Verisk Analytics, Inc. provides data analytics and technology solutions to the insurance industry in the United States and internationally. Its offerings include underwriting solutions such as forms, rules, and loss costs services; underwriting data and analytics; catastrophe modeling and risk solutions; life insurance solutions; specialty business solutions; and international underwriting solutions. The company also offers claims insurance solutions, including property estimating, anti-fraud tools, casualty solutions, and international claims services. Founded in 1971, Verisk Analytics is headquartered in Jersey City, New Jersey.
Verisk's growth steady, but court revives $2.35B AccuLynx deal
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Q2 revenue up 4.3%, buyback announced Verisk reported second-quarter revenue of $806 million, up 4.3% from a year ago, with adjusted profit rising and adjusted earnings per share up 5.3% to $1.98. The company also announced a $200 million accelerated share buyback and reaffirmed its full-year outlook. Steady growth and cash returned to shareholders support the stock.
This is the core earnings update that shows the business is growing and returning cash, a fundamental positive for the stock.
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Catastrophe loss estimates keep Verisk in demand Verisk issued loss estimates for the Venezuela earthquakes (over $10 billion economic) and the Kumamoto, Japan earthquake (insured losses $1.4–2.1 billion). These events highlight demand for Verisk's risk modeling services, as insurers and others rely on its estimates after disasters. More frequent catastrophes can drive long-term demand for its products.
Shows a recurring demand driver for Verisk's core catastrophe modeling business, which can support future revenue.
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Court forces Verisk to pursue AccuLynx deal A Delaware judge ruled that Verisk must try to complete its $2.35 billion acquisition of AccuLynx, which Verisk had terminated in December. The judge found Verisk's withdrawal invalid and said AccuLynx can recover costs. The deal still needs FTC approval, so uncertainty and potential financial burden weigh on the stock.
This legal setback creates uncertainty and potential costs, directly pressuring the stock price.
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Market reacts sharply to court ruling Verisk shares fell more than 6.5% after the Delaware court decision, reflecting investor concern about the forced acquisition and its unresolved regulatory review. The drop shows the market sees the ruling as a negative, at least in the short term, due to added uncertainty and potential integration costs.
Captures the immediate market impact of the court ruling, confirming it as a negative driver.
Q3 2026
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Verisk's growth steady, but court revives $2.35B AccuLynx deal
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Q2 revenue up 4.3%, buyback announced Verisk reported second-quarter revenue of $806 million, up 4.3% from a year ago, with adjusted profit rising and adjusted earnings per share up 5.3% to $1.98. The company also announced a $200 million accelerated share buyback and reaffirmed its full-year outlook. Steady growth and cash returned to shareholders support the stock.
This is the core earnings update that shows the business is growing and returning cash, a fundamental positive for the stock.
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Catastrophe loss estimates keep Verisk in demand Verisk issued loss estimates for the Venezuela earthquakes (over $10 billion economic) and the Kumamoto, Japan earthquake (insured losses $1.4–2.1 billion). These events highlight demand for Verisk's risk modeling services, as insurers and others rely on its estimates after disasters. More frequent catastrophes can drive long-term demand for its products.
Shows a recurring demand driver for Verisk's core catastrophe modeling business, which can support future revenue.
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Court forces Verisk to pursue AccuLynx deal A Delaware judge ruled that Verisk must try to complete its $2.35 billion acquisition of AccuLynx, which Verisk had terminated in December. The judge found Verisk's withdrawal invalid and said AccuLynx can recover costs. The deal still needs FTC approval, so uncertainty and potential financial burden weigh on the stock.
This legal setback creates uncertainty and potential costs, directly pressuring the stock price.
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Market reacts sharply to court ruling Verisk shares fell more than 6.5% after the Delaware court decision, reflecting investor concern about the forced acquisition and its unresolved regulatory review. The drop shows the market sees the ruling as a negative, at least in the short term, due to added uncertainty and potential integration costs.
Captures the immediate market impact of the court ruling, confirming it as a negative driver.
