Jun 2026 (Q2 FY26) — Jul 29, 2026
Verisk Analytics Q2 FY26 — Strong Subscription Growth and AI Innovation Drive Performance
Read the full callVerisk Analytics (VRSK) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Verisk Analytics earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 783 | +3.9% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 45.0 | +1.2 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 234 | +0.8% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
9 of 11 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Verisk Synergy Studio (cloud-native catastrophe modeling platform) launch | launch in 2026 | Mar 2025 | with the on-time and on-budget launch of our reengineered U.S. tropical cyclone model and Verisk Synergy Studio, our new cloud-native platform for integrated catastrophe modeling and risk analytics | Achieved |
| Full-year adjusted diluted EPS | $7.45 to $7.75 | Dec 2025 | This results in adjusted earnings per share for the year in the range of $7.45 to $7.75. | On Track |
2 of Verisk Analytics, Inc.'s 29 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 27 more targets are in the full ledger.
Claimed
- Organic constant currency revenue growth of 5.8%, demonstrating sequential acceleration.
- Subscription revenues grew 8% on an OCC basis, comprising 83% of total revenue.
- Organic constant currency adjusted EBITDA growth of 7.4%, delivering healthy margins.
- Diluted adjusted EPS grew 5.3% to $1.98 per share, reflecting capital return activity.
- Net cash from operating activities increased 50% to $366 million, and free cash flow rose 58% to $298 million.
Qualified
- Transactional revenues declined 4.2% on an OCC basis, impacted by lower weather events and commercial property volumes.
- Net income decreased 10% year-over-year due to divestiture, higher tax rate, increased interest expense, and legal fees.
- Diluted GAAP EPS decreased 3% year-over-year to $1.75.
- Tough comparisons from strong renewals in the prior year period.
- Softening markets and price competition, particularly in commercial property, could persist in H2 FY26.
Price
$189.21 −0.89% · −$1.69
Performance −18.6% 1Y
1Y: $232.34 on 17 Oct 2025 → $189.21. High $237.47 (22 Oct 2025), low $156.84 (14 May 2026).
- Previous close
- $190.9
- 52-week range
- $156.84 – $237.47
- One year
- −19.58%
Overview
- Symbol
- VRSK
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
9 of 11 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Verisk Synergy Studio (cloud-native catastrophe modeling platform) launch | launch in 2026 | Mar 2025 | with the on-time and on-budget launch of our reengineered U.S. tropical cyclone model and Verisk Synergy Studio, our new cloud-native platform for integrated catastrophe modeling and risk analytics | Achieved |
| Full-year adjusted diluted EPS | $7.45 to $7.75 | Dec 2025 | This results in adjusted earnings per share for the year in the range of $7.45 to $7.75. | On Track |
Claimed
- Organic constant currency revenue growth of 5.8%, demonstrating sequential acceleration.
- Subscription revenues grew 8% on an OCC basis, comprising 83% of total revenue.
- Organic constant currency adjusted EBITDA growth of 7.4%, delivering healthy margins.
- Diluted adjusted EPS grew 5.3% to $1.98 per share, reflecting capital return activity.
- Net cash from operating activities increased 50% to $366 million, and free cash flow rose 58% to $298 million.
Qualified
- Transactional revenues declined 4.2% on an OCC basis, impacted by lower weather events and commercial property volumes.
- Net income decreased 10% year-over-year due to divestiture, higher tax rate, increased interest expense, and legal fees.
- Diluted GAAP EPS decreased 3% year-over-year to $1.75.
- Tough comparisons from strong renewals in the prior year period.
- Softening markets and price competition, particularly in commercial property, could persist in H2 FY26.
