VRSK Verisk Analytics, Inc.
Price Chart
Executive Summary
Verisk Q1 2026 adjusted EPS of $1.82 beat consensus of $1.74 by 4.6%, while revenue of $783M slightly exceeded estimates. Revenue grew 3.9% YoY (4.7% OCC), but net income only rose 0.8% and free cash flow declined 16.5%. The company reaffirmed full-year 2026 guidance, indicating steady but unspectacular performance.
Key Financial Metrics
Actionable Insight
The earnings beat is positive but modest, and the reiterated guidance suggests no upward catalyst near-term. Monitor for any changes in guidance on the conference call, particularly regarding organic growth trajectory and margin expansion. The large ASR signals confidence, but declining FCF warrants caution.
Key Facts
- Adjusted EPS $1.82 vs consensus $1.74 (beat 4.6%)
- Revenue $783M vs consensus $772.4M (beat 1.4%)
- Revenue growth 3.9% YoY, 4.7% OCC
- Net income $234M, up 0.8% YoY
- Free cash flow $326M, down 16.5% YoY
- Full-year 2026 guidance reaffirmed (revenue $3,190-3,240M, adjusted EPS $7.45-7.75)
- Executed $1.5B accelerated share repurchase in Q1
- Dividend increased to $0.50/share (up 11.1% YoY)
Financial Impact
EPS beat by 4.6%, revenue beat by 1.4%
Risk Factors
- Slowing organic revenue growth (4.7% OCC vs historical targets)
- Free cash flow decline due to higher interest and tax comparables
- Elevated debt after ASR and debt refinancing
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283650 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
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Jun 9, 2026
3d ago
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144
| $182.56 awaiting T+1 | awaiting T+1 | — | $183.80 (+0.68%) |
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Jun 8, 2026
4d ago
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Insider Cluster
| $179.00 awaiting T+1 | awaiting T+1 | — | $183.80 (+2.68%) |
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Jun 5, 2026
7d ago
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144
| $182.97 awaiting T+1 | awaiting T+1 | — | $183.80 (+0.45%) |
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Jun 2, 2026
10d ago
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144
| $178.33 $180.00 | ▲ +0.94% | ▲ +0.54% | $183.80 (+3.07%) |
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May 26, 2026
17d ago
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Insider Cluster
| $171.50 $172.82 | ▲ +0.77% | ▲ +0.22% | $183.80 (+7.17%) |
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May 11, 2026
4w ago
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Press Release
| $168.57 $166.32 | ▼ −1.33% | ▼ −1.20% | $183.80 (+9.03%) |
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May 5, 2026
5w ago
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Press Release
| $180.45 $170.94 | ▼ −5.27% | ▼ −6.65% | $183.80 (+1.86%) |
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Apr 29, 2026
6w ago
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8-K
| $188.19 $184.49 | ▼ −1.97% | ▼ −2.99% | $183.80 (−2.33%) |
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Apr 29, 2026
6w ago
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Press Release
| $188.19 $184.49 | ▼ −1.97% | ▼ −2.99% | $183.80 (−2.33%) |
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Apr 8, 2026
9w ago
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Press Release
| $175.43 $169.41 | ▼ −3.43% | ▼ −4.01% | $183.80 (+4.77%) |
US Market Status
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