Earnings summaries and quarterly performance for Verisk Analytics.
Executive leadership at Verisk Analytics.
Lee Shavel
Detailed
Chief Executive Officer and President
CEO
EM
Elizabeth Mann
Executive Vice President and Chief Financial Officer
KC
Kathy Card Beckles
Executive Vice President and Chief Legal Officer
ND
Nick Daffan
Executive Vice President and Chief Information Officer
SH
Sunita Holzer
Executive Vice President and Chief Human Relations Officer
Board of directors at Verisk Analytics.
BH
Bruce Hansen
Detailed
Independent Chair
CP
Christopher Perry
Detailed
Director
GH
Gregory Hendrick
Detailed
Director
JD
Jeffrey Dailey
Detailed
Director
KH
Kathleen Hogenson
Detailed
Director
KS
Kimberly Stevenson
Detailed
Director
OS
Olumide Soroye
Detailed
Director
SP
Sabra Purtill
Detailed
Director
SL
Samuel Liss
Detailed
Director
TV
Therese Vaughan
Detailed
Director
Research analysts who have asked questions during Verisk Analytics earnings calls.
Faiza Alwy
Deutsche Bank
8 questions for VRSK
Also covers: ABM, ADV, ARMK +18 more
Jason Haas
Wells Fargo
8 questions for VRSK
Also covers: ASGN, CTAS, ECL +12 more
MP
Manav Patnaik
Barclays
8 questions for VRSK
Also covers: BFAM, CLVT, CTAS +17 more
TK
Toni Kaplan
Morgan Stanley
8 questions for VRSK
Also covers: ADT, ARMK, BFAM +18 more
AK
Alex Kramm
UBS Group AG
6 questions for VRSK
Also covers: BR, CBOE, CBRE +16 more
AN
Andrew Nicholas
William Blair & Company
6 questions for VRSK
Also covers: AMTD, CBZ, CLVT +16 more
AS
Andrew Steinerman
JPMorgan Chase & Co.
6 questions for VRSK
Also covers: ARMK, BFAM, CTAS +16 more
Ashish Sabadra
RBC Capital Markets
6 questions for VRSK
Also covers: ADP, CBOE, CLVT +20 more
George Tong
Goldman Sachs
6 questions for VRSK
Also covers: ADT, BCO, BFAM +25 more
KZ
Kelsey Zhu
Autonomous Research
6 questions for VRSK
Also covers: EFX, FDS, MSCI +1 more
RQ
Russell Quelch
Redburn Atlantic
6 questions for VRSK
Also covers: FDS, MCO, MSCI +1 more
David Motemaden
Evercore ISI
5 questions for VRSK
Also covers: ACGL, AJG, ALL +16 more
Jeffrey Silber
BMO Capital Markets
5 questions for VRSK
Also covers: AMN, ASGN, ATGE +19 more
Jeffrey Meuler
Robert W. Baird & Co. Incorporated
4 questions for VRSK
Also covers: BFAM, CSGP, EFX +7 more
Scott Wurtzel
Wolfe Research
4 questions for VRSK
Also covers: ADP, BR, CLVT +12 more
CG
C. Gregory Peters
Raymond James
3 questions for VRSK
Also covers: ACIC, AFG, AII +20 more
David Paige
RBC Capital Markets
2 questions for VRSK
Also covers: ADP, APG, AXON +6 more
GP
Gregory Peters
Raymond James Financial, Inc.
2 questions for VRSK
Also covers: AFG, AII, AJG +7 more
Henry Hayden
Rothschild & Co Redburn
2 questions for VRSK
Also covers: MH, RELX
Judson Lindley
J.P. Morgan
2 questions for VRSK
Also covers: KLC, RGP
KF
Keen Fai Tong
Goldman Sachs Group Inc.
2 questions for VRSK
Also covers: ADT, BCO, BFAM +21 more
ST
Surinder Thind
Jefferies Financial Group
2 questions for VRSK
Also covers: ASGN, CLVT, CSGP +25 more
CP
Charles Peters
Raymond James
1 question for VRSK
Also covers: ACIC, AFG, AJG +11 more
KZ
Kelsy Zuid
Autonomous Research
1 question for VRSK
P[
Peter [Last Name Inaudible]
Evercore ISI
1 question for VRSK
Recent press releases and 8-K filings for VRSK.