News & notes movingVRSK
United States
Cloud & Digital Infrastructure▲
Truepic Authentication Tools Integrated Into Verisk's ClaimSearch Platform
Truepic announced in September 2026 that its image and video authentication tools are now integrated into Verisk's ClaimSearch platform, allowing claims professionals to trigger authenticated visual evidence requests directly after a fraud alert and automate parts of the investigation workflow. The integration brings tamper-resistant, fraud-checked images and video into insurers' existing systems, potentially making Verisk's claims and fraud solutions more useful in day-to-day claims handling. The tie-up slots into Verisk's broader AI automation narrative alongside its ongoing rollout of tools such as XactAI and Premium Audit AI, which the company hopes will support subscription pricing power and offset pressure from softer transaction-based revenue tied to catastrophe activity. Verisk's narrative projects $3.8 billion in revenue and $1.3 billion in earnings by 2029, requiring 6.6% yearly revenue growth and a roughly $0.4 billion earnings increase from $885.5 million today, with a $234.76 fair value implying 43% upside. The key risk remains that insurers cutting data and analytics budgets could slow adoption of Verisk's expanding AI tools.
Artificial Intelligence › AI Applications & Copilots ▲Technology
Cloud & Digital Infrastructure › Vertical SaaS ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
VRSK · Technology · Positive Truepic's authentication tools are integrated into Verisk's ClaimSearch platform, enhancing its claims and fraud solutions.
Truepic · Demand · Positive Truepic's image and video authentication tools are now integrated into Verisk's ClaimSearch platform, expanding adoption of its product.
Nvidia Launches Agent Safety Platform as FTC and Connecticut Liability Rules Loom
Nvidia introduced its Open Agent Safety Platform on September 28, 2026, a framework that shifts AI security from policy-based promises to silicon-level enforcement using the OpenShell open-source runtime and Sentry, a BlueField-4 DPU watchdog, with more than 100 partner organizations already involved. The initiative faces a strict liability stance from the Federal Trade Commission, where Chair Andrew Ferguson said at the Reuters Momentum AI conference in Austin on September 25 that the man who wielded the hammer ought to suffer the consequences of his conduct, rejecting rogue agent defenses. The tension is sharpened by the Connecticut AI Responsibility and Transparency Act, which begins enforcement on October 1, 2026 and holds deployers liable for AI outcomes even when they use third-party vendor tools, with no state guidance yet on whether voluntary frameworks like OASP satisfy those obligations. Insurers have pulled back on agent-related coverage through Verisk AI exclusion endorsements, and only 22% of enterprise contracts currently offer uncapped indemnity, leaving the liability burden with deployers regardless of hardware safeguards. Market participants should watch whether the Connecticut Attorney General issues guidance on how voluntary frameworks interact with CAIA compliance, and whether new insurance products emerge to bridge technical safety and legal liability.
Artificial Intelligence › Foundation Models & Research Labs ▼Regulation
NVDA · Technology · Positive Nvidia launched its Open Agent Safety Platform, a silicon-level AI security framework with 100+ partners.
NVDA · Regulation · Negative FTC strict liability stance and Connecticut CAIA enforcement hold deployers liable, creating legal risk around Nvidia's agent tools.
VRSK · Regulation · Negative Verisk's AI exclusion endorsements are cited as insurers pulling back on agent-related coverage, a regulatory/liability-driven development.
Truepic Brings Verified Photo and Video Capture to Verisk's ClaimSearch Platform
Truepic announced that its image and video authentication capabilities are now available within Verisk's ClaimSearch platform, letting claims adjusters request verified visual evidence directly inside their existing workflow after a fraud alert. Verisk, a strategic data analytics and technology partner to the global insurance industry, operates ClaimSearch as a claims intelligence network used to detect fraud, identify patterns and evaluate claims more efficiently. Truepic authenticates each image and video at the moment of capture and runs it through more than 50 built-in fraud checks, and the capability can be triggered automatically by customizable, rules-based automation. The company cited Verisk's State of Insurance Fraud study from March 2026, which found that 36% of consumers say they would alter a photo to strengthen an insurance claim and 99% of carriers report having encountered AI-manipulated claim documentation, while only 32% of insurers are very confident in identifying deepfakes. Truepic Vision is available now to all carriers using Verisk's ClaimSearch.
Cloud & Digital Infrastructure › Data Platforms & Analytics ▲Technology
Truepic · Demand · Positive Truepic's authentication technology is now available to all carriers using Verisk's ClaimSearch, expanding its customer reach.
