Does Verisk Analytics’ (VRSK) Lowered Guidance Signal a Shift in Its Growth Outlook?

• In late October 2025, Verisk Analytics announced a quarterly cash dividend of US$0.45 per share, completed share repurchases under two ongoing buyback programs, and reported third-quarter results with revenue of US$768.3 million and net income of US$225.5 million.
• Alongside these announcements, the company revised its full-year 2025 revenue guidance downward and cited slower growth due to a softer insurance market environment, signaling a more cautious near-term outlook.
• We'll now explore how the lowered full-year revenue guidance may influence the company’s previously optimistic investment narrative and outlook.

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Verisk Analytics Investment Narrative Recap

Owning Verisk Analytics stock comes down to confidence in its ability to deliver sustained growth from advanced data analytics for insurers, even as revenue guidance has recently been revised down. The update doesn’t appear to materially change the biggest near-term catalyst, ongoing innovation in insurance risk solutions, but highlights how exposed the company is to a cautious insurance sector, marking softer demand as the main current risk. Among its various updates, the lowered full-year revenue guidance is the announcement most relevant to near-term expectations, directly informing where short-term optimism and caution should be balanced by shareholders. In contrast, investors should be aware that revenue guidance revisions in response to insurance market conditions...

Read the full narrative on Verisk Analytics (it's free!)

Verisk Analytics' outlook anticipates $3.9 billion in revenue and $1.2 billion in earnings by 2028. This requires 9.1% annual revenue growth and a $290.7 million increase in earnings from the current level of $909.3 million.

Uncover how Verisk Analytics' forecasts yield a $290.53 fair value, a 35% upside to its current price.

Exploring Other Perspectives

Five private investors in the Simply Wall St Community estimate Verisk’s fair value anywhere from US$131.67 to US$290.53 per share. With the company revising annual revenue targets downward, broad differences in opinion remain on future growth and valuation, consider how this could inform your own expectations and review alternative viewpoints.

Explore 5 other fair value estimates on Verisk Analytics - why the stock might be worth as much as 35% more than the current price!

Build Your Own Verisk Analytics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Verisk Analytics research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Verisk Analytics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Verisk Analytics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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