Verisk 3Q 2026: Revenue $809M, EPS $1.7 — 10-Q Summary

Verisk reported 3Q 2026 revenue of $809M, up 5.3% YoY, but net income fell 2.8% to $219.2M. Underwriting and claims revenue grew, driven by pricing and new solutions, while higher investment losses and costs impacted earnings. The company acquired McKenzie Intelligence Services for $25.6M.

Original reporting
Published Nov 5, 2026, 12:21 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 12:31 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Verisk 3Q 2026: Revenue $809M, EPS $1.7 — 10-Q Summary — source image
Decision brief

The 30-second read

$VRSKNeutralMed
01

Why it matters

The earnings release offers fresh data for traders assessing the insurance analytics sector, with mixed signals on profitability.

02

Market read

Earnings data may cause short‑term price movement for VRSK; sector peers could be indirectly affected.

03

What to watch

Potential upside from recent McKenzie Intelligence Services acquisition not yet reflected in earnings.

Relevance 7/10Novelty 7/10Timing: post-market filing

Background

Verisk Analytics filed its Q3 2026 10‑Q, highlighting modest revenue growth and a dip in net income due to investment losses and AccuLynx costs.

Company-level read

Ticker impact

$VRSKNeutralHigh confidence
Context

Verisk reported Q3 2026 revenue of $809M (+5.3% YoY) and EPS $1.70, with net income down 2.8% and higher investment losses.

Expected impact

likely modest downside as investors weigh lower net income and higher expenses against revenue growth

Evidence & confidence

Revenue growth is modest and net income decline signals margin pressure, which may temper price gains.

Market effects

Provides insight into underwriting and claims analytics sector performance and cost pressures.

US insurance analytics market may see slight revaluation.

Limited to data and analytics niche; minimal broader impact.

Counterpoint

Investors could view the revenue beat as a sign of resilience and buy on dip despite income decline.

Key entities

  • Verisk Analytics, Inc.

    US‑listed provider of data analytics and risk solutions.

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Verisk Analytics, Inc. Q3 2026 Earnings Call Summary

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Verisk Analytics (VRSK) shares rose 3.7% after reporting Q3 2026 revenue of $809M, up 7.4% organically, and adjusted EPS of $1.96. Cash flow declined due to timing and interest payments. The stock later settled at $204.77, up 2.7%. The company also paid dividends and repurchased shares. Verisk's stock has seen volatility, with a 7.4% drop in November 2025 due to sector-wide concerns.