The full ledger
Open Verisk Analytics, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 29 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
Verisk Q1 FY26 — Solid Start with Strong Subscription Growth and AI Innovation
Read the full callEvery analysed call
Verisk Analytics earnings calls (VRSK)
Financials
What the filings say
Net profit, year on year: +1% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 717 | 725 | 736 | 753 | 773 | 768 | 779 | 783 |
| Expenses | 398 | 414 | 419 | 423 | 418 | 422 | 465 | 430 |
| Operating profit | 319 | 312 | 316 | 330 | 354 | 346 | 314 | 352 |
| Operating margin | 44.5% | 43.0% | 43.0% | 43.8% | 45.9% | 45.0% | 40.3% | 45.0% |
| Other income | 74 | -26 | -41 | -34 | -26 | -44 | -69 | -44 |
| Interest | 29 | 32 | 35 | 36 | 36 | 42 | 57 | 43 |
| Profit before tax | 393 | 285 | 275 | 296 | 328 | 302 | 245 | 309 |
| Tax rate | 21.7% | 22.9% | 26.0% | 21.6% | 22.8% | 25.4% | 19.5% | 24.1% |
| Net profit | 308 | 220 | 210 | 232 | 253 | 226 | 197 | 234 |
| EPS ($ per share) | 2.16 | 1.55 | — | 1.66 | 1.81 | 1.62 | — | 1.73 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 3,943 | 4,228 | 4,762 | 5,240 | 5,999 | 6,417 | 7,153 | 7,811 |
| Total liabilities | 3,830 | 4,794 | 4,864 | 4,966 | 5,193 | 4,044 | 4,160 | 5,886 |
| Fixed assets | 556 | 548 | 632 | 531 | 542 | 605 | 606 | 583 |
| Total assets | 5,900 | 7,055 | 7,562 | 7,808 | 6,961 | 4,366 | 4,265 | 6,196 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 934 | 956 | 1,068 | 1,156 | 1,059 | 1,061 | 1,144 | 1,436 |
| Cash from investing | -265 | -928 | -596 | -592 | 301 | 2,747 | -125 | -358 |
| Cash from financing | -670 | 11 | -445 | -499 | -1,330 | -3,786 | -1,028 | 795 |
| Net cash flow | -3 | 45 | 280 | 62 | 12 | 10 | -11 | 1,887 |
| Capital expenditure | -231 | -217 | -247 | -268 | -275 | -230 | -224 | -244 |
| Free cash flow | 703 | 740 | 821 | 887 | 784 | 831 | 920 | 1,192 |
VRSK revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Insurance | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | +4.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 81% ↓ 3 pt
- Other Countries 11% ↑ 2 pt
- GB 8% ↑ 1 pt
As VRSK cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
86 filings between Oct 31, 2025 and Oct 15, 2026.
Open market
decisions to buy or sellPurchases
$763.9K
6 purchases by 5 insiders
Sales
$6.98M
21 sales by 5 insiders
86% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 41
- Award — granted as compensation
- 7
- Option exercise — converted options into shares
- 11
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Shavel Lee | — | $3.01M | Oct 1, 2026 |
| LISS SAMUEL G | — | $2.05M | Jun 5, 2026 |
| Hansen Bruce Edward | — | $809.3K | Jun 1, 2026 |
| Mann Elizabeth | — | $713.7K | Oct 15, 2026 |
| Beckles Kathy Card | — | $394.9K | Jul 31, 2026 |
| Hendrick Gregory | $198.2K | — | Feb 20, 2026 |
| PERRY CHRISTOPHER JOHN | $180.0K | — | Feb 20, 2026 |
| Stevenson Kimberly S | $179.2K | — | Feb 20, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $73.9K |
| Oct 1, 2026 | Shavel Lee Chief Executive Officer | Option exercise 10b5-1 plan | 3,535 | $367.6K |
| Oct 1, 2026 | Shavel Lee Chief Executive Officer | Sale 10b5-1 plan | 3,535 | $603.4K |
| Sep 30, 2026 | PERRY CHRISTOPHER JOHN Director | Award | 156 | $0 |
| Sep 30, 2026 | Patiath Pradip Director | Award | 156 | $0 |
