Verisk Analytics (VRSK) Surged Following Better Than Expected Results

Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% in Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] Company Overview - Verisk Analytics, Inc. (NASDAQ:VRSK) provides data analytics and technology solutions to the insurance industry [2][3] - The company reported Q3 2025 revenue of $768 million, reflecting a 5.9% increase from Q3 2024 [4] Stock Performance - Verisk Analytics, Inc. experienced a one-month return of -1.10% and a 52-week decline of 22.98%, with shares closing at $217.14 on December 12, 2025, and a market capitalization of $30.338 billion [2] - The stock position was trimmed by TimesSquare Capital due to a -19% decline in the quarter, despite the company surpassing consensus estimates [3] Hedge Fund Interest - Verisk Analytics, Inc. was held by 55 hedge fund portfolios at the end of Q3 2025, an increase from 49 in the previous quarter [4] - The company is not listed among the 30 Most Popular Stocks Among Hedge Funds [4] Strategic Developments - Management announced the acquisition of AccuLynx, a SaaS client relationship management platform for contractors, although forward guidance was lowered due to anticipated dilution from debt financing [3]