Latest revenue
$782.6M
as of 2026-03-31
Latest net income
$234.2M
as of 2026-03-31
Net margin
29.9%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $93.08B
- Enterprise value
- $97.04B
- P/E (trailing)
- 102.5×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 1.1%
- 52-wk high
- $322.92
- 52-wk low
- $155.94
- Beta
- —
- Shares out
- 544.0M
5-year trend
What this company does
Verisk Analytics sells data analytics, risk-scoring models, and software to insurance companies, energy firms, and financial institutions to help them price risk and make underwriting decisions. The company generates revenue primarily through subscription and long-term contracts with property and casualty insurers, who depend on its loss-cost and claims data. Verisk flagged COVID-19 as a near-term headwind, citing reduced auto and travel insurance activity, lower energy capex, and restricted building access for engineering inspections.
Generated from VRSK's filing dated 2026-02-18
Key risks
- COVID-19 demand exposure: lower auto/travel insurance activity, reduced energy capex, and curtailed financial-institution advertising could pressure customer demand across segments.
- Field operations disrupted: inability to enter commercial buildings halts engineering analyses, impairing delivery of property/casualty risk assessment services.
- Workforce concentration risk: heavy reliance on individuals for data development, sales, and delivery makes Verisk vulnerable to pandemic-driven staffing disruption.
Generated from VRSK's filing dated 2026-02-18
Profitability
Operating margin
43.7%
0.5%Net margin
29.6%
11.1%Return on equity
293.9%
69.3%Return on assets
14.7%
34.7%Leverage
Debt / equity
19.05×
54.2%Long-term debt / equity
10.45×
58.9%Debt / assets
95.0%
2.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $782.6M | +3.9% | $234.2M | +0.8% | 29.9% |
Q4 2025 2025-12-31 | $778.8M | +5.9% | $197.2M | -6.3% | 25.3% |
Q3 2025 2025-09-30 | $768.3M | +5.9% | $225.5M | +2.5% | 29.4% |
Q2 2025 2025-06-30 | $772.6M | +7.8% | $253.3M | -17.8% | 32.8% |
Q1 2025 2025-03-31 | $753.0M | +7.0% | $232.3M | +5.8% | 30.8% |
Q4 2024 2024-12-31 | $735.6M | — | $210.4M | — | 28.6% |
Q3 2024 2024-09-30 | $725.3M | +7.0% | $220.1M | +17.4% | 30.3% |
Q2 2024 2024-06-30 | $716.8M | +6.2% | $308.1M | +56.5% | 43.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Processing & Data Preparation · SIC 7374
Your notes
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Insider activity
Insider buying
$1.0M
Insider selling
$11.8M
Net activity
−$10.8M
Distinct insiders
10
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns VRSK
Institutional value
$12.85B
Total shares held
69.2M
Distinct holders
675
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.9M | $2.25B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 9.0M | $1.71B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.6M | $1.25B | — | New |
| 4 | Capital International Investors | 6.1M | $1.16B | — | New |
| 5 | Invesco Ltd. | 2.0M | $372.4M | — | New |
| 6 | PARNASSUS INVESTMENTS, LLC | 1.8M | $334.1M | — | New |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 1.6M | $297.4M | — | New |
| 8 | Legal & General Group Plc | 1.2M | $229.9M | — | New |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $216.5M | — | New |
| 10 | Bank of New York Mellon Corp | 817.6K | $155.1M | — | New |
| 11 | DEUTSCHE BANK AG\ | 795.0K | $150.9M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 794.8K | $150.8M | — | New |
| 13 | COMGEST GLOBAL INVESTORS S.A.S. | 794.6K | $150.8M | — | New |
| 14 | TD ASSET MANAGEMENT INC | 754.8K | $143.2M | — | New |
| 15 | Nuveen, LLC | 754.2K | $143.1M | — | New |
| 16 | USS Investment Management Ltd | 643.0K | $122.0M | — | New |
| 17 | FRANKLIN RESOURCES INC | 587.7K | $111.5M | — | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 559.3K | $106.1M | — | New |
| 19 | UBS Group AG | 555.4K | $105.4M | — | New |
| 20 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 547.5K | $103.9M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With Q1 revenue at $782.6M and 29.9% net margin, what specific subscription cohorts are decelerating, and how does pricing offset volume?
- 2
Beyond the boilerplate COVID-19 risk language, quantify exposure to auto insurance and energy verticals as a percentage of revenue.
- 3
How are you defending insurance analytics share against Guidewire, Duck Creek, and AI-native entrants targeting your underwriting workflows?
Refreshed when VRSK files a new report · last from 2026-02-18