Verisk Analytics SEC Filings

Verisk Analytics director Kimberly S. Stevenson reported an open-market purchase of 1,000 shares of Verisk common stock at a price of $179.20 per share. Following this transaction, she directly holds a total of 4,415 Verisk common shares.

Verisk Analytics director buys common stock

Director Gregory Hendrick acquired 500 shares of Verisk Analytics common stock in an open-market purchase on February 20, 2026 at a price of $180.16 per share. After this transaction, he directly owns 3,106 shares of Verisk Analytics common stock.

Verisk Analytics, Inc. files a preliminary prospectus supplement to offer two series of senior unsecured notes. The prospectus supplement describes the terms of two new senior note series, each unsecured and unsubordinated, interest-bearing, and issued in registered form.

The notes will rank equally with Verisk’s other unsecured indebtedness, will not be guaranteed by subsidiaries, and may be redeemed at the company’s option or repurchased upon a defined change of control. The supplement states intended use of proceeds includes repayment of borrowings used to fund recent accelerated share repurchases and for general corporate purposes.

Verisk Analytics entered into a new 364-day senior unsecured delayed draw term loan facility for $500,000,000, bearing interest at Term SOFR plus 95 basis points or a base rate, with financial covenants on interest coverage and leverage. The company is using this borrowing, together with $750,000,000 from its existing revolving credit facility and $250,000,000 of cash on hand, to fund accelerated share repurchase agreements totaling $1.5 billion of common stock. Under these ASR Agreements with HSBC and Wells Fargo, Verisk expects an initial delivery of about 7.0 million shares, with the final number based on the daily volume-weighted average share price less a discount, and settlement expected by the fiscal quarter ending September 30, 2026.

Verisk Analytics files its annual report outlining an insurance-focused data, analytics, and technology business and key risks. The company serves the global property and casualty ecosystem with proprietary data, predictive models, and integrated software embedded in client underwriting, pricing, claims, and catastrophe workflows.

Verisk operates in a single Insurance segment, with solutions sold largely via prepaid subscriptions that represented over 80% of 2025 revenues. Approximately 70% of 2025 revenue came from U.S. P&C primary insurers, including all top 100 for the lines it serves, supported by massive proprietary databases and advanced AI and cloud capabilities.

The company sharpened its focus by previously selling its Energy business and, on December 31, 2025, selling Verisk Marketing Solutions for a net cash price of $80.0 million. As of June 30, 2025, non‑affiliate market value of common stock was about $42.6 billion, and as of February 13, 2026 there were 137,941,888 shares outstanding.

Verisk highlights competitive strengths in data assets, deep insurance expertise, and long-standing relationships, but warns of intense competition, dependence on external data suppliers, regulatory change, cybersecurity threats, model risk, and macroeconomic uncertainty. The report also emphasizes disciplined capital allocation, ongoing acquisitions, extensive regulatory oversight, and investment in human capital across roughly 8,000 employees worldwide.

Verisk Analytics reported steady growth for the fourth quarter and full year 2025. Fourth-quarter revenue was $779 million, up 5.9%, while net income was $197 million, down 6.2% because the prior year included gains that did not repeat. Diluted adjusted EPS rose to $1.82, an increase of 13.0%.

For full-year 2025, revenue reached $3,073 million, up 6.6%. Net income was $908 million, down 5.1%, but adjusted EBITDA grew 9.6% to $1,727 million. Diluted GAAP EPS was $6.48, down 2.7%, while diluted adjusted EPS increased 7.8% to $7.16.

Cash generation was strong, with net cash from operating activities of $1,436 million, up 25.5%, and free cash flow of $1,192 million, up 29.5%. The company paid a $0.45 dividend per share on December 31, 2025, and the board approved a $0.50 dividend payable March 31, 2026, an 11% increase. The board also increased share repurchase authorization to $2.5 billion, and management expects to use a $1.5 billion accelerated share repurchase program in the near term.

Verisk Analytics CEO Lee Shavel reported multiple equity-related transactions in Verisk Analytics, Inc. common stock. On January 14, 2026, he acquired 28,893 shares at $0 per share upon settlement of performance stock units granted on January 15, 2023 under the 2021 Equity Incentive Plan, and had 13,393 shares withheld at $223.69 per share to cover taxes. On January 15, 2026, he received a grant of 11,259 restricted stock units that vest in four equal annual installments, and 2,476 shares were withheld at $222.05 per share for tax obligations tied to vesting of prior restricted stock grants.

On the same date, he was also granted a stock option for 51,629 shares of common stock with an exercise price of $222.05, vesting in four equal annual installments beginning on the first anniversary of the grant date. Following these transactions, his directly held common stock balance reported was 100,990 shares, and he directly held 51,629 stock options.

Verisk Analytics Chief Financial Officer Elizabeth Mann reported multiple equity compensation transactions in mid-January 2026. She received 7,808 shares of common stock on settlement of performance stock units granted in 2023, and 3,152 restricted stock units that vest in four equal annual installments starting on the grant date. On those vesting events, 3,727 shares on January 14, 2026 and 714 shares on January 15, 2026 were withheld to cover tax liabilities.

In addition, Mann was granted a stock option on 14,458 shares of Verisk common stock at an exercise price of $222.05 per share, vesting in four equal annual installments through January 15, 2036. After these transactions, she directly beneficially owned 20,784 shares of common stock and 14,458 stock options.

Verisk Analytics Chief Information Officer Nicholas Daffan reported multiple equity transactions in mid-January 2026. On January 14, he received 7,028 shares of common stock upon settlement of performance stock units granted on January 15, 2023 under the 2021 Equity Incentive Plan, and 2,835 shares were withheld at $223.69 per share to cover related tax liabilities. On January 15, he was granted 1,711 restricted stock units that vest in four equal annual installments, with 567 shares withheld at $222.05 per share to pay taxes on vesting of prior restricted stock. He was also granted a stock option for 7,850 shares at an exercise price of $222.05 per share, vesting in four equal annual installments and expiring on January 15, 2036. Following these transactions, he directly owned 59,674 shares of common stock and 7,850 stock options.