Verisk Analytics, Inc.

NasdaqGS:VRSK 株式レポート

時価総額:US$22.4b

Verisk Analytics マネジメント

マネジメント 基準チェック /44

現在、CEO に関する十分な情報がありません。

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4yrs
CEOの所有権0.06%
経営陣の平均在職期間5.3yrs
取締役会の平均在任期間4yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
Seeking Alpha Feb 04

Verisk Analytics: A Durability-Driven Earnings Franchise, Mispriced As A Growth Concern.

Summary Verisk Analytics (VRSK) offers durable, high-margin, subscription-based analytics with strong earnings visibility and cash-flow conversion, underpinned by insurance-embedded workflows. VRSK's valuation trades at a discount to peers despite mid-50% EBITDA margins, ~78%+ FCF conversion, and a revenue base insulated from macro cyclicality. Termination of the AccuLynx deal is expected to be EPS accretive, freeing capital for organic investment and share buybacks while reducing regulatory risk. Blended fair value estimates imply ~17%–30% total return potential by FY27, driven by margin persistence and earnings compounding rather than multiple expansion. Read the full article on Seeking Alpha
ナラティブ更新 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...
分析記事 May 14

We Think The Compensation For Verisk Analytics, Inc.'s (NASDAQ:VRSK) CEO Looks About Right

Key Insights Verisk Analytics to hold its Annual General Meeting on 20th of May Total pay for CEO Lee Shavel includes...
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
Seeking Alpha Nov 05

Verisk Analytics: Positive On Near-Term Growth, But Valuation Is Not Cheap

Summary I recommend a hold rating for Verisk Analytics due to its premium valuation compared to peers with similar earnings growth outlooks. VRSK shows strong near-term growth potential, driven by subscription revenue, favorable industry trends, and recent hurricane events. Despite positive growth catalysts, VRSK's current valuation at 38x forward PE is not justified; I expect it to trade down to 35x forward PE. 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 (58 yo)

4yrs
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 & Director4yrsUS$13.54m0.061%
$ 13.6m
Elizabeth Mann
Executive VP & CFO3.7yrsUS$4.81m0.011%
$ 2.4m
Nicholas Daffan
Executive VP & Chief Information Officer10.8yrsUS$3.09m0.043%
$ 9.6m
Kathlyn Beckles
Executive VP & Chief Legal Officer5.1yrsUS$2.73m0.0080%
$ 1.8m
Sunita Holzer
Executive VP & Chief Human Resources Officer4.8yrsUS$2.47m0.010%
$ 2.3m
David Grover
Controller & Chief Accounting Officer9yrs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 & Strategy8.3yrsデータなしデータなし
Melissa Hendricks
Chief Marketing Officer7.3yrsデータなしデータなし
Maroun Mourad
President of Claims Solutions3.8yrsデータなしデータなし
Amie Major
VP & Head of Talent Management5.3yrsデータなしデータなし
Jill Pineiro
VP & Head of Talent Acquisition5.3yrsデータなしデータなし
5.3yrs
平均在職期間
54yo
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5.3年)。


取締役

名称ポジション在職期間報酬所有権
Lee Shavel
CEO, President & Director4yrsUS$13.54m0.061%
$ 13.6m
Bruce Hansen
Independent Chairman11yrsUS$485.00k0%
$ 0
Samuel Liss
Independent Director17.3yrsUS$350.00k0.041%
$ 9.2m
Kathleen Hogenson
Independent Director9.8yrsUS$358.07k0%
$ 0
Jeffrey Dailey
Independent Director4yrsUS$355.00k0.00038%
$ 85.1k
Gregory Hendrick
Independent Director2.1yrsUS$335.00k0.00076%
$ 170.2k
Therese Vaughan
Independent Director13.3yrsUS$335.00k0.0089%
$ 2.0m
Sabra Purtill
Independent Director1yrUS$294.36k0.00065%
$ 145.6k
Kimberly Stevenson
Independent Director4yrsUS$350.00k0.0015%
$ 333.7k
Christopher Perry
Independent Director1yrUS$294.36k0.0018%
$ 409.9k
Olumide Soroye
Independent Director3.8yrsUS$350.00k0.0019%
$ 430.0k
4.0yrs
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2026/05/07 20:05
終値2026/05/07 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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。31

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