JERSEY CITY, N.J., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Verisk Analytics, Inc. (Nasdaq: VRSK) (“Verisk” or the “Company”), a leading strategic data analytics and technology partner to the global insurance industry, today announced that it has entered into accelerated share repurchase agreements (“ASR Agreements”) with each of HSBC Bank USA, National Association and Wells Fargo Bank, National Association (the “ASR Counterparties”) to repurchase an aggregate of $1.5 billion of the Company’s common stock. After g ...

Key Takeaways VRSK Q4 EPS rose 13% to $1.82, beating estimates as revenues climbed 5.9% to $778.8M.VRSK's underwriting revenues jumped 8.7% to $556M, lifting adjusted EBITDA margin to 56.1%.VRSK guides fiscal 2026 revenues of $3.19B-$3.24B and EPS of $7.45-$7.75, both below the consensus estimate.Verisk (VRSK) reported impressive fourth-quarter fiscal 2025 results, with both earnings and revenues beating the Zacks Consensus Estimate.VRSK’s adjusted earnings were $1.82 per share, surpassing the Zacks Consens ...

Core Insights - Verisk reported another quarter of double-digit growth, driven by contract expansions, solid renewals, and new client acquisitions, with strong interest in Verisk Synergy Studio ahead of its planned launch in 2026 [1] - Subscription revenue, a key indicator of business health, represented 84% of total fourth-quarter revenue, growing 7.7% on an OCC basis [3] - The company expects continued subscription-led growth and expanding adoption of AI-enabled products in claims workflows [7] Financial Performance - Fourth-quarter GAAP revenue was $779 million, up 5.9% year over year, while net income was $197 million, down 6.2% [5] - Organic constant currency (OCC) revenue growth for 2025 was 6.6%, with OCC adjusted EBITDA growth of 8.5% [6] - Fourth-quarter OCC adjusted EBITDA grew 6.2%, with an adjusted EBITDA margin of 56.1%, up 200 basis points year over year [11] Revenue Breakdown - Transactional revenue, which represented 16% of total revenue, declined 6.5% OCC in the fourth quarter, primarily due to lower volumes in property estimating solutions [9] - The decline in transactional revenue was largely tied to storm-related comparisons and a conversion of some transactional revenue to subscription revenue [10] Portfolio Management - Verisk terminated its agreement to purchase AccuLynx and sold Verisk Marketing Solutions as part of ongoing portfolio management [15] - The company redeemed $1.5 billion of senior notes related to the terminated AccuLynx acquisition [16] AI and Product Development - AI is a major area of client discussion and product investment, with over 35 AI-powered projects currently in use [17] - New claims products showcased include XactXpert, XactAI, and XactGen, with expected revenue guidance for 2026 between $3.19 billion and $3.24 billion [18] Future Guidance - The first quarter of 2026 is expected to be a "trough" for reported revenue dollars and growth rates, with anticipated low single-digit percentage decline compared to fourth-quarter 2025 [19] - Verisk plans to provide more detail on strategy and business drivers at its Investor Day on March 5 [20]

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Financial Data and Key Metrics Changes - For Q4 2025, consolidated revenue was $779 million, a 5.9% increase year-over-year, while net income decreased by 6.2% to $197 million, and diluted GAAP earnings per share were $1.42, down 1% from the previous year [19][20] - Organic constant currency (OCC) revenue growth for the full year 2025 was 6.6%, with adjusted EBITDA growth of 8.5% and adjusted EBITDA margins at 56.2%, up 150 basis points year-over-year [22][27] Business Line Data and Key Metrics Changes - In Q4 2025, OCC revenue growth was 5.2%, with underwriting growing by 7.2% and claims by 0.5% [21] - Subscription revenues, which comprised 84% of total revenues, grew 7.7% on an OCC basis, driven by strong performance in forms, rules, loss costs, and catastrophe and risk solutions [22][23] - Transactional revenues, making up 16% of total revenues, declined by 6.5% on an OCC basis due to lower volumes in property estimating solutions and softness in personal lines auto business [25] Market Data and Key Metrics Changes - The insurance industry showed healthy growth in 2025, with mid-single-digit net written premium growth and improved combined ratios, indicating strong profitability [9] - The company anticipates that the sales cycle is improving as the P&C insurance industry transitions from hard to soft markets, leading to increased interest in data and analytics tools [68] Company Strategy and Development Direction - The company terminated the acquisition of AccuLynx due to extended FTC review, focusing instead on active portfolio management and divesting Verisk Marketing Solutions to concentrate on data, analytics, and technology solutions for the insurance industry [8][9] - The introduction of AI technologies and enhancements in existing products, such as XactGen, is a key part of the company's strategy to leverage data and improve client engagement [10][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving long-term growth targets, driven by the ongoing adoption of data and technology in the insurance industry [8] - The company expects 2026 consolidated revenue to be in the range of $3.19 billion to $3.24 billion, with adjusted EBITDA between $1.79 billion and $1.83 billion, reflecting a focus on organic investment and innovation [33][34] Other Important Information - The company plans to execute a $1.5 billion accelerated share repurchase program and has increased its dividend by 11% to $2 per share annually [32] - The company has over 35 AI-powered projects in use and plans to introduce more throughout 2026, emphasizing the importance of high-quality data for effective AI deployment [12][13] Q&A Session Summary Question: Client preferences regarding AI product development - Clients express a desire for both using their own data to create AI products and utilizing the company's AI products, depending on their scale and sophistication [40][41] Question: Software and analytics relationship with data - The primary application of the company's software is in delivering data and integrating ecosystems, with a focus on enhancing data connectivity [51] Question: Pricing and margin outlook with new technologies - The company expects to monetize investments in new technologies and improve margins through operational leverage and efficiencies generated by AI [56][57] Question: Path to recovery for transactional growth - The decline in transactional revenue is attributed to tough comparisons from prior storms, but the company expects recovery as it works through the first half of 2026 [61] Question: Annual price increases and customer feedback - Clients recognize the value of the company's investments, leading to strong renewals and annual price increases, although the pricing environment may slightly moderate [72][75] Question: Competitive dynamics in the auto personal lines market - The company is focused on delivering differentiated analytics to drive long-term subscription growth, addressing challenges from non-differentiated products [80][81]