VRSK · Demand · Positive Truepic's verified capture capability is now integrated into Verisk's ClaimSearch platform, enhancing the product offering for carriers.
Verisk Launches Fraud Discovery Platform to Combat Insurance Fraud
Verisk has announced the launch of Verisk Fraud Discovery, a modular fraud prevention platform that unifies fraud intelligence, advanced analytics, network analysis, digital media forensics, and case management into a single scalable solution. The platform is designed to help insurers detect, investigate, and disrupt fraud, addressing the growing sophistication of fraud networks and economic pressures driving opportunistic fraud. In 2024, UK insurers detected £1.16bn in fraudulent claims across 98,400 cases, with industry estimates suggesting a similar amount may go undetected. Early adopters include Hiscox, Allianz, and law firm Weightmans, reflecting demand for more connected approaches to fraud investigation and case management.
Verisk Launches U.S. Data Center Exposure Database for Insurers
Verisk Analytics has launched a new U.S. Data Center Exposure Database, providing building-level information on more than 2,500 facilities nationwide to help insurers, reinsurers, and brokers manage growing concentrations of risk. The database includes rooftop-level geocoding, building footprints, construction type, floor area, capacity, and operational redundancy characteristics, and is available within Verisk's Synergy Studio and Touchstone platforms. The launch comes as AI drives significant investment in digital infrastructure, with industry sources indicating that global data center insurance premiums could more than double from approximately $10 billion in 2026 to $23 billion by 2030. Verisk executives Rob Newbold and Jay Guin emphasized that data centers represent billions of dollars in concentrated assets and that understanding their location and risk accumulation is critical for insurers and capital markets participants. The database was developed by AIR Worldwide Corporation, a wholly owned subsidiary of Verisk Analytics.
Cloud & Digital Infrastructure › Data Platforms & Analytics ▲Demand
Artificial Intelligence › AI Data Center & Build-out Demand
VRSK · Technology · Positive Verisk launched a new U.S. Data Center Exposure Database (via AIR Worldwide) giving insurers building-level risk data, expanding its product offering.
Verisk Raises Global Insured Catastrophe Loss Estimate to $171 Billion
Verisk's catastrophe modeling unit has released its 2026 Global Modeled Catastrophe Losses Report, calculating that the insurance industry should prepare for $171 billion in average annual insured catastrophe losses, up $19 billion from a year ago and the highest estimate Verisk has reported to date. The benchmark rose even after a year with no U.S. hurricane landfalls for the first time in a decade, driven by exposure growth, rising reconstruction costs, and continued development in catastrophe-prone areas. Of the $171 billion global insured average annual loss, $117 billion, or 68 percent, is attributed to the United States, with severe thunderstorm accounting for 40 percent of modeled risk, ahead of tropical cyclone at 27 percent, earthquake at 10 percent, winter storm at 9 percent, flood at 7 percent, and wildfire at 6 percent. The report also notes that a severe catastrophe year could generate losses nearly three times higher than the global AAL, with modeled aggregate insured losses reaching $477 billion at the 100-year return period and $606 billion at the 250-year return period. Since Verisk first published this report in 2012, the estimated global insured AAL has nearly tripled, rising from $59 billion to $171 billion, reflecting expanded model coverage and growth in insured exposure.
Verisk Reports Record $171 Billion Global Insured Catastrophe Loss Benchmark
Verisk's catastrophe modelling unit has released its 2026 Global Modelled Catastrophe Losses Report, calculating that the insurance industry should be prepared to withstand $171 billion in insured catastrophe losses on average in a given year, up $19 billion from a year ago and the highest estimate Verisk has reported to date. The benchmark rose even after a year with no U.S. hurricane landfalls for the first time in a decade, reflecting continued growth in property values and insured values worldwide. Severe thunderstorm accounts for 40 percent of modelled insured catastrophe risk, more than any other peril, ahead of tropical cyclone at 27 percent, earthquake at 10 percent, winter storm at 9 percent, flood at 7 percent, and wildfire at 6 percent. At the 100-year return period, modelled aggregate insured losses reach $477 billion, and at the 250-year return period, they reach $606 billion. The report also highlights a persistent protection gap, noting that globally only about 38 percent of economic losses from natural catastrophes are insured, while in Europe, only about $24 billion of the region's $110 billion in expected annual economic catastrophe losses is insured, or 22 percent.
