Verisk Q1 revenue beats estimates on anti-fraud analytics demand

Verisk Analytics

29/04/2026 12:27

Overview

US insurance data analytics firm's Q1 revenue rose 3.9%, beating analyst expectations

Q1 adjusted EPS rose 5.2%, beating analyst expectations

Company executed $1.5 bln accelerated share repurchase program in Q1

Outlook

Verisk reaffirms 2026 revenue guidance of $3.19 bln to $3.24 bln

Company maintains 2026 diluted adjusted EPS forecast of $7.45 to $7.75

Verisk expects 2026 adjusted EBITDA between $1.79 bln and $1.83 bln

Result Drivers

UNDERWRITING PRICE INCREASES - Co said underwriting revenue growth was primarily driven by price increases and enhancements to forms, rules, and loss cost solutions

NEW AND EXPANDED CLIENT SALES - Increased sales to new clients and expanded renewals with existing clients contributed to growth in catastrophe and risk solutions, specialty business solutions, and life solutions

ANTI-FRAUD ANALYTICS DEMAND - Claims revenue growth was driven by improved value realization in anti-fraud analytics and sales to new customers within casualty solutions, partially offset by declines in property and restoration solutions

Company press release: ID:nGNE9KHjXG

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$783 mln
$771.42 mln (13 Analysts)
Q1 Adjusted EPS
Beat
$1.82
$1.74 (16 Analysts)
Q1 EPS
$1.73
Q1 Adjusted EBITDA
Beat
$438 mln
$426.97 mln (14 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Verisk Analytics Inc is $228.65, about 29.4% above its April 28 closing price of $176.66

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 29 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)