Verisk Analytics, Inc.

NasdaqGS:VRSK Stok Raporu

Piyasa değeri: US$23.6b

Verisk Analytics Yönetim

Yönetim kriter kontrolleri 4/4

Verisk Analytics CEO'su Lee Shavel, May2022 tarihinde atandı, in görev süresi 4.08 yıldır. in toplam yıllık tazminatı $ 13.54M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.4% maaş ve 92.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.061% ine doğrudan sahiptir ve bu hisseler $ 14.35M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.4 yıl ve 4.1 yıldır.

Anahtar bilgiler

Lee Shavel

İcra Kurulu Başkanı

US$13.5m

Toplam tazminat

CEO maaş yüzdesi7.39%
CEO görev süresi4.1yrs
CEO sahipliği0.06%
Yönetim ortalama görev süresi5.4yrs
Yönetim Kurulu ortalama görev süresi4.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 24

VRSK: Proprietary Risk Data And AI Concerns Being Priced For Future Repricing

The analyst price target for Verisk Analytics has been revised to $190, reflecting updated assumptions that include a slightly lower future P/E multiple and modestly higher margin and growth expectations. Analysts broadly view recent AI concerns and deal risks as already reflected in the stock.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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

CEO Tazminat Analizi

Lee Shavel'un ücretlendirmesi Verisk Analytics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Lee 'ın toplam tazminatı ($USD 13.54M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.56M ).

Tazminat ve Kazançlar: Lee 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Lee Shavel (59 yo)

4.1yrs
Görev süresi
US$13,540,847
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Lee Shavel
CEO, President & Director4.1yrsUS$13.54m0.061%
$ 14.3m
Elizabeth Mann
Executive VP & CFO3.8yrsUS$4.81m0.0099%
$ 2.3m
Nicholas Daffan
Executive VP & Chief Information Officer10.9yrsUS$3.09m0.043%
$ 10.1m
Kathlyn Beckles
Executive VP & Chief Legal Officer5.2yrsUS$2.73m0.0080%
$ 1.9m
Sunita Holzer
Executive VP & Chief Human Resources Officer4.8yrsUS$2.47m0.010%
$ 2.5m
David Grover
Controller & Chief Accounting Officer9.1yrsVeri yok0.010%
$ 2.4m
Stacey Brodbar
Senior Vice President of Finance & Investor Relationsno dataVeri yokVeri yok
Yang Chen
Head of Corporate Development & Strategy8.4yrsVeri yokVeri yok
Melissa Hendricks
Chief Marketing Officer7.4yrsVeri yokVeri yok
Maroun Mourad
President of Claims Solutions3.9yrsVeri yokVeri yok
Amie Major
VP & Head of Talent Management5.4yrsVeri yokVeri yok
Jill Pineiro
VP & Head of Talent Acquisition5.4yrsVeri yokVeri yok
5.4yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: VRSK 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.4 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Lee Shavel
CEO, President & Director4.1yrsUS$13.54m0.061%
$ 14.3m
Bruce Hansen
Independent Chairman11.1yrsUS$485.00k0.012%
$ 2.9m
Samuel Liss
Independent Director17.4yrsUS$350.00k0.041%
$ 9.7m
Jeffrey Dailey
Independent Director4.1yrsUS$355.00k0.00038%
$ 89.6k
Gregory Hendrick
Independent Director2.2yrsUS$335.00k0.00076%
$ 179.3k
Therese Vaughan
Independent Director13.3yrsUS$335.00k0.0089%
$ 2.1m
Sabra Purtill
Independent Director1.1yrsUS$294.36k0.0012%
$ 285.5k
Kimberly Stevenson
Independent Director4.1yrsUS$350.00k0.0021%
$ 486.0k
Christopher Perry
Independent Director1.1yrsUS$294.36k0.0024%
$ 563.8k
Olumide Soroye
Independent Director3.8yrsUS$350.00k0.0019%
$ 453.0k
Pradip Patiath
Independent Directorless than a yearVeri yok0%
$ 0
4.1yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: VRSK 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/25 10:23
Gün Sonu Hisse Fiyatı2026/06/25 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Verisk Analytics, Inc. 30 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays