Verisk Non-GAAP EPS of $1.96 beats by $0.04, revenue of $809M beats by $2.8M (VRSK:NASDAQ)

Verisk Analytics (VRSK) shares fell 3.7% after Q3 results met estimates, but full-year earnings outlook slightly missed. Revenue was $809M, up 5.3% YoY, and adjusted earnings were $1.96 per share. The company maintained its full-year revenue and EBITDA outlooks. Shares traded at $203.38, down 3.8% from the previous close.

Verisk Analytics (VRSK) shares fell 3.7% after reporting Q3 results. Revenue was $809M, up 5.3% YoY, meeting estimates. Adjusted earnings were $1.96 per share, above estimates. The company maintained its full-year outlook, but earnings guidance slightly missed estimates. Shares traded at $203.38, down 3.8% from the previous close.

Verisk Analytics (VRSK) reported Q3 2026 earnings with net income down 3% to $219M due to investment losses and higher interest expenses. Free cash flow fell 41% to $200M. Transactional revenues grew 3.2%, facing pressure from weather and property markets. CEO Lee Shavel discussed AI initiatives, noting longer sales cycles but broad-based adoption expected over 12-24 months. The company sees AI increasing data sophistication and reinforcing its industry-wide data sets.

Verisk (VRSK) reported Q3 2026 organic revenue growth of 7.4%, driven by 8.2% subscription revenue growth and 3.2% transactional revenue growth. Adjusted EBITDA increased 7.5%, and EPS rose 14%. The company maintained full-year guidance. Verisk also discussed strategic client engagements, AI advancements, and the pending AccuLynx transaction, subject to FTC review. The company highlighted increasing demand for AI solutions and data-driven insights in the insurance industry.

Verisk Analytics reported Q3 2026 revenue growth of 7.4%, citing subscription strength and improvements in underwriting. Management noted softer insurance market conditions and reduced weather-related demand. The company expects 2026 results to align with guidance midpoint due to elongated sales cycles and lower weather events. AI adoption is progressing deliberately, with a strategic win involving a top 5 retailer.

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.