Verisk earnings beat by $0.03, revenue topped estimates

Verisk (VRSK) reported Q3 EPS of $1.96, beating estimates by $0.03, with revenue at $809M, slightly above expectations. The company provided FY 2026 guidance, with EPS projected at $7.45-$7.75 and revenue at $3.19B-$3.24B, both below consensus. The stock is up 3.14% over 3 months but down 7.06% year-over-year.

Original reporting
Published Nov 5, 2026, 1:17 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 1:35 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.
AlphAI market briefEarnings
Primary signal
$VRSK
Bullish
high confidence
Mentioned
$VRSK
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$VRSKBullishHigh
01

Why it matters

The earnings beat and guidance suggest stable cash flow, supporting a modest bullish stance.

02

Market read

First‑report earnings news for a mid‑cap data firm; actionable for short‑term traders.

03

What to watch

Potential headwinds from slower insurance underwriting cycles could limit upside.

Relevance 8/10Novelty 8/10Timing: post‑market today

Background

Verisk (NASDAQ: VRSK) provides data analytics to insurance, energy, and financial services.

Company-level read

Ticker impact

$VRSKBullishHigh confidence
Context

Verisk reported Q3 EPS of $1.96 beating estimates by $0.03 and gave FY2026 guidance near consensus.

Expected impact

upward pressure as the market prices in the earnings beat and near‑consensus outlook

Evidence & confidence

The beat is modest but fresh; guidance aligns with expectations, reducing downside risk.

Market effects

Data and analytics sector may see modest uplift from Verisk's results.

U.S. markets could see a small positive bias in related tech stocks.

Limited to investors tracking U.S. earnings season.

Counterpoint

The beat is narrow and guidance is flat; the stock may already be priced in.

Key entities

  • Verisk

    Data analytics provider reporting Q3 results.

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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.

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Verisk (VRSK) Q3 2026 Earnings Call Transcript

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.

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Verisk Analytics, Inc. Q3 2026 Earnings Call Summary

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.

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Verisk (VRSK) stock trades up, here is why

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.