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

Verisk Analytics (NASDAQ:VRSK) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.450-7.750 for the period, compared to the consensus earnings per share estimate of 7.710. The company issued revenue guidance of $3.2 billion, compared to the consensus revenue estimate of $3.2 billion.

Verisk Analytics Stock Down 3.3%

VRSK opened at $204.59 on Friday. The company has a market cap of $26.63 billion, a PE ratio of 27.45, a price-to-earnings-growth ratio of 2.27 and a beta of 0.65. Verisk Analytics has a twelve month low of $155.94 and a twelve month high of $227.16. The company has a 50-day moving average price of $182.92 and a 200 day moving average price of $186.34.

Verisk Analytics (NASDAQ:VRSK) last announced its quarterly earnings data on Thursday, November 5th. The business services provider reported $1.96 EPS for the quarter, beating analysts’ consensus estimates of $1.92 by $0.04. The firm had revenue of $809.00 million during the quarter, compared to the consensus estimate of $805.88 million. Verisk Analytics had a net margin of 28.24% and a negative return on equity of 239.55%. The firm’s revenue was up 5.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.72 earnings per share. Verisk Analytics has set its FY 2026 guidance at 7.450-7.750 EPS. As a group, sell-side analysts expect that Verisk Analytics will post 7.70 earnings per share for the current year.

Verisk Analytics Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Tuesday, December 15th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Tuesday, December 15th. Verisk Analytics’s dividend payout ratio (DPR) is 30.72%.

Analysts Set New Price Targets

A number of brokerages have issued reports on VRSK. Weiss Ratings raised shares of Verisk Analytics from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, August 25th. BMO Capital Markets lowered their price objective on shares of Verisk Analytics from $248.00 to $217.00 and set an “outperform” rating on the stock in a research report on Tuesday, October 13th. Evercore set a $223.00 target price on Verisk Analytics in a report on Thursday, July 30th. Morgan Stanley reduced their target price on Verisk Analytics from $235.00 to $215.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 13th. Finally, Wells Fargo & Company boosted their price objective on shares of Verisk Analytics from $260.00 to $265.00 and gave the stock an “overweight” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $226.93.

Insider Transactions at Verisk Analytics

In related news, CFO Elizabeth Mann sold 400 shares of Verisk Analytics stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $184.85, for a total value of $73,940.00. Following the completion of the sale, the chief financial officer owned 17,584 shares of the company’s stock, valued at approximately $3,250,402.40. The trade was a 2.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lee Shavel sold 3,535 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $193.43, for a total value of $683,775.05. Following the transaction, the chief executive officer owned 98,490 shares in the company, valued at approximately $19,050,920.70. This trade represents a 3.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,805 shares of company stock valued at $2,195,489 in the last quarter. 0.52% of the stock is currently owned by insiders.

Verisk Analytics News Summary

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

• Positive Sentiment: Third-quarter adjusted EPS of $1.96 topped the $1.92 consensus, while revenue of $809 million also exceeded estimates and grew 5.3% year over year. An earnings-call summary reported organic growth accelerated to 7%. Zacks Q3 earnings article
• Positive Sentiment: Barclays raised its target to $250 and Wells Fargo to $265, both maintaining Overweight ratings. Jefferies also increased its target, to $245 from $235. These moves suggest analysts see further potential despite the recent share-price run. Barclays price-target report Wells Fargo price-target report Jefferies price-target report
• Positive Sentiment: A separate valuation analysis argued VRSK may still be below fair value despite its 28% run, which could support the bullish case. Verisk valuation analysis
• Neutral Sentiment: Verisk reaffirmed its 2026 outlook: adjusted EPS of $7.45–$7.75 and revenue of $3.2 billion. Revenue guidance matches consensus, while the EPS range midpoint is slightly below the $7.71 analyst estimate. The company also declared a $0.50 quarterly dividend. Quarterly results and outlook
• Negative Sentiment: Coverage highlighted a sharp decline in cash flow, a potential concern alongside the company’s premium valuation. The earnings beat and raised analyst targets have not prevented shares from trading lower. Cash-flow discussion

About Verisk Analytics

Verisk Analytics, Inc (NASDAQ: VRSK), doing business as Verisk, is a global data analytics and technology company serving the insurance industry and other risk-focused markets. Its platforms help organizations use data, statistical models and workflow tools to evaluate risk, make decisions and improve operational efficiency.

Verisk’s insurance offerings support underwriting, pricing, claims management, fraud detection, catastrophe modeling and regulatory compliance. Its products include industry data, predictive analytics, property and casualty risk solutions, claims-estimating tools and information used by insurers to assess property, vehicles, businesses and other exposures.