Verisk Analytics Q1 Revenue $782.6M, EPS $1.82 Beat Forecasts and Price Target Raised to $235
Verisk Analytics posted Q1 revenue of $782.6 million and diluted adjusted EPS of $1.82, beating forecasts with 3.9% and 5.2% year-on-year growth respectively. Morgan Stanley raised its price target to $235, as Verisk achieved a 55.9% adjusted EBITDA margin and approved a $1.5 billion buyback plus a $0.50 dividend.
1. Q1 Financial Results
Verisk Analytics posted Q1 2026 revenue of $782.6 million, a 3.9% year-over-year increase, and delivered diluted adjusted earnings of $1.82 per share, up 5.2% from last year, both surpassing consensus estimates. The strong performance was driven by growth in the underwriting and claims analytics segments.
2. Cash Flow Dynamics
Operating cash flow declined 12.2% to $390.0 million and free cash flow fell 16.5% to $326.0 million, reflecting the absence of a prior-year tax refund and elevated interest expenses. Management noted these factors as one-time headwinds rather than indicators of underlying performance.
3. Shareholder Returns and Outlook
The board authorized a $1.5 billion share repurchase program and declared a $0.50 per share dividend. Morgan Stanley’s boost of the price target to $235 implies nearly 27% potential upside, underscoring confidence in Verisk’s growth trajectory and margin expansion.