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.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $1.96+2.1% vs $1.92 | $809M+0.4% vs $806M |
Q3 2026 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 |
Verisk Analytics NASDAQ: VRSK reported higher third-quarter revenue and adjusted earnings per share as subscription growth and stronger-than-expected transactional revenue helped offset pressure from lighter weather activity and softer property insurance markets.
VRSK beats Q3'26 earnings and revenue estimates, driven by strong subscription growth and margin expansion, while cash flow declines sharply.
Microsoft was the largest contributor, with its shares up 37.8% for the quarter. KLA and Applied Materials were the largest detractors, falling 35.3% and 29.2%. On a relative basis, three of the largest detractors were companies we did not own: NVIDIA, Apple, and Meta, which rose 14.3%, 15.2%, and 28.8%. We made one change to the portfolio during the quarter, purchasing Garmin and selling Verisk, and rebalanced outliers back to approximately equal weights during the same trade window.
Verisk Analytics, Inc. (VRSK) Q3 2026 Earnings Call Transcript
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 |
|---|---|---|---|---|---|---|---|
| $204.59 | $26.63B | 30.07 | 6.63% | 27.68% | 437.95% | 0.88% | |
| $641.01 | $46.6B | 33.49 | 9.51% | 43.87% | — | 1.12% | |
| $505.67 | $87.58B | 30.40 | 9.37% | 36.16% | 82.81% | 0.77% | |
| $467.80 | $137.91B | 27.36 | 8.18% | 31.99% | 14.88% | 0.82% | |
| $327.89 | $11.66B | 21.86 | 6.89% | 22.28% | 25.61% | 1.37% | |
| $172.27 | $97.15B | 23.37 | 9.27% | 33.78% | 14.05% | 1.12% |
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
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Verisk Analytics, Inc. (VRSK) stock FAQ — growth, dividends, profitability & financials explained
Verisk Analytics, Inc. (VRSK) reported $3.18B in revenue over the trailing twelve months. Revenue was $3.07B in fiscal year 2025. That is 283% more than the $802.2M of fiscal year 2007.
Verisk Analytics, Inc. (VRSK) grew revenue by 4.9% over the trailing twelve months, compared with the twelve months before.
Yes. Verisk Analytics, Inc. (VRSK) earned $879.2M in net income over the trailing twelve months (a 27.7% net margin).
Yes. Verisk Analytics, Inc. (VRSK) pays a dividend that yields 0.88% at the current price, a small yield.
Verisk Analytics, Inc. (VRSK) had a return on equity (ROE) of 437.9% in fiscal year 2025. That is well above the market's typical 10-15%.
Verisk Analytics, Inc. (VRSK) generated $1.10B in free cash flow over the trailing twelve months.
