Confluence buys 100,427 shares of Verisk Analytics stock

Published on 10/02/2026 at 14:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached USD 806.0 million, up 4.00 percent year over year. Verisk Analytics stock costs EUR 150.00 versus EUR 149.50 on October 2, 2026.

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Verisk Analytics (US92345Y1064) stock was trading at EUR 150.00 at Lang & Schwarz on October 2, 2026 at 2:11 p.m. CEST, with a plus 0.33 percent change versus the EUR 149.50 prior close. On October 1, 2026, MarketBeat reported that Confluence Investment Management acquired 100,427 Verisk shares in a new position.

Institutional buying meets a lower price

The filing valued the Confluence position at USD 16.857 million and represented about 0.08 percent of Verisk Analytics. Institutional investors owned 90.00 percent of the company, according to the same MarketBeat report.

The institutional purchase arrives while the stock remains well below its USD 250.20 52-week high. The finance snapshot for October 1, 2026 put the primary-market range at USD 155.94 to USD 250.20 and market capitalization at USD 21.9 billion.

Second-quarter growth stays positive

In the second quarter of 2026, Verisk reported USD 806.0 million of revenue, up 4.00 percent from the prior-year period, while diluted GAAP earnings per share were USD 1.75, down 3.00 percent year over year, according to the Yahoo Finance transcript of the July 29, 2026 earnings call.

The same call showed a sharper contrast inside the business. Subscription revenue, which represented 83.00 percent of quarterly revenue, grew 8.00 percent on an organic constant-currency basis, while transactional revenue declined 4.20 percent on that measure.

Management reaffirmed fiscal 2026 guidance for consolidated revenue of USD 3.19 billion to USD 3.24 billion and adjusted earnings per share of USD 7.45 to USD 7.75. The range gives investors a defined benchmark for the next results update.

Analyst target remains above the quote

MarketBeat reported on October 1, 2026 that analysts carried a Moderate Buy consensus and an average price target of USD 226.71, with targets ranging from USD 185.00 to USD 260.00. Barclays had cut its target from USD 275.00 to USD 225.00 on September 8, 2026 while retaining an Overweight rating.

That analyst spread highlights the central debate: Verisk's recurring subscription base is expanding, but softer commercial-property activity and lower weather-related volumes can pressure transactional revenue. The second-quarter subscription growth of 8.00 percent therefore matters more than the headline revenue increase alone.

Verisk stock stays below its yearly high

Verisk Analytics was last quoted at EUR 150.00 at Lang & Schwarz on October 2, 2026 at 2:11 p.m. CEST, with a plus 0.33 percent change versus the EUR 149.50 prior close. The further course of trading is shown by the continuously updated real-time quote of Verisk Analytics stock.