The earnings beat is positive but modest, and the reiterated guidance suggests no upward catalyst near-term. Monitor for any changes in guidance on the conference call, particularly regarding organic growth trajectory and margin expansion. The large ASR signals confidence, but declining FCF warrants caution.
Price Chart
Executive Summary
Verisk Q1 2026 adjusted EPS of $1.82 beat consensus of $1.74 by 4.6%, while revenue of $783M slightly exceeded estimates. Revenue grew 3.9% YoY (4.7% OCC), but net income only rose 0.8% and free cash flow declined 16.5%. The company reaffirmed full-year 2026 guidance, indicating steady but unspectacular performance.
Key Financial Metrics
Key Facts
- Adjusted EPS $1.82 vs consensus $1.74 (beat 4.6%)
- Revenue $783M vs consensus $772.4M (beat 1.4%)
- Revenue growth 3.9% YoY, 4.7% OCC
- Net income $234M, up 0.8% YoY
- Free cash flow $326M, down 16.5% YoY
- Full-year 2026 guidance reaffirmed (revenue $3,190-3,240M, adjusted EPS $7.45-7.75)
- Executed $1.5B accelerated share repurchase in Q1
- Dividend increased to $0.50/share (up 11.1% YoY)
Financial Impact
EPS beat by 4.6%, revenue beat by 1.4%
Risk Factors
- Slowing organic revenue growth (4.7% OCC vs historical targets)
- Free cash flow decline due to higher interest and tax comparables
- Elevated debt after ASR and debt refinancing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283650 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | $163.88 (−15.68%) |
Sep 1, 2026 4w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | $163.88 (−15.68%) |
Aug 18, 2026 6w ago | 8-K | $186.45 $187.87 | ▲ +0.76% | ▲ +1.15% | $163.88 (−12.11%) |
Aug 7, 2026 8w ago | Court Ruling | $191.82 $181.67 | ▲ +5.29% | ▲ +5.69% | $163.88 (+14.57%) |
Aug 3, 2026 8w ago | Insider Cluster | $193.11 $181.18 | ▼ −6.18% | ▼ −8.21% | $163.88 (−15.14%) |
Jul 31, 2026 9w ago | Insider Cluster | $194.85 $191.82 | ▼ −1.55% | ▼ −5.07% | $163.88 (−15.89%) |
Jul 29, 2026 9w ago | 8-K | $213.15 $188.75 | ▼ −11.45% | ▼ −16.98% | $163.88 (−23.12%) |
Jul 29, 2026 9w ago | Press Release | $213.15 $188.75 | ▼ −11.45% | ▼ −16.98% | $163.88 (−23.12%) |
Jul 21, 2026 10w ago | Institutional Cluster | $195.25 $206.66 | ▲ +5.84% | ▲ +7.07% | $163.88 (−16.07%) |
Jun 9, 2026 16w ago | 144 | $183.13 $179.61 | ▼ −1.92% | ▼ −5.35% | $163.88 (−10.51%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access