Verisk Analytics announces $1.5 billion share repurchase agreements with HSBC and Wells Fargo, enhancing shareholder value.
Quiver AI Summary
Verisk Analytics, Inc. has announced its entry into accelerated share repurchase agreements with HSBC Bank USA and Wells Fargo Bank to repurchase $1.5 billion of its common stock. Following this transaction, the company will have approximately $1 billion remaining for share buybacks under its existing program. The banks will initially deliver about 7 million shares, with the total number of shares repurchased contingent on the stock's average price during the agreements' specified periods, adjusted for an agreed discount. Final settlement is expected by the end of the third fiscal quarter in September 2026. Verisk, a key player in data analytics for the global insurance sector, continues to emphasize its commitment to operational efficiency and risk management, while maintaining an inclusive workplace culture.
Potential Positives
- Verisk Analytics announced an accelerated share repurchase of $1.5 billion, indicating confidence in its financial health and shareholder value enhancement.
- The implementation of ASR Agreements suggests proactive capital management, which may positively influence investor perceptions and stock performance.
- Approximately $1 billion remains available for future share repurchases under the authorized program, allowing for continued strategic financial flexibility.
- The company's ongoing commitment to share repurchases reflects a strong belief in the value of its stock and its potential for long-term growth.
Potential Negatives
- Entering into accelerated share repurchase agreements may lead to concerns about the company's cash flow and capital allocation, as significant capital is being utilized for share buybacks rather than other investments or operational improvements.
- The reliance on forward-looking statements highlights potential vulnerabilities, as uncertainties and risks could lead to discrepancies between projected and actual performance, which might undermine investor confidence.
- Being subject to market conditions for share repurchases could indicate that the company's stock may not be performing well, prompting the need for buybacks to support its share price.
FAQ
What is the purpose of Verisk's accelerated share repurchase agreements?
Verisk's ASR Agreements aim to repurchase $1.5 billion of the Company's common stock to enhance shareholder value.
How many shares will Verisk initially repurchase?
The ASR Counterparties are expected to initially deliver approximately 7.0 million shares of Verisk’s common stock.
When will the final settlement of the ASR Agreements occur?
The final settlement is expected to occur no later than September 30, 2026, depending on the ASR Counterparties' discretion.
How much remains for share repurchases after the ASR Agreements?
After the ASR Agreements, approximately $1.0 billion will remain available for share repurchases under the existing program.
Can Verisk repurchase shares in the open market?
Yes, Verisk may continue to repurchase shares in the open market, subject to market conditions.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$VRSK Insider Trading Activity
$VRSK insiders have traded $VRSK stock on the open market 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $VRSK stock by insiders over the last 6 months:
- NICHOLAS DAFFAN (Chief Information Officer) sold 5,420 shares for an estimated $1,436,300
- LEE SHAVEL (Chief Executive Officer) has made 0 purchases and 2 sales selling 2,200 shares for an estimated $480,766.
- ELIZABETH MANN (Chief Financial Officer) has made 0 purchases and 4 sales selling 1,200 shares for an estimated $280,044.
- JEFFREY J DAILEY purchased 500 shares for an estimated $108,515
- GREGORY HENDRICK purchased 500 shares for an estimated $108,070
- SABRA R. PURTILL purchased 450 shares for an estimated $98,077
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$VRSK Revenue
$VRSK had revenues of $778.8M in Q4 2025. This is an increase of 5.87% from the same period in the prior year.
You can track VRSK financials on Quiver Quantitative's VRSK stock page.
$VRSK Congressional Stock Trading
Members of Congress have traded $VRSK stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $VRSK stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 11/18 and 2 sales worth up to $30,000 on 01/09, 12/19.
