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Verisk Analytics Inc
XMUN:VA7A

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Verisk Analytics Inc
XMUN:VA7A
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Kurs: 158,7 EUR 5,7% Markt geschlossen
Marktkap.: €22,64 Mrd.

Verisk Analytics Inc
Investor Relations

Verisk Analytics sells data, software, and models that help insurance companies decide what to charge, which risks to take, and how to handle claims. Its core customers are property and casualty insurers, reinsurers, and insurance service firms that need detailed information on losses, property risk, fraud, catastrophe exposure, and claim severity. Verisk also serves some businesses in energy, financial services, and government with related risk and data products. The company makes money mainly by licensing subscriptions to its data and analytics platforms, charging for software tools, and selling specialized reports, models, and consulting services. These products are built from large proprietary datasets and industry workflows, which gives Verisk a strong role in the insurance value chain. Instead of selling insurance itself, it sells the information layer that insurers use to price policies and manage claims. What makes Verisk different is that its products are embedded in everyday insurance operations and are hard to replace quickly. The company sits between raw data and decision-making, turning claims records, property data, catastrophe models, and fraud signals into tools insurers use repeatedly. That makes Verisk less like a one-time software vendor and more like a long-term utility for insurance risk management.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
29. Apr 2026
KI-Zusammenfassung
Q1 2026

Top line: Verisk said first-quarter organic constant currency revenue grew 4.7%, with subscription revenue up 7%, while adjusted EBITDA grew 5.9% and margins expanded 60 basis points.

Headwinds: Management said results were held back by unusually low weather activity, tough comparisons to strong renewals last year, and a work stoppage in a federal government contract.

Outlook: The company reaffirmed full-year 2026 guidance and said it expects first quarter to be the trough, with gradual improvement in growth as the year progresses.

AI push: Verisk described strong client interest in AI-driven products, co-development work, and partnerships, but said some AI-related contracts are taking longer because of governance, privacy and IP issues.

Client demand: Management said pricing on renewals remains strong, sales pipelines are robust, and cross-sell momentum is improving across underwriting, claims and catastrophe solutions.

Wichtige Finanzkennzahlen
Revenue
$783 million
Net income
$234 million
Earnings per share
$1.73
Organic constant currency revenue growth
4.7%
Underwriting organic constant currency revenue growth
5.3%
Claims organic constant currency revenue growth
3.4%
Subscription revenue growth
7%
Subscription revenue mix
84% of total revenue
Adjusted EBITDA
$246 million
Adjusted EBITDA margin
55.9%
Net interest expense
$43 million
Effective tax rate
24.1%
Operating cash flow
$390 million
Free cash flow
$326 million
Dividend per share
$0.50
Accelerated share repurchase
$1.5 billion
Open market repurchases
$126 million
Shares retired
7.6 million
Debt to adjusted EBITDA
2.4x
Revenue from Verisk Marketing Solutions divestiture
$68 million
EPS headwind from divestiture
$0.11
Expected tax rate
23% to 26%
New client-facing modules released
7
New carriers added to Core Lines
4
E&S data contributions
more than $15 billion in premium
Top 10 carrier onboarded to Digital Media Forensics
6th
AI follow-up meetings
over 20
VIC must-attend response
75%
AI sessions at VIC
23
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Lee M. Shavel
CEO, President & Director

Lee M. Shavel is the Chief Executive Officer (CEO) of Verisk Analytics Inc., a leading data analytics and risk assessment company. Before becoming CEO, he served as the Chief Financial Officer (CFO) and Executive Vice President of the company. In his role as CFO, he was responsible for managing the financial operations, investor relations, and corporate development initiatives of Verisk. Prior to joining Verisk, Shavel held significant leadership roles at NASDAQ OMX Group, where he served as the Chief Financial Officer and was instrumental in strategic financial projects and business development activities. His career also includes a distinguished tenure at Merrill Lynch, where he held various positions within the firm's Investment Banking Division focused on the financial services sector. Lee M. Shavel holds a Bachelor of Arts degree in English from the University of Pennsylvania. His extensive experience in finance, strategy, and leadership has notably contributed to the growth and strategic direction of Verisk Analytics, making him a key figure in the analytics and risk management industry.

Ms. Elizabeth D. Mann
Executive VP & CFO

Ms. Elizabeth D. Mann serves as the Executive Vice President and Chief Financial Officer at Verisk Analytics Inc., a data analytics and risk assessment firm. She plays a crucial role in overseeing the company's financial operations, including financial planning and analysis, treasury, tax, and investor relations. With a background in finance and business strategy, her leadership contributes to Verisk's growth and financial stability, enabling the company to effectively serve its clients across various industries with innovative data solutions. Prior to joining Verisk, she gained extensive experience in financial management through her roles in other major corporations.

