Norris Perne & French LLP MI Raises Holdings in Verisk Analytics, Inc. $VRSK

Key Points

• Norris Perne & French LLP MI increased its stake in Verisk by 44.9% in Q4 to 131,304 shares, valued at about $29.37 million, making VRSK its 15th largest position.
• Verisk announced a $2.50 billion buyback (authorizing repurchases of up to 10.1% of shares) and raised its quarterly dividend to $0.50 ($2.00 annually, ~1.2% yield), signaling management confidence.
• Q4 results beat expectations with EPS of $1.82 versus $1.60 expected and revenue of $778.8 million (up 5.8% year-over-year), and the company set FY 2026 guidance of $7.45–$7.75 EPS.

Norris Perne & French LLP MI grew its position in shares of Verisk Analytics, Inc. (NASDAQ:VRSK - Free Report) by 44.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 131,304 shares of the business services provider's stock after purchasing an additional 40,668 shares during the quarter. Verisk Analytics makes up about 1.9% of Norris Perne & French LLP MI's holdings, making the stock its 15th largest position. Norris Perne & French LLP MI owned 0.09% of Verisk Analytics worth $29,371,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. NewEdge Advisors LLC grew its holdings in shares of Verisk Analytics by 1.1% during the first quarter. NewEdge Advisors LLC now owns 4,232 shares of the business services provider's stock worth $1,259,000 after buying an additional 44 shares during the last quarter. Nicolet Advisory Services LLC grew its holdings in shares of Verisk Analytics by 3.5% during the third quarter. Nicolet Advisory Services LLC now owns 1,377 shares of the business services provider's stock worth $339,000 after buying an additional 47 shares during the last quarter. Exencial Wealth Advisors LLC grew its holdings in shares of Verisk Analytics by 1.1% during the third quarter. Exencial Wealth Advisors LLC now owns 4,495 shares of the business services provider's stock worth $1,131,000 after buying an additional 48 shares during the last quarter. Global Retirement Partners LLC grew its holdings in shares of Verisk Analytics by 4.6% during the third quarter. Global Retirement Partners LLC now owns 1,116 shares of the business services provider's stock worth $281,000 after buying an additional 49 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its holdings in shares of Verisk Analytics by 1.6% during the third quarter. Sequoia Financial Advisors LLC now owns 3,245 shares of the business services provider's stock worth $816,000 after buying an additional 51 shares during the last quarter. Hedge funds and other institutional investors own 90.00% of the company's stock.

Insider Buying and Selling

In other Verisk Analytics news, CFO Elizabeth Mann sold 400 shares of Verisk Analytics stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $204.71, for a total value of $81,884.00. Following the sale, the chief financial officer owned 20,384 shares of the company's stock, valued at approximately $4,172,808.64. The trade was a 1.92% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Christopher John Perry purchased 1,000 shares of Verisk Analytics stock in a transaction dated Friday, February 20th. The shares were bought at an average price of $180.00 per share, with a total value of $180,000.00. Following the completion of the transaction, the director owned 2,994 shares in the company, valued at approximately $538,920. This trade represents a 50.15% increase in their position. The SEC filing for this purchase provides additional information. 0.46% of the stock is currently owned by insiders.

Verisk Analytics Price Performance

Shares of VRSK opened at $167.87 on Tuesday. Verisk Analytics, Inc. has a twelve month low of $161.70 and a twelve month high of $322.92. The stock's 50 day moving average is $190.79 and its two-hundred day moving average is $212.92. The firm has a market capitalization of $21.99 billion, a PE ratio of 25.87, a P/E/G ratio of 2.06 and a beta of 0.82. The company has a current ratio of 1.20, a quick ratio of 1.20 and a debt-to-equity ratio of 10.42.

Verisk Analytics (NASDAQ:VRSK - Get Free Report) last announced its quarterly earnings data on Wednesday, February 18th. The business services provider reported $1.82 earnings per share for the quarter, beating analysts' consensus estimates of $1.60 by $0.22. Verisk Analytics had a return on equity of 357.00% and a net margin of 29.56%.The company had revenue of $778.80 million for the quarter, compared to analyst estimates of $773.74 million. During the same quarter in the previous year, the company earned $1.61 EPS. The firm's revenue for the quarter was up 5.8% compared to the same quarter last year. Verisk Analytics has set its FY 2026 guidance at 7.450-7.75 EPS. Research analysts anticipate that Verisk Analytics, Inc. will post 6.63 earnings per share for the current year.

Verisk Analytics announced that its board has initiated 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 repurchase up to 10.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's management believes its shares are undervalued.

Verisk Analytics Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were issued a $0.50 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. This is a boost from Verisk Analytics's previous quarterly dividend of $0.45. Verisk Analytics's dividend payout ratio is presently 30.82%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on VRSK. Bank of America began coverage on Verisk Analytics in a report on Tuesday, February 17th. They set a "neutral" rating and a $205.00 price target on the stock. Wolfe Research reissued an "outperform" rating on shares of Verisk Analytics in a report on Monday, December 29th. Wells Fargo & Company raised their price target on Verisk Analytics from $223.00 to $240.00 and gave the stock an "overweight" rating in a report on Monday, March 2nd. JPMorgan Chase & Co. lowered their price target on Verisk Analytics from $260.00 to $220.00 and set an "overweight" rating on the stock in a report on Thursday, February 19th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $230.00 price target on shares of Verisk Analytics in a report on Monday, March 30th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $237.20.

Verisk Analytics 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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