- REPRESENTATIVE RICK LARSEN sold up to $15,000 on 01/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 11/03.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$VRSK Hedge Fund Activity
We have seen 487 institutional investors add shares of $VRSK stock to their portfolio, and 576 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,979,155 shares (-74.3%) from their portfolio in Q4 2025, for an estimated $890,097,181
- CAPITAL INTERNATIONAL INVESTORS added 3,013,400 shares (+1200.9%) to their portfolio in Q4 2025, for an estimated $674,067,446
- FMR LLC removed 1,738,173 shares (-40.1%) from their portfolio in Q4 2025, for an estimated $388,811,918
- D. E. SHAW & CO., INC. added 1,157,181 shares (+60.2%) to their portfolio in Q4 2025, for an estimated $258,849,817
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 665,802 shares (-25.9%) from their portfolio in Q4 2025, for an estimated $148,933,249
- MACKENZIE FINANCIAL CORP removed 615,341 shares (-86.5%) from their portfolio in Q4 2025, for an estimated $137,645,628
- MILLENNIUM MANAGEMENT LLC removed 559,893 shares (-88.0%) from their portfolio in Q4 2025, for an estimated $125,242,465
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$VRSK Analyst Ratings
Wall Street analysts have issued reports on $VRSK in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Barclays issued a "Overweight" rating on 10/30/2025
- RBC Capital issued a "Outperform" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
- Rothschild & Co issued a "Sell" rating on 10/16/2025
- Seaport Global issued a "Buy" rating on 10/01/2025
- Wolfe Research issued a "Outperform" rating on 09/03/2025
To track analyst ratings and price targets for $VRSK, check out Quiver Quantitative's $VRSK forecast page.
$VRSK Price Targets
Multiple analysts have issued price targets for $VRSK recently. We have seen 10 analysts offer price targets for $VRSK in the last 6 months, with a median target of $226.5.
Here are some recent targets:
- Andre Benjamin from Goldman Sachs set a target price of $206.0 on 02/19/2026
- David Motemaden from Evercore ISI Group set a target price of $216.0 on 02/19/2026
- Ashish Sabadra from RBC Capital set a target price of $230.0 on 02/19/2026
- Andrew Steinerman from JP Morgan set a target price of $220.0 on 02/19/2026
- Jason Haas from Wells Fargo set a target price of $223.0 on 02/19/2026
- Toni Kaplan from Morgan Stanley set a target price of $270.0 on 12/17/2025
- Manav Patnaik from Barclays set a target price of $275.0 on 10/30/2025
Full Release
JERSEY CITY, N.J., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Verisk Analytics, Inc. (Nasdaq: VRSK) (“Verisk” or the “Company”), a leading strategic data analytics and technology partner to the global insurance industry, today announced that it has entered into accelerated share repurchase agreements (“ASR Agreements”) with each of HSBC Bank USA, National Association and Wells Fargo Bank, National Association (the “ASR Counterparties”) to repurchase an aggregate of $1.5 billion of the Company’s common stock. After giving effect to the ASR Agreements, approximately $1.0 billion will remain available for share repurchases under the Company’s previously announced authorized share repurchase program.
The ASR Counterparties are expected to make an aggregate initial delivery of approximately 7.0 million shares of the Company’s common stock to the Company at the inception of the ASR Agreements. The total number of shares ultimately to be purchased by the Company under the ASR Agreements will generally be based on the daily volume-weighted average share price of the Company’s common stock during the calculation period of each ASR Agreement, less an agreed discount and subject to adjustments pursuant to the terms and conditions of the respective ASR Agreement.
The final settlement of the transactions under the ASR Agreements are expected to occur no later than the Company’s third fiscal quarter ending September 30, 2026, with the settlement date for each ASR Agreement determined at the relevant ASR Counterparty’s option within an agreed range, subject to earlier termination under certain limited circumstances, as set forth in the respective ASR Agreement.
Verisk may continue to repurchase shares in the open market from time to time subject to market and other conditions.
About Verisk
Verisk (Nasdaq: VRSK) is a leading strategic data analytics and technology partner to the global insurance industry. It empowers clients to strengthen operating efficiency, improve underwriting and claims outcomes, combat fraud and make informed decisions about global risks, including climate change, catastrophic events, sustainability and political issues. Through advanced data analytics, software, scientific research and deep industry knowledge, Verisk helps build global resilience for individuals, communities and businesses. With teams across more than 20 countries, Verisk consistently earns certification by Great Place to Work and fosters an inclusive culture where all team members feel they belong. For more, visit Verisk.com and the Verisk Newsroom .
Forward-Looking Statements
This press release contains forward-looking statements. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause the Company’s actual results, levels of activity, performance, or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements by the use of words such