Added to YB: 2026-08-07
Pitch date: 2026-08-05
VRSK [neutral]
Verisk Analytics, Inc.
+0.53%
current return
Author Info
No bio for this author
Company Info
Verisk Analytics, Inc. engages in the provision of data analytics and technology solutions to the insurance industry in the United States and internationally.
Market Cap
$24.6B
Pitch Price
$188.75
Price Target
N/A
Dividend
1.06%
EV/EBITDA
18.58
P/E
29.05
EV/Sales
9.13
Sector
Professional Services
Category
growth
Feather Fund | Portfolio Earnings Breakdown - Verisk Analytics, Inc.
VRSK (earnings): Q2 rev $806M (+4% YoY), adj EBITDA margin 57.5%. Subscription rev +8% OCC, but transactional -4.2% OCC on lower commercial property volumes. Diluted adj EPS $1.98 (+5.3%) on buybacks. AI monetization ramping: XactAI users ~7,000 (10x since March), first insurer w/ Claude MCP connectors. Acquired McKenzie Intelligence. Property line price competition as 2026 cat losses track below $100B. CIO Defond departs.
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