Verisk Analytics stock holds near $192 as Q2 2026 earnings beat and buybacks shape outlook
Published on 08/29/2026 at 14:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Verisk Analytics, Inc. (US92345Y1064) is trading close to its recent closing level of $191.77 on Nasdaq as of August 28, 2026, keeping Verisk Analytics stock within sight of the upper end of its recent trading range.
Per a 4:00 p.m. ET quote on August 28, 2026, Verisk shares finished the regular session at $191.77, up 0.39% on the day, with trading volume of 801,948 shares at that close Forbes overview of Verisk Analytics stock.
The recent price leaves the stock modestly below its late July 2026 levels above $213, highlighting how the reaction to the latest earnings and guidance has moderated earlier gains Investing.com Verisk price history July to August 2026.
Q2 2026 earnings beat and guidance
Verisk reported second quarter 2026 diluted adjusted earnings of $1.98 per share, which exceeded the consensus estimate of $1.94 per share by 2.1%, and marked a 5.3% increase from the year earlier period Earnings recap of Verisk Q2 2026 results.
Revenues for Q2 2026 reached $806.3 million, ahead of the $802.4 million consensus figure and up 4.3% year over year, underscoring steady demand for the company’s data and analytics services Verisk Q2 2026 revenue beat and growth detail.
Despite revenue and adjusted earnings growth, net income for the quarter declined 9.8% year over year to $228.6 million, and the net income margin compressed to 28.4% from 32.8%, while diluted GAAP earnings fell 3.3% to $1.75 per share, highlighting margin pressure under generally positive top-line trends Verisk Q2 2026 net income and margin dynamics.
Capital returns and guidance frame valuation
The company has paired its Q2 2026 beat with continued capital returns, entering a $200 million accelerated share repurchase program during the quarter and receiving an initial delivery of 949,190 shares at an initial price of $179.10, representing 85% of the planned purchase value Details on Verisk accelerated share repurchase program.
In the first six months of 2026, Verisk funded aggregate share repurchases of $1.9 billion and received an initial delivery of 8.5 million shares at an average price of $186.32, while ending the quarter with $800 million still available under its repurchase authorization Verisk 2026 year to date buybacks and remaining authorization.
Management has reaffirmed its 2026 revenue guidance in a range of $3.19 billion to $3.24 billion and projected adjusted EBITDA between $1.79 billion and $1.83 billion, implying an adjusted EBITDA margin of 56.0% to 56.5%, while forecasting diluted adjusted earnings of $7.45 to $7.75 per share for the full year 2026 Verisk 2026 revenue, EBITDA and EPS guidance range.
That guidance sits against a current share price of $191.77 and a consensus fair value narrative that sees scope for revenue growth to roughly $3.8 billion and earnings of about $1.3 billion by 2029, framing a long term upside scenario around a fair value estimate of $237.71 per share Simply Wall St narrative on Verisk valuation and forecasts.
Institutional interest and consensus view
Institutional investors have continued to build positions, with a recent filing highlighting a new stake valued at $22.07 million at a Nasdaq opening price of $191.77 on August 28, 2026, reinforcing demand for Verisk shares at current levels MarketBeat report on new institutional position in Verisk.
Recent coverage summarizes the analyst stance as an average rating of Moderate Buy with an average price target of $236.27, which implies meaningful upside versus the current closing price near $192 if the company delivers against its guidance and longer term growth narrative MarketBeat average rating and price target for Verisk.
At the same time, recent commentary notes that estimates have started to trend modestly lower in recent weeks, signaling that some analysts are refining their expectations despite the Q2 2026 beat, as they balance Verisk’s subscription revenue momentum and AI investments against a high level of debt Analysis of Verisk subscription revenues, AI investments and leverage.
Go deeper
Read more on Verisk Analytics stock developments and financials via the company overview and recent analyses from financial data platforms and market commentators.
Insurance data and analytics platform
Verisk’s core business centers on subscription based insurance data and analytics solutions that help property and casualty insurers, reinsurers and related financial institutions price risk, manage claims and comply with regulation.
In Q2 2026, subscription revenues remained a key growth driver, supporting the 4.3% year over year increase in total revenue to $806.3 million and underpinning the company’s confidence in delivering 2026 revenue of $3.19 billion to $3.24 billion Article on subscription revenue and AI investments at Verisk.
Management continues to invest in artificial intelligence capabilities within its analytics platforms to enhance underwriting, fraud detection and claims processing tools, aiming to support both revenue growth and customer retention in the coming years Coverage of AI investment strategy at Verisk.
Verisk Analytics stock and recent trading
On the technical side, Verisk Analytics stock has pulled back from its late July 2026 close of $213.15 to the August 28, 2026 close of $191.77, a decline of roughly 10.0%, even as the company delivered a Q2 earnings and revenue beat, underscoring how valuation concerns and shifting expectations can temper post earnings rallies Verisk stock performance in July and August 2026.
The stock’s recent trading range included a high of $193.03 and a low of $189.04 on August 28, 2026, with a closing volume of 801,948 shares, signaling active trading interest around the current valuation level Forbes data on recent Verisk trading range and volume.
For investors, the combination of a Q2 2026 adjusted earnings beat to $1.98 per share, revenue growth of 4.3% to $806.3 million and a robust capital return program with year to date buybacks of $1.9 billion, alongside a share price roughly 10.0% below its late July peak, frames a narrative in which execution against 2026 guidance and AI driven growth initiatives will be central to how Verisk Analytics stock trades from here.
Fact box
Company: Verisk Analytics, Inc.
ISIN: US92345Y1064
Ticker: VRSK
Exchange: Nasdaq
Price (as of August 28, 2026, 4:00 p.m. ET): $191.77 USD
Market cap: $30.86 billion (as of August 28, 2026)
Sector / Industry: Commercial services - data and analytics
Index membership: S&P 500
