Verisk Analytics, Inc. (VRSK) Presents at UBS Global Technology and AI Conference 2025 Transcript
Verisk (VRSK) reported earnings 30 days ago. What's next for the stock?
Verisk Analytics' shares have dropped 20% since July, improving valuation but still trading at a premium. The company remains a highly focused, profitable data analytics provider for the insurance industry, with EBITDA margins above 50% and near-100% retention rates. The recent $2.35 billion acquisition of AccuLynx adds growth potential but increases leverage and is taking place at a high sales multiple.
Verisk Analytics, Inc. ( VRSK ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Stacey Brodbar - Head of Investor Relations & FP&A Lee Shavel - CEO, President & Director Elizabeth Mann - Chief Financial Officer & Interim President of Claims Solutions Conference Call Participants Manav Patnaik - Barclays Bank PLC, Research Division Toni Kaplan - Morgan Stanley, Research Division Faiza Alwy - Deutsche Bank AG, Research Division Andrew Steinerman - JPMorgan Chase & Co, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Ashish Sabadra - RBC Capital Markets, Research Division Charles Peters - Raymond James & Associates, Inc., Research Division Kelsey Zhu - Autonomous Research US LP Jeffrey Silber - BMO Capital Markets Equity Research Alex Kramm - UBS Investment Bank, Research Division Russell Quelch - Rothschild & Co Redburn, Research Division Scott Wurtzel - Wolfe Research, LLC David Motemaden - Evercore ISI Institutional Equities, Research Division Jason Haas - Wells Fargo Securities, LLC, Research Division Andrew Nicholas - William Blair & Company L.L.C., Research Division Jeffrey Meuler - Robert W.
VRSK posts higher y/y earnings and revenues in third-quarter fiscal 2025, beating estimates, even as it trims its full-year outlook.
Verisk Analytics (VRSK) came out with quarterly earnings of $1.72 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.67 per share a year ago.
VRSK is set to post third-quarter fiscal 2025 results on Oct. 29, with expectations of solid revenue growth and margin gains from cost control.
I reiterate a Sell rating on Verisk Analytics, Inc., due to persistent stock overvaluation despite strong business growth and a fair value for VRSK of $240/share. The AccuLynx acquisition strategically enhances Verisk's insurance software capabilities, offering significant cross-selling and operational synergies within the claims and restoration industry. Verisk's Q2 FY25 results showed resilient 7.9% organic revenue growth and ongoing investments in AI, supporting a high-single-digit growth outlook.
Verisk Analytics, Inc. (NASDAQ:VRSK ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Aaron Brunko - Corporate Participant Elizabeth D. Mann - Executive VP & CFO Lee M.
VRSK posts 8.1% y/y EPS growth in second-quarter 2025, and lifts its revenue and EBITDA guidance despite a lowered EPS outlook.
Verisk Analytics (VRSK) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.74 per share a year ago.
VRSK is set to report second-quarter 2025 results, with y/y revenue growth driven by subscriptions, pricing gains and client expansion.