Verisk Analytics, Inc. (VRSK) Earnings Call Transcripts

Verisk Analytics, Inc.'s Latest Earnings Call - September 23, 2026

In the third quarter of fiscal 2026, Verisk Analytics, Inc. (VRSK:US) reported organic constant currency revenue growth of 5.9%, falling short of its 6% to 8% target range due to headwinds from benign weather conditions. Revenue for the quarter was $1.45 billion, with earnings per share (EPS) of $1.02, which was inline with analyst expectations. Management maintained its annual growth guidance of 6% to 8%, signaling confidence in returning to this range as weather conditions normalize, despite recent fluctuations in the transactional revenue segment.

Reported metrics

Guidance from management

Management maintained its annual growth guidance of 6% to 8%, despite recent challenges, indicating confidence in returning to this range as weather conditions normalize.

What management said

Yes. Yes, it is as strong as it was a couple of years ago. We think that is coming from the importance of our products for our customers' business and the need in this environment to continue to have the best possible data and analytics to select the right risk and to price it accordingly. And so you've seen us kind of consistently throughout report our subscription revenue growth, which has been fairly strong.

Yes. It is both of those things over time. The pricing -- we give a build to our overall 6% to 8% organic constant currency growth rates, on kind of pricing versus new products versus cross-sell and upsell. Pricing contributed slightly more than half of the growth. So I think 350 to 450 basis points is our target for the 3-year cycle starting in 2026. There may be just a hair less contribution from pricing as we move...

What analysts pressed on

Analysts expressed concerns about the prolonged period of sub-6% growth and the impact of benign weather on claims-related revenue. There were questions regarding the sustainability of subscription growth and the performance of the transactional segment moving forward.

Main topics on the call

• Revenue Growth Trends — Verisk reported a 5.9% organic constant currency revenue growth, below its target range of 6% to 8%. CFO Elizabeth Mann stated, "We think we have visibility... for example, that at our March Investor Day, yes, we recommi...
• Subscription vs. Transactional Revenue — Subscription revenue remains strong, accounting for 83% of total revenue, while transactional revenue has declined due to fewer claims from benign weather. Mann noted, "We think that is coming from the importance of our ...
• Impact of Weather on Performance — Management acknowledged that benign weather conditions have negatively impacted claims-related revenue, stating, "Lighter weather is a good thing for policyholders... but for those businesses that have a revenue componen...
• AI Product Adoption — Verisk's AI solutions, particularly the Exact AI tool, are gaining traction with 7,000 licenses sold. Mann highlighted, "The value of the product and the desire for more efficiency in that space... automated photo taggin...

Read the full Verisk Analytics, Inc. transcript (September 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 70 Verisk Analytics, Inc. earnings call transcripts on record, spanning February 19, 2020 to September 23, 2026. Based on this history, Verisk Analytics, Inc. reports quarterly. The most recent call on file is dated September 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VRSK

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Professional Services

Calls on record

70

First call

February 19, 2020

Most recent

September 23, 2026

Reporting cadence

quarterly