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VRSK · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Verisk Analytics, Inc. Common Stock (VRSK) stock moving?
VRSK rebounded from an Oct 27 low of 187.73 to a 204.02 close on Nov 10, about 8.7% higher. Q3 results on Nov 5 were a modest beat: adjusted EPS of $1.96 vs $1.93 expected and revenue of $809M vs $805.6M. FY2026 guidance was affirmed, with adjusted EPS of $7.45-$7.75 (midpoint slightly below the $7.71 estimate) and sales of $3.190B-$3.240B (midpoint roughly in line with the $3.219B estimate). The stock spiked to a 216.42 intraday high and closed at 211.47 on 2.52M shares, about double its typical volume. It has since drifted back to the 200-205 area on lighter volume, with 810K shares on Nov 10. Analysts responded with a cluster of target increases: Barclays to $250 (Overweight), Wells Fargo to $265 (Overweight), Jefferies to $245, BMO to $244 from $217, Raymond James to $245 from $230, and Deutsche Bank to $227 (Hold). Offsetting these, the AccuLynx transaction still needs FTC review and closing is not guaranteed after the Delaware Supreme Court affirmed the Chancery judgment, a pullback from 203 to 188 followed that news in late October. Verisk also ended direct connected-vehicle data sourcing, and the news items do not quantify its financial impact. The sell-side tilt is positive, but the earnings beat was small and the price has already absorbed much of it.
News behind the analysis
- Raymond James Adjusts Price Target on Verisk Analytics to $245 From $230Raymond James raised its price target on Verisk Analytics to $245 from $230.
- BMO Capital Adjusts Price Target on Verisk Analytics to $244 From $217BMO Capital raised its price target on Verisk Analytics to $244 from $217.
- Barclays Maintains Overweight on Verisk Analytics, Raises Price Target to $250Barclays kept its Overweight rating and raised its price target on Verisk Analytics to $250.
- Wells Fargo Maintains Overweight on Verisk Analytics, Raises Price Target to $265Wells Fargo kept its Overweight rating and raised its price target on Verisk Analytics to $265.
- Jefferies Adjusts Price Target on Verisk Analytics to $245 From $235Jefferies raised its price target on Verisk Analytics to $245 from $235.
- Deutsche Bank Adjusts Verisk Analytics Price Target to $227 From $200Deutsche Bank raised its price target on Verisk Analytics to $227 from $200 while keeping a Hold rating.
- Verisk Reports Third Quarter 2026 Financial ResultsVerisk reported Q3 2026 revenue of $809 million and adjusted EPS of $1.96.
- Verisk Analytics Affirms FY2026 Adj EPS Guidance of $7.45-$7.75 vs $7.71 Est; Affirms FY2026 Sales Guidance of $3.190B-$3.240B vs $3.219B EstVerisk kept its FY2026 adjusted EPS guidance at $7.45-$7.75 and sales guidance at $3.190B-$3.240B. The EPS midpoint sits slightly below the $7.71 estimate.
- Verisk Comments on Delaware Supreme Court Order Regarding AccuLynxVerisk said it will comply with the Delaware Supreme Court order affirming the Chancery Court judgment on AccuLynx. The deal still requires customary closing conditions and FTC review, and completion is not guaranteed.
- Verisk Discontinues Direct Connected Vehicle Data SourcingVerisk has stopped collecting connected vehicle data directly from automakers and providing driving data reports to insurance carriers.
About Verisk Analytics, Inc. Common Stock
Verisk Analytics provides data, analytics and software that property and casualty insurers use to price policies, write coverage, handle claims and spot fraud. It is known for its large proprietary insurance databases, including the standard policy forms and loss data from its ISO business. It also builds catastrophe models, and it sits in both the S&P 500 and the Nasdaq-100.
How it makes money
Most of its revenue comes from subscriptions and long-term contracts, so it recurs from year to year. Underwriting products bring in about 70% of revenue (roughly $568M of $809M in Q3 2026). These include policy forms, rating data and catastrophe models. Claims products, such as claims estimating software and anti-fraud tools, bring in the other ~30%. The company expects full-year 2026 revenue of roughly $3.2B and reports high adjusted EBITDA margins, in the mid-50s percent range.
What usually moves VRSK
- Organic revenue growth and subscription renewals with insurers
- Insurance industry health and claims activity, including severe weather events
- Adoption of new AI-driven analytics products
- Valuation multiple shifts for data and information-services stocks
- Share buybacks, debt levels and margin trends