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

Verisk Analytics (NASDAQ:VRSK) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 7.450-7.750 for the period, compared to the consensus earnings per share estimate of 7.660. 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

VRSK stock traded down $12.58 on Thursday, hitting $200.57. The company had a trading volume of 832,955 shares, compared to its average volume of 2,152,311. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 10.42. Verisk Analytics has a 12-month low of $155.94 and a 12-month high of $281.82. The stock has a market cap of $26.28 billion, a price-to-earnings ratio of 30.49, a P/E/G ratio of 2.37 and a beta of 0.69. The stock’s 50-day simple moving average is $184.80 and its 200 day simple moving average is $189.18.

Verisk Analytics (NASDAQ:VRSK) last announced its earnings results on Wednesday, July 29th. The business services provider reported $1.98 earnings per share for the quarter, beating analysts’ consensus estimates of $1.93 by $0.05. The business had revenue of $806.30 million during the quarter, compared to analyst estimates of $804.02 million. Verisk Analytics had a net margin of 29.34% and a negative return on equity of 2,405.75%. The company’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.88 EPS. Verisk Analytics has set its FY 2026 guidance at 7.450-7.750 EPS. As a group, equities research analysts expect that Verisk Analytics will post 7.64 earnings per share for the current fiscal year.

Verisk Analytics Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. Verisk Analytics’s dividend payout ratio is currently 30.44%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on VRSK shares. BMO Capital Markets reaffirmed an “outperform” rating on shares of Verisk Analytics in a research report on Thursday. Weiss Ratings upgraded shares of Verisk Analytics from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday. Rothschild & Co Redburn set a $185.00 price target on shares of Verisk Analytics and gave the stock a “neutral” rating in a research report on Thursday, June 18th. Robert W. Baird set a $247.00 price objective on shares of Verisk Analytics in a research report on Thursday. Finally, UBS Group reaffirmed a “neutral” rating and set a $235.00 price objective on shares of Verisk Analytics in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $236.27.

Insider Activity

In other news, CFO Elizabeth Mann sold 400 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $159.22, for a total value of $63,688.00. Following the completion of the sale, the chief financial officer directly owned 19,584 shares of the company’s stock, valued at $3,118,164.48. This trade represents a 2.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Bruce Edward Hansen sold 2,336 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $174.99, for a total value of $408,776.64. Following the sale, the director owned 15,868 shares in the company, valued at $2,776,741.32. The trade was a 12.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 16,507 shares of company stock worth $2,925,710. 0.52% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Verisk Analytics

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

• Positive Sentiment: Wells Fargo raised its price target on VRSK from $240 to $260 and maintained an “overweight” rating, implying substantial potential upside from recent trading levels. Benzinga
• Positive Sentiment: Verisk beat second-quarter expectations, reporting adjusted EPS of $1.98 versus consensus estimates near $1.93-$1.94. Revenue reached $806.3 million, up 4.3% year over year and slightly above forecasts, supported by subscription growth and gains in Underwriting and Claims. Verisk Earnings Surpass Estimates in Q2 on Insurance Growth
• Positive Sentiment: The acquisition of McKenzie Intelligence Services expands Verisk’s catastrophe-response capabilities through real-time event analysis, geospatial intelligence and post-event damage assessment—potentially strengthening its value to insurance customers. Verisk Acquires McKenzie Intelligence Services
• Neutral Sentiment: Verisk declared a quarterly dividend of $0.50 per share, equivalent to a roughly 0.9% annualized yield. The payout provides shareholder support but is unlikely to be a major near-term trading catalyst.
• Neutral Sentiment: Full-year 2026 guidance calls for EPS of $7.45-$7.75 and revenue of approximately $3.2 billion, broadly in line with analyst expectations rather than representing an upward revision. Verisk Reports Second Quarter 2026 Financial Results
• Negative Sentiment: Chief Information Officer Nick Daffan is stepping down after approximately two decades with the company, with the chief technology officer serving in the interim. Although an orderly transition is suggested, the departure may create uncertainty around technology execution and leadership continuity. Verisk CIO Nick Daffan Steps Down
• Negative Sentiment: Net income declined 9.8% year over year despite revenue growth, which may temper enthusiasm over the quarterly results. Second-Quarter Financial Results

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. NewEdge Advisors LLC lifted its position in Verisk Analytics by 1.1% during the 1st quarter. NewEdge Advisors LLC now owns 4,232 shares of the business services provider’s stock worth $1,259,000 after acquiring an additional 44 shares during the period. Nicolet Advisory Services LLC increased its stake in shares of Verisk Analytics by 3.5% in the 3rd quarter. Nicolet Advisory Services LLC now owns 1,377 shares of the business services provider’s stock valued at $339,000 after purchasing an additional 47 shares in the last quarter. Ausdal Financial Partners Inc. raised its stake in shares of Verisk Analytics by 2.5% during the 3rd quarter. Ausdal Financial Partners Inc. now owns 2,813 shares of the business services provider’s stock worth $708,000 after buying an additional 69 shares during the period. Advisory Services Network LLC increased its stake in shares of Verisk Analytics by 3.4% during the second quarter. Advisory Services Network LLC now owns 2,605 shares of the business services provider’s stock worth $811,000 after purchasing an additional 85 shares in the last quarter. Finally, Osterweis Capital Management Inc. purchased a new position in shares of Verisk Analytics in the second quarter valued at approximately $28,000. Hedge funds and other institutional investors own 90.00% of the company’s stock.

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.