Climate Adaptation & Water › Property/Casualty & Reinsurance Underwriting ▼Pricing
VRSK · Demand · Positive Verisk's catastrophe modelling unit releases a record $171 billion insured loss benchmark, highlighting its key role and potential demand for its services.
Delaware Judge Orders Verisk to Complete $2.35 Billion AccuLynx Acquisition
A Delaware judge has ordered Verisk Analytics to complete its $2.35 billion acquisition of AccuLynx, ruling that the company's termination of the deal was invalid. The ruling by Judge Bonnie David on August 7 found that Verisk's own willful conduct caused the failure of the closing condition it sought to invoke, and the court awarded AccuLynx $3.85 million in direct expenses and prejudgment interest. Verisk had agreed to buy the roofing-contractor software platform in July 2025, but walked away in December 2025 after the Federal Trade Commission's antitrust review extended past the deal's deadline. Verisk said it strongly disagrees with the verdict and is considering an appeal, while its shares fell more than 6.5% following the judgment.
Several stocks made significant midday moves on Monday. MarineMax soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion, with the deal expected to close by the end of 2026. Varex Imaging climbed 48% after Teledyne Technologies agreed to buy the imaging component maker for $18.90 a share in cash, a deal expected to close in early 2027. Sionna Therapeutics collapsed 92% after its cystic fibrosis drug failed to meet key endpoints in a proof-of-concept trial, and the company said it would not advance the drug. Other notable movers included NetApp, which gained 6% after Morgan Stanley upgraded it to equal weight from underweight, and Verisk Analytics, which tumbled more than 5% after a Delaware judge ruled it must proceed with a $2.35 billion acquisition of AccuLynx. Apple dipped 2% after Jefferies downgraded the stock to underperform from hold, citing canceled plans for an all-glass iPhone. Intel fell nearly 3% after announcing a $15 billion common stock offering for general corporate purposes.
Verisk 'strongly disagrees' with Delaware court ruling on AccuLynx
Verisk Analytics said it strongly disagrees with a Delaware Chancery Court ruling regarding AccuLynx and is evaluating options including a possible appeal. The data analytics and technology provider to the global insurance industry did not provide further details on the ruling or the nature of the dispute. The company said an appeal and other next steps are possible as it reviews its options. Shares of Verisk fell 4.71 percent to $182.79 on the Nasdaq.
Intel announces $15 billion stock offering, GameStop may drop eBay bid
Intel fell 3% premarket after announcing a $15 billion common stock offering to fund general corporate purposes including capital expenditures and working capital. GameStop rose more than 1.5% on a Bloomberg report that it is weighing abandoning its $56 billion bid for eBay, which eBay rejected in May as not credible. Hewlett Packard Enterprise gained over 5% after Morgan Stanley upgraded the stock to overweight, citing an attractive risk/reward profile. Verisk Analytics tumbled more than 6.5% after a Delaware judge ruled it must proceed with its $2.35 billion acquisition of AccuLynx, a deal it had terminated in December. Apple declined 1% following a Jefferies downgrade to underperform, with analysts citing canceled plans for an all-glass iPhone. Rocket Lab rose nearly 3% ahead of its second-quarter earnings report after the bell. Berkshire Hathaway added 0.5% after reporting a 16% increase in second-quarter operating earnings, driven by manufacturing, service, retailing, and energy profits, though insurance investment income fell 9%. Archer Aviation surged after announcing the acquisition of three Boeing subsidiaries, with Boeing taking an undisclosed stake.
Verisk Estimates Insured Losses of $1.4 Billion to $2.1 Billion from Japan's Kumamoto Earthquake
Verisk Analytics estimates insured losses from the July 28 earthquake near Kumamoto City, Japan, will range from 220 billion to 340 billion Japanese yen, or approximately $1.4 billion to $2.1 billion. The 6.8 magnitude quake struck at a shallow depth of about 10 kilometers, causing extensive damage to transportation networks and leaving roughly 48,000 homes without power. Several semiconductor, electronic, and automotive facilities temporarily suspended operations, raising concerns about supply chain disruptions. Verisk noted that its loss estimates are dominated by ground-shaking damage and said it may provide updates as it continues to monitor the event.
