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Verisk Analytics Inc
XMUN:VA7A

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Verisk Analytics Inc
XMUN:VA7A
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Price: 157 EUR -0.63% Market Closed
Market Cap: €22.4B

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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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 29, 2026
AI Summary
Q2 2026

Revenue growth: Verisk reported second-quarter revenue of $806 million, up 4% year over year, with organic constant-currency growth of 5.8% and sequential improvement in both underwriting and claims.

Margins: Adjusted EBITDA grew 7.4% on an organic constant-currency basis, and the company said disciplined spending and seasonally strong transactional revenue supported healthy margins.

AI momentum: Management said AI is already improving renewals, price realization, and client engagement, with early traction in products like Premium Audit AI, XactAI, and the new Claude connectors.

Soft market: The insurance market remains soft, especially in commercial property, which is pressuring transactional volumes, but Verisk believes its subscription-heavy model and data value should support growth.

Guidance reaffirmed: The company reaffirmed full-year 2026 guidance, including revenue of $3.19 billion to $3.24 billion and adjusted EPS of $7.45 to $7.75.

New products: Verisk launched Synergy Studio, reengineered its U.S. tropical cyclone model, and closed the acquisition of McKenzie Intelligence Services to strengthen catastrophe and risk offerings.

Capital returns: Free cash flow rose to $298 million, and Verisk increased its dividend 11% while retiring 8.5 million shares in the first half of 2026.

Key Financials
Revenue
$806 million
Organic constant currency revenue growth
5.8%
Subscription revenue
83% of total revenue
Transaction revenue
17% of total revenue
Adjusted EBITDA growth
7.4%
Adjusted EBITDA margin
57.5%
Net income
$229 million
Diluted earnings per share
$1.75
Adjusted net income
$259 million
Diluted adjusted earnings per share
$1.98
Net cash from operating activities
$366 million
Free cash flow
$298 million
Net interest expense
$53 million
Effective tax rate
24.6%
Dividend
$0.50 per share
Share repurchase
$200 million accelerated share repurchase
Shares retired
8.5 million
Remaining buyback authorization
approximately $800 million
Current leverage
middle of the targeted range of 2 to 3x adjusted EBITDA
XactAI users
almost 7,000 licensees
New Core Lines contributors
8
Excess and surplus contributors
10
Excess and surplus dataset premium
over $18 billion
New client-facing modules
7
Earnings Call Recording
Other Earnings Calls

Management

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
No Bio Available
Ms. Melissa Hendricks
Chief Marketing Officer
No Bio Available
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.

Contacts

Address
NEW JERSEY
Jersey City
545 Washington Blvd
Contacts
+12014692000.0
www.verisk.com
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