Verisk Sees EPS Growth of 13% in 2027, Raises Buyback Authorization to $2.5 Billion
Verisk forecasts 4.3% and 6.7% revenue growth in 2026 and 2027 with EPS up 6.4% and 13%, supporting a 10.1% long-term CAGR. In Q4 2025, revenues rose 5.9% to $779 million while adjusted EBITDA grew 9.8% to $437 million, and the company boosted buybacks to $2.5 billion authorization.
1. Growth Forecasts
Verisk anticipates revenues to increase 4.3% in 2026 and 6.7% in 2027, with earnings per share rising 6.4% and 13% over the same periods. The company projects a long-term EPS compound annual growth rate of 10.1% over the next three to five years.
2. Q4 2025 Financial Results
In the fourth quarter of 2025, Verisk reported revenues of $779 million, up 5.9% year over year, and adjusted EBITDA of $437 million, a 9.8% increase. Strong margin expansion reflected effective cost management and scalable operations during the period.
3. Shareholder Returns
Verisk has distributed over $188 million in annual dividends since 2021 and increased its quarterly dividend by 11% to $0.50 per share. The company expanded its share repurchase authorization to $2.5 billion, signaling confidence in its balance sheet and long-term growth prospects.
4. Strategic Initiatives and Risks
Verisk strengthened its climate-risk analytics through collaboration with S&P Global Energy, integrating catastrophe models into Touchstone and Climanomics platforms, and enhanced fraud detection by adding Digital Commerce Detector and Digital Asset Finder to ClaimSearch. Meanwhile, operating expenses rose 42% in 2023, 4.8% in 2024 and 11% in Q4 2025, creating pressure on future margins.