Verisk Analytics (VRSK) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Verisk published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Verisk reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Diluted adjusted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Verisk's agreement to acquire AccuLynx terminated on December 26, 2025. Verisk then redeemed the $1,500.0 million of senior notes it had issued for the deal, at 101% of principal.
• Q3 2026 net income includes a $16.7 million loss on cost-based investments, which Verisk excludes from adjusted EBITDA and diluted adjusted EPS.

Source: Verisk Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Verisk splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Verisk's Underwriting revenue was $568 million in Q3 2026, up 5% from $542 million in Q3 2025, 70% of total revenue.
• Verisk's Claims revenue was $241 million in Q3 2026, up 7% from $226 million in Q3 2025, 30% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Verisk's full-year 2026 guidance table, unchanged with Q3 results: total revenue $3,190 million to $3,240 million; adjusted EBITDA $1,790 million to $1,830 million (margin 56.0% to 56.5%); diluted adjusted EPS $7.45 to $7.75; tax rate 23.0% to 26.0%; capital expenditures $260 million to $280 million; dividend $2.00 per share.

In its Q3 2026 release, Verisk said:

“The company's financial outlook for 2026 remains unchanged”

“As we close out the year, we continue to expect that 2026 will be another year of performance in line with our Investor Day targets and maintain our annual guidance for this year.”

Source: Verisk Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the VRSK forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenues and diluted net income per share attributable to Verisk, each as first reported in that quarter's release.

We do not hold a confirmed date for Verisk's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Verisk sells data analytics and technology to the insurance industry and reports revenue in two groups. In Q3 2026 Underwriting brought in $568.0 million of the $809.0 million total and Claims $241.0 million. Revenues rose 5.3% from $768.3 million, and 7.4% on an organic constant currency (OCC) basis. (Verisk Q3 2026 release, Nov 5, 2026; Verisk Form 10-Q, Q3 2026, Nov 5, 2026)

Verisk put Underwriting's 7.7% OCC growth down mainly to an annual increase in prices, derived from enhancements to the models and content of its forms, rules and loss cost services, plus expanded catastrophe and risk solutions sold to new and existing customers. Claims grew 6.7% OCC on price realization, adoption of new anti-fraud analytics and growth in property and restoration solutions. (Verisk Q3 2026 release, Nov 5, 2026)

Verisk earns revenue from hosted subscriptions, advisory and consulting services, and transactional solutions. Subscriptions usually run for one year, renew automatically and are paid in advance, quarterly or in full, so cash from operations tends to peak in the first quarter. Verisk's CFO said OCC subscription revenue grew 8.2% in Q3 2026 and transactional revenue 3.2%. (Verisk Form 10-Q, Q3 2026, Nov 5, 2026; Verisk Q3 2026 release, Nov 5, 2026)

Verisk's revenue is mostly domestic: the United States accounted for $658.3 million in Q3 2026, the United Kingdom $71.6 million and other countries $79.1 million. Organic revenues, which exclude recent acquisitions and dispositions, were $801.7 million, against $746.9 million a year earlier. (Verisk Form 10-Q, Q3 2026, Nov 5, 2026; Verisk Q3 2026 release, Nov 5, 2026)

Verisk's diluted EPS was $1.70 in Q3 2026, against $1.61, and diluted adjusted EPS was $1.96, against $1.72. The adjusted figure adds back, net of tax, amortization of intangibles ($14.4 million before tax), acquisition-related fees ($10.4 million) and a $16.7 million adjustment of cost-based investments. Net income fell 2.8% to $219.2 million, which Verisk attributed mainly to losses on cost-based investments and higher net interest expense. (Verisk Q3 2026 release, Nov 5, 2026)

Verisk's diluted weighted-average share count fell to 129.2 million from 139.9 million a year earlier. In the first nine months of 2026 it funded $1.9 billion of share repurchases and received about 10.5 million shares at an average price, less a discount, of $185.46. In Q3 it executed a $100.0 million accelerated share repurchase and had $700.0 million left under its authorization at September 30, 2026. (Verisk Q3 2026 release, Nov 5, 2026)

Interest expense, net rose to $53.0 million from $42.2 million, and the effective tax rate was 25.7%, against 25.3%. Verisk issued $1,500.0 million of senior notes for its planned AccuLynx acquisition; after the agreement terminated on December 26, 2025 it redeemed them at 101% of principal. (Verisk Q3 2026 release, Nov 5, 2026; Verisk Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Verisk gives full-year guidance in its release and left its 2026 outlook unchanged with Q3 results: total revenue of $3,190 million to $3,240 million, adjusted EBITDA of $1,790 million to $1,830 million (a margin of 56.0% to 56.5%) and diluted adjusted EPS of $7.45 to $7.75. (Verisk Q3 2026 release, Nov 5, 2026)

Verisk's outlook also covers a tax rate of 23.0% to 26.0%, capital expenditures of $260 million to $280 million, interest expense of $190 million to $200 million and a dividend of $2.00 per share. Through nine months it reported revenues of $2,398 million and diluted adjusted EPS of $5.76. (Verisk Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Verisk, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Verisk's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning VRSK is on is VRSK a buy or a sell?, what analysts expect next is on the VRSK forecast, and what the company does is on the Verisk Analytics (VRSK) stock page.

Every number on this page can be traced to a document Verisk published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.