Verisk Analytics (NasdaqGS:VRSK) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Company ParticipantsElizabeth Mann - CFOFaiza Alwy - Managing Director of U.S. Company ResearchGregory Peters - Managing DirectorLee Shavel - President and CEOScott Wurtzel - Director Equity ResearchStacey Brodbar - Head of Investor RelationsNone - Company RepresentativeConference Call ParticipantsAndrew Nicholas - VP and Senior Equity Research AnalystDavid Paige - Equity Research AnalystGeorge Tong - Managing Director and ...

Financial Data and Key Metrics Changes - For Q4 2025, consolidated revenue was $779 million, representing a 5.9% increase year-over-year. Net income was $197 million, a 6.2% decrease compared to the prior year, while diluted GAAP earnings per share were $1.42, down 1% year-over-year [18][19] - Organic constant currency (OCC) revenue growth for the full year 2025 was 6.6%, with adjusted EBITDA growth of 8.5% and adjusted EBITDA margins at 56.2%, up 150 basis points year-over-year [5][26] Business Line Data and Key Metrics Changes - OCC revenue growth in underwriting was 7.2%, while claims grew by 0.5%. Subscription revenues, which comprised 84% of total revenues, grew 7.7% on an OCC basis [19][20] - The transactional revenues, which make up 16% of total revenues, declined 6.5% on an OCC basis in Q4, primarily due to lower volumes in property estimating solutions and softness in personal lines auto business [24][25] Market Data and Key Metrics Changes - The insurance industry is reported to be healthy, with mid-single-digit net written premium growth and improved combined ratios, indicating strong overall profitability [7] - The company anticipates that the first quarter of 2026 will see lower reported revenue compared to Q4 2025 due to the divestiture of Verisk Marketing Solutions, but expects year-over-year growth when normalized for this sale [33][34] Company Strategy and Development Direction - The company has decided to terminate the acquisition of AccuLynx due to extended FTC review processes and has sold Verisk Marketing Solutions to focus on data, analytics, and technology solutions for the insurance industry [6][7] - The company is enhancing its AI capabilities, with over 35 AI-powered projects currently in use and plans for more in 2026, aiming to leverage data and technology to support client needs [11][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving long-term growth targets, driven by the ongoing adoption of data and technology in the global insurance industry [6] - The company noted that clients are increasingly interested in utilizing AI technologies and improving operational efficiencies, which aligns with the company's strategic focus [9][10] Other Important Information - The company plans to execute a $1.5 billion accelerated share repurchase program and has increased its dividend by 11% to $2 per share annually [30] - For 2026, the company expects consolidated revenue in the range of $3.19 billion to $3.24 billion, with adjusted EBITDA between $1.79 billion and $1.83 billion [31][32] Q&A Session Summary Question: Client preferences regarding AI product development - Clients express a range of preferences; larger clients often want to develop their own AI applications using the company's data, while smaller clients prefer the company to create AI products for them [38][40] Question: Software and analytics relationship with data - The primary application of the company's software is in delivering data and integrating ecosystems, which enhances efficiency and functionality [49][50] Question: Pricing and margin expectations - The company expects to maintain a strong pricing environment, reflecting the value of its solutions, although there may be a slight moderation compared to previous years [71][77] Question: Competitive dynamics in the auto personal line market - The company is focusing on delivering differentiated analytics to drive long-term subscription growth, addressing challenges from non-differentiated products [80][82] Question: Transactional revenue recovery path - The company anticipates working through challenges in transactional revenue during the first half of 2026, with expectations for long-term strength in this area [59]

Verisk Analytics (VRSK) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.6 per share. This compares to earnings of $1.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.75%. A quarter ago, it was expected that this insurance data provider would post earnings of $1.69 per share when it actually produced earnings of $1.72, delivering a surprise of +1.78%.Over the last four quart ...

4Q 2025 Earnings Presentation Forward-Looking Statements, Safe Harbor, and Non-GAAP Financial Measures Forward-Looking Statements This release contains forward-looking statements about Verisk's future performance, including those related to our financial guidance and recently announced pending acquisitions. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause our actual results, levels of activity, pe ...

Verisk quarterly profit beats estimates on steady data analytics demand | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Verisk logo is seen in this illustration taken November 9, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]Feb 18 (Reuters) - Verisk's [(VRSK.O), opens new tab] fourth-quarter profit topped Wall Street expectations on Wednesday on the back of steady demand for its data analytics off ...