Verisk Analytics Q2 Results and Buybacks Renew Valuation Debate
Verisk Analytics is back in focus after its second quarter update showed steady revenue growth, reaffirmed full-year guidance, and an accelerated share repurchase program. The stock recently traded at $213.15, with an analyst target near $230, while one widely followed narrative estimates fair value at just $76.85, implying the shares are overvalued. A separate discounted cash flow model from Simply Wall St suggests a fair value of $257.12, indicating the stock may be undervalued. The company’s narrow-moat franchise is built on roughly 83% subscription revenue and 92% client retention, with recent divestitures lifting adjusted EBITDA margins to 56.2% in 2025 from 53.5% in 2023. Verisk also confirmed a dividend of $2.00 per share for the year and has reduced its share count by about 19% since 2019.
Verisk CIO Nick Daffan steps down after two decades, CTO takes interim role
Verisk Analytics announced that Executive Vice President and Chief Information Officer Nick Daffan has stepped down after roughly two decades with the company. The company's Chief Technology Officer will assume Daffan's responsibilities on an interim basis while Verisk evaluates longer-term leadership plans for the role. The transition comes as Verisk reaffirmed its full-year 2026 revenue guidance of US$3.19 billion to US$3.24 billion and maintained its dividend guidance at US$2.00 per share, including a US$0.50 quarterly dividend approved for September. In the second quarter of 2026, the company reported sales of US$806.3 million and net income of US$228.6 million, with first-half sales of US$1.59 billion and net income of US$462.8 million. The leadership change raises questions about continuity in Verisk's technology roadmap, particularly around AI, cloud, and data platforms, though the interim handover to the CTO may help maintain existing priorities.
Verisk Analytics Reaffirms Fiscal 2026 Outlook, Shares Fall 5.3%
Verisk Analytics again reaffirmed its fiscal 2026 adjusted earnings and revenue guidance while reporting first-quarter results. The data analytics and technology provider continues to project adjusted earnings of $7.45 to $7.75 per share on revenues between $3.19 billion and $3.24 billion. In pre-market trading, shares fell $11.26, or 5.3 percent, to $201.00.
Verisk Analytics second-quarter profit drops to $228.6 million
Verisk Analytics reported a decline in second-quarter net income to $228.6 million, or $1.75 per share, from $253.3 million, or $1.81 per share, a year earlier. Adjusted earnings, which exclude certain items, came in at $259.3 million, or $1.98 per share. Revenue rose 4.4% to $806.3 million from $772.6 million in the prior-year quarter. The company issued full-year earnings per share guidance of $7.45 to $7.75 and revenue guidance of $3.190 billion to $3.240 billion.
VRSK · Capital · Negative Net income dropped to $228.6M from $253.3M, and adjusted EPS of $1.98 missed expectations, with guidance implying lower margins.
Verisk Reports Second Quarter 2026 Revenue of $806 Million, Up 4.3%
Verisk reported second quarter 2026 revenue of $806 million, a 4.3% increase from the prior year, with organic constant currency growth of 5.8%. Net income fell 9.8% to $229 million, while adjusted EBITDA rose 4.2% to $464 million, and diluted adjusted earnings per share increased 5.3% to $1.98. The company also announced a $200 million accelerated share repurchase program and paid a cash dividend of 50 cents per share on June 30, 2026. Verisk reaffirmed its full-year 2026 outlook, which includes total revenue between $3.19 billion and $3.24 billion and diluted adjusted earnings per share between $7.45 and $7.75.
Verisk Acquires McKenzie Intelligence Services to Enhance Catastrophic Event Preparation and Response
Verisk has acquired McKenzie Intelligence Services, a geospatial intelligence and event response company specializing in global real-time catastrophe and conflict event analysis. The acquisition brings real-time geospatial and event response intelligence into the global insurance and reinsurance workflow, enhancing capabilities from pre-event alerting to post-event damage assessment and quantification. MIS will become part of Verisk's Catastrophe and Risk Solutions, complementing its catastrophe models, risk analytics, and claims solutions. The transaction is not expected to have a material impact on Verisk's financial results.
