Verisk Analytics, IncNasdaq: VRSK
Industrials · Research & Consulting Services
$181.57
-1.59%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Verisk beats Q1 estimates with $1.82 EPS; announces $1.5B accelerated share buyback program
Verisk Analytics reported Q1 2026 adjusted EPS of $1.82, beating consensus of $1.74 (and $1.76 per other guidance), with $783 million revenue and 4.7% organic constant currency revenue growth. Company reaffirmed FY26 guidance of $7.45-$7.75 EPS on $3.19-$3.24 billion revenue. Announced 11% dividend increase to $0.50 per share and initiated $1.5 billion accelerated share repurchase with HSBC and Wells Fargo. Verisk onboarded sixth top 10 carrier to digital media forensics platform, with 60 basis point margin expansion in Q1.
Previous Market Intelligence
13 daysApr 30Verisk Analytics reaffirms FY2026 guidance; reports Q1 revenue growth of 3.9% to $783M and executes $1.5B buyback (April 29)Positive▶
Verisk Analytics reaffirmed FY2026 guidance of $3.19-3.24B revenue and adjusted EPS of $7.45-7.75, reporting Q1 2026 revenue of $783M (+3.9% YoY) and net income of $234M (+0.8%). Organic constant currency revenue growth of 4.7% was driven by strong 7% subscription revenue growth. Adjusted EBITDA rose 5.0% to $438M. The company executed a $1.5B accelerated share repurchase program and paid $0.50 Q1 dividend. Q1 2026 results reflect steady operational performance despite insurance market normalization concerns and AI disruption anxieties that drove 21% YTD decline earlier in year. Stock surged 6.5% to $188.19 on earnings.
Apr 29Verisk Analytics Q1 2026 EPS $1.82 beats $1.74; $1.5B accelerated share repurchase initiatedPositive▶
Verisk Analytics reported better-than-expected Q1 2026 earnings with EPS of $1.82 surpassing forecast of $1.74 and revenue of $783M exceeding estimate of $771.51M. Stock surged 6.53% post-earnings and 3% in pre-market trading. Subscription revenues grew 7%. Company initiated $1.5B accelerated share repurchase program with HSBC and Wells Fargo. New integrations with Roofr and Pilotbird expanded insurance workflow tools. FY26 guidance reaffirmed at adjusted EPS $7.45-$7.75 on revenues $3.19-$3.24B.
Apr 16Verisk Analytics shares rose 3.6% to $176.84 on April 15; trading 42.6% below GF Value estimate of $308.18.Positive▶
Verisk Analytics announced a new collaboration with Roofr to integrate the Xactimate property claims platform, enabling contractors to order measurement files and upload them instantly for property estimates. The stock is significantly undervalued at a 42.6% discount to GF Value, indicating strong margin of safety for investors. Q1 2026 saw slowing growth and a failed acquisition attempt, yet fourteen analysts maintain a Moderate Buy rating with an average 12-month price target of $260.86, representing 40.97% upside potential. Revenue reached $3.07 billion in 2025, up 6.63% year-over-year, while the company faces challenges with slowing organic growth. Stock has declined 15.7% over the past year despite recent 1.7% weekly gains.
Apr 15Verisk slides to 52-week low amid growth concerns; Q1 earnings due April 29.Negative▶
Verisk Analytics hit new 52-week low of $164.13 on April 9, down 47.5% from 52-week high. Stock struggles with slowing growth. Q1 2026 results announced for April 29. Company completed $1.5B ASR with HSBC and Wells Fargo. Sold Verisk Marketing Solutions to ActiveProspect, refocusing on insurance data and analytics.
Apr 14Verisk Analytics stock down 47.5% from 52-week high; Q1 2026 earnings April 29; appears 45% undervalued.Negative▶
Verisk Q1 2026 results April 29. Stock at $169.41, down 47.5% from 52-week high. FY2026 guidance: EPS $7.45-$7.75 and revenue $3.2B, below expectations. Accelerated $1.5B share repurchase. Divested Marketing Solutions to ActiveProspect. Stock down 15.7% over past year.
