Equity Profile

VRSK

Verisk Analytics, Inc.

IndustrialsResearch & Consulting Services$22.9B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Verisk Analytics, Inc. (VRSK) operates in the industrial sector, providing data analytics and consulting services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help gauge its financial health this quarter.

N/A

Revenue Growth

Revenue growth is essential for understanding how well the company is expanding its business and capturing market share.

N/A

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

VRSK Q2-2026 Earnings Preview

Context

Company Snapshot

Verisk Analytics, Inc. (VRSK) operates in the industrial sector, providing data analytics and consulting services. The company plays a crucial role in helping businesses make informed decisions by leveraging data, which is increasingly important in today's data-driven economy.

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 Q1-2026, Verisk reported an EPS of $1.82, exceeding expectations by 3.47%. The stock reacted positively, gaining 6.53% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as analysts await clarity on revenue growth and customer retention. The company has a strong history of beating EPS estimates, which could set a positive tone.

Bull Case

If Verisk continues its trend of beating EPS estimates, it could signal robust demand for its services, leading to increased investor confidence and stock price appreciation.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of declining customer retention, it could lead to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

Revenue growth is critical for assessing the company's ability to expand and compete effectively in the market.

How is Verisk addressing customer retention challenges?

Understanding customer retention strategies will provide insights into the company's long-term viability and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Verisk's ability to maintain strong customer retention rates despite market challenges, which could lead to better-than-expected revenue growth.

Supporting Evidence

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

The company's focus on data analytics positions it well to capture new business opportunities in a competitive landscape.

Key Risk

If revenue growth comes in below 5%, it could challenge the optimistic outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on revenue growth and customer retention, which are vital for Verisk's future prospects.

Bull Confirmed If

A revenue growth rate of 10% or higher would confirm the bull case, indicating strong demand for Verisk's services.

Bear Confirmed If

If revenue growth falls below 5%, it would support the bear case, raising concerns about the company's market position.

Pre-Earnings Positioning

Options Market

Implied Move

±5.43%

Historical Avg

±6.1%

In line with history

The options market is pricing in a move of about 5.43%, indicating that investors expect some volatility around the earnings announcement.

Options are pricing ±5.4% while VRSK has averaged ±6.1% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

37.8%

Calls (3K)P/C Ratio: 0.75Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$68,628.00

400 sh

1 insider

Net

$68,628.00

Net selling

Most Active Insiders· 1 open-market trade

Chief Financial OfficerMann Elizabeth
$68,628.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Verisk beats expectations, history suggests the stock could rise by about 1.73% on the first day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to minimal movement as investors await further guidance.

Miss

Should the company miss expectations, history indicates a potential decline of around 1.20%, reflecting investor disappointment.

Preparation

Congressional Activity

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

Trades

1 buy·3 sells

Members

House only

Est. Notional

$4,004.00–$60,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships.
2Details on how the company is addressing customer retention.
3Insights into market trends affecting demand for Verisk's services.
4Management's outlook on future revenue growth.
5Any commentary on competitive pressures in the analytics space.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Verisk Analytics, Inc. (VRSK) operates in the industrial sector, providing data analytics and consulting services....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help gauge its financial health this quarter.

N/A

Revenue Growth

Revenue growth is essential for understanding how well the company is expanding its business and capturing market share.

N/A

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

VRSK Q2-2026 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 Q1-2026, Verisk reported an EPS of $1.82, exceeding expectations by 3.47%. The stock reacted positively, gaining 6.53% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as analysts await clarity on revenue growth and customer retention. The company has a strong history of beating EPS estimates, which could set a positive tone.

Bull Case

If Verisk continues its trend of beating EPS estimates, it could signal robust demand for its services, leading to increased investor confidence and stock price appreciation.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of declining customer retention, it could lead to a negative reaction in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

Revenue growth is critical for assessing the company's ability to expand and compete effectively in the market.

How is Verisk addressing customer retention challenges?

Understanding customer retention strategies will provide insights into the company's long-term viability and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Verisk's ability to maintain strong customer retention rates despite market challenges, which could lead to better-than-expected revenue growth.

Supporting Evidence

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

The company's focus on data analytics positions it well to capture new business opportunities in a competitive landscape.

Key Risk

If revenue growth comes in below 5%, it could challenge the optimistic outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on revenue growth and customer retention, which are vital for Verisk's future prospects.

Bull Confirmed If

A revenue growth rate of 10% or higher would confirm the bull case, indicating strong demand for Verisk's services.

Bear Confirmed If

If revenue growth falls below 5%, it would support the bear case, raising concerns about the company's market position.

Pre-Earnings Positioning

Options Market

Implied Move

±5.43%

Historical Avg

±6.1%

In line with history

The options market is pricing in a move of about 5.43%, indicating that investors expect some volatility around the earnings announcement.

Options are pricing ±5.4% while VRSK has averaged ±6.1% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

37.8%

Calls (3K)P/C Ratio: 0.75Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$68,628.00

400 sh

1 insider

Net

$68,628.00

Net selling

Most Active Insiders· 1 open-market trade

Chief Financial OfficerMann Elizabeth
$68,628.00

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Verisk beats expectations, history suggests the stock could rise by about 1.73% on the first day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to minimal movement as investors await further guidance.

Miss

Should the company miss expectations, history indicates a potential decline of around 1.20%, reflecting investor disappointment.

Preparation

Congressional Activity

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

Trades

1 buy·3 sells

Members

House only

Est. Notional

$4,004.00–$60,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships.
2Details on how the company is addressing customer retention.
3Insights into market trends affecting demand for Verisk's services.
4Management's outlook on future revenue growth.
5Any commentary on competitive pressures in the analytics space.