Verisk Analytics (VRSK)
NASDAQIndustrialsConsulting ServicesSnapshot 2026-07-08
$192.25+2.37%
Close 2026-07-07 · 1-day change
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Track VRSK free→Warn: Management is running behind on a stated commitment.
Verisk Analytics grows revenue about 7% yearly, guided near $3.2B in 2026. Profit per share is expected around $7.60. The company returns value with a $1.5B share buyback and a $2.00 dividend. Recent acquisitions strengthen its data analytics edge.
AI may weaken Verisk's data moat, making its analytics less unique. Revenue growth is modest and could stall near 3-4%. Share buybacks and dividends may limit reinvestment in growth.
The price is about 13% below our fair value near $223. Analysts expect roughly 7% revenue growth, which aligns with our view. The market fairly prices steady growth but not strong acceleration.
Breaks if: Buyback program is delayed or canceled in 2026
Verisk has initiated a $1.5 billion accelerated share repurchase program.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Newly stated in 2026-Q1. Executed $1.5 billion Accelerated Share Repurchase Program. This capital allocation move reflects a strategic focus on returning value to shareholders. The program's execution aligns with the company's commitment to capital return.
“CFO: 'We executed a $1.5 billion accelerated share repurchase program.'”
Breaks if: AI commoditizes data analytics, eroding pricing power
Breaks if: Dividend cut or fails to reach $2.00 in 2026
Verisk plans to increase its dividend to $2.00 per share for the year 2026.
Stated in 2 of last 2 quarters. Dividend per share increased to $2.00 for 2026. The dividend increase reflects a commitment to shareholder returns, with the company maintaining a strong cash flow position to support this payout.
“CFO: 'Our Board of Directors approved a cash dividend of 50 cents per share payable on March 31, 2026.'”
“CFO: 'Our Board has approved an 11% increase in our dividend.'”
Breaks if: Non-GAAP EPS falls below $7.00 in FY26
Verisk continues to reaffirm its financial guidance for the year 2026.
Stated in 2 of last 2 quarters. Revenue guidance for 2026 is $3,190M to $3,240M. Revenue for 2025 was $3,073M, showing limited progress towards the 2026 target. The reaffirmation indicates a focus on maintaining growth momentum.
“CFO: 'We are reaffirming our financial guidance for 2026.'”
“CFO: 'Full Year 2026 Guidance ($ in millions, except per share amounts) Low High Total revenue $ 3,190 $ 3,240.'”
Breaks if: Annual revenue falls below $3.05 billion in FY26
Verisk continues to reaffirm its financial guidance for the year 2026.
Stated in 2 of last 2 quarters. Revenue guidance for 2026 is $3,190M to $3,240M. Revenue for 2025 was $3,073M, showing limited progress towards the 2026 target. The reaffirmation indicates a focus on maintaining growth momentum.
“CFO: 'We are reaffirming our financial guidance for 2026.'”
“CFO: 'Full Year 2026 Guidance ($ in millions, except per share amounts) Low High Total revenue $ 3,190 $ 3,240.'”