Apr 13Verisk Analytics faces mixed sentiment with Hold rating amid slowing growth; Q1 2026 earnings report scheduled for April 29.Neutral▶
Verisk Analytics stock has experienced a 15.7% decline over the past year despite a 1.7% weekly gain. The company faces challenges with slowing growth. Analysts maintain a Moderate Buy rating. Verisk will report Q1 2026 results on April 29, with guidance for low-to-mid single-digit core sales growth and margin expansion.
Apr 10Verisk Q1 2026 Earnings April 29; Stock Down 3.4%Neutral▶
Q1 results April 29 before market open. Stock fell 3.4% to $169.41, down 47.5% from 52-week high. Analyst avg target $260.86 (41% upside).
Apr 9Verisk to report Q1 2026 results April 29 amid slowing growth concerns.Neutral▶
Verisk will report Q1 2026 results April 29 before market open. Q4 2025 EPS $1.82 beat estimates of $1.59 (+14.5%). Stock down 15.7% over past year due to slowing growth and failed acquisition. Strategic partnerships ongoing. Analyst consensus "Moderate Buy" with $237.20 target. 1 Strong Buy, 7 Buy, 7 Hold, 1 Sell.
Apr 8Verisk stock declines as analysts reassess growth prospects following earnings beat.Mixed▶
VRSK Q4 EPS $1.82 beat $1.59 by 14.47% but faces growth concerns. Argus downgraded to Hold from Buy. Stock $220.41.
Apr 7Verisk Q4 Earnings Beat; Acquisition Pulled, AI Focus ContinuesNeutral▶
Q4 EPS of $1.82 beat estimate of $1.59 by 14.47%. Revenue $779M up 5.9% YoY. Verisk cancelled $2.35B AccuLynx acquisition but continues AI-driven analytics advancement and omnibus shelf filing filed in March. Mixed investor sentiment amid growth slowdown concerns.
Apr 6Verisk terminated AccuLynx acquisition; Q4 EPS beat $1.59 estimate with 14.47% surprise.Negative▶
Verisk Analytics reported Q4 2025 EPS of $1.82, beating $1.59 estimate (14.47% surprise). Revenue $779M, up 5.9% (5.2% organic constant currency). However, company terminated definitive agreement to acquire AccuLynx (roofing software), ending planned $2.35B acquisition. Stock faces challenges from slowing growth and failed acquisition, creating cautious investor sentiment. Year-to-date down 15.7%, but 1-week gain 1.7%. 14.6% 1-month decline, 38.3% 1-year decline. Hold consensus as of Mar 31, but $260.86 target (40.97% upside) from 14 analysts.
Apr 3Verisk appoints Will Murphy as SVP of Claims Solutions; stock down 3.29% April 1 amid competitive headwinds.Neutral▶
Verisk Analytics appointed Will Murphy as Senior Vice President of Sales for Claims Solutions on April 2, 2026. The stock fell 3.29% on April 1 with shares down 17% YTD and 38% over 12 months following cancellation of its $2.35B AccuLynx acquisition. Q4 2025 EPS of $1.82 beat estimates.
Apr 2Verisk reports Q4 2025 results with dividend approved and $1.5B accelerated buyback announcedNeutral▶
Verisk Analytics reported Q4 2025 revenue of $779 million (+5.9% YoY) and full-year revenue of $3,073 million (+6.6% YoY), with net income of $197 million in Q4. The Board approved a $0.50 dividend payable March 31, 2026, and increased buyback authorization to $2.5 billion with a $1.5 billion accelerated share repurchase agreement. At Investor Day on March 5, 2026, the company reiterated medium-term targets: OCC revenue growth 6-8%, Adjusted EBITDA growth 7-10%, and capital return of 75% of free cash flow annually. Stock fell 3.29% on April 1 despite positive fundamentals.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VRSKVERISK | $181.57 | -1.59% | -0.1% | 21.4x | — | $24.2B |
| EFXEQUIFAX | $173.83 | -0.06% | -4.5% | 16.9x | 1.56 | $21.0B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| GEVGE | $1,064.74 | -1.73% | +20.7% | 44.2x | 1.20 | $291.1B |
| RTXRTX | $174.46 | -0.91% | -11.3% | 23.3x | 0.43 | $237.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.