Verisk Analytics is benefiting from its recurring subscription-based revenue model and recent acquisitions, though rising debt and personnel costs remain concerns. The company reported first-quarter 2026 earnings of $1.82 per share, beating the Zacks Consensus Estimate by 3.4% and rising 5.2% year over year, while total revenues of $782.6 million edged past estimates and grew 3.9%. Verisk has been shifting from transactions to subscriptions, and its recent purchases include AccuLynx, SuranceBay, and Nasdaq subsidiary Simplitium Limited, which adds over 300 third-party catastrophe models. The company returned $251.3 million in dividends and $624 million in share repurchases in 2025, but long-term debt reached $4.2 billion at the end of the first quarter of 2026, up 30.6% year over year, and personnel expenses accounted for 55% of total operating expenses in 2025.
Verisk Analytics IncQ1 earnings beat estimates and revenues grew, with recurring subscription model and acquisitions driving growth
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