$VRSK

Verisk (VRSK) officer Nicholas Daffan plans to sell 7,821 shares, valued at $1.49M, in 2026. The sale follows the exercise of employee stock options and will be broker-assisted. Verisk has 130.16M shares outstanding.

Verisk Analytics (VRSK) reported Q2 2026 adjusted EPS and revenue exceeding analyst forecasts, driven by subscription revenue. Shares are up 9.58% over 90 days but down 15.17% year-to-date. The company trades at a discount to analyst targets, with differing valuations: Esteban estimates a fair value of $76.85, while a DCF model suggests $231.91. Risks include slower revenue growth and weaker client retention.

Data & business process services stocks reported mixed Q2 earnings, with revenues 1% above estimates but next quarter's guidance 1.3% below. Verisk (VRSK) reported $806.3M revenue, up 4.4% YoY, missing full-year EPS guidance. EXL (EXLS) outperformed with 15.6% revenue growth. CoStar (CSGP) missed guidance. SS&C (SSNC) and Broadridge (BR) beat estimates. Sector faces regulatory and cybersecurity risks but has seen 6.5% average stock price increase since earnings.

The Delaware Court of Chancery ordered Verisk Analytics to continue pursuing FTC clearance for its $2.35 billion acquisition of AccuLynx, despite Verisk's attempt to terminate the deal. The court ruled that Verisk's termination was invalid due to its willful conduct in ending negotiations with a competitor, ServiceTitan. Verisk must now comply with a costly Second Request process, which typically takes many months to complete. The court's decision is notable as it is the first to compel a buyer

Verisk Analytics (VRSK) filed a notice of appeal in the Delaware Supreme Court regarding a case involving AccuLynx. The company's stock is down 21% year-to-date, trading at $178.85. Verisk reported Q2 adjusted earnings of $1.98 per share and revenue of $806.3 million, both exceeding estimates. BMO Capital raised its price target to $248, maintaining an Outperform rating.

Investing.com says Tropical Storm Lala hit Hawaii’s Big Island as a Category 1 hurricane, closing Hilo and Kona airports and ports. Nearly 130,000 utility customers lost power, and Hawaiian Electric (HE) faces unplanned restoration costs. The article also flags AAL, MAR, HD, Swiss Re (SREN), Verisk (VRSK) and Polar Power (POLA) for storm-related trading.

AllianceBernstein L.P. filed an amended Schedule 13G/A reporting beneficial ownership of 6,008,136 shares of Verisk Analytics Inc common stock, about 4.6% of the outstanding class, held for investment purposes in client discretionary accounts. The filing cites sole voting power over 5,773,111 shares and sole dispositive power over 6,001,448 shares.

Verisk Analytics (VRSK) reported Q2 2026 revenues of $806.3 million, up 4.3% YoY, with adjusted EPS of $1.98 (+5.3%) and adjusted EBITDA of $463.6 million (+4.2%). Subscription revenue was 83% of sales. Deferred revenue rose to $573.9 million. The article notes VRSK trades at 21.7x forward earnings versus peer averages near 18x, and highlights higher debt and expenses.

Verisk Analytics (VRSK) says insurers are moving from AI pilots to broader deployment. In May 2026 it launched Anthropic Model Context Protocol connectors for underwriting and claims. XactAI licensees rose nearly 10x since March to about 7,000, and Core Lines Reimagine modules totaled 7 in Q2 with 25 planned for 2026. Subscriptions were 83% of Q2 revenue; 2026/2027 EPS estimates were raised to $7.67 and $8.71.

Verisk Analytics (NASDAQ:VRSK) agreed in July 2025 to buy AccuLynx for $2.35 billion, but the FTC’s antitrust review extended. Verisk terminated after the Dec. 26 deadline, and a Delaware judge ruled Aug. 7 that the termination was illegal, ordering specific performance and awarding AccuLynx $3.85 million plus interest. Verisk said it is considering an appeal.