Oppenheimer Asset Management Inc. lifted its holdings in Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 25.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 90,522 shares of the business services provider’s stock after buying an additional 18,461 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Verisk Analytics were worth $20,249,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. Ameriflex Group Inc. acquired a new stake in shares of Verisk Analytics in the third quarter worth $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Verisk Analytics in the fourth quarter worth $27,000. Osterweis Capital Management Inc. acquired a new stake in shares of Verisk Analytics in the second quarter worth $28,000. First Horizon Corp acquired a new stake in shares of Verisk Analytics in the third quarter worth $35,000. Finally, Salomon & Ludwin LLC boosted its position in shares of Verisk Analytics by 223.9% in the third quarter. Salomon & Ludwin LLC now owns 149 shares of the business services provider’s stock worth $37,000 after buying an additional 103 shares during the period. Institutional investors and hedge funds own 90.00% of the company’s stock.
Insider Activity
In other news, CFO Elizabeth Mann sold 400 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $171.57, for a total transaction of $68,628.00. Following the completion of the sale, the chief financial officer owned 19,984 shares in the company, valued at approximately $3,428,654.88. This represents a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Christopher John Perry acquired 1,000 shares of the business’s stock in a transaction that occurred 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 transaction, the director directly owned 2,994 shares in the company, valued at $538,920. The trade was a 50.15% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 0.52% of the company’s stock.
Verisk Analytics Stock Performance
Verisk Analytics (NASDAQ:VRSK – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The business services provider reported $1.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.06. The company had revenue of $782.60 million during the quarter, compared to the consensus estimate of $771.62 million. Verisk Analytics had a negative return on equity of 2,405.75% and a net margin of 29.34%.The firm’s revenue was up 4.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.73 EPS. Verisk Analytics has set its FY 2026 guidance at 7.450-7.750 EPS. As a group, equities research analysts forecast that Verisk Analytics, Inc. will post 7.63 earnings per share for the current fiscal year.
Verisk Analytics declared that its board has authorized a stock repurchase program on Wednesday, February 18th that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the business services provider to reacquire up to 10.1% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.
Verisk Analytics Announces Dividend
The business 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 is 30.82%.
Wall Street Analyst Weigh In
Several analysts have recently commented on the company. Bank of America started coverage on Verisk Analytics in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $205.00 target price for the company. Raymond James Financial raised Verisk Analytics from an “outperform” rating to a “strong-buy” rating and lifted their price objective for the company from $215.00 to $260.00 in a research report on Monday, March 2nd. BMO Capital Markets reissued an “outperform” rating on shares of Verisk Analytics in a research report on Thursday, February 19th. Capital One Financial set a $224.00 target price on shares of Verisk Analytics in a research note on Thursday, March 5th. Finally, Wells Fargo & Company increased their price target on shares of Verisk Analytics from $223.00 to $240.00 and gave the stock an “overweight” rating in a research note on Monday, March 2nd. One 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $238.20.
Read Our Latest Analysis on VRSK
Key Verisk Analytics News
Here are the key news stories impacting Verisk Analytics this week:
- Positive Sentiment: JPMorgan upgraded VRSK to “Overweight” and raised its price target to $230 (about a 24.7% upside vs. the current price), which could attract buyer interest and support a rebound. Benzinga
- Positive Sentiment: Q1 results beat expectations: Verisk reported $1.82 EPS vs. $1.76 expected and revenue of $782.6M vs. ~$771M consensus, driven by strong demand for analytics in underwriting and claims (margin expansion noted). That beat is a clear positive fundamental catalyst. Reuters
- Positive Sentiment: Verisk declared a quarterly cash dividend of $0.50 per share (record June 15; payable June 30), yielding roughly 1.1% — supportive for income?oriented investors.
- Neutral Sentiment: The company completed a divestiture of its Verisk Marketing Solutions business (now rebranded InfutorData by buyer ActiveProspect). This trims non?core operations and clarifies strategic focus, but is not a near?term earnings driver. PR Newswire
- Neutral Sentiment: Earnings call transcript and slide deck are available for details on segment performance and management commentary (useful for modeling revenue cadence and margin drivers). Slide Deck / Press Release
- Negative Sentiment: FY?2026 EPS guidance was set at $7.45–$7.75, which is essentially in line with — but not clearly above — Street expectations (consensus ~7.61). Some investors may view the guidance as conservative or lacking upside, which can limit upside momentum after the Q1 beat. GlobeNewswire
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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