The EPS beat is modest and lacks revenue confirmation, limiting conviction. Monitor for a full earnings release with revenue and guidance details. The catastrophe report highlights Verisk's core business strength but is not a near-term catalyst. The stock may trade flat to slightly positive on the beat, but without guidance, the move is likely contained.
Price Chart
Executive Summary
Verisk reported Q2 2026 EPS of $1.98, beating consensus of $1.93 by 2.7%. Revenue was not disclosed in the filing. Separately, the company released its 2026 Global Modelled Catastrophe Losses Report, estimating $171B in average annual insured losses, up $19B year-over-year, reinforcing its thought leadership in catastrophe risk analytics. The modest EPS beat without revenue detail or guidance change suggests a neutral-to-slightly-positive read-through for the stock.
Key Financial Metrics
Key Facts
- Q2 2026 GAAP EPS of $1.98 vs consensus $1.93 (beat by 2.7%)
- Revenue consensus was $806.3M but actual revenue not reported in the filing
- Verisk's 2026 Global Modelled Catastrophe Losses Report estimates $171B average annual insured losses, up $19B from prior year
- No guidance provided in the filing
Financial Impact
EPS beat of $0.05 per share, representing ~2.7% upside vs consensus
Risk Factors
- Revenue figures were absent from the filing; a miss on revenue in a subsequent release could reverse the positive EPS sentiment
- No guidance update leaves uncertainty about forward expectations
- Historical calibration shows mixed outcomes for similar impact scores on VRSK
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3353839 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | $164.87 (−15.17%) |
Sep 1, 2026 4w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | $164.87 (−15.17%) |
Aug 18, 2026 6w ago | 8-K | $186.45 $187.87 | ▲ +0.76% | ▲ +1.15% | $164.87 (−11.57%) |
Aug 7, 2026 8w ago | Court Ruling | $191.82 $181.67 | ▲ +5.29% | ▲ +5.69% | $164.87 (+14.05%) |
Aug 3, 2026 8w ago | Insider Cluster | $193.11 $181.18 | ▼ −6.18% | ▼ −8.21% | $164.87 (−14.62%) |
Jul 31, 2026 9w ago | Insider Cluster | $194.85 $191.82 | ▼ −1.55% | ▼ −5.07% | $164.87 (−15.39%) |
Jul 29, 2026 9w ago | 8-K | $213.15 $188.75 | ▼ −11.45% | ▼ −16.98% | $164.87 (−22.65%) |
Jul 29, 2026 9w ago | Press Release | $213.15 $188.75 | ▼ −11.45% | ▼ −16.98% | $164.87 (−22.65%) |
Jul 21, 2026 10w ago | Institutional Cluster | $195.25 $206.66 | ▲ +5.84% | ▲ +7.07% | $164.87 (−15.56%) |
Jun 9, 2026 16w ago | 144 | $183.13 $179.61 | ▼ −1.92% | ▼ −5.35% | $164.87 (−9.97%) |
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