VRSK Verisk Analytics, Inc.
Price Chart
Executive Summary
Verisk reported Q1 2026 results with adjusted EPS of $1.82 (beat by 4.6%) and revenue of $783M (beat by 1.4%), reaffirming full-year 2026 guidance. However, reported revenue growth slowed to 3.9% (4.7% OCC) and cash flow declined ~12%, tempering the beat relative to expectations.
Key Financial Metrics
Actionable Insight
Modest beat with reaffirmed guidance provides short-term support, but decelerating growth and cash flow decline suggest muted upside. Watch for Q2 trends to see if OCC revenue growth re-accelerates toward the 6-7% target as management expects.
Key Facts
- Revenue $783M, up 3.9% reported, 4.7% OCC
- GAAP diluted EPS $1.73, up 4.8%; adjusted diluted EPS $1.82, up 5.2%
- Adjusted EBITDA $438M, margin 55.9%
- Net cash from operations $390M, down 12.2%; FCF $326M, down 16.5%
- Executed $1.5B accelerated share repurchase, ending quarter with $1.0B remaining authorization
- Reaffirmed FY2026 guidance: revenue $3.19B-$3.24B, adj. EBITDA $1.79B-$1.83B, adj. EPS $7.45-$7.75
Financial Impact
EPS beat consensus by $0.08 (4.6%) on lower share count; revenue beat by $10.6M (1.4%)
Risk Factors
- Revenue growth deceleration from 5.2% OCC in Q4 2025 to 4.7% OCC in Q1 2026
- Operating cash flow down 12.2% due to one-time tax refund comparison
- Higher net interest expense and effective tax rate pressuring net income growth
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-013728 |
| Document: vrsk20260227_8k.htm | 0001437749-26-013728 |
| Document: 0001437749-26-013728-index-headers.html | 0001437749-26-013728 |
| Document: 0001437749-26-013728-index.html | 0001437749-26-013728 |
| Document: 0001437749-26-013728.txt | 0001437749-26-013728 |
| 8-K Data (Synthetic) | 0001437749-26-013728 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 11, 2026
12d ago
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Press Release
| $168.57 $171.52 | ▲ +1.75% | ▲ +1.84% | $171.11 (+1.51%) |
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May 5, 2026
18d ago
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Press Release
| $180.45 $168.57 | ▼ −6.58% | ▼ −8.57% | $171.11 (−5.18%) |
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Apr 29, 2026
24d ago
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8-K
| — | awaiting T+5 | — | — |
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Apr 29, 2026
24d ago
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Press Release
| — | awaiting T+5 | — | — |
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Apr 8, 2026
6w ago
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Press Release
| $175.43 $176.84 | ▲ +0.80% | ▼ −2.71% | $171.11 (−2.46%) |
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Feb 28, 2026
12w ago
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Institutional Cluster
| $214.25 $209.75 | ▼ −2.10% | ▼ −0.89% | $171.11 (−20.13%) |
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Feb 26, 2026
12w ago
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8-K
| $202.13 $210.69 | ▲ +4.23% | ▲ +5.36% | $171.11 (−15.35%) |
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Feb 20, 2026
13w ago
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Insider Cluster
| $182.04 $207.05 | ▲ +13.74% | ▲ +14.19% | $171.11 (−6.00%) |
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Feb 20, 2026
13w ago
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Insider Cluster
| $182.04 $207.05 | ▲ +13.74% | ▲ +14.19% | $171.11 (−6.00%) |
US Market Status
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