Verisk Q4 revenue slightly beats on underwriting growth

Verisk Analytics

18/02/2026 12:23

Overview

Data analytics firm's Q4 revenue grew 5.9%, slightly beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company increased share repurchase authorization to $2.5 bln

Outlook

Verisk expects full-year 2026 revenue between $3.19 bln and $3.24 bln

Company projects 2026 adjusted EBITDA between $1.79 bln and $1.83 bln

Verisk anticipates 2026 diluted adjusted EPS between $7.45 and $7.75

Result Drivers

UNDERWRITING GROWTH - Verisk's underwriting revenue rose 8.7% in Q4, driven by forms, rules, loss cost services, and catastrophe solutions

COST DISCIPLINE - Adjusted EBITDA increased 9.8% in Q4, aided by operating leverage and cost control measures

FREE CASH FLOW - Free cash flow grew 38% in Q4, driven by increased operating profit and timing of cash payments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$779 mln
$773.60 mln (14 Analysts)
Q4 Adjusted EPS
Beat
$1.82
$1.61 (16 Analysts)
Q4 EPS
$1.42
Q4 Adjusted EBITDA
Beat
$437 mln
$420.56 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 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 $239.00, about 34.8% above its February 17 closing price of $177.30

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nGNE34JZqf

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(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.)