Do Wall Street Analysts Like Verisk Analytics Stock?

With a market cap of $24.3 billion, Verisk Analytics, Inc. (VRSK) is a leading data analytics and technology partner to the global insurance industry, helping clients improve operational efficiency, underwriting and claims outcomes, combat fraud, and manage complex risks. Through advanced analytics, software, scientific research, and deep industry expertise, Verisk helps insurers and communities build resilience against evolving global challenges.

Shares of the Jersey City, New Jersey-based company have underperformed the broader market over the past 52 weeks. VRSK stock has declined 31.2% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.2%. Moreover, shares of the company are down 16.7% on a YTD basis, compared to SPX’s 12.6% gain.

Focusing more closely, shares of the insurance data provider have lagged behind the State Street Industrial Select Sector SPDR ETF’s (XLI) 20.2% return over the past 52 weeks and a 17.3% YTD increase. 

VRSK shares rose marginally on Jul. 29 as the company reported better-than-expected Q2 2026 adjusted EPS of $1.98 and revenue of $806.3 million. Growth was supported by 8% higher underlying subscription revenue, with Underwriting revenue rising 3.5% to $569 million, Claims revenue increasing 6.3% to $237 million, adjusted EBITDA rose 4.2% to $463.6 million, and free cash flow jumped 57.9% to $297.9 million. 

Investor sentiment was also supported by the company’s reaffirmation 2026 revenue guidance of $3.19 billion - $3.24 billion.

For the fiscal year ending in December 2026, analysts expect Verisk Analytics’ EPS to grow 7.7% year-over-year to $7.71. The company's earnings surprise history is promising. It topped the consensus estimates in each of the last four quarters.

Among the 20 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 10 “Strong Buy” ratings, one “Moderate Buy,” and nine “Holds.”  

This configuration is slightly more bullish than three months ago, with nine “Strong Buy” ratings on the stock.

On Jul. 30, BMO Capital raised its price target for Verisk Analytics to $248 and maintained an “Outperform” rating.

The mean price target of $237.50 represents a premium of 27.4% to VRSK's current price. The Street-high price target of $275 suggests a 47.5% potential upside.