Verisk Analytics, Inc.

NasdaqGS:VRSK 株式レポート

時価総額:US$22.8b

Verisk Analytics マネジメント

マネジメント 基準チェック /44

Verisk Analyticsの CEO はLee Shavelで、 May2022年に任命され、 の在任期間は 4.08年です。 の年間総報酬は$ 13.54Mで、 7.4%給与と92.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.061%を直接所有しており、その価値は$ 13.85M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と4.1年です。

主要情報

Lee Shavel

最高経営責任者

US$13.5m

報酬総額

CEO給与比率7.39%
CEO在任期間4.1yrs
CEOの所有権0.06%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 06

VRSK: Proprietary Risk Data And AI Integration Will Support Future Repricing

Verisk Analytics' updated analyst price target ticks slightly lower to about $220 from roughly $223, reflecting modest recalibration after mixed target moves across the Street, including cuts from BofA and Raymond James and increases from Morgan Stanley and JPMorgan. Analysts point to recent Q1 outcomes and broader information services sector adjustments.
Seeking Alpha May 18

Verisk Q1: Getting A Lot More Interesting

Summary Verisk reported Q1 revenue of $783M (+4% y/y), with improved margins and strong adjusted EBITDA, but top-line growth remains modest. VRSK maintains a healthy balance sheet with 2.4x debt/EBITDA and 8x interest coverage; liquidity and solvency are not concerns. Management reaffirmed 2026 guidance, expects Q1 to be a trough, and anticipates federal contract resumption and normalized catastrophe activity to support growth. Despite recent share price decline and valuation reset, I remain on the sidelines, awaiting evidence of stronger profitability before considering a position. Read the full article on Seeking Alpha
ナラティブの更新 May 14

VRSK: Proprietary Insurance Data Will Underpin Future AI Disruption Reassessment

Analysts trimmed their average price target on Verisk Analytics by about $1 to $222, reflecting updated views on a slightly lower future P/E multiple. They still cited resilient revenue, margin strength, and the company’s proprietary insurance data and embedded workflows as key supports for the long-term model.
新しいナラティブ May 08

VRSK 05-2026

Verisk Analytics is a regulatory-grade data toll on the US property & casualty insurance industry, monetized through ~83% subscription revenue with ~92% client retention. VRSK's narrow-moat franchise produces FCF with an unusually high degree of predictability, durable enough to justify a 15× exit multiple at a 35% margin of safety.
ナラティブの更新 Apr 28

VRSK: Proprietary Insurance Data Will Support Future AI Disruption Reassessment

Analysts have trimmed the fair value estimate for Verisk Analytics by about $8 to $221.53, reflecting a blend of reduced margin and P/E assumptions, along with ongoing debate around AI disruption and growth headwinds, even as some recent price target changes cited confidence in the strength of its proprietary data and core insurance workflows. Analyst Commentary Recent Street research on Verisk Analytics highlights a wide range of views on growth durability, AI risk, and valuation, even as most firms maintain constructive ratings on the stock.
ナラティブの更新 Apr 09

VRSK: Proprietary Insurance Data And Margins Will Support Future AI Reassessment

Verisk Analytics' updated fair value estimate edges to $229.53, reflecting analysts' mixed price target revisions between roughly $205 and $260 as they balance recent organic growth, margin trends, AI disruption concerns, and confidence in the company's proprietary insurance data assets. Analyst Commentary Recent research updates reflect a split view on Verisk Analytics, with some firms lifting targets and ratings while others trim expectations and remain more cautious.
ナラティブの更新 Mar 26

VRSK: Proprietary Insurance Data And Margins Will Drive Future Reassessment

Narrative Update on Verisk Analytics The updated analyst price framework points to a fair value of about $230 per share, reflecting small tweaks to discount rate, growth, and margin assumptions. Street analysts cite proprietary insurance data, resilient margins, and ongoing debate around AI disruption and near term growth headwinds as key drivers of their revised targets.
ナラティブの更新 Mar 12

VRSK: Proprietary Insurance Data And AI Partnerships Will Drive Future Reassessment

The analyst price target for Verisk Analytics has been raised from $221.12 to $230.06, with analysts pointing to reaffirmed medium term targets, resilient proprietary data assets in a regulated insurance market, and the ongoing debate around AI disruption as key drivers behind the updated view. Analyst Commentary Recent research paints a mixed picture around Verisk Analytics, with targets moving both higher and lower as analysts weigh resilient fundamentals against execution risks and questions around AI disruption.
ナラティブの更新 Feb 25

VRSK: AI Risk Partnerships And Buybacks Will Drive Future Reassessment

Analysts have trimmed their price targets on Verisk Analytics, aligning our fair value estimate down from $248.50 to about $221 as they factor in slightly softer revenue growth assumptions, modestly lower profit margins, and reduced future P/E expectations following recent Q4 results and a more cautious near term outlook. Analyst Commentary Street research has converged around lower price targets for Verisk Analytics, with most recent updates landing in a relatively tight band around the low US$200s.
ナラティブの更新 Feb 11

