Verisk Beats Q1 Revenue, EPS Forecasts and Launches $1.5B Buyback
Verisk reported Q1 net income of $234.2 million (GAAP EPS $1.73, adjusted EPS $1.82) on revenue of $782.6 million, surpassing consensus of $775.9 million. The company initiated a $1.5 billion accelerated share repurchase, paid a $0.50 quarterly dividend and reaffirmed 2026 guidance of $7.45–$7.75 adjusted EPS on $3.19–$3.24 billion revenue.
1. Q1 Financial Results
Verisk posted revenue of $783 million, up 3.9% year-over-year and 4.7% on an organic constant currency basis, with net income of $234.2 million. GAAP EPS was $1.73 and adjusted EPS reached $1.82, both exceeding consensus estimates.
2. Segment Performance
Underwriting revenues rose 3.8% (5.3% OCC) driven by price increases and expanded sales in catastrophe, risk and specialty solutions, while claims revenues increased 4.3% (3.4% OCC) on stronger anti-fraud analytics and new client wins in casualty services.
3. Capital Return
The company paid a $0.50 per share quarterly dividend on March 31 and launched a $1.5 billion accelerated share repurchase program to return capital to shareholders.
4. 2026 Outlook
Management reaffirmed full-year guidance of $7.45–$7.75 adjusted EPS on revenue of $3.19–$3.24 billion, citing continued investment in AI solutions and deeper client relationships to drive growth.