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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Verisk Analytics
Verisk Analytics (VRSK) investor relations material
Verisk Analytics U.S. All Stars Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.U.S. All Stars Conference summary23 Sep, 2026
Revenue growth and market dynamics
Organic constant currency revenue growth has consistently ranged from 6%-8% since 2009, with a slight premium-driven tailwind in hard markets and modest headwind in soft markets, averaging about 7% growth overall.
Subscription revenues account for 83% of total revenues, maintaining strong growth due to the critical role of data and analytics in customer operations.
Pricing contributes slightly more than half of growth, with new products and cross-sell/up-sell expected to play a larger role as premium growth normalizes.
Transactional revenues have declined due to product migration to subscriptions and lighter weather years, but the focus remains on maximizing total revenue per customer.
Benign weather has reduced claims-related transactional revenue but improved customer profitability, enabling further investment in data and analytics.
Product innovation and technology
New product innovation remains a priority, with recent focus areas including auto insurance, aerial imagery, and excess and surplus lines.
The Core Lines Reimagine program is nearing completion, consolidating all core content on a unified platform by the end of 2026.
AI-enabled products, such as XactAI, have seen rapid adoption among contractors, with automated photo tagging and workflow efficiency as key drivers.
Data distribution is evolving from PDFs to APIs and AI-enabled connectors, with ongoing trials for agent-based access.
Token costs for AI products are generally borne by clients, with license pricing structured to cover any associated costs.
Capital allocation and financial strategy
Commitment to return over 75% of free cash flow to shareholders, supported by a strong balance sheet and 2x-3x debt-to-EBITDA range.
AccuLynx acquisition remains in litigation; if completed, it would be funded with cash and may temporarily pause capital returns, but deleveraging would follow.
ROIC is now measured on an absolute basis for simplicity and comparability, with a target of 25%.
Acquisition priorities include proprietary data, expanding addressable markets within insurance, and enhancing workflow efficiency.
Early-stage acquisitions are considered if they fit the platform and can be scaled rapidly across the customer base.
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Latest events from Verisk Analytics
- FY 2026 growth is expected within 6%-8%, supported by subscriptions and product monetization.VRSK
Barclays 24th Annual Global Financial Services Conference - Revenue up 5.8% OCC, adjusted EBITDA up 7.4%, and $2B+ returned to shareholders YTD.VRSKQ2 2026
- Core Lines Reimagined nears completion, driving digital adoption, AI innovation, and sustained growth.VRSKJ.P. Morgan 2025 Ultimate Services Investor Conference
- Proprietary data, AI, and deep industry integration drive 6-8% annual growth and strong returns.VRSK46th Annual William Blair Growth Stock Conference
- AI-powered data products and SaaS platforms drive growth, leveraging proprietary datasets and regulatory trust.VRSKBernstein 42nd Annual Strategic Decisions Conference
- All proposals passed, with focus on AI, climate risk, and disciplined share buybacks.VRSKAGM 2026
- Targets 6–8% annual growth, margin expansion, and high returns via AI-driven innovation.VRSKInvestor Day 2026
- AccuLynx acquisition drives cross-sell and data synergies, supporting stable long-term growth.VRSKBarclays 23rd Annual Global Financial Services Conference
- Double-digit EPS growth, margin expansion, and higher 2025 guidance for revenue and dividends.VRSKQ4 2024
Next Verisk Analytics earnings date
Q3 20265 Nov, 2026
Verisk Analytics
Next Verisk Analytics earnings date
Q3 20265 Nov, 2026
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Frequently asked questions
Data Analytics and Risk Assessment
Verisk Analytics Inc. is an American company with multinational operations that provides data analytics and risk assessment to its clients. The company’s services include analyzing and interpreting large volumes of data to assist clients in risk assessment and decision-making. Verisk’s customers are typically found within insurance, but the company also serves clients in energy, financial services, and governmental agencies. The company is headquartered in Jersey City, New Jersey, and its shares are listed on the Nasdaq.
Insurance Services Office
The company was founded in 1971 and is rooted in the insurance industry, originally established as the Insurance Services Office. Its primary function was to provide statistical and actuarial data to insurance companies. Over the years, Verisk expanded its services beyond the insurance sector, delving into other areas such as energy, financial services, and specialized markets, through its expertise in data analytics and risk assessment. The company IPO’d in 2009, raising roughly $1.9 billion, marking it as one of the largest in the U.S. that year. Pre-IPO, early shareholders included both AIG and Warren Buffet’s Berkshire Hathaway.
For the Insurance Sector
Within the insurance industry, Verisk Analytics provides services that support various aspects of a business, from underwriting to claims management. For underwriting, the company offers data-driven insights and predictive models that assist insurers in assessing and pricing risks with greater precision. In the realm of claims management, Verisk's tools help streamline processes and identify fraudulent claims as well as aid in improving risk predictions and pricing strategies. Additionally, the company provides catastrophe modeling services, which are used for understanding and preparing for the potential impact of natural disasters.
Other Sectors
In the energy sector, Verisk provides critical insights into regulatory compliance, environmental risk, and market dynamics, aiding companies in navigating complex global energy landscapes. Financial institutions benefit from Verisk’s risk management tools, which include credit risk analysis and anti-fraud solutions, essential for maintaining the integrity and stability of financial operations. Additionally, in specialized markets, which encompass a variety of industries from retail to healthcare, Verisk offers bespoke data analytics solutions.