Verisk Analytics has a 1 year low of $155.94 and a 1 year high of $227.16. The company has a market cap of $27.52 billion, a PE ratio of 32.48, a P/E/G ratio of 2.22 and a beta of 0.65. The stock's 50-day simple moving average is $182.18 and its 200 day simple moving average is $186.45.

Key Verisk Analytics News

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

• Positive Sentiment: Verisk reported Q3 adjusted EPS of $1.96, beating the $1.92 consensus estimate and rising from $1.72 a year earlier. Revenue of $809 million also topped estimates of about $806 million and grew 5.3% year over year. Strong subscription growth and margin expansion supported the results. Verisk Analytics Q3 Earnings Beat Estimates, Revenues Jump 5% Y/Y
• Neutral Sentiment: Verisk’s FY 2026 outlook calls for EPS of $7.45–$7.75 and revenue of $3.2 billion. The revenue forecast matches consensus, while the EPS range includes the $7.71 estimate but has a midpoint below it; the company described its outlook as reaffirmed. Verisk Analytics Q3 Adj. EBITDA, Revenues Rise; Confirms FY26 Outlook
• Negative Sentiment: One potential concern is a sharp decline in cash flow, flagged in coverage of the quarter, which could offset some of the earnings and revenue strength. Verisk Analytics Q3 Earnings Beat Estimates, Revenues Jump 5% Y/Y

Insider Activity at Verisk Analytics

In related news, CFO Elizabeth Mann sold 400 shares of the business's stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $184.85, for a total value of $73,940.00. Following the completion of the transaction, the chief financial officer directly owned 17,584 shares in the company, valued at $3,250,402.40. The trade was a 2.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Lee Shavel sold 3,535 shares of the stock in a transaction on Monday, November 2nd. The stock was sold at an average price of $194.74, for a total transaction of $688,405.90. Following the sale, the chief executive officer directly owned 98,490 shares in the company, valued at $19,179,942.60. This trade represents a 3.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 11,805 shares of company stock worth $2,195,489. Insiders own 0.52% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on VRSK. Weiss Ratings raised shares of Verisk Analytics from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Tuesday, August 25th. Robert W. Baird set a $247.00 price objective on shares of Verisk Analytics in a report on Thursday, July 30th. UBS Group increased their price objective on shares of Verisk Analytics from $220.00 to $235.00 and gave the stock a "neutral" rating in a research note on Thursday, July 30th. Royal Bank Of Canada reissued an "outperform" rating on shares of Verisk Analytics in a report on Thursday, October 15th. Finally, Morgan Stanley decreased 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 report on Tuesday, October 13th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Verisk Analytics presently has an average rating of "Moderate Buy" and a consensus price target of $224.79.

About Verisk Analytics

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.

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