Verisk Analytics (VRSK) · Q2 2026 results and valuation

At 7.2% growth a year (3-year revenue growth), the model's fair value is $139.18 a share — the stock trades 48% above it. Today's price assumes 11.6% growth a year.

1. Key theme

   In soft markets, growth has generally run near 6.8%, reaffirmed as historical context this quarter.

   Source quote

   “Our experience has been in soft markets that we've generally grown at approximately 6.8% organic constant currency growth rate. So I think you touched on a couple of the elements that we've talked about previously, and I want to reaffirm, first for some historical context. And again, hard markets 7.3%.”

2. Guidance

   VRSK reaffirmed its 2026 financial guidance, expecting the year's performance to remain in line with its Investor Day targets.

   Source quote

   “Moreover, we expect 2026 to be another year of performance in line with our Investor Day targets and reaffirm our 2026 financial guidance.”

Script and answers carried a similar tone, so the script's message held up under questioning.

Sentences that drove the tone

“We continue to have confidence that the resolution of these short-term factors and core growth momentum will result in continued sequential improvement in revenue growth as we move through the...”

“As we build into the balance of the year, though, both the seasonality on those second half margins will have an impact, and then we will have both general timing...”

“Additionally, the increased value in our products from AI functionality is improving price realization and the increased engagement from our clients and partners as they recognize the value of our...”