Analyst Consensus ?
ConsensusHold25 ratings
Bullish936.0%
Neutral1560.0%
Bearish14.0%
Verisk Analytics, Inc. · VRSK · FY2025 Q4 · Calendar Q1 2026
Verisk reports solid growth as AI tools gain insurer adoption
Verisk's current evidence supports a constructive operating thesis: subscription growth, insurer adoption of AI-enabled products, ecosystem expansion, and portfolio focus underpin continued growth. The thesis depends on converting AI adoption into durable monetization while managing transactional volatility and margin risks.
Reported Before market openNASDAQTechnology
$22.02B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.82
Consensus $1.61
EPS surprise
+13.0%
Reported versus consensus
Reported revenue
$778.8M
Consensus $773.6M
Revenue surprise
+0.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+3.8%
Event window
SPY move
+0.5%
Same window
Abnormal move
+3.3%
Stock minus SPY
Volume
1.5×
Versus trailing sessions
Subsequent drift
+11.0%
Up to 20 sessions
VRSKSPY benchmark
Ask FN2 about VRSK FY2025 Q4
Transcript, numbers and history already loaded
Why did VRSK rise 3.8% after beating EPS estimates in FY2025 Q4?What changed in VRSK's guidance and outlook in FY2025 Q4?Give me the bull and bear case for VRSK after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The company terminated the AccuLinks acquisition after an extended FTC review, launched ExactGen, and continued its shift toward data and technology solutions for the global insurance market.
Guidance delta
2026 guidance was maintained: revenue of $3.19B-$3.24B, adjusted EBITDA of $1.79B-$1.83B, and a 56%-56.5% margin, with modest margin expansion.
Key takeaways
- Organic revenue grew 6.6% year over year, while subscription revenue rose 7.7% on an organic constant-currency basis.
- Management highlighted adoption of ExactGen, Exact AI, and Exact Expert among leading insurers.
- The company sharpened its portfolio focus after selling Verisk Marketing Solutions and terminating the AccuLinks acquisition.
- Management pointed to subscription renewals, AI products, ecosystem partnerships, and insurance-industry profitability as growth drivers.
Management priorities
- Expand AI-powered estimating tools, including additional ExactGen functionality.
- Complete the Coreline Reimagine program with new modules in 2026.
- Add ecosystem partners and deepen data integration across the insurance value chain.
- Maintain disciplined capital allocation and continue organic investment.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$167.77Current
$185Low
$249.72Average
$334High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Barclays | Overweight | Overweight | Maintain | Sep 8, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 30, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Jul 30, 2026 |
| Jefferies | Buy | Hold | Upgrade | Jul 23, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | May 19, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 30, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Mar 30, 2026 |
| Raymond James | Strong Buy | Outperform | Upgrade | Mar 2, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Feb 19, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Dec 17, 2025 |
| Rothschild & Co | Sell | Neutral | Downgrade | Oct 16, 2025 |
| Baird | Outperform | Outperform | Maintain | May 8, 2025 |
| BMO Capital | Market Perform | Market Perform | Maintain | Feb 27, 2025 |
| Deutsche Bank | Hold | Hold | Maintain | Aug 1, 2024 |
| Truist Securities | Buy | Buy | Maintain | Oct 17, 2023 |
| Redburn Partners | Neutral | Sell | Upgrade | Mar 20, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Mar 6, 2023 |
| Bank of America | Neutral | Neutral | Maintain | Jul 31, 2019 |
| Keefe, Bruyette & Woods | Market Perform | Outperform | Downgrade | Aug 2, 2018 |
| Keefe Bruyette & Woods | Market Perform | Outperform | Downgrade | Aug 2, 2018 |
| SunTrust Robinson Humphrey | Hold | Buy | Downgrade | Aug 3, 2017 |
| Macquarie | Outperform | Neutral | Upgrade | May 5, 2017 |
| Susquehanna | Neutral | Positive | Downgrade | Feb 15, 2017 |
| Evercore Partners | Equal Weight | Overweight | Downgrade | Feb 27, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $167.77. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $225 | $185.79 | +34.1% | Sep 8, 2026 |
| UBS | Analyst unavailable | $228 | $201.43 | +35.9% | Jul 30, 2026 |
| UBS | Alex Kramm | $235 | $200.71 | +40.1% | Jul 30, 2026 |
| Robert W. Baird | Jeffrey Meuler | $247 | $200.18 | +47.2% | Jul 30, 2026 |
| Evercore ISI | Analyst unavailable | $223 | $201.34 | +32.9% | Jul 30, 2026 |
