Earnings Releases·Nov 5, 2026, 7:17 AM ET

Verisk — Third Quarter 2026 Earnings Summary

Revenue grew 5.3% year-over-year to $809 million (7.4% OCC), while diluted adjusted EPS rose 14.0% to $1.96; however, net income declined 2.8% to $219 million and free cash flow fell 40.5% to $200 million due to collection timing, higher interest, and a non-recurring prior-year tax refund.
The company maintained its full-year 2026 guidance unchanged, projecting revenue of $3.19–$3.24 billion, adjusted EPS of $7.45–$7.75, and an adjusted EBITDA margin of 56.0%–56.5%.
Strategic capital allocation included a $100 million Accelerated Share Repurchase (ASR) in the quarter and a $2.00 annualized dividend guidance, with $700 million remaining under the share repurchase authorization.
Segment performance showed resilience with underwriting revenue up 4.8% and claims revenue up 6.6%, driven by price realization and AI-powered innovation, while management reaffirmed confidence in meeting annual Investor Day targets.