| Sep 30, 2026 | LISS SAMUEL G Director | Award | 156 | $0 |
| Sep 30, 2026 | Purtill Sabra R. Director | Award | 194 | $0 |
| Sep 30, 2026 | Hendrick Gregory Director | Award | 179 | $0 |
| Sep 15, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $74.0K |
| Sep 1, 2026 | Shavel Lee Chief Executive Officer | Sale 10b5-1 plan | 3,535 | $683.8K |
| Sep 1, 2026 | Shavel Lee Chief Executive Officer | Option exercise 10b5-1 plan | 3,535 | $367.6K |
| Aug 17, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $72.0K |
| Aug 3, 2026 | Shavel Lee Chief Executive Officer | Sale 10b5-1 plan | 3,535 | $696.2K |
| Aug 3, 2026 | Shavel Lee Chief Executive Officer | Option exercise 10b5-1 plan | 3,535 | $367.6K |
| Jul 31, 2026 | Beckles Kathy Card Chief Legal Officer | Sale | 2,020 | $394.9K |
| Jul 29, 2026 | Shavel Lee Chief Executive Officer | Sale 10b5-1 plan | 2,500 | $550.0K |
| Jul 15, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $76.8K |
| Jun 30, 2026 | LISS SAMUEL G Director | Award | 167 | $0 |
| Jun 30, 2026 | Purtill Sabra R. Director | Award | 163 | $0 |
| Jun 30, 2026 | PERRY CHRISTOPHER JOHN Director | Award | 146 | $0 |
| Jun 30, 2026 | Hendrick Gregory Director | Award | 146 | $0 |
| Jun 30, 2026 | Patiath Pradip Director | Award | 69 | $0 |
| Jun 15, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $71.8K |
| Jun 5, 2026 | LISS SAMUEL G Director | Sale | 4,671 | $851.1K |
| Jun 5, 2026 | LISS SAMUEL G Director | Option exercise | 4,671 | $378.0K |
| Jun 2, 2026 | LISS SAMUEL G Director | Sale | 6,765 | $1.20M |
| Jun 2, 2026 | LISS SAMUEL G Director | Option exercise | 6,765 | $547.5K |
| Jun 1, 2026 | Hansen Bruce Edward Director | Option exercise 10b5-1 plan | 2,336 | $189.1K |
| Jun 1, 2026 | Hansen Bruce Edward Director | Sale 10b5-1 plan | 2,336 | $408.8K |
| May 22, 2026 | Hansen Bruce Edward Director | Option exercise 10b5-1 plan | 2,335 | $189.0K |
| May 22, 2026 | Hansen Bruce Edward Director | Sale 10b5-1 plan | 2,335 | $400.5K |
| May 19, 2026 | Patiath Pradip Director | Award | 1,347 | $0 |
| May 19, 2026 | LISS SAMUEL G Director | Award | 1,347 | $0 |
| May 19, 2026 | Hansen Bruce Edward Director | Award 10b5-1 plan | 1,347 | $0 |
| May 19, 2026 | DAILEY JEFFREY J Director | Award | 1,347 | $0 |
| May 19, 2026 | Soroye Olumide Director | Award | 1,347 | $0 |
| May 19, 2026 | Stevenson Kimberly S Director | Award | 1,347 | $0 |
| May 19, 2026 | Vaughan Therese M Director | Award | 1,347 | $0 |
| May 19, 2026 | PERRY CHRISTOPHER JOHN Director | Award | 1,347 | $0 |
| May 19, 2026 | Hendrick Gregory Director | Award | 1,347 | $0 |
| May 19, 2026 | Purtill Sabra R. Director | Award | 1,347 | $0 |
| May 15, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $63.7K |
| Apr 15, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $68.6K |
| Mar 31, 2026 | PERRY CHRISTOPHER JOHN Director | Award | 138 | $0 |
| Mar 31, 2026 | LISS SAMUEL G Director | Award | 158 | $0 |
| Mar 31, 2026 | Hendrick Gregory Director | Award | 138 | $0 |
| Mar 31, 2026 | Purtill Sabra R. Director | Award | 138 | $0 |
| Mar 17, 2026 | Mann Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 400 | $81.9K |
| Feb 20, 2026 | PERRY CHRISTOPHER JOHN Director | Purchase | 1,000 | $180.0K |
| Feb 20, 2026 | Stevenson Kimberly S Director | Purchase | 1,000 | $179.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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