Verisk Analytics, Inc.

NasdaqGS:VRSK Stock Report

Market Cap: US$22.5b

Verisk Analytics Dividends and Buybacks

Dividend criteria checks 2/6

Verisk Analytics is a dividend paying company with a current yield of 1.19% that is well covered by earnings. Next payment date is on 30th June, 2026 with an ex-dividend date of 15th June, 2026.

Key information

1.2%

Dividend yield

9.0%

Buyback Yield

Total Shareholder Yield10.2%
Future Dividend Yield1.4%
Dividend Growth12.7%
Next dividend pay date30 Jun 26
Ex dividend date15 Jun 26
Dividend per sharen/a
Payout ratio28%

Recent dividend and buyback updates

Recent updates

New Narrative 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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

Upcoming Dividend Payment

TodayMay 12 2026Ex Dividend DateJun 15 2026Dividend Pay DateJun 30 202615 days from Ex DividendBuy in the next 34 days to receive the upcoming dividend

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Whilst dividend payments have been stable, VRSK has been paying a dividend for less than 10 years.

Growing Dividend: VRSK's dividend payments have increased, but the company has only paid a dividend for 7 years.


Dividend Yield vs Market

Verisk Analytics Dividend Yield vs Market
How does VRSK dividend yield compare to the market?
SegmentDividend Yield
Company (VRSK)1.2%
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Professional Services)2.6%
Analyst forecast (VRSK) (up to 3 years)1.4%

Notable Dividend: VRSK's dividend (1.19%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.41%).

High Dividend: VRSK's dividend (1.19%) is low compared to the top 25% of dividend payers in the US market (4.21%).


Earnings Payout to Shareholders

Earnings Coverage: With its reasonably low payout ratio (28.1%), VRSK's dividend payments are well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its low cash payout ratio (23.2%), VRSK's dividend payments are well covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 09:45
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Verisk Analytics, Inc. is covered by 31 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays