Company Dossier · Industrials
Verisk Analytics
- S&P 500
- Russell 1000
What Verisk Analytics is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $3.10 billion, up 5.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $1.13 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.25 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.62 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.70 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 9 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 18, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $2.5 million on the open market.SEC Form 4
- 961 institutional managers reported a position at June 30, 2026 (+1 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →What Verisk Analytics is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings46th pct
- Deals and private raises43rd pct
- Patent publications51st pct
Confident ↔ Hedging
Mixed
- Call sentiment41st pct
- Call confidence19th pct
- Guidance changes40th pct
- Risk factors added69th pct
- Insider open-market trades29th pct
- − Call confidence
- − Insider open-market trades
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver67th pct
- Stress filings50th pct
Credit
How these are built →Verisk Analytics's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$4.5B
- Due within a year $0.3B
- Longer term $4.2B
- Default point $2.4B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
$1.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Feb 23, 2026 | $500M | 4.450% | 2031 (5y) | +88bp | 4.459% |
| Feb 23, 2026 | $500M | 5.125% | 2036 (10y) | +112bp | 5.145% |
| Aug 7, 2025 | $750M | 4.500% | 2030 (5y) | +72bp | 4.511% |
| Aug 7, 2025 | $750M | 5.125% | 2036 (11y) | +92bp | 5.154% |
| Mar 6, 2025 | $700M | 5.250% | 2035 (10y) | +100bp | 5.282% |
| May 21, 2024 | $600M | 5.250% | 2034 (10y) | +105bp | 5.464% |
From the pricing term sheets Verisk Analytics filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 14, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)third_quarter 2026 · $0.0 million
- Sep 8, 20268-KDirector or officer changeItem 5.02
- Jul 28, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)second_quarter 2026 · $0.0 million
- Jun 15, 2026Federal awardFederal award from Department of Homeland Security$11.2 million
- May 21, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)first_quarter 2026 · $0.0 million
- Feb 23, 20268-KMaterial agreement signedItem 1.01
- Feb 18, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)fourth_quarter 2025 · $0.1 million
- Jan 19, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)fourth_quarter 2025 · $0.0 million
- Dec 29, 20258-KMaterial agreement terminatedItem 1.02
- Aug 21, 20258-KMaterial agreement signedItem 1.01
- Jul 30, 20258-KMaterial agreement signedItem 1.01
- May 27, 20258-KShareholder vote resultsItem 5.07
- Feb 26, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 21, 202410-KAnnual report (10-K)7 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| FTI Consulting FCN | $3.9B | $0.4B | Jun 30, 2026 |
| Equifax EFX | $6.6B | $1.1B | Sep 30, 2026 |
| FTAI Aviation FTAI | $3.1B | −$0.5B | Jun 30, 2026 |
| UL Solutions ULS | $3.1B | $0.4B | Jun 30, 2026 |
| ESAB Corp ESAB | $3.0B | $0.2B | Jul 3, 2026 |
| Axon Enterprise AXON | $3.2B | $0.1B | Jun 30, 2026 |
| Advanced Drainage Systems WMS | $3.2B | $0.6B | Jun 30, 2026 |
| Nordson Corporation NDSN | $3.0B | $0.7B | Jul 31, 2026 |