Verisk Q2 revenue slightly beats estimates on higher underwriting pricing

Verisk Analytics

29/07/2026 12:23

Overview
US insurance data analytics firm's Q2 revenue rose 4.3%, slightly beating analyst expectations
Q2 adjusted EPS and adjusted EBITDA both beat analyst expectations
Company executed $200 mln accelerated share repurchase in Q2

Outlook
Verisk sees 2026 revenue between $3.19 bln and $3.24 bln
Company expects 2026 diluted adjusted EPS of $7.45 to $7.75
Verisk reaffirms 2026 financial outlook and expects growth to align with Investor Day targets

Result Drivers
UNDERWRITING PRICE INCREASES - Co said underwriting revenue rose due to annual price increases and expanded solutions in catastrophe and risk services
CLAIMS ANALYTICS DEMAND - Claims revenue rose due to demand for anti-fraud analytics and property and restoration solutions
HIGHER COSTS - Net income declined mainly due to a higher effective tax rate, increased net interest expense, and legal fees related to ongoing litigation

Company press release: ID:nGNE6NHDbZ

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Slight Beat*
$806 mln
$804.09 mln (13 Analysts)
Q2 Adjusted EPS
Beat
$1.98
$1.93 (15 Analysts)
Q2 EPS
 
$1.75
 
Q2 Adjusted EBITDA
Beat
$464 mln
$457.36 mln (14 Analysts)
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 9 "hold" and no "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 $228.27, about 7.5% above its July 28 closing price of $212.26
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 24 three months ago

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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.)