Mr. Nicholas Daffan
Executive VP & Chief Information Officer

Nicholas Daffan is an executive associated with Verisk Analytics Inc., a prominent data analytics and risk assessment company. In his capacity, Daffan serves as the Executive Vice President and Chief Information Officer (CIO) of the company. As CIO, Daffan is responsible for overseeing Verisk's information technology strategies and ensuring that the technology infrastructure effectively supports the company's business objectives. His leadership role involves managing various IT initiatives, fostering innovation, and enhancing the security and efficiency of Verisk's technological operations. Daffan's expertise in technology and strategic IT management plays a crucial role in advancing Verisk's capabilities in providing data-driven insights to various industries.

Ms. Kathlyn Card Beckles
Executive VP, Chief Legal Officer & General Counsel

Kathlyn Card Beckles is a notable executive in the business and technology sector, currently serving as the Executive Vice President, General Counsel, and Corporate Secretary at Verisk Analytics Inc., a leading data analytics and risk assessment firm. Kathlyn joined the company with a wealth of experience in legal and corporate affairs. Her background includes extensive experience in managing legal strategies, overseeing corporate governance, and navigating complex regulatory landscapes. Before joining Verisk, she held significant legal roles in various organizations, where she was instrumental in shaping legal frameworks and ensuring compliance with industry standards. At Verisk Analytics, Kathlyn plays a crucial role in steering the company's legal strategies, advising the senior management on legal risks, and overseeing matters related to corporate governance and regulatory compliance. Her leadership and expertise contribute significantly to the company's strategic objectives and sustainable growth.

Ms. Sunita Bhatia Holzer
Executive VP & Chief Human Resources Officer

Sunita Bhatia Holzer is an accomplished executive known for her extensive experience in human resources and leadership roles. At Verisk Analytics, Inc., she has served as the Executive Vice President and Chief Human Resources Officer. In this capacity, Holzer is responsible for crafting and implementing the global HR strategy, supporting the company's growth and innovation objectives. Before her tenure at Verisk Analytics, Holzer held key HR leadership roles at several major companies, including CSC (Computer Sciences Corporation), where she served as the Chief Human Resources Officer. Her career also includes significant roles at Chubb Insurance and GE Capital. Holzer is recognized for her expertise in talent management, organizational development, and diversity and inclusion initiatives. Holzer's academic background includes an MBA, which has been fundamental in driving strategic HR initiatives that align with business goals. Her leadership style is often characterized by a focus on employee engagement, culture transformation, and developing a workforce that embodies the values and mission of the organization. Through her career, Sunita Holzer has been acknowledged for fostering environments that encourage innovation and for her ability to lead HR functions in global, complex organizations.

Mr. David J. Grover
Controller & Chief Accounting Officer

David J. Grover is the Executive Vice President and Chief Compliance Officer at Verisk Analytics Inc. In his role, he is responsible for overseeing the company’s compliance and ethics program, ensuring that the company's operations adhere to regulatory requirements and the highest ethical standards. With a comprehensive background in compliance and corporate governance, Grover plays a crucial role in advising the company's leadership on matters related to legal and regulatory compliance. He has extensive experience in developing and implementing compliance programs that align with business strategies while managing risks effectively. Grover’s expertise and leadership are integral to upholding Verisk’s reputation for integrity and operational excellence.

Ms. Stacey Jill Brodbar
Head of Investor Relations & FP&A

Ms. Stacey Jill Brodbar is recognized as an influential figure at Verisk Analytics Inc., a premier data analytics and risk assessment company. As an executive, Brodbar has contributed significantly to the company's strategic initiatives, leveraging her expertise to drive innovative solutions in data analytics. Her leadership is marked by a focus on fostering growth and implementing technological advancements. Brodbar is also known for her commitment to enhancing operational efficiency and exploring new markets to sustain competitive advantage for Verisk Analytics. Her role involves collaborating with cross-functional teams to optimize data-driven strategies that serve a diverse array of industries, from insurance to natural resources.

Ms. Yang Chen
Head of Corporate Development & Strategy
Keine Biografie verfügbar
Ms. Melissa Hendricks
Chief Marketing Officer
Keine Biografie verfügbar
Mr. Neil Spector
Strategic Advisor

Neil Spector is a prominent figure in the business and technology sectors, best known for his significant role at Verisk Analytics Inc., a leading data analytics and risk assessment firm. As the President of the underwriting division, Spector oversees operations that provide advanced data analytics and services to the insurance industry. His leadership is pivotal in driving innovation and developing solutions that enhance risk assessment and underwriting processes for insurers. Spector's background is rich with experience in both technology and managerial roles, which has enabled him to successfully lead initiatives that integrate cutting-edge technology with strategic business objectives at Verisk. He is recognized for his ability to foster growth, streamline operations, and implement technologies that address customer needs in the rapidly evolving insurance landscape. Through his career, Spector has been instrumental in enhancing Verisk’s offerings, ensuring the company remains at the forefront of data analytics services worldwide. His contributions have helped maintain the firm's reputation as a trusted partner for insurers looking to leverage data for competitive advantage.

Kontakt

Adresse
NEW JERSEY
Jersey City
545 Washington Blvd
Kontakt
+12014692000.0
www.verisk.com
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