StockStory Picks Super Micro and Brink's as Services Stocks to Watch, Advises Caution on Verisk
StockStory identifies Super Micro Computer and Brink's as two business services stocks to target this week, while recommending investors avoid Verisk Analytics. Super Micro, with a market cap of $17.39 billion, posted exceptional 68.9% annual revenue growth over the last two years and earnings per share compounding at 57.5% annually over five years, supported by $33.7 billion in revenue. Brink's, valued at $4.61 billion, achieved 7.3% annual revenue growth over five years and 15.5% annual EPS growth, aided by a 4.7 percentage point increase in free cash flow margin. Verisk, a $25.15 billion data analytics firm for insurers, saw just 1.9% annual revenue growth over five years and 9.3% annual EPS growth over two years, lagging sector averages. Super Micro trades at 9.4x forward P/E, Brink's at 11.4x, and Verisk at 24.1x.
BCO · Capital · Positive StockStory picks Brink's as a services stock to target, citing 7.3% annual revenue growth and 15.5% annual EPS growth, with a forward P/E of 11.4x.
SMCI · Capital · Positive StockStory picks Super Micro as a services stock to target, highlighting 68.9% annual revenue growth and 57.5% annual EPS growth, with a forward P/E of 9.4x.
VRSK · Capital · Negative StockStory advises avoiding Verisk, noting only 1.9% annual revenue growth and 9.3% annual EPS growth, with a high forward P/E of 24.1x.
Data & Business Process Services Stocks Q1 Teardown: TransUnion Vs The Rest
Data and business process services stocks reported a strong first quarter, with revenues beating analysts' consensus estimates by 2.7% and next quarter's revenue guidance coming in 0.8% above expectations. TransUnion posted revenues of $1.25 billion, up 13.7% year on year and exceeding estimates by 2.7%, though it missed EPS guidance for the next quarter. Planet Labs delivered the highest guidance raise and fastest revenue growth among its peers, with revenues of $94.15 million, up 42.1% year on year and beating estimates by 4.3%, yet its stock fell 29.8% since reporting. Verisk reported revenues of $782.6 million, up 3.9% year on year and beating estimates by 1.3%, while EXL posted revenues of $570.4 million, up 13.8% year on year and surpassing estimates by 2%. Fair Isaac Corporation achieved the biggest analyst estimate beat with revenues of $691.7 million, up 38.7% year on year and topping estimates by 9.1%, but had the weakest full-year guidance update among its peers.
Verisk Q1 revenue rises 3.9% to $782.6 million, beating estimates
Verisk reported first-quarter revenues of $782.6 million, up 3.9% year on year and exceeding analysts' expectations by 1.3%. The company, which processes over 2.8 billion insurance transaction records annually, also beat earnings per share estimates, though full-year EPS guidance was in line with expectations. Among the ten data and business process services stocks tracked, Verisk posted the slowest revenue growth, yet its stock has risen 3.4% since the report to $182.71. The broader group saw revenues beat consensus estimates by 2.7% on average, but share prices have collectively declined 2.9% since their latest earnings results.
Verisk Analytics removed from Russell growth indexes, added to Russell 1000 Dynamic Index
Verisk Analytics was removed from several Russell growth benchmarks in late June 2026 but added to the Russell 1000 Dynamic Index, reshaping its index footprint and potential passive fund exposure. The company's CargoNet business deepened its role in supply-chain risk management through a new cargo theft data integration with Trucker Path's navigation platform. While the index changes may shift some passive flows, they do not materially alter near-term drivers or the key risk of pressured client spending if the insurance industry turns more cautious. Verisk's analytics are viewed by many investors as mission critical, though concerns remain about potential insurance spending cutbacks.
VRSK · Demand · Positive CargoNet's new data integration with Trucker Path deepens its role in supply-chain risk management, potentially boosting demand.
VRSK · Capital · Neutral Index changes may shift passive flows but do not materially alter near-term drivers.
