Verisk Analytics, Inc. (NASDAQ:VRSK) stock rose 0.26% (As on February 19, 11:34:15 AM UTC-4, Source: Google Finance) after the company’s fourth-quarter profit topped Wall Street expectations on the back of steady demand for its data analytics offerings. The New Jersey-based insurance-focused firm has benefited from insurers increasingly turning to its data analytics services to improve underwriting and claims processing, tackle fraud and strengthen efficiency. The market-beating results came even as temporary headwinds such as low levels of weather activity and a reduction in a federal government contract impacted Verisk’s growth. In the fourth quarter 2025, net cash provided by operating activities increased 34.4%, while free cash flow increased 38.0%.
VRSK in the fourth quarter of FY25 has reported the adjusted earnings per share of $1.82, beating the analysts’ estimates for the adjusted earnings per share of $1.61. The company had reported the adjusted revenue growth of 5.9 percent to $778.8 million in the fourth quarter of FY25, beating the analysts’ estimates for revenue of $773.6 million. Underwriting revenue rose 8.7% in the quarter from a year earlier. Claims revenues decreased 0.7% in the fourth quarter and increased 0.5% on an OCC basis, primarily due to a decrease in property estimating solutions, offset by growth in anti-fraud solutions. Net income was $197 million, a decrease of 6.2% in the quarter. Adjusted EBITDA, a non-GAAP measure, was $437 million, up 9.8%, and up 6.2% on an OCC basis.
Additionally, in fourth quarter 2025, the company repurchased $223.8 million of the common stock through an enhanced open market repurchase program, and received 1,022,624 shares at an average price per share of $218.99. As of December 31, 2025, the company had $967.5 million remaining under the prior share repurchase authorization. The company has approved a cash dividend of 50 cents per share of common stock issued and outstanding, payable on March 31, 2026, to holders of record as of March 13, 2026.
Verisk expects adjusted profit per share to be between $7.45 and $7.75 in 2026, compared with estimates of $7.71, according to data compiled by LSEG. Total revenue is anticipated to be between $3.19 billion and $3.24 billion in 2026, compared with expectations of $3.28 billion. The company has boosted its buyback authorization to $2.5 billion and expects to implement it through a $1.5 billion accelerated share repurchase program in the near term.

