Verisk Analytics (VRSK) Stock Overview
Engages in the provision of data analytics and technology solutions to the insurance industry in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
VRSK Community Fair Values
Create NarrativeSee what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Verisk Analytics, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$175.86 |
| 52 Week High | US$267.26 |
| 52 Week Low | US$155.94 |
| Beta | 0.66 |
| 1 Month Change | -2.82% |
| 3 Month Change | -4.32% |
| 1 Year Change | -33.95% |
| 3 Year Change | -29.23% |
| 5 Year Change | -13.13% |
| Change since IPO | 546.07% |
Recent News & Updates
Recent updates
Investors Can Find Comfort In Verisk Analytics' (NASDAQ:VRSK) Earnings Quality
Investors were disappointed with the weak earnings posted by Verisk Analytics, Inc. ( NASDAQ:VRSK ). Despite the soft...
VRSK: Subscription Model And AI Monetization Will Drive Repricing Ahead
Verisk Analytics now carries an updated analyst price target of $237.71, up from $225.06, reflecting analysts' focus on its subscription based revenue model and potential AI related monetization over time. Analyst Commentary Recent Street research on Verisk Analytics shows a mix of optimism around its business model and AI opportunities, along with some caution on valuation and execution timing.Verisk Analytics: High-Single-Digits Subscription Growth And Cheap Valuation (Rating Upgrade)
Summary I am upgrading Verisk Analytics to Buy, as the stock now trades at a more attractive ~23.5x NTM PE with improved margin of safety. VRSK’s subscription revenue, representing 83% of total, grew 8% OCC, supporting a high-single-digit growth thesis and reducing reliance on transactional volumes. FY2026 guidance appears achievable, with H2 growth set to accelerate due to easier comps and the resumption of a federal contract. AI tools like XactAI offer optional mid- to long-term upside, with early adoption trends supporting future margin expansion and potential cross-selling. Read the full article on Seeking AlphaVRSK: Trough Reset And AI Concerns Set Stage For Repricing
Analysts have raised the Verisk Analytics fair value estimate by about $4.59 per share to $225.06, citing recent upgrades that frame prior growth weakness as transient, view recent quarters as a trough, and argue that concerns around AI disruption are now largely reflected in the stock's valuation. Analyst Commentary Recent research on Verisk Analytics highlights a mix of optimism around the business reset and ongoing caution around growth quality and valuation, giving investors a more balanced framework for thinking about the stock.VRSK: Proprietary Risk Data And AI Concerns Being Priced For Future Repricing
The analyst price target for Verisk Analytics has been revised to $190, reflecting updated assumptions that include a slightly lower future P/E multiple and modestly higher margin and growth expectations. Analysts broadly view recent AI concerns and deal risks as already reflected in the stock.VRSK: Proprietary Risk Data And AI Integration Will Support Future Repricing
Verisk Analytics' updated analyst price target ticks slightly lower to about $220 from roughly $223, reflecting modest recalibration after mixed target moves across the Street, including cuts from BofA and Raymond James and increases from Morgan Stanley and JPMorgan. Analysts point to recent Q1 outcomes and broader information services sector adjustments.VRSK: Proprietary Insurance Data Will Underpin Future AI Disruption Reassessment
Analysts trimmed their average price target on Verisk Analytics by about $1 to $222, reflecting updated views on a slightly lower future P/E multiple. They still cited resilient revenue, margin strength, and the company’s proprietary insurance data and embedded workflows as key supports for the long-term model.