Verisk Adds KatRisk Models to Exchange, Launches Reengineered Tropical Cyclone Model
Verisk Analytics has added KatRisk's climate-informed catastrophe models to its Model Exchange, expanding the multi-vendor platform with inland flood, wildfire, tropical cyclone, storm surge and earthquake perils. The move broadens independent risk perspectives for insurers and reinsurers amid rising climate-related losses and regulatory scrutiny. Verisk also launched a reengineered U.S. Tropical Cyclone Model on its cloud-native Synergy Studio platform, integrating updated climate science and a new stochastic event catalog for more realistic hurricane risk assessments. The company continues to return capital to shareholders, paying dividends of $195.2 million, $196.8 million, $221.3 million and $251.3 million while repurchasing $1.7 billion, $2.8 billion, $1 billion and $624 million in shares in 2022, 2023, 2024 and 2025, respectively. Verisk recently acquired SuranceBay to expand its life and annuity offerings, and analysts project 2026 revenues of $3.22 billion and earnings of $7.63 per share, reflecting year-over-year growth of 5% and 6.6%.
Verisk estimates Venezuela earthquake losses to exceed $10 billion
Verisk estimates that economic losses from the June 24 earthquake sequence in Venezuela will likely exceed $10 billion. The earthquakes caused the heaviest damage in the Caracas metropolitan area and La Guaira state, with an estimated 1,400 buildings destroyed, and significant destruction was also reported across Aragua, Carabobo and Yaracuy states. Verisk said uncertainty around insured losses is higher than usual because of Venezuela's elevated inflation, low insurance penetration, sanctions-related market complexities, and challenges in valuing insured assets.
Climate Adaptation & Water › Property/Casualty & Reinsurance Underwriting ▼Pricing
VRSK · Demand · Negative Verisk's catastrophe modeling services are used by insurers to estimate losses; a major earthquake event with high economic losses could increase demand for Verisk's risk assessment products, but the article focuses on Verisk's own estimate of losses, which may imply potential liability or reputational risk if estimates are inaccurate, and the uncertainty around insured losses could negatively impact Verisk's credibility or lead to disputes.
Zacks Highlights Recruit, Iron Mountain, Verisk in Business Information Industry
Zacks Equity Research has identified Recruit Holdings, Iron Mountain, and Verisk Analytics as stocks to watch in the business information services industry. The industry is benefiting from increased technology adoption and demand for risk mitigation, cost reduction, and productivity improvement solutions. Recruit Holdings, with a Zacks Rank #1 (Strong Buy), saw its fiscal 2026 EPS estimate rise 3.9% to 53 cents, driven by its HR Technology and Marketing Matching Technologies segments. Iron Mountain, rated #3 (Hold), reported a 21.6% revenue increase to $1.94 billion in the first quarter of 2026, with its data center business revenues surging 47.1% to $254.7 million. Verisk Analytics, also a #3 (Hold), is transitioning to a subscription-driven model with over 80% of 2025 revenues from subscriptions, and its 2026 EPS estimate edged up to $7.63.
6098.JP · Capital · Positive Fiscal 2026 EPS estimate rose 3.9% to 53 cents, driven by HR Technology and Marketing Matching Technologies segments.
IRM · Demand · Positive Data center business revenues surged 47.1% to $254.7 million, indicating strong end-customer demand.
VRSK · Technology · Positive Transitioning to a subscription-driven model with over 80% of 2025 revenues from subscriptions, a strategic product shift.
U.S. P&C Insurers Post Strong 92.4 Combined Ratio as Premium Growth Slows Sharply
The U.S. property/casualty insurance industry posted an estimated net underwriting gain of $15.8 billion in the first quarter of 2026, a sharp turnaround from an $864 million loss a year earlier, according to Verisk and the American Property Casualty Insurance Association. The combined ratio improved to 92.4 percent from 99.2 percent, driven by continued momentum in personal auto underwriting and a more stable catastrophe experience. Net written premium growth slowed to 2.9 percent from 6.8 percent, and carriers returned $6.2 billion to policyholders through dividends, effectively reducing written premiums when factoring in inflation. Net income after taxes rose to $40.9 billion from $19.4 billion, while policyholders' surplus increased to $1.24 trillion. However, casualty lines remained under pressure and legal system abuse continued to pose headwinds, even as reforms in states like Florida began to show progress.
VRSK · Demand · Positive Verisk provides data and analytics to the P&C insurance industry; the strong underwriting results and improved combined ratio indicate healthy demand for its services.
