Modest beat with reaffirmed guidance provides short-term support, but decelerating growth and cash flow decline suggest muted upside. Watch for Q2 trends to see if OCC revenue growth re-accelerates toward the 6-7% target as management expects.
Price Chart
Executive Summary
Verisk reported Q1 2026 results with adjusted EPS of $1.82 (beat by 4.6%) and revenue of $783M (beat by 1.4%), reaffirming full-year 2026 guidance. However, reported revenue growth slowed to 3.9% (4.7% OCC) and cash flow declined ~12%, tempering the beat relative to expectations.
Key Financial Metrics
Key Facts
- Revenue $783M, up 3.9% reported, 4.7% OCC
- GAAP diluted EPS $1.73, up 4.8%; adjusted diluted EPS $1.82, up 5.2%
- Adjusted EBITDA $438M, margin 55.9%
- Net cash from operations $390M, down 12.2%; FCF $326M, down 16.5%
- Executed $1.5B accelerated share repurchase, ending quarter with $1.0B remaining authorization
- Reaffirmed FY2026 guidance: revenue $3.19B-$3.24B, adj. EBITDA $1.79B-$1.83B, adj. EPS $7.45-$7.75
Financial Impact
EPS beat consensus by $0.08 (4.6%) on lower share count; revenue beat by $10.6M (1.4%)
Risk Factors
- Revenue growth deceleration from 5.2% OCC in Q4 2025 to 4.7% OCC in Q1 2026
- Operating cash flow down 12.2% due to one-time tax refund comparison
- Higher net interest expense and effective tax rate pressuring net income growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-013728 |
| Document: vrsk20260227_8k.htm | 0001437749-26-013728 |
| Document: 0001437749-26-013728-index-headers.html | 0001437749-26-013728 |
| Document: 0001437749-26-013728-index.html | 0001437749-26-013728 |
| Document: 0001437749-26-013728.txt | 0001437749-26-013728 |
| 8-K Data (Synthetic) | 0001437749-26-013728 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | $164.21 (−15.51%) |
Sep 1, 2026 4w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | $164.21 (−15.51%) |
Aug 18, 2026 6w ago | 8-K | $186.45 $187.87 | ▲ +0.76% | ▲ +1.15% | $164.21 (−11.93%) |
Aug 7, 2026 8w ago | Court Ruling | $191.82 $181.67 | ▲ +5.29% | ▲ +5.69% | $164.21 (+14.40%) |
Aug 3, 2026 8w ago | Insider Cluster | $193.11 $181.18 | ▼ −6.18% | ▼ −8.21% | $164.21 (−14.97%) |
Jul 31, 2026 9w ago | Insider Cluster | $194.85 $191.82 | ▼ −1.55% | ▼ −5.07% | $164.21 (−15.73%) |
Jul 29, 2026 9w ago | 8-K | $213.15 $188.75 | ▼ −11.45% | ▼ −16.98% | $164.21 (−22.96%) |
Jul 29, 2026 9w ago | Press Release | $213.15 $188.75 | ▼ −11.45% | ▼ −16.98% | $164.21 (−22.96%) |
Jul 21, 2026 10w ago | Institutional Cluster | $195.25 $206.66 | ▲ +5.84% | ▲ +7.07% | $164.21 (−15.90%) |
Jun 9, 2026 16w ago | 144 | $183.13 $179.61 | ▼ −1.92% | ▼ −5.35% | $164.21 (−10.33%) |
US Market Status
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