Morgan Stanley cuts target for Verisk Analytics stock to USD 215
Published on 10/18/2026 at 13:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and reporting dates
- On October 13, 2026, Morgan Stanley reduced its Verisk target from USD 235.00 to USD 215.00.
- Verisk reported USD 806.30 million in revenue for the second quarter of 2026.
- Verisk's market capitalization was USD 24.8 billion as of October 16, 2026.
Verisk Analytics (ISIN US92345Y1064) faces a lower Morgan Stanley valuation marker after the bank cut its price target from USD 235.00 to USD 215.00 on October 13, 2026. The change puts the analyst debate around growth and recurring revenue back at the center of the stock story.
Morgan Stanley lowers its target
According to MarketBeat on October 13, 2026, Morgan Stanley maintained an Equal Weight rating while reducing its target by USD 20.00, or 8.51 percent. The cut contrasts with RBC Capital's USD 230.00 target and Outperform rating reported on October 15, 2026 by Investing.com.
What do the latest results show?
Verisk generated USD 806.30 million of revenue in the second quarter of 2026, compared with USD 782.60 million in the first quarter. Operating profit reached USD 363.70 million and the operating margin was 45.00 percent in the second quarter, while net income attributable to common shareholders was USD 228.60 million. Business Insider reported the quarterly revenue and net profit figures on October 14, 2026.
Three dated developments
On October 1, 2026, Verisk announced that its fiscal third-quarter results would be released on November 5, 2026, before the market open, with management scheduled to hold an 8:30 a.m. ET webcast, according to Yahoo Finance. Morgan Stanley then cut its target to USD 215.00 on October 13, followed by Verisk's estimate on October 14 that insured losses from Hurricane Isaias could reach USD 2.00 billion, according to the company's newsroom.
What date comes next?
The next explicitly scheduled company event is Verisk's fiscal third-quarter report on November 5, 2026. The reporting period ends September 30, 2026, and the webcast is scheduled for 8:30 a.m. ET.
Recurring revenue meets valuation pressure
Verisk describes its business as data and analytics infrastructure for insurance, with products spanning underwriting, claims, catastrophe modeling and fraud prevention. The company says its ecosystem contains 40 petabytes of data, 39 billion premium and loss records, and more than 1.9 billion claims, supporting its insurance-focused technology model. For investors, the key tension is measurable: second-quarter operating profit reached USD 363.70 million, while Morgan Stanley's target fell 8.51 percent.
Market value and next steps
Verisk had a market capitalization of USD 24.8 billion as of October 16, 2026. The scheduled November report will provide the next reported test of revenue growth, profitability and management's outlook.
The further course of trading is shown by the continuously updated real-time quote of Verisk Analytics stock.
Verisk Analytics stock facts
- Company: Verisk Analytics, Inc.
- ISIN: US92345Y1064
- Ticker: VRSK
- Primary exchange: Nasdaq
- Market capitalization: USD 24.8 billion (as of October 16, 2026)
- Sector / Industry: Technology / Software - Services
Market context: Market report Nasdaq Composite.