VRSK 05-2026
Verisk Analytics is a regulatory-grade data toll on the US property & casualty insurance industry, monetized through ~83% subscription revenue with ~92% client retention. VRSK's narrow-moat franchise produces FCF with an unusually high degree of predictability, durable enough to justify a 15× exit multiple at a 35% margin of safety.VRSK: Proprietary Insurance Data Will Support Future AI Disruption Reassessment
Analysts have trimmed the fair value estimate for Verisk Analytics by about $8 to $221.53, reflecting a blend of reduced margin and P/E assumptions, along with ongoing debate around AI disruption and growth headwinds, even as some recent price target changes cited confidence in the strength of its proprietary data and core insurance workflows. Analyst Commentary Recent Street research on Verisk Analytics highlights a wide range of views on growth durability, AI risk, and valuation, even as most firms maintain constructive ratings on the stock.VRSK: Proprietary Insurance Data And Margins Will Support Future AI Reassessment
Verisk Analytics' updated fair value estimate edges to $229.53, reflecting analysts' mixed price target revisions between roughly $205 and $260 as they balance recent organic growth, margin trends, AI disruption concerns, and confidence in the company's proprietary insurance data assets. Analyst Commentary Recent research updates reflect a split view on Verisk Analytics, with some firms lifting targets and ratings while others trim expectations and remain more cautious.VRSK: Proprietary Insurance Data And Margins Will Drive Future Reassessment
Narrative Update on Verisk Analytics The updated analyst price framework points to a fair value of about $230 per share, reflecting small tweaks to discount rate, growth, and margin assumptions. Street analysts cite proprietary insurance data, resilient margins, and ongoing debate around AI disruption and near term growth headwinds as key drivers of their revised targets.VRSK: Proprietary Insurance Data And AI Partnerships Will Drive Future Reassessment
The analyst price target for Verisk Analytics has been raised from $221.12 to $230.06, with analysts pointing to reaffirmed medium term targets, resilient proprietary data assets in a regulated insurance market, and the ongoing debate around AI disruption as key drivers behind the updated view. Analyst Commentary Recent research paints a mixed picture around Verisk Analytics, with targets moving both higher and lower as analysts weigh resilient fundamentals against execution risks and questions around AI disruption.VRSK: AI Risk Partnerships And Buybacks Will Drive Future Reassessment
Analysts have trimmed their price targets on Verisk Analytics, aligning our fair value estimate down from $248.50 to about $221 as they factor in slightly softer revenue growth assumptions, modestly lower profit margins, and reduced future P/E expectations following recent Q4 results and a more cautious near term outlook. Analyst Commentary Street research has converged around lower price targets for Verisk Analytics, with most recent updates landing in a relatively tight band around the low US$200s.VRSK: Expanded Risk Partnerships Will Support Mixed Rating Reassessment
Analysts have nudged their price target on Verisk Analytics slightly lower to $248.50 from $249.25. This reflects updated views on its growth profile, profitability outlook, and P/E assumptions following recent mixed research that included both an upgrade and a downgrade.VRSK: Upcoming Guidance And Investor Day Will Clarify Mixed Ratings Concerns
Narrative Update The analyst price target embedded in our fair value estimate for Verisk Analytics has moved slightly higher from about $248.56 to $249.25, as analysts weigh mixed rating changes against updated assumptions on growth, margins, and future P/E expectations. Analyst Commentary Recent research on Verisk Analytics reflects a mixed but fairly balanced view, with one firm turning more cautious and another staying constructive while trimming expectations.VRSK: Guidance And AI Investment Will Balance Mixed Ratings And Execution Risks
Analysts have trimmed their fair value estimate for Verisk Analytics to about $248.56 from roughly $250.12, citing mixed recent ratings changes, a slightly higher discount rate, modestly softer revenue growth assumptions, and a marginally higher profit margin and P/E outlook that together leave the risk or reward profile more balanced. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade to an overweight stance as a sign that, even with a reduced US$275 price target from US$310, the shares still offer room for further execution on growth before valuation looks stretched to them.VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing
Analysts have modestly reduced Verisk Analytics' fair value estimate by about $1 to roughly $250 per share. This reflects a more cautious blend of recent target cuts and rating downgrades that highlight valuation concerns, acquisition related leverage, and near term growth headwinds, despite still solid long term fundamentals.VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing
