Seeking Alpha·Sep 15, 2026
Verisk Analytics, Inc. (VRSK) Presents at Barclays 24th Annual Global Financial Services Conference TranscriptVerisk Analytics, Inc. (VRSK) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Verisk's core insurance data and analytics franchise continues to demonstrate pricing power and operational discipline, with gross margins averaging 70% and operating margins expanding to 45.1% in Q2 2026. The company generates robust free cash flow (36.9% FCF...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to 4.4% in Q2 2026, yet operating margins have expanded to 45.1% from 43.7% a year earlier, reflecting disciplined cost control and a high-margin data model.
Verisk's open, flexible platform enables advanced analytics, real-time decisions, and full portfolio visibility, enhancing its value proposition in risk assessment.
Verisk possesses a strong competitive advantage due to its unique data assets and pricing power in the insurance analytics market.
The company's strong fundamentals support the bullish thesis, with consistent performance and robust financial health.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.98+2.6% vs $1.93 | $806M+0.3% vs $804M |
Q2 2026 Apr 29, 2026 | $1.82+4.6% vs $1.74 | $783M+1.4% vs $772M |
Q1 2026 Feb 18, 2026 | $1.82+13.0% vs $1.61 | $779M+0.7% vs $774M |
Q4 2025 Oct 29, 2025 | $1.72+1.2% vs $1.70 | $768M-1.0% vs $776M |
Verisk Analytics, Inc. (VRSK) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
VRSK's subscription-led growth, AI upgrades and acquisitions bolster insurance capabilities, while rising debt and staffing costs pose risks.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Key Takeaways Verisk CargoNet analyzed 273 theft events that occurred during the Labor Day holiday periods from 2021 through 2025. California, Texas, and Illinois were the most common states for activity, with major freight hubs and population centers continuing to drive risk.
Benchmark VRSK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Verisk Analytics, Inc. (VRSK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $171.94 | $22.38B | 26.49 | 6.63% | 29.56% | 437.95% | 1.05% | |
| $548.88 | $39.9B | 35.28 | 9.51% | 40.74% | — | — | |
| $469.24 | $81.27B | 34.33 | 9.37% | 34.25% | 76.44% | — | |
| $402.44 | $118.64B | 27.45 | 8.18% | 30.53% | 13.43% | — | |
| $276.42 | $9.83B | 17.78 | 6% | 23.21% | 26.58% | — | |
| $152.93 | $86.25B | 26.50 | 9.27% | 30% | 13.78% | — |
Verisk Analytics, Inc. (VRSK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Verisk Analytics, Inc. (VRSK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 28, 2026·SEC
May 21, 2026·SEC
Get notified when VRSK posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Verisk Analytics, Inc. (VRSK) stock FAQ — growth, dividends, profitability & financials explained
Verisk Analytics, Inc. (VRSK) reported $3.14B in revenue for fiscal year 2025. This represents a 291% increase from $802.2M in 2007.
Verisk Analytics, Inc. (VRSK) grew revenue by 6.6% over the past year. This is steady growth.
Yes, Verisk Analytics, Inc. (VRSK) is profitable, generating $885.5M in net income for fiscal year 2025 (29.6% net margin).
Yes, Verisk Analytics, Inc. (VRSK) pays a dividend with a yield of 1.05%. This makes it attractive for income-focused investors.
Verisk Analytics, Inc. (VRSK) has a return on equity (ROE) of 437.9%. This is excellent, indicating efficient use of shareholder capital.
Verisk Analytics, Inc. (VRSK) generated $1.24B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
