Verisk Analytics Reports Q3 2026 Financial Results

Executive Summary

On November 5, 2026, Verisk Analytics, Inc. (NASDAQ: VRSK) furnished a Current Report on Form 8-K under Item 2.02 (Results of Operations and Financial Condition), announcing financial results for the third quarter ended September 30, 2026.

Key Financial Highlights

• Revenue: Reached $809 million, an increase of 5.3% compared to $768 million in Q3 2025, and up 7.4% on an organic constant currency (OCC) basis. Growth was led by subscription revenue growth of 8.2% and transactional revenue growth of 3.2%.
• Profitability:
  • GAAP Net Income was $219 million, down 2.8% year-over-year from $226 million.
  • Adjusted EBITDA totaled $459 million, reflecting a 7.0% increase (7.5% on an OCC basis) compared to $429 million in Q3 2025.
• Earnings Per Share:
  • Diluted GAAP EPS grew 5.6% to $1.70 per share (vs. $1.61 in Q3 2025).
  • Diluted Adjusted EPS climbed 14.0% to $1.96 per share (vs. $1.72 in Q3 2025).
• Cash Flow & Capital Return:
  • Operating cash flow was $267 million (-33.8% YoY) and free cash flow was $200 million (-40.5% YoY), impacted by collection timing, higher interest payments, and non-recurring tax refunds from the prior-year period.
  • Verisk paid a quarterly dividend of $0.50 per share on September 30, 2026 (+11.1% YoY) and completed a $100 million Accelerated Share Repurchase (ASR) program.

Outlook & Guidance

Management affirmed its annual guidance for 2026, noting that third-quarter performance aligned with annual Investor Day targets and maintained expectations for steady execution across its core insurance data and analytics ecosystem.