VRSK: Expanded Risk Partnerships Will Support Mixed Rating Reassessment

Analysts have nudged their price target on Verisk Analytics slightly lower to $248.50 from $249.25. This reflects updated views on its growth profile, profitability outlook, and P/E assumptions following recent mixed research that included both an upgrade and a downgrade.
ナラティブの更新 Jan 27

VRSK: Upcoming Guidance And Investor Day Will Clarify Mixed Ratings Concerns

Narrative Update The analyst price target embedded in our fair value estimate for Verisk Analytics has moved slightly higher from about $248.56 to $249.25, as analysts weigh mixed rating changes against updated assumptions on growth, margins, and future P/E expectations. Analyst Commentary Recent research on Verisk Analytics reflects a mixed but fairly balanced view, with one firm turning more cautious and another staying constructive while trimming expectations.
ナラティブの更新 Jan 11

VRSK: Guidance And AI Investment Will Balance Mixed Ratings And Execution Risks

Analysts have trimmed their fair value estimate for Verisk Analytics to about $248.56 from roughly $250.12, citing mixed recent ratings changes, a slightly higher discount rate, modestly softer revenue growth assumptions, and a marginally higher profit margin and P/E outlook that together leave the risk or reward profile more balanced. Analyst Commentary Bullish Takeaways Bullish analysts see the recent upgrade to an overweight stance as a sign that, even with a reduced US$275 price target from US$310, the shares still offer room for further execution on growth before valuation looks stretched to them.
ナラティブの更新 Dec 25

VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing

Analysts have modestly reduced Verisk Analytics' fair value estimate by about $1 to roughly $250 per share. This reflects a more cautious blend of recent target cuts and rating downgrades that highlight valuation concerns, acquisition related leverage, and near term growth headwinds, despite still solid long term fundamentals.
ナラティブの更新 Dec 11

VRSK: Upcoming Guidance And AI Spend Will Drive Renewed Bullish Repricing

Analysts have modestly trimmed their blended price target on Verisk Analytics, reflecting a balancing of concerns over near term dilution, leverage and slowing organic growth against confidence that recent headwinds are temporary and aligned with a mid single digit to high single digit growth trajectory. Analyst Commentary Recent Street research reveals a divided view on Verisk Analytics, with some analysts highlighting resilient long term growth drivers while others focus on valuation risk and execution headwinds following the latest quarterly results and the AccuLynx acquisition.
ナラティブの更新 Nov 27

VRSK: Defensive Tailwinds And AI Adoption Will Drive Renewed Upside Momentum

The average analyst price target for Verisk Analytics was revised downward. The new consensus reflects a modest decrease of $35 per share, as analysts cite ongoing concerns about slowing organic growth and near-term risks, despite longer-term industry strengths.
ナラティブの更新 Nov 13

VRSK: Defensive Catalysts And Recurring Revenue Will Drive Positive Momentum Ahead

Analysts have lowered their fair value estimate for Verisk Analytics from $290.53 to $251.29 per share, citing tempered growth expectations and near-term risks. They also note ongoing debates over industry disruption and the company's long-term prospects.
ナラティブの更新 Oct 30

VRSK: Upcoming Guidance And Investor Day Will Unlock Upside Momentum

The analyst price target for Verisk Analytics has been lowered by approximately $9 to $290.53. Analysts are weighing mixed opinions on growth prospects, margin trends, and valuation following recent research updates.
ナラティブの更新 Oct 15

New Platforms And Sales Models Will Open Future Markets

Analysts have lowered their price target for Verisk Analytics by approximately $7 to $299.82. They cite a modestly higher discount rate and a slightly slower revenue growth outlook, while also recognizing the company's resilient margins and recurring revenue strengths.
分析記事 Aug 22

Is Verisk Analytics, Inc. (NASDAQ:VRSK) Worth US$272 Based On Its Intrinsic Value?

Key Insights Verisk Analytics' estimated fair value is US$221 based on 2 Stage Free Cash Flow to Equity Verisk...
Seeking Alpha Mar 27

Verisk Analytics: Solid Growth Outlook Convinced Me To Upgrade To A Buy

Summary Upgraded Verisk Analytics to a buy rating due to strong subscription revenue growth and visible growth levers, particularly through product innovation and value-based pricing. VRSK's subscription revenue growth accelerated to 11% y/y, driven by new product uptake and bundling, with potential for further acceleration in FY25. The shift to a value-based pricing model enhances pricing power and reduces revenue growth volatility, supporting a premium valuation despite a high forward PE. Effective go-to-market restructuring has improved client engagement, leading to stronger renewals, upselling opportunities, and better sales outcomes, particularly with large clients. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Institutional Investors Like Verisk Analytics, Here's Why

