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LONDON, Dec. 10, 2025 (GLOBE NEWSWIRE) -- Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, announced today an expansion of its strategic collaboration with KYND to bring enriched cyber risk intelligence to the insurance market. KYND’s cyber risk insights are now integrated into Verisk’s Rulebook platform, which supports pricing, underwriting and distribution services for all major classes of business. By combining Verisk’s global insurance e ...

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Verisk Analytics (NasdaqGS:VRSK) 2025 Conference December 02, 2025 05:35 PM ET Company ParticipantsElizabeth Mann - CFOConference Call ParticipantsAlex Kramm - Senior Research AnalystAlex KrammAll right, that's much better. All right, hello again, everyone. I'm Alex Kramm, Senior Research Analyst at UBS, covering exchanges and business services. Excited to have Verisk Analytics here today. Elizabeth Mann, CFO. This is actually the first time I'm doing a fireside with Verisk, so in my, I don't know, 10+ year ...

Core Insights - Verisk Analytics reported strong Q3 fiscal 2025 results, with adjusted earnings of $1.72 per share, exceeding estimates by 1.8% and showing a 3% increase year-over-year. Total revenues reached $768.3 million, a 5.9% year-over-year increase, although slightly below consensus estimates [3][4]. Financial Performance - Underwriting and Rating revenues increased by 6.9% year-over-year to $542 million, surpassing estimates. Claim revenues rose by 3.6% to $226 million, also beating expectations [4]. - Adjusted EBITDA grew by 7.2% year-over-year to $429 million, with a margin of 55.8%, up from 55.2% in the previous year [5]. - The company ended the quarter with cash and cash equivalents of $2.1 billion, a significant increase from $628.7 million at the end of the previous quarter. Long-term debt remained stable at $3.2 billion [5]. Cash Flow and Shareholder Returns - Net cash utilized from operating activities was $404 million, with free cash flow of $336 million. The company repurchased $100 million in shares and returned $62.6 million in dividends to shareholders during the quarter [6]. Guidance and Estimates - For fiscal 2025, Verisk revised its revenue guidance down to $3.05-$3.08 billion from $3.09-$3.12 billion. Adjusted EBITDA forecast was also lowered to $1.69-$1.72 billion, while adjusted earnings per share growth remains at $6.80-$7.00 [7]. - Recent estimates have shown a downward trend, indicating a shift in market expectations [8][10]. Market Position and Comparison - Verisk holds a Zacks Rank 3 (Hold) and has a VGM Score of D, indicating weaker momentum and value performance compared to peers [9][10]. - In comparison, TransUnion, a competitor in the same industry, reported a 7.8% year-over-year revenue increase and a 5.2% expected earnings growth for the current quarter, reflecting stronger performance in the sector [11][12].

Core Insights - The discussion focuses on Verisk and its position within the information services industry, highlighting updates from the Ultimate Services Investor Conference [1][2]. Company Overview - Saurabh Khemka, President of Underwriting Solutions at Verisk, is participating in a 30-minute fireside chat to discuss the company's strategies and insights [2]. Industry Context - The presentation includes an update on the information services data book, which serves as a benchmark for Verisk against the broader information services industry [1].

Summary of Verisk Analytics Conference Call Company Overview - **Company**: Verisk Analytics (NasdaqGS: VRSK) - **Event**: Ultimate Services Investor Conference - **Date**: November 18, 2025 Key Points Industry and Business Focus - Verisk operates in the information services industry, specifically focusing on underwriting solutions and analytics for the insurance sector [2][6][9] Core Lines Reimagined Initiative - The Core Lines Reimagined initiative is a significant investment aimed at overhauling Verisk's core ISO forms and loss cost business, with a focus on enhancing customer experience through digital platforms [8][9] - The initiative is nearing completion, with more digital content and analytics being integrated into the platform [10][11] - Over 50% of customers are already using the new platform, leading to 2-3 times more engagement with digitized content [14][15] Revenue Growth and Pricing Strategy - The adoption of new modules and improved analytics is expected to drive higher value realization and better price realization for Verisk [11][21] - The company aims to maintain or potentially increase price realization compared to historical levels due to the enhanced value provided by Core Lines Reimagined [22][24] AI Integration and Competitive Landscape - Verisk is leveraging AI to enhance its product offerings, including the introduction of Gen AI layers to improve customer interaction with data [15][25] - The company acknowledges the emergence of AI-enabled competitors but believes its proprietary data and analytics provide a competitive edge [25][29] Challenges and Market Dynamics - Current headwinds include a reduction in government contract spending and competitive pressure in the personal lines auto business [36][38] - The auto insurance segment is facing growth headwinds due to increased competition and market dynamics, with Verisk being a Challenger brand [39][41] Future Outlook - Verisk plans to continue innovating and enhancing its product offerings to meet customer demands for efficiency and automation in underwriting [51] - The company is open to M&A opportunities that align with its strategy to enhance service offerings and efficiency in the industry [61][62] Transition to New Platform - Verisk does not plan a forced transition to the new platform but expects a gradual migration over the next 12 to 18 months as all content is integrated [63][65] Additional Insights - The company emphasizes the importance of customer feedback in shaping its product development and service offerings [9][18] - Verisk's strategy includes building consortium databases to aggregate data sets and create value for customers, particularly in the excess and surplus insurance market [18][20] This summary captures the essential insights from the Verisk Analytics conference call, highlighting the company's strategic initiatives, market challenges, and future outlook.

Core Insights - Verisk Analytics, Inc. (VRSK) has a market capitalization of $30.1 billion and specializes in data analytics and technology solutions for the insurance industry, covering areas such as underwriting, claims, fraud detection, catastrophe modeling, and workflow optimization [1] Performance Overview - Over the past 52 weeks, VRSK shares have underperformed the broader market, declining nearly 22%, while the S&P 500 Index has increased by 13.7%. Year-to-date, VRSK shares are down 20.5%, compared to a 13.4% gain for the S&P 500 [2][3] Financial Results - In Q3 2025, Verisk reported an adjusted EPS of $1.72, which was better than expected. However, shares fell by 10.4% after the company lowered its 2025 revenue forecast to between $3.05 billion and $3.08 billion, which was below market expectations. Q3 revenue was reported at $768.3 million, missing consensus estimates [4] Analyst Expectations - For the fiscal year ending December 2025, analysts project a 4.5% year-over-year growth in adjusted EPS to $6.94. Verisk has a positive earnings surprise history, having exceeded consensus estimates in the last four quarters. The consensus rating among 21 analysts is a "Moderate Buy," with eight "Strong Buy," two "Moderate Buy," ten "Holds," and one "Strong Sell" [5] Price Target and Analyst Ratings - JPMorgan analyst Andrew Steinerman has lowered Verisk's price target to $250 while maintaining an "Overweight" rating. The mean price target of $264.78 indicates a potential upside of 20.8% from the current price, while the highest price target of $331 suggests a potential upside of 51.1% [6]