Verisk Analytics Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.74 |
| EPS actual | $1.82 |
| EPS Surprise | 4.60% |
| Revenue estimate | 771.616M |
| Revenue actual | 782.6M |
| Revenue Surprise | 1.42% |
| Release date | Feb 18, 2026 |
| EPS estimate | $1.61 |
| EPS actual | $1.82 |
| EPS Surprise | 13.04% |
| Revenue estimate | 773.575M |
| Revenue actual | 778.8M |
| Revenue Surprise | 0.675% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.70 |
| EPS actual | $1.72 |
| EPS Surprise | 1.18% |
| Revenue estimate | 776.253M |
| Revenue actual | 768.3M |
| Revenue Surprise | -1.02% |
| Release date | Jul 30, 2025 |
| EPS estimate | $1.78 |
| EPS actual | $1.88 |
| EPS Surprise | 5.62% |
| Revenue estimate | 768.726M |
| Revenue actual | 772.6M |
| Revenue Surprise | 0.504% |
Last 4 Quarters for Verisk Analytics
Below you can see how VRSK performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $275.47 |
| EPS estimate | $1.78 |
| EPS actual | $1.88 |
| EPS surprise | 5.62% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $296.09 |
| Jul 25, 2025 | $297.96 |
| Jul 28, 2025 | $294.43 |
| Jul 29, 2025 | $294.05 |
| Jul 30, 2025 | $275.47 |
| Jul 31, 2025 | $278.71 |
| Aug 01, 2025 | $271.89 |
| Aug 04, 2025 | $268.00 |
| Aug 05, 2025 | $264.72 |
| 4 days before | -6.96% |
| 4 days after | -3.90% |
| On release day | 1.18% |
| Change in period | -10.59% |
| Release date | Oct 29, 2025 |
| Price on release | $208.00 |
| EPS estimate | $1.70 |
| EPS actual | $1.72 |
| EPS surprise | 1.18% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $234.79 |
| Oct 24, 2025 | $234.94 |
| Oct 27, 2025 | $233.68 |
| Oct 28, 2025 | $232.13 |
| Oct 29, 2025 | $208.00 |
| Oct 30, 2025 | $217.60 |
| Oct 31, 2025 | $218.76 |
| Nov 03, 2025 | $215.40 |
| Nov 04, 2025 | $220.00 |
| 4 days before | -11.41% |
| 4 days after | 5.77% |
| On release day | 4.62% |
| Change in period | -6.30% |
| Release date | Feb 18, 2026 |
| Price on release | $184.07 |
| EPS estimate | $1.61 |
| EPS actual | $1.82 |
| EPS surprise | 13.04% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $173.77 |
| Feb 12, 2026 | $179.00 |
| Feb 13, 2026 | $181.21 |
| Feb 17, 2026 | $177.30 |
| Feb 18, 2026 | $184.07 |
| Feb 19, 2026 | $183.89 |
| Feb 20, 2026 | $182.50 |
| Feb 23, 2026 | $181.60 |
| Feb 24, 2026 | $191.17 |
| 4 days before | 5.93% |
| 4 days after | 3.86% |
| On release day | -0.0978% |
| Change in period | 10.01% |
| Release date | Apr 29, 2026 |
| Price on release | $188.19 |
| EPS estimate | $1.74 |
| EPS actual | $1.82 |
| EPS surprise | 4.60% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $177.14 |
| Apr 24, 2026 | $177.59 |
| Apr 27, 2026 | $174.90 |
| Apr 28, 2026 | $176.66 |
| Apr 29, 2026 | $188.19 |
| Apr 30, 2026 | $184.49 |
| May 01, 2026 | $181.11 |
| May 04, 2026 | $178.68 |
| May 05, 2026 | $180.45 |
| 4 days before | 6.24% |
| 4 days after | -4.11% |
| On release day | -1.97% |
| Change in period | 1.87% |
Verisk Analytics Earnings Call Transcript Summary of Q1 2026
Verisk reported solid Q1 2026 results with organic constant currency revenue growth of 4.7% and subscription revenue up 7% (84% of total revenue). Adjusted EBITDA grew 5.9%, delivering 60 basis points of margin expansion to a 55.9% adjusted EBITDA margin. Management highlighted temporary headwinds (low weather-related claims activity carryover, tougher renewal comps, and a federal contract work stoppage) that made Q1 a trough, and reiterated confidence in gradual revenue improvement through the year and in meeting multi-year growth targets. Key strategic priorities are AI and data-driven product innovation (aerial imagery analytics, digital media forensics), stronger client engagement and go-to-market changes, and expansion of contributory/proprietary data sets. Verisk remains capital-return focused: paid an 11% higher dividend, launched a $1.5B accelerated share repurchase (ASR) and repurchased $126M in open market shares (7.6M shares retired in Q1), with ~$1B remaining authorization. Balance sheet: new debt issuance to fund the ASR; leverage at ~2.4x adjusted EBITDA. Guidance was reaffirmed for full-year 2026: revenue $3.19–3.24B, adjusted EBITDA $1.79–1.83B, adjusted EPS $7.45–7.75, net interest $190–200M, and tax rate 23–26%. Management signaled AI-related opportunities (data monetization, co-development with clients) but noted longer sales/contracting cycles given governance, IP and compliance considerations.
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