Summary Verisk Analytics is poised for double-digit earnings growth, supported by strong institutional investor confidence and a robust subscription-based business model. The company boasts a high net income margin and competitive advantages in the P&C insurance industry, outperforming peers like Wolters Kluwer and Equifax. Despite potential risks from natural disasters affecting P&C clients, Verisk's profitability and strategic client relationships make it a Buy with a $300 price target. Verisk's consistent dividend growth and focus on margin expansion further enhance its appeal as a profitable growth stock with promising capital gains. Read the full article on Seeking Alpha

CEO報酬分析

Verisk Analytics の収益と比較して、Lee Shavel の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$910m

Dec 31 2025US$14mUS$1m

US$908m

Sep 30 2025n/an/a

US$915m

Jun 30 2025n/an/a

US$909m

Mar 31 2025n/an/a

US$964m

Dec 31 2024US$12mUS$1m

US$951m

Sep 30 2024n/an/a

US$930m

Jun 30 2024n/an/a

US$898m

Mar 31 2024n/an/a

US$794m

Dec 31 2023US$10mUS$925k

US$769m

Sep 30 2023n/an/a

US$802m

Jun 30 2023n/an/a

US$780m

Mar 31 2023n/an/a

US$749m

Dec 31 2022US$9mUS$806k

US$1b

Sep 30 2022n/an/a

US$909m

Jun 30 2022n/an/a

US$945m

Mar 31 2022n/an/a

US$925m

Dec 31 2021US$4mUS$663k

US$607m

Sep 30 2021n/an/a

US$701m

Jun 30 2021n/an/a

US$685m

Mar 31 2021n/an/a

US$710m

Dec 31 2020US$3mUS$657k

US$654m

Sep 30 2020n/an/a

US$669m

Jun 30 2020n/an/a

US$516m

Mar 31 2020n/an/a

US$487m

Dec 31 2019US$3mUS$650k

US$450m

報酬と市場: Leeの 総報酬 ($USD 13.54M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Leeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Lee Shavel (59 yo)

4.1yrs
在職期間
US$13,540,847
報酬

Mr. Lee M. Shavel serves as Chief Executive Officer and Director at Verisk Analytics, Inc. since May 25, 2022 and serves as its President since January 15, 2023. He served as Chief Executive Officer of Ver...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Lee Shavel
CEO, President & Director4.1yrsUS$13.54m0.061%
$ 13.8m
Elizabeth Mann
Executive VP & CFO3.8yrsUS$4.81m0.0099%
$ 2.3m
Nicholas Daffan
Executive VP & Chief Information Officer10.9yrsUS$3.09m0.043%
$ 9.8m
Kathlyn Beckles
Executive VP & Chief Legal Officer5.2yrsUS$2.73m0.0080%
$ 1.8m
Sunita Holzer
Executive VP & Chief Human Resources Officer4.8yrsUS$2.47m0.010%
$ 2.4m
David Grover
Controller & Chief Accounting Officer9.1yrsデータなし0.010%
$ 2.3m
Stacey Brodbar
Senior Vice President of Finance & Investor Relationsno dataデータなしデータなし
Yang Chen
Head of Corporate Development & Strategy8.4yrsデータなしデータなし
Melissa Hendricks
Chief Marketing Officer7.4yrsデータなしデータなし
Maroun Mourad
President of Claims Solutions3.9yrsデータなしデータなし
Amie Major
VP & Head of Talent Management5.4yrsデータなしデータなし
Jill Pineiro
VP & Head of Talent Acquisition5.4yrsデータなしデータなし
5.4yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: VRSKの経営陣は経験豊富で経験豊富です(平均在職期間は5.4年)。


取締役

名称ポジション在職期間報酬所有権
Lee Shavel
CEO, President & Director4.1yrsUS$13.54m0.061%
$ 13.8m
Bruce Hansen
Independent Chairman11.1yrsUS$485.00k0.012%
$ 2.8m
Samuel Liss
Independent Director17.4yrsUS$350.00k0.041%
$ 9.4m
Jeffrey Dailey
Independent Director4.1yrsUS$355.00k0.00038%
$ 86.5k
Gregory Hendrick
Independent Director2.2yrsUS$335.00k0.00076%
$ 173.1k
Therese Vaughan
Independent Director13.3yrsUS$335.00k0.0089%
$ 2.0m
Sabra Purtill
Independent Director1.1yrsUS$294.36k0.0012%
$ 275.5k
Kimberly Stevenson
Independent Director4.1yrsUS$350.00k0.0021%
$ 469.1k
Christopher Perry
Independent Director1.1yrsUS$294.36k0.0024%
$ 544.2k
Olumide Soroye
Independent Director3.8yrsUS$350.00k0.0019%
$ 437.2k
Pradip Patiath
Independent Directorless than a yearデータなし0%
$ 0
4.1yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: VRSKの 取締役会経験豊富 であると考えられます ( 4.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/22 20:53
終値2026/06/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Verisk Analytics, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30

アナリスト機関
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays