Equity Profile

VRSK

Verisk Analytics, Inc.

IndustrialsResearch & Consulting Services$25.4B

Apr29Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:15 AM EDT

Verisk Analytics Beats on EPS, Stock Up 0.00%

Metric	Actual	Expected	Surprise
EPS	$1.82	$1.74	+3.47%
Revenue	N/A	$772M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Verisk Analytics Beats on EPS, Stock Up 0.00%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.82	$1.74	+3.47%
Revenue	N/A	$772M	N/A

Management Commentary

Tone: Cautiously Optimistic

Management expressed satisfaction with the EPS results, highlighting their commitment to growth. However, they did not provide specific revenue guidance.

We are pleased with our EPS performance this quarter.

While we did not provide specific revenue figures, we remain focused on our long-term growth strategy.

What It Means

Verisk Analytics reported better-than-expected earnings per share, which reflects strong cost management and operational efficiency. However, the lack of revenue data and guidance may leave investors cautious. The stock reaction remained flat, indicating that investors are weighing the positive EPS surprise against the uncertainty in revenue outlook.

Company Snapshot

Verisk Analytics, Inc. is a data analytics and risk assessment company that provides insights and solutions to various industries, including insurance and financial services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.74

Revenue

Revenue growth is essential for assessing the company's overall health and market demand for its services.

$772M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Verisk Analytics, Inc. is a data analytics and risk assessment company that provides insights and solutions to various industries, including insurance and financial services. With a market cap of $23 billion, it plays a crucial role in helping businesses make informed decisions based on data-driven insights.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+5.10%

Avg Stock Reaction

-1.20%

Last Quarter Recap

In the last quarter, Verisk reported an EPS of $1.82, exceeding expectations by 14.11%. The stock reacted positively, gaining 3.82% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Verisk to report solid earnings, with a consensus EPS of $1.74 and revenue of $772 million. The company has consistently beaten EPS estimates in recent quarters.

Bull Case

If Verisk continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

On the other hand, if revenue growth falls short of expectations or if there are signs of slowing demand, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.74

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$772M

Revenue growth is essential for assessing the company's overall health and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.74?

A beat on EPS would reinforce the company's ability to manage costs effectively and could lead to a positive stock reaction.

What is the outlook for revenue growth in light of current market conditions?

Investors will be closely watching revenue figures to gauge demand for Verisk's services, which could impact future growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent market trends on Verisk's revenue, particularly in the insurance sector where demand may be stronger than anticipated.

Supporting Evidence

Verisk has consistently beaten EPS estimates, indicating stronger operational performance than analysts project.

The options market is pricing in a larger move than historical averages, suggesting that investors expect significant news.

Insider selling, while concerning, may not reflect the overall business outlook and could be isolated to personal financial decisions.

Key Risk

If revenue growth comes in below $764 million, it could undermine the positive sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Verisk can maintain its growth trajectory amid potential economic headwinds.

Bull Confirmed If

An EPS of $1.80 or higher, coupled with revenue exceeding $780 million, would confirm the bull case.

Bear Confirmed If

An EPS below $1.70 and revenue below $764 million would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.07%

Historical Avg

±6.1%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.

Options are pricing ±9.1% while VRSK has averaged ±6.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

31.9%

Calls (44K)P/C Ratio: 0.43Puts (6K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Verisk beats expectations, history suggests the stock could rise around 3.1%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors reassess growth prospects.

Miss

If the company misses on EPS or revenue, history suggests a potential decline of around 1.16%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends in the insurance sector.
2Insights into cost management strategies and their impact on profitability.
3Management's outlook on market conditions and potential challenges ahead.
4Details on any new product offerings or services that could drive future growth.
5Comments on competitive dynamics in the research and consulting space.

See the full picture

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Company Snapshot

Verisk Analytics, Inc. is a data analytics and risk assessment company that provides insights and solutions to various industries, including insurance and financial services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.74

Revenue

Revenue growth is essential for assessing the company's overall health and market demand for its services.

$772M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+5.10%

Avg Stock Reaction

-1.20%

Last Quarter Recap

In the last quarter, Verisk reported an EPS of $1.82, exceeding expectations by 14.11%. The stock reacted positively, gaining 3.82% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Verisk to report solid earnings, with a consensus EPS of $1.74 and revenue of $772 million. The company has consistently beaten EPS estimates in recent quarters.

Bull Case

If Verisk continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

On the other hand, if revenue growth falls short of expectations or if there are signs of slowing demand, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.74

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$772M

Revenue growth is essential for assessing the company's overall health and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.74?

A beat on EPS would reinforce the company's ability to manage costs effectively and could lead to a positive stock reaction.

What is the outlook for revenue growth in light of current market conditions?

Investors will be closely watching revenue figures to gauge demand for Verisk's services, which could impact future growth prospects.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent market trends on Verisk's revenue, particularly in the insurance sector where demand may be stronger than anticipated.

Supporting Evidence

Verisk has consistently beaten EPS estimates, indicating stronger operational performance than analysts project.

The options market is pricing in a larger move than historical averages, suggesting that investors expect significant news.

Insider selling, while concerning, may not reflect the overall business outlook and could be isolated to personal financial decisions.

Key Risk

If revenue growth comes in below $764 million, it could undermine the positive sentiment around the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Verisk can maintain its growth trajectory amid potential economic headwinds.

Bull Confirmed If

An EPS of $1.80 or higher, coupled with revenue exceeding $780 million, would confirm the bull case.

Bear Confirmed If

An EPS below $1.70 and revenue below $764 million would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.07%

Historical Avg

±6.1%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.

Options are pricing ±9.1% while VRSK has averaged ±6.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

31.9%

Calls (44K)P/C Ratio: 0.43Puts (6K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Verisk beats expectations, history suggests the stock could rise around 3.1%, confirming strong operational performance.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors reassess growth prospects.

Miss

If the company misses on EPS or revenue, history suggests a potential decline of around 1.16%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends in the insurance sector.
2Insights into cost management strategies and their impact on profitability.
3Management's outlook on market conditions and potential challenges ahead.
4Details on any new product offerings or services that could drive future growth.
5Comments on competitive dynamics in the research and consulting space.