Verisk Analytics (NASDAQ:VRSK) Issues FY 2026 Earnings Guidance

Verisk Analytics (NASDAQ:VRSK) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 7.450-7.750 for the period, compared to the consensus EPS estimate of 7.610. The company issued revenue guidance of $3.2 billion-$3.2 billion, compared to the consensus revenue estimate of $3.2 billion.

Verisk Analytics Stock Performance

Shares of NASDAQ:VRSK traded down $3.70 during midday trading on Thursday, reaching $184.49. The company’s stock had a trading volume of 2,395,198 shares, compared to its average volume of 2,015,094. The firm has a market capitalization of $24.17 billion, a PE ratio of 28.43, a P/E/G ratio of 2.11 and a beta of 0.82. Verisk Analytics has a twelve month low of $161.70 and a twelve month high of $322.92. The stock has a fifty day moving average of $190.17 and a 200 day moving average of $207.42. The company has a quick ratio of 1.20, a current ratio of 1.20 and a debt-to-equity ratio of 10.42.

Verisk Analytics (NASDAQ:VRSK) last released its quarterly earnings data on Wednesday, April 29th. The business services provider reported $1.82 earnings per share for the quarter, topping analysts’ consensus estimates of $1.76 by $0.06. The firm had revenue of $782.60 million for the quarter, compared to analyst estimates of $771.33 million. Verisk Analytics had a net margin of 29.56% and a return on equity of 357.00%. The business’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.73 earnings per share. Verisk Analytics has set its FY 2026 guidance at 7.450-7.750 EPS. On average, equities analysts expect that Verisk Analytics will post 7.63 EPS for the current fiscal year.

Verisk Analytics Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be paid a $0.50 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.1%. Verisk Analytics’s dividend payout ratio is presently 30.82%.

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

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Capital One Financial set a $224.00 price target on shares of Verisk Analytics in a report on Thursday, March 5th. BMO Capital Markets reissued an “outperform” rating on shares of Verisk Analytics in a report on Thursday, February 19th. UBS Group set a $224.00 price target on shares of Verisk Analytics in a report on Thursday, February 19th. 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. Finally, Wall Street Zen raised shares of Verisk Analytics from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Verisk Analytics presently has a consensus rating of “Moderate Buy” and a consensus target price of $237.53.

Insider Buying and Selling at Verisk Analytics

In related news, Director Christopher John Perry acquired 1,000 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were acquired at an average cost 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 trade represents a 50.15% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Elizabeth Mann sold 400 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $171.57, for a total transaction of $68,628.00. Following the transaction, the chief financial officer directly owned 19,984 shares in the company, valued at approximately $3,428,654.88. The trade was a 1.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.52% of the company’s stock.

More Verisk Analytics News

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

• Positive Sentiment: Q1 beat on EPS and revenue, with demand for insurance analytics driving revenue growth and margin expansion — management reported $1.82 EPS vs. $1.76 expected and $782.6M revenue. This is the primary near-term fundamental positive supporting the stock. Read More.
• Positive Sentiment: Board approved a quarterly dividend of $0.50/share (annualized yield ~1.1%), which supports income-oriented holders and signals cash-return discipline.
• Neutral Sentiment: FY?2026 EPS guidance set to $7.45–$7.75, roughly centered on consensus (~7.61); the range leaves room for beat or miss, so guidance is neither strongly bullish nor deeply disappointing. Read More.
• Neutral Sentiment: Verisk sold its Verisk Marketing Solutions unit to ActiveProspect (rebranded InfutorData). The divestiture narrows the company’s portfolio and streamlines focus on core insurance analytics; impact depends on how proceeds are deployed. Read More.
• Negative Sentiment: Investor debate about slower growth and the shifting investment case (AI opportunity vs. decelerating organic growth) is creating caution among investors and likely contributing to today’s selling pressure. Read More.

Hedge Funds Weigh In On Verisk Analytics

Several hedge funds and other institutional investors have recently added to or reduced their stakes in VRSK. AQR Capital Management LLC lifted its holdings in Verisk Analytics by 334.5% during the third quarter. AQR Capital Management LLC now owns 754,548 shares of the business services provider’s stock valued at $188,237,000 after purchasing an additional 580,885 shares in the last quarter. UBS Group AG lifted its holdings in Verisk Analytics by 114.3% during the third quarter. UBS Group AG now owns 987,011 shares of the business services provider’s stock valued at $248,243,000 after purchasing an additional 526,508 shares in the last quarter. Qube Research & Technologies Ltd lifted its holdings in Verisk Analytics by 115.4% during the third quarter. Qube Research & Technologies Ltd now owns 874,918 shares of the business services provider’s stock valued at $220,051,000 after purchasing an additional 468,782 shares in the last quarter. Millennium Management LLC raised its position in shares of Verisk Analytics by 172.8% in the third quarter. Millennium Management LLC now owns 635,945 shares of the business services provider’s stock valued at $159,947,000 after buying an additional 402,811 shares during the last quarter. Finally, Morgan Stanley raised its position in shares of Verisk Analytics by 10.2% in the fourth quarter. Morgan Stanley now owns 3,914,224 shares of the business services provider’s stock valued at $875,574,000 after buying an additional 362,050 shares during the last quarter. 90.00% of the stock is owned by hedge funds and other institutional investors.

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.