Fenimore Asset Management Inc Grows Stock Holdings in Verisk Analytics, Inc. $VRSK

Key Points

• Fenimore Asset Management raised its stake in Verisk by 36.6% in Q4, buying 50,450 shares to hold 188,194 shares worth about $42.1 million (~0.14% of the company), while institutional investors own roughly 90% of VRSK.
• Verisk topped quarterly expectations (EPS $1.82 vs. $1.76 est.; revenue $782.6M vs. $771.6M) and set FY2026 guidance of 7.45–7.75 EPS, with analysts holding a consensus "Moderate Buy" and an average target of $238.20.
• The board authorized a $2.5 billion share buyback (up to ~10.1% of shares) and declared a quarterly dividend of $0.50 (annualized $2.00, ~1.1% yield).

Fenimore Asset Management Inc grew its holdings in shares of Verisk Analytics, Inc. (NASDAQ:VRSK - Free Report) by 36.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 188,194 shares of the business services provider's stock after purchasing an additional 50,450 shares during the period. Fenimore Asset Management Inc owned approximately 0.14% of Verisk Analytics worth $42,097,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Benjamin Edwards Inc. increased its position in shares of Verisk Analytics by 981.6% during the fourth quarter. Benjamin Edwards Inc. now owns 140,282 shares of the business services provider's stock valued at $31,378,000 after acquiring an additional 127,312 shares in the last quarter. Kornitzer Capital Management Inc. KS increased its position in shares of Verisk Analytics by 17.0% during the fourth quarter. Kornitzer Capital Management Inc. KS now owns 91,145 shares of the business services provider's stock valued at $20,388,000 after acquiring an additional 13,253 shares in the last quarter. Essex Bank increased its position in shares of Verisk Analytics by 0.4% during the fourth quarter. Essex Bank now owns 12,388 shares of the business services provider's stock valued at $2,771,000 after acquiring an additional 53 shares in the last quarter. Robertson Stephens Wealth Management LLC increased its position in shares of Verisk Analytics by 14.3% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 2,828 shares of the business services provider's stock valued at $633,000 after acquiring an additional 354 shares in the last quarter. Finally, Danske Bank A S increased its position in shares of Verisk Analytics by 8.1% during the fourth quarter. Danske Bank A S now owns 76,761 shares of the business services provider's stock valued at $17,171,000 after acquiring an additional 5,740 shares in the last quarter. Institutional investors own 90.00% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on VRSK shares. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $230.00 target price on shares of Verisk Analytics in a research report on Monday, March 30th. Morgan Stanley set a $235.00 target price on shares of Verisk Analytics in a research report on Thursday. Capital One Financial set a $224.00 target price on shares of Verisk Analytics in a research report on Thursday, March 5th. UBS Group set a $224.00 target price on shares of Verisk Analytics in a research report on Thursday, February 19th. Finally, Robert W. Baird set a $230.00 target price on shares of Verisk Analytics in a research report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $238.20.

Insider Buying and Selling at Verisk Analytics

In other Verisk Analytics news, Director Christopher John Perry purchased 1,000 shares of the company's stock in a transaction dated Friday, February 20th. The shares were acquired at an average price of $180.00 per share, for a total transaction of $180,000.00. Following the purchase, the director directly owned 2,994 shares of the company's stock, valued at $538,920. The trade was a 50.15% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Elizabeth Mann sold 400 shares of Verisk Analytics stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $171.57, for a total transaction of $68,628.00. Following the transaction, the chief financial officer owned 19,984 shares in the company, valued at $3,428,654.88. This represents a 1.96% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.52% of the company's stock.

Verisk Analytics Trading Down 1.8%

NASDAQ:VRSK opened at $181.11 on Friday. The company has a 50 day simple moving average of $190.18 and a two-hundred day simple moving average of $207.02. The company has a market cap of $23.73 billion, a PE ratio of 27.57, a price-to-earnings-growth ratio of 2.16 and a beta of 0.72. Verisk Analytics, Inc. has a 12 month low of $161.70 and a 12 month high of $322.92. The company has a current ratio of 1.02, a quick ratio of 1.20 and a debt-to-equity ratio of 10.42.

Verisk Analytics (NASDAQ:VRSK - Get Free Report) last issued its quarterly earnings results 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. The business had revenue of $782.60 million for the quarter, compared to analysts' expectations of $771.62 million. Verisk Analytics had a net margin of 29.34% and a negative return on equity of 2,405.75%. The company's revenue was up 4.0% compared to the same quarter last year. During the same quarter last year, the company posted $1.73 EPS. Verisk Analytics has set its FY 2026 guidance at 7.450-7.750 EPS. Research analysts forecast that Verisk Analytics, Inc. will post 7.64 earnings per share for the current year.

Verisk Analytics Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Monday, June 15th. Verisk Analytics's dividend payout ratio (DPR) is currently 30.44%.

Verisk Analytics declared that its Board of Directors has authorized a stock buyback program on Wednesday, February 18th that allows the company to buyback $2.50 billion in outstanding shares. This buyback authorization allows the business services provider to reacquire up to 10.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company's board of directors believes its stock is undervalued.

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.

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