Analysts have modestly trimmed their blended price target on Verisk Analytics, reflecting a balancing of concerns over near term dilution, leverage and slowing organic growth against confidence that recent headwinds are temporary and aligned with a mid single digit to high single digit growth trajectory. Analyst Commentary Recent Street research reveals a divided view on Verisk Analytics, with some analysts highlighting resilient long term growth drivers while others focus on valuation risk and execution headwinds following the latest quarterly results and the AccuLynx acquisition.VRSK: Defensive Tailwinds And AI Adoption Will Drive Renewed Upside Momentum
The average analyst price target for Verisk Analytics was revised downward. The new consensus reflects a modest decrease of $35 per share, as analysts cite ongoing concerns about slowing organic growth and near-term risks, despite longer-term industry strengths.VRSK: Defensive Catalysts And Recurring Revenue Will Drive Positive Momentum Ahead
Analysts have lowered their fair value estimate for Verisk Analytics from $290.53 to $251.29 per share, citing tempered growth expectations and near-term risks. They also note ongoing debates over industry disruption and the company's long-term prospects.VRSK: Upcoming Guidance And Investor Day Will Unlock Upside Momentum
The analyst price target for Verisk Analytics has been lowered by approximately $9 to $290.53. Analysts are weighing mixed opinions on growth prospects, margin trends, and valuation following recent research updates.New Platforms And Sales Models Will Open Future Markets
Analysts have lowered their price target for Verisk Analytics by approximately $7 to $299.82. They cite a modestly higher discount rate and a slightly slower revenue growth outlook, while also recognizing the company's resilient margins and recurring revenue strengths.Shareholder Returns
| VRSK | US Professional Services | US Market | |
|---|---|---|---|
| 7D | -7.7% | -5.2% | -0.2% |
| 1Y | -33.9% | -14.2% | 14.8% |
Return vs Industry: VRSK underperformed the US Professional Services industry which returned -14.2% over the past year.
Return vs Market: VRSK underperformed the US Market which returned 14.8% over the past year.
Price Volatility
| VRSK volatility | |
|---|---|
| VRSK Average Weekly Movement | 5.4% |
| Professional Services Industry Average Movement | 8.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: VRSK has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: VRSK's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1971 | 8,000 | Lee Shavel | www.verisk.com |
Verisk Analytics, Inc. engages in the provision of data analytics and technology solutions to the insurance industry in the United States and internationally. The company offers underwriting solutions, including forms, rules, and loss costs services that provides policy language, prospective loss costs, policy writing and rating rules, and underwriting solutions for risk selection and segmentation, pricing, and workflow optimization; underwriting data and analytics solutions, which provides property and auto specific rating, and underwriting information solutions; catastrophe modelling and risk solutions; life insurance solutions for transforming current workflows in life insurance underwriting, claim insights, policy administration, unclaimed property/equity, compliance and fraud detection, and actuarial and portfolio modelling; specialty business solutions, which provides full end-to-end management of insurance and reinsurance business; and international underwriting solutions. It also provides claims insurance solutions, including property estimating solutions, provide data, analytics, and networking solutions for professionals involved in estimating all phases of building repair and reconstruction; anti-fraud solutions that provide fraud-detection tools for the property and casualty insurance industry; casualty solutions, which focus on compliance, casualty claims decision, and workflow automation; and international claims solutions, which focus on personal injury and motor franchises with complementary offerings to the property claims solutions.
Verisk Analytics, Inc. Fundamentals Summary
| VRSK fundamental statistics | |
|---|---|
| Market cap | US$23.17b |
| Earnings (TTM) | US$885.50m |
| Revenue (TTM) | US$3.14b |
Is VRSK overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VRSK income statement (TTM) | |
|---|---|
| Revenue | US$3.14b |
| Cost of Revenue | US$935.20m |
| Gross Profit | US$2.20b |
| Other Expenses | US$1.32b |
| Earnings | US$885.50m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 6.80 |
| Gross Margin | 70.18% |
| Net Profit Margin | 28.24% |
| Debt/Equity Ratio | -374.7% |
How did VRSK perform over the long term?
See historical performance and comparisonDividends
Does VRSK pay a reliable dividends?
See VRSK dividend history and benchmarks| Verisk Analytics dividend dates | |
|---|---|
| Ex Dividend Date | Sep 15 2026 |
| Dividend Pay Date | Sep 30 2026 |
| Days until Ex dividend | 4 days |
| Days until Dividend pay date | 19 days |
Does VRSK pay a reliable dividends?
See VRSK dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/10 23:15 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Verisk Analytics, Inc. is covered by 30 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |