William Blair Issues Pessimistic Outlook for VRSK Earnings

Verisk Analytics, Inc. (NASDAQ:VRSK) – William Blair cut their Q4 2025 earnings per share estimates for Verisk Analytics in a report issued on Thursday, February 27th. William Blair analyst A. Nicholas now forecasts that the business services provider will post earnings of $1.75 per share for the quarter, down from their prior forecast of $1.81. The consensus estimate for Verisk Analytics’ current full-year earnings is $6.63 per share. William Blair also issued estimates for Verisk Analytics’ Q4 2025 earnings at $1.75 EPS, FY2026 earnings at $7.70 EPS and FY2026 earnings at $7.70 EPS.

Other analysts also recently issued reports about the company. BMO Capital Markets boosted their target price on Verisk Analytics from $280.00 to $297.00 and gave the stock a “market perform” rating in a research report on Thursday. Wells Fargo & Company decreased their target price on Verisk Analytics from $325.00 to $321.00 and set an “overweight” rating on the stock in a research report on Thursday. Morgan Stanley boosted their target price on Verisk Analytics from $283.00 to $300.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 12th. Robert W. Baird boosted their target price on Verisk Analytics from $298.00 to $320.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Royal Bank of Canada reiterated an “outperform” rating and set a $300.00 target price on shares of Verisk Analytics in a research report on Tuesday, January 7th. Six analysts have rated the stock with a hold rating and three have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, Verisk Analytics presently has a consensus rating of “Hold” and an average target price of $299.33.

Verisk Analytics Stock Up 2.3 %

VRSK opened at $296.91 on Friday. The business’s fifty day moving average is $284.30 and its two-hundred day moving average is $278.35. The company has a debt-to-equity ratio of 8.36, a quick ratio of 0.82 and a current ratio of 0.82. The company has a market cap of $41.93 billion, a price-to-earnings ratio of 46.32, a PEG ratio of 3.37 and a beta of 0.89. Verisk Analytics has a one year low of $217.34 and a one year high of $300.50.

Verisk Analytics (NASDAQ:VRSK) last posted its quarterly earnings results on Wednesday, February 26th. The business services provider reported $1.61 earnings per share for the quarter, beating analysts’ consensus estimates of $1.60 by $0.01. Verisk Analytics had a return on equity of 274.13% and a net margin of 32.65%. The firm had revenue of $735.60 million for the quarter, compared to the consensus estimate of $733.55 million.

Hedge Funds Weigh In On Verisk Analytics

Several institutional investors have recently added to or reduced their stakes in the business. Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in Verisk Analytics in the fourth quarter valued at $33,981,000. Capital A Wealth Management LLC acquired a new stake in Verisk Analytics during the fourth quarter worth about $96,000. Shufro Rose & Co. LLC acquired a new stake in Verisk Analytics during the fourth quarter worth about $3,044,000. Integrated Advisors Network LLC increased its stake in Verisk Analytics by 4.0% during the fourth quarter. Integrated Advisors Network LLC now owns 1,623 shares of the business services provider’s stock worth $447,000 after acquiring an additional 63 shares during the last quarter. Finally, Ascent Group LLC increased its stake in Verisk Analytics by 2.9% during the fourth quarter. Ascent Group LLC now owns 2,581 shares of the business services provider’s stock worth $711,000 after acquiring an additional 73 shares during the last quarter. 90.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Verisk Analytics

In related news, insider Kathy Card Beckles sold 2,111 shares of the company’s stock in a transaction on Friday, January 17th. The stock was sold at an average price of $282.06, for a total value of $595,428.66. Following the completion of the transaction, the insider now directly owns 9,066 shares in the company, valued at approximately $2,557,155.96. This represents a 18.89 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Bruce Edward Hansen sold 1,179 shares of the company’s stock in a transaction on Friday, February 7th. The shares were sold at an average price of $294.95, for a total value of $347,746.05. Following the completion of the transaction, the director now owns 13,786 shares of the company’s stock, valued at $4,066,180.70. The trade was a 7.88 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 4,469 shares of company stock valued at $1,264,818 over the last three months. 0.40% of the stock is currently owned by insiders.

Verisk Analytics Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Friday, March 14th will be issued a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 0.61%. This is a boost from Verisk Analytics’s previous quarterly dividend of $0.39. The ex-dividend date is Friday, March 14th. Verisk Analytics’s payout ratio is 26.87%.

Verisk Analytics announced that its Board of Directors has approved a stock buyback program on Wednesday, February 26th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the business services provider to repurchase up to 2.5% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Verisk Analytics Company Profile

Verisk Analytics, Inc provides data analytics and technology solutions to the insurance markets in the United States and internationally. It offers policy language, prospective loss costs, policy writing and rating rules, and various underwriting solutions for risk selection and segmentation, pricing, and workflow optimization; property- and auto- specific rating and underwriting information solutions that allows clients to understand, quantify, underwrite, mitigate, and avoid potential loss for risks; catastrophe modeling solutions, which enables companies to identify, quantify, and plan for the financial consequences of catastrophes for use by insurers, reinsurers, intermediaries, financial institutions, and governments.