Trucker Path adds Verisk CargoNet theft data to its navigation app
Trucker Path has integrated cargo theft trend data from Verisk CargoNet into its commercial navigation platform. The new overlay provides drivers with county-level theft risk ratings, stolen vehicle counts, and common theft subtypes, drawing on data that recorded 1,120 cargo theft incidents and more than $121 million in estimated losses in the first five months of 2026. California, Texas, and New Jersey accounted for over half of all cargo theft activity in the first quarter of 2026, with warehouse and distribution centers and truck stops among the most common incident locations. The feature is now live in the Trucker Path app, which is used regularly by over 1 million professional truck drivers.
Trucker Path · Technology · Positive Trucker Path adds a new feature (cargo theft risk overlay) to its navigation app, enhancing its product offering for users.
VRSK · Demand · Positive Verisk CargoNet's theft data is integrated into Trucker Path's app, expanding its data distribution and customer reach.
StockStory Picks MasTec as Mid-Cap to Watch, Advises Selling Wayfair and Verisk
StockStory identifies MasTec as a mid-cap stock with a long growth runway, while recommending investors turn down Wayfair and Verisk. MasTec, an infrastructure construction company with a market cap of $27.96 billion, has seen its backlog grow by an average of 24.1% over the past two years and is expected to accelerate revenue growth to 18.2% in the next 12 months, with earnings per share increasing by 77.1% annually over the last two years. Wayfair, valued at $10.25 billion, has struggled with a 2.5% decline in active customers and a gross margin of 30.2%, with anticipated sales growth of just 5.2% for the next year. Verisk, with a market cap of $23.85 billion, posted only 1.9% annual revenue growth over the past five years and earnings per share growth of 9.3% annually over the last two years, underperforming its sector.
Verisk Acquires AccuLynx, SuranceBay, and Simplitium to Expand Subscription Analytics
Verisk Analytics has acquired AccuLynx, SuranceBay, and Simplitium Limited to expand its data and analytics capabilities across insurance and related markets. The acquisitions support Verisk's emphasis on a subscription-based revenue model for its analytics offerings. These deals align with a broader industry shift toward integrated platforms that combine data, software, and analytics. Investors may watch for management commentary on integration progress, subscription uptake, and how these assets deepen relationships with insurers and agencies.
VRSK · Capital · Positive Verisk acquires three companies to expand subscription analytics, a strategic M&A move that strengthens its subscription-based revenue model.
StockStory Highlights iRhythm as Cash-Producing Stock to Watch, Flags Lennar and Verisk as Underwhelming
StockStory identifies iRhythm Technologies as a cash-producing stock to target this week while recommending investors avoid Lennar and Verisk. iRhythm, which provides wearable cardiac monitoring devices, posted 23.9% annual revenue growth over the past two years and saw free cash flow turn positive over five years, with earnings per share growing 27.5% annually. Lennar, one of America's largest homebuilders, is flagged for a 9.2% average backlog decline over two years and an 8.9% annual drop in earnings per share despite revenue growth. Verisk Analytics, a data and analytics provider for insurers, is criticized for 1.9% annual revenue growth over five years and earnings per share growth of just 9.3% annually over the past two years.
IRTC · Capital · Positive StockStory highlights iRhythm as a cash-producing stock with strong revenue and earnings growth, recommending it as a target.
LEN · Demand · Negative StockStory flags Lennar for a 9.2% average backlog decline over two years, indicating weakening demand for homes.
VRSK · Demand · Negative StockStory criticizes Verisk for only 1.9% annual revenue growth over five years, suggesting weak demand for its services.
Verisk benefits from recurring revenues and acquisitions but faces rising debt
Verisk Analytics is benefiting from its recurring subscription-based revenue model and recent acquisitions, though rising debt and personnel costs remain concerns. The company reported first-quarter 2026 earnings of $1.82 per share, beating the Zacks Consensus Estimate by 3.4% and rising 5.2% year over year, while total revenues of $782.6 million edged past estimates and grew 3.9%. Verisk has been shifting from transactions to subscriptions, and its recent purchases include AccuLynx, SuranceBay, and Nasdaq subsidiary Simplitium Limited, which adds over 300 third-party catastrophe models. The company returned $251.3 million in dividends and $624 million in share repurchases in 2025, but long-term debt reached $4.2 billion at the end of the first quarter of 2026, up 30.6% year over year, and personnel expenses accounted for 55% of total operating expenses in 2025.
USA