| UBS | Analyst unavailable | $248 | $213.15 | +47.8% | Jul 30, 2026 |
| Jefferies | Analyst unavailable | $235 | $192.28 | +40.1% | Jul 23, 2026 |
| Redburn Partners | Russell Quelch | $185 | $175.35 | +10.3% | Jun 18, 2026 |
| Morgan Stanley | Analyst unavailable | $235 | $184.74 | +40.1% | Apr 30, 2026 |
| Capital One Financial | Analyst unavailable | $224 | $209.32 | +33.5% | Mar 5, 2026 |
| Raymond James | Gregory Peters | $260 | $211.54 | +55.0% | Mar 2, 2026 |
| RBC Capital | Verisk Analytics to | $230 | $184.33 | +37.1% | Feb 19, 2026 |
| Robert W. Baird | Verisk Analytics to | $230 | $185.02 | +37.1% | Feb 19, 2026 |
| Morgan Stanley | Verisk Analytics to | $230 | $184.96 | +37.1% | Feb 19, 2026 |
| UBS | Analyst unavailable | $224 | $185.11 | +33.5% | Feb 19, 2026 |
| BMO Capital | Verisk Analytics to | $224 | $184.07 | +33.5% | Feb 19, 2026 |
| Wells Fargo | Jason Haas | $223 | $184.07 | +32.9% | Feb 19, 2026 |
| Wells Fargo | Verisk Analytics to | $237 | $169.47 | +41.3% | Feb 11, 2026 |
| BMO Capital | Verisk Analytics to Outperform | $233 | $192.49 | +38.9% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $270 | $218.42 | +60.9% | Dec 17, 2025 |
| RBC Capital | Verisk Analytics to | $250 | $208 | +49.0% | Oct 30, 2025 |
| Goldman Sachs | Analyst unavailable | $239 | $208 | +42.5% | Oct 30, 2025 |
| Seaport Global | John Mazzoni | $280 | $251.51 | +66.9% | Oct 1, 2025 |
| Wells Fargo | Analyst unavailable | $334 | $249.69 | +99.1% | Sep 17, 2025 |
| Raymond James | Analyst unavailable | $315 | $268 | +87.8% | Aug 4, 2025 |
| Evercore ISI | David Motemaden | $279 | $267.62 | +66.3% | Oct 21, 2024 |
| RBC Capital | Ashish Sabadra | $300 | $270.6 | +78.8% | Oct 17, 2024 |
| Robert W. Baird | Jeffrey Meuler | $285 | $265.27 | +69.9% | Sep 24, 2024 |
| Barclays | Manav Patnaik | $310 | $269.37 | +84.8% | Sep 13, 2024 |
| Autonomous Research | Kelsey Zhu | $326 | $278.12 | +94.3% | Jul 24, 2024 |
| UBS | Alex Kramm | $285 | $273.67 | +69.9% | Jul 9, 2024 |
| RBC Capital | Ashish Sabadra | $268 | $268.8 | +59.7% | Jun 18, 2024 |
| Argus Research | John Staszak | $280 | $241.86 | +66.9% | May 7, 2024 |
| Robert W. Baird | Jeffrey Meuler | $268 | $232.81 | +59.7% | May 2, 2024 |
| BMO Capital | Jeffrey Silber | $241 | $232.81 | +43.6% | May 2, 2024 |
| Deutsche Bank | Faiza Alwy | $262 | $232.81 | +56.2% | May 2, 2024 |
| Morgan Stanley | Analyst unavailable | $181 | $179.31 | +7.9% | Jan 4, 2023 |
| Barclays | Analyst unavailable | $220 | $182.52 | +31.1% | Dec 2, 2022 |
| RBC Capital | Ashish Sabadra | $210 | $170.93 | +25.2% | Jun 29, 2022 |
| UBS | Analyst unavailable | $215 | $214.97 | +28.2% | Apr 19, 2022 |
| Jefferies | Hamzah Mazari | $230 | $208 | +37.1% | Mar 26, 2022 |
| Morgan Stanley | Toni Kaplan | $201 | $178.91 | +19.8% | Feb 24, 2022 |
| Truist Financial | Andrew Jeffrey | $250 | $213.65 | +49.0% | Nov 3, 2021 |
| Barclays | Raimo Lenschow | $240 | $200.5 | +43.1% | Sep 17, 2021 |
Track every rating change on VRSK the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationVerisk Analytics, Inc. is a global leader in providing advanced data analytics. It offers predictive insights and decision-making tools to a diverse clientele across numerous sectors. These include risk assessment (such as rating, underwriting, and claims), catastrophe and weather risk management, global risk analytics, natural resource intelligence, economic forecasting, commercial banking, finance, and many other specialized areas. The company's operations are organized into three primary divisions: Insurance, Energy and Specialized Markets, and Financial Services. Within the Insurance segment, Verisk assists property and casualty insurers by focusing on anticipating potential losses, accurately selecting and pricing risks, and ensuring regulatory compliance. This division develops sophisticated machine learning and artificial intelligence models to predict various scenarios and generate both standard and tailored analytics.…
Historical context
All VRSK earningsTechnology peers this season
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|---|---|---|---|---|
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
Latest beats and misses
Who reports nextBeat on EPS
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
Get the VRSK recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-29T01:20:58.722727+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T01:20:58.719273+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-29. For educational purposes only; not investment advice.