Verisk Analytics (VRSK) Stock News

Verisk (Nasdaq: VRSK), through its CargoNet business, reported 677 cargo and supply chain theft incidents in the U.S. and Canada in Q2 2026, down 26% year over year and 14% sequentially. However, estimated losses more than doubled to $304.6 million, versus $135.7 million in Q2 2025, with an average reported loss of $564,009, skewed by several multimillion-dollar events.

According to Verisk, non-delivery fraud involving acquired motor carriers and physical theft of unattended loaded equipment declined, particularly in California and Texas, while compromise-based schemes such as business email compromise and shipment misdirection remained steady. Metals theft rose from 54 to 80 incidents, with copper and other industrial metals heavily targeted, and organized groups continued to focus on high-value enterprise technology shipments. Food and beverage theft fell overall, though seafood theft increased, and thefts of auto parts, tires and supplements declined, pointing to fewer but more severe, high-value cargo crimes.

Verisk (Nasdaq: VRSK), through its Catastrophe and Risk Solutions group, estimates insured losses from the July 28 magnitude 6.8 earthquake near Kumamoto City, Japan, at between JPY 220 billion (~USD 1.4 billion) and JPY 340 billion (~USD 2.1 billion). The estimate covers insured property losses from ground shaking and liquefaction before any recoveries under Japan's earthquake insurance program.

According to Verisk, damage was widespread across Kumamoto Prefecture, disrupting transportation, power for about 48,000 households, and operations at semiconductor, electronics and automotive facilities. The modeled losses focus on insured physical damage to residential, commercial, industrial and mutual properties, and exclude uninsured assets, infrastructure, automobiles, business interruption and several other risk categories.

Verisk (Nasdaq: VRSK) reported second quarter 2026 revenue of $806 million, up 4.3% year over year and 5.8% on an organic constant currency basis. Net income was $229 million, down 9.8%, while adjusted EBITDA rose to $464 million, up 4.2% and 7.4% on an OCC basis.

Diluted GAAP EPS was $1.75 (down 3.3%), and diluted adjusted EPS was $1.98 (up 5.3%). Operating cash flow climbed 49.7% to $366 million and free cash flow increased 57.9% to $298 million. Verisk paid a $0.50 dividend, executed a $200 million accelerated share repurchase, and reaffirmed its full-year 2026 guidance, including revenue of $3.19–$3.24 billion, adjusted EBITDA of $1.79–$1.83 billion, and diluted adjusted EPS of $7.45–$7.75.

Verisk (Nasdaq: VRSK) has acquired McKenzie Intelligence Services (MIS), a geospatial intelligence and event response company focused on real-time catastrophe and conflict event analysis. MIS delivers rapid post‑event damage assessment, military-grade intelligence and actionable insights that support real-time decision-making after major loss events.

According to Verisk, integrating MIS’s real-time geospatial intelligence with its catastrophe models, risk analytics and claims solutions will help (re)insurers assess impacts, prioritize response and support policyholders more effectively. MIS will join Verisk’s Catastrophe and Risk Solutions, complementing Verisk Maplecroft’s external risk monitoring and the Verisk Synergy Studio cloud-native platform, and enhancing the ability to connect catastrophe modelling, exposure management and risk analytics. The transaction is not expected to have a material impact on Verisk’s financial results.

Verisk (Nasdaq: VRSK) will release fiscal second-quarter 2026 results for the period ended June 30, 2026, on Wednesday, July 29, 2026, before the market opens.

Management will host a live audio webcast at 8:30 a.m. ET, with webcast replay available for one year on the Verisk investor website.

Verisk (Nasdaq: VRSK) estimates that economic losses from the June 24, 2026 Venezuela earthquake sequence will likely exceed USD 10 billion. A rare magnitude 7.2 foreshock and 7.5 mainshock caused major damage, with around 1,400 buildings destroyed, especially in Caracas and La Guaira.

Verisk highlights high uncertainty in insured loss estimates due to Venezuela’s elevated inflation, low insurance penetration, currency depreciation, sanctions-related complexities, and limited insurance market capacity. Modeled insured losses exclude multiple perils such as fire-following, landslides, infrastructure damage, and several specialized insurance classes.

Verisk (Nasdaq: VRSK) and APCIA report that U.S. P&C insurers posted a Q1 2026 combined ratio of 92.4 and an estimated $15.8 billion underwriting gain, versus a loss in 2025.

Net income rose to $40.9 billion, while net written premium growth slowed sharply to 2.9% and $6.2 billion was returned to policyholders via dividends.

Verisk (Nasdaq: VRSK) unit Verisk CargoNet is partnering with Trucker Path to embed cargo theft trend data into Trucker Path Navigation. The integration helps truck drivers identify higher-risk areas, with in-app theft risk ratings by county, stolen vehicle counts, and granular theft intelligence.

According to Verisk, 1,120 cargo theft incidents and over $121 million in losses were recorded in the first five months of 2026. California, Texas and New Jersey accounted for more than half of Q1 2026 thefts, mainly around warehouses, distribution centers and truck stops.

Verisk (Nasdaq: VRSK) announced a reengineered U.S. Tropical Cyclone (hurricane) Model, delivered exclusively on its new cloud-native Synergy Studio platform.

The model adopts a near-present climate view, modernizes hazard and vulnerability modeling, and supports high-performance analytics for insurance, reinsurance, and capital markets. Availability begins June 15, 2026.