Company Overview - Verisk Analytics, Inc. (VRSK) is based in Jersey City, New Jersey, and specializes in data analytics and technology solutions for the insurance markets, with a market cap of $30.7 billion [1] - The company provides a range of services including data, statistical, and actuarial services, as well as standardized insurance policy programs and underwriting information [1] Earnings Expectations - Analysts anticipate VRSK will report a profit of $1.58 per share on a diluted basis for the fiscal fourth quarter of 2025, reflecting a decrease of 1.9% from $1.61 per share in the same quarter last year [2] - For the full fiscal year, analysts expect VRSK to report an EPS of $6.92, which is an increase of 4.2% from $6.64 in fiscal 2024, and a further rise to $7.65 in fiscal 2026, representing a year-over-year increase of 10.6% [3] Stock Performance - VRSK stock has underperformed the S&P 500 Index, which gained 13.3% over the past 52 weeks, with VRSK shares down 21.6% during the same period [4] - The stock also lagged behind the Industrial Select Sector SPDR Fund, which saw an 18.7% increase [4] Revenue Guidance and Market Conditions - The company's underperformance is attributed to low severe weather and the absence of U.S. landfalling hurricanes, which have reduced claims activity and demand for property claims estimating tools [5] - VRSK has lowered its 2025 revenue guidance due to mild weather conditions and a reduction in government contracts, alongside challenges in the Personal Lines Auto segment due to competition [5] Recent Financial Results - On October 29, 2025, VRSK shares fell over 10% after reporting Q3 results, with an adjusted EPS of $1.72, which exceeded Wall Street expectations of $1.69, but revenue of $768.3 million fell short of forecasts of $774.7 million [6] - The company expects full-year revenue to be in the range of $3.05 billion to $3.08 billion [6] Analyst Ratings - The consensus opinion on VRSK stock is moderately bullish, with a "Moderate Buy" rating overall; among 19 analysts, seven recommend a "Strong Buy," two suggest a "Moderate Buy," nine give a "Hold," and one recommends a "Strong Sell" [7] - The average analyst price target for VRSK is $256.35, indicating a potential upside of 17.3% from current levels [7]

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]

Core Insights - Equifax is launching Identity Proofing within its Kount 360 platform to enhance identity verification for businesses in regulated industries, aiming to reduce fraud and comply with know-your-customer requirements [1][2] Group 1: Product Features - Identity Proofing integrates verification checks throughout the customer journey, ensuring the authenticity of customer-provided information and its absence from sanctions or global watchlists [1][2] - The solution includes customizable workflows that utilize digital signals from emails and devices, enabling screening against sanction watchlists and detection of synthetic identities [2][4] - Integrated document verification and facial recognition biometric checks are part of the offering, developed in partnership with Incode, enhancing security against fraud schemes [2][4] Group 2: Benefits - Businesses can achieve better fraud prevention outcomes and improve customer interactions through streamlined onboarding processes and comprehensive views of identity risk [3][4] - The solution allows for a user-friendly experience by consolidating multiple solutions from a single provider, thus eliminating the need for managing various point solutions [7] - Step-up authentication is included to create a seamless customer experience by automatically sending protocols after verification, ensuring rightful ownership of the identity [7]