Verisk Analytics issues $1B senior notes
VRSK
Debt Issuance
- On February 23, 2026, Verisk Analytics agreed to sell $500 million of 4.450% Senior Notes due 2031 and $500 million of 5.125% Senior Notes due 2036 under its Form S-3 shelf registration.
- The 2031 Notes pay interest semi-annually on March 15 and September 15 at 4.450% and mature March 15, 2031; the 2036 Notes pay at 5.125% and mature March 15, 2036; both series are redeemable at a make-whole price before their par call dates and at 100% thereafter.
- Net proceeds will repay borrowings under a $500 million 364-day term loan facility and $750 million of its revolving credit facility used to fund accelerated share repurchases, with any remainder for general corporate purposes.
- The indenture contains customary covenants restricting liens, sale/leaseback transactions, and grants holders change-of-control repurchase rights at 101% of principal plus accrued interest.
1 day ago
Verisk Analytics prices $1 billion senior notes offering
VRSK
Debt Issuance
- On Feb. 23, 2026, Verisk Analytics priced $500 million of 4.450% Senior Notes due 2031 and $500 million of 5.125% Senior Notes due 2036, with closing expected on Feb. 26, 2026.
- Net proceeds will refinance outstanding borrowings under its 364-day term loan facility and its syndicated revolving credit facility, and fund general corporate purposes.
- BofA Securities, Wells Fargo Securities, Goldman Sachs & Co. LLC, and Morgan Stanley & Co. LLC are serving as joint book-running managers.
- The offering is made under an effective shelf registration statement filed March 24, 2023, with sales only via a prospectus supplement and accompanying prospectus.
4 days ago
Verisk Analytics reports Q4 2025 results and 2026 outlook
VRSK
Earnings
Guidance Update
Share Buyback
- Q4 GAAP revenue of $779 million (+5.9% YoY), net income $197 million (–6.2%), EPS $1.42 (–1%)
- Delivered 5.2% organic constant currency revenue growth; full-year OCC revenue up 6.6%; adjusted EBITDA margin 56.2% (+150 bps)
- Announced 2026 guidance: revenue $3.19–3.24 billion, adjusted EBITDA $1.79–1.83 billion (56–56.5% margin), EPS $7.45–7.75
- Intends $1.5 billion accelerated share repurchase, raises buyback authorization to $2.5 billion, and increases dividend 11% to $2.00/share
Feb 18, 2026, 1:30 PM
Verisk Analytics reports Q4 2025 earnings
VRSK
Earnings
Guidance Update
Share Buyback
- Delivered 5.2% organic constant currency (OCC) revenue growth in Q4, driven by 7.2% underwriting growth and 0.5% claims growth.
- Adjusted EBITDA rose 6.2% OCC to $437 M, with margins expanding 200 bps to 56.1%.
- Generated $276 M free cash flow and returned $286 M to shareholders through dividends and repurchases in the quarter.
- Guided 2026 revenue of $3.19–3.24 B, adjusted EBITDA of $1.79–1.83 B, and diluted adjusted EPS of $7.45–7.75; announced a $1.5 B accelerated share repurchase program and an 11% dividend increase to $2.00 annually.
Feb 18, 2026, 1:30 PM
Verisk Analytics reports Q4 and full year 2025 results
VRSK
Earnings
Share Buyback
M&A
- Delivered organic constant-currency revenue growth of 6.6% and Adjusted EBITDA growth of 8.5%. Q4 net cash from operations rose 34% to $343 million, with free cash flow of $276 million (FY 2025 free cash flow $1.19 billion).
- Announced a $1.5 billion accelerated share repurchase, raising total buyback authorization to $2.5 billion, and increased the annual dividend by 11% to $2 per share.
- Executed portfolio actions: terminated the definitive agreement to acquire AccuLynx and completed the sale of Verisk Marketing Solutions (which contributed $68 million in 2025 revenue).
- Provided 2026 guidance of $3.19–3.24 billion in revenue, $1.79–1.83 billion in Adjusted EBITDA (56–56.5% margin), and Adjusted EPS of $7.45–7.75; interest expense of $190–200 million, CAPEX of $260–280 million, and a tax rate of 23–26%.
Feb 18, 2026, 1:30 PM
Verisk Analytics reports Q4 and full year 2025 results
VRSK
Earnings
Guidance Update
Share Buyback
- Delivered 6.6% organic constant-currency revenue growth and 8.5% OCC adjusted EBITDA growth in 2025, crossing the $3 billion revenue mark for the year.
- Q4 adjusted EBITDA margin was 56.1%, with OCC adjusted EBITDA up 6.2%; net cash from operations in Q4 rose 34% to $343 million, and free cash flow reached $276 million (full year free cash flow of $1.19 billion).
- Returned $286 million to shareholders in Q4 via repurchases and dividends; approved a $1.5 billion accelerated share repurchase and increased buyback authorization to $2.5 billion, and raised the annual dividend 11% to $2.00 per share.
- 2026 guidance: revenue of $3.19–3.24 billion, adjusted EBITDA of $1.79–1.83 billion, margin of 56.0–56.5%, and adjusted EPS of $7.45–7.75.
- Ended Q4 portfolio actions by terminating the AccuLynx acquisition agreement and divesting Verisk Marketing Solutions to focus on core data and analytics offerings.
Feb 18, 2026, 1:30 PM
Verisk reports Q4 and full-year 2025 results
VRSK
Earnings
Guidance Update
Dividends
- Revenue in Q4 2025 was $779 M, up 5.9% reported/5.2% OCC; full-year revenue was $3,073 M, up 6.6%.
- Profitability: Q4 net income was $197 M (−6.2%), with adjusted EBITDA of $437 M (+9.8%, 56.1% margin); full-year net income was $908 M (−5.1%), with adjusted EBITDA of $1,727 M (+9.6%, 56.2% margin).
- Earnings per share: Q4 GAAP diluted EPS was $1.42 (−1.4%), adjusted EPS was $1.82 (+13.0%); full-year GAAP EPS was $6.48 (−2.7%), adjusted EPS was $7.16 (+7.8%).
- Cash flow & capital return: Q4 operating cash flow was $343 M (+34.4%) and free cash flow was $276 M (+38.0%); the Board approved an 11% dividend increase to $0.50/share payable March 31, 2026, and raised the share repurchase authorization to $2.5 B.
- Outlook: For FY 2026, revenue is guided to $3.19–3.24 B, adjusted EBITDA to $1.79–1.83 B, adjusted EPS to $7.45–7.75, and dividends at $2.00/share.
Feb 18, 2026, 12:16 PM
Verisk and S&P Global Energy collaborate on insurance-adjusted climate risk intelligence
VRSK
Product Launch
New Projects/Investments
- On Feb. 17, 2026, Verisk and S&P Global Energy announced a data-sharing collaboration to integrate their climate catastrophe risk analytics, enabling financial and insurance sectors to quantify insured and uninsured impacts of future climate events.
- Verisk’s near-present physically based climate catastrophe risk data will feed into S&P Global Sustainable1 Climanomics, while S&P’s climate-adjusted flood data will power Verisk’s Touchstone platform for event simulations through 2050.
- The combined solution supports stress testing, regulatory compliance, and portfolio optimization for insurers, banks, asset managers, and real estate investors.
- Verisk’s Rob Newbold highlighted the partnership's role in providing an auditable foundation for climate risk decisions, and S&P’s Thomas Yagel emphasized its shift from reactive compliance to proactive resilience.
Feb 17, 2026, 1:30 PM
Verisk reports improved U.S. insurance industry performance through Q3 2025
VRSK
- Net written premiums rose 5.1% to $740.7 billion, while net earned premiums climbed 6.9% to $711.2 billion through the first nine months of 2025.
- The industry’s underwriting gain widened to $35.3 billion, up from $4 billion in the same period of 2024.
- The combined ratio improved to 94%, down from 97.9%, as incurred losses and loss adjustment expenses increased just 0.6%.
- Policyholders’ surplus grew to $1.20 trillion, versus $1.12 trillion a year earlier.
- Realized capital gains fell to $15.6 billion, compared with $75.5 billion through Q3 2024.
Feb 6, 2026, 1:15 PM
Verisk estimates insured losses from Winter Storm Fern at USD 4 billion
VRSK
- Verisk’s Catastrophe and Risk Solutions group estimates USD 4 billion in insured property and auto losses from Winter Storm Fern (Jan. 23–26), driven primarily by freeze impacts.
- Freeze impacts are expected to be the largest driver of losses, with supplemental wind and snow damage across 14 states potentially exceeding USD 50 million each.
- If validated, Fern would rank as the third costliest U.S. winter storm on record, behind Elliott (2022) and Uri (2021).
- The analysis uses Verisk’s updated U.S. Winter Storm Model—featuring explicit freezing rain modeling and power outage vulnerability—which is scheduled for release in June 2026.
Feb 3, 2026, 7:22 PM
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