What happened?
Shares of insurance data analytics provider Verisk Analytics (NASDAQ: VRSK) fell 3.7% in the afternoon session after the company reported third-quarter results that were close to estimates. Its full-year earnings outlook was a bit light. According to the company's release, revenue was $809 million, up 5.3% year on year, in line with S&P analysts' estimates of $806.5 million. Adjusted earnings were $1.96 a share, above estimates of $1.92. Adjusted EBITDA was $459 million, above estimates of $453.9 million. The company kept its full-year revenue outlook at about $3.22 billion at the midpoint, close to estimates, and its full-year adjusted EBITDA outlook at about $1.81 billion, in line with estimates. It kept its full-year adjusted earnings outlook at about $7.60, and that forecast slightly missed estimates.
The shares were trading at $203.38, down 3.8% from the previous close.
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What is the market telling us
Verisk’s shares are somewhat volatile and have had 12 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 1 day ago when the stock gained 3.7% on the news that the company reported third-quarter 2026 financial results that showed revenue and diluted adjusted earnings per share growth. According to the company's release, revenue rose to $809 million, or 7.4% on an organic constant-currency basis. Adjusted earnings rose to $1.96 a share. Reported profit was a bit lower. Cash flow was lower than a year ago, mainly because of the timing of collections, higher interest payments, and a tax refund last year that did not repeat. The company also paid its regular dividend and bought back stock.
Verisk is down 8% since the beginning of the year, and at $203.38 per share, it is trading 9.6% below its 52-week high of $225.07 from November 2025. Investors who bought $1,000 worth of Verisk’s shares 5 years ago would now be looking at only $946.31.
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