Verisk Sells Marketing Solutions Unit to ActiveProspect, Refocusing on Insurance Analytics
On January 8, 2026 Verisk sold its Marketing Solutions business, formed from Jornaya and Infutor, to ActiveProspect backed by Five Elms Capital. The divestiture sharpens Verisk’s focus on global insurance analytics and reallocates capital toward higher-growth data and technology opportunities.
1. Strong Revenue and Margin Expansion Driven by Subscription and AI Adoption
Verisk shares outperformed the data analytics sector in the first quarter, delivering a 12% gain over six months compared with a 4% increase for peers. Underwriting and claims revenues rose 8% year‐over‐year to $1.1 billion, led by a 15% surge in subscription‐based software licenses and accelerating adoption of newly launched AI risk‐assessment modules. Annual contract value in the claims division jumped 20%, reflecting broader penetration of Verisk’s SaaS platform among the top 20 global insurers. Operating margin expanded by 120 basis points, as recurring revenue from cloud‐hosted products offset higher R&D spending on machine‐learning capabilities.
2. Sale of Marketing Solutions Business Aligns Capital with Core Insurance Analytics
On January 8, 2026, Verisk announced the divestiture of its Marketing Solutions unit to ActiveProspect for net proceeds estimated at $180 million. This transaction underscores management’s commitment to focus on its core insurance data analytics franchise and discipline in capital allocation. Verisk intends to redeploy the proceeds into high‐return projects including advanced AI tool development for underwriting and targeted bolt‐on acquisitions in specialty analytics. TD Securities and Davis Polk Wardwell LLP served as financial and legal advisors to Verisk, ensuring the deal preserves long‐term growth potential in its global insurance technology platform.