Verisk Analytics Q4 Earnings Call Highlights

3 days ago 6

MarketBeat

Wed, February 18, 2026 astatine 9:50 AM CST 8 min read

Verisk Analytics logo

Verisk Analytics logo
  • Verisk delivered coagulated 2025 results with OCC gross up 6.6% and OCC adjusted EBITDA up 8.5%, generated $1.19 cardinal of escaped currency flow, and announced a $1.5 cardinal accelerated stock repurchase (raising buyback authorization to $2.5 billion) positive an 11% dividend summation to $2.00 per share.

  • The institution terminated the planned AccuLynx acquisition aft an extended FTC review, redeemed $1.5 cardinal of related elder notes, and sold Verisk Marketing Solutions arsenic portion of progressive portfolio management, leaving pro forma leverage astatine astir 1.9x.

  • Verisk is accelerating its AI-enabled claims strategy (products see XactXpert, XactAI and XactGen) and gave 2026 guidance of $3.19–3.24 cardinal revenue, $1.79–1.83 cardinal adjusted EBITDA and $7.45–7.75 adjusted EPS, portion informing Q1 volition beryllium a trough owed to divestiture and tougher comparables.

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Verisk Analytics (NASDAQ:VRSK) reviewed 4th fourth and full-year 2025 results and outlined its 2026 outlook, highlighting continued subscription-led growth, expanding adoption of AI-enabled products successful claims workflows, and caller portfolio changes that included the termination of the planned AccuLynx acquisition and the merchantability of Verisk Marketing Solutions.

CEO Lee Shavel said Verisk delivered “solid fiscal results” successful 2025, posting integrated changeless currency (OCC) gross maturation of 6.6% and OCC adjusted EBITDA maturation of 8.5%, alongside “strong escaped currency travel growth.” Shavel noted results were successful enactment with the company’s guidance and came contempt “temporary headwinds,” including a twelvemonth of precise debased upwind activity.

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CFO Elizabeth Mann reported fourth-quarter GAAP gross of $779 million, up 5.9% twelvemonth implicit year. Net income was $197 million, down 6.2%, and diluted GAAP EPS was $1.42, down 1%. Mann attributed the diminution successful nett income and GAAP EPS to non-operating items, including costs related to aboriginal indebtedness extinguishment and prior-year concern colony gains.

On an OCC basis, Mann said fourth-quarter gross maturation was 5.2%, with underwriting up 7.2% and claims up 0.5%. She said debased upwind enactment and a simplification successful a authorities declaration unneurotic reduced wide OCC gross maturation by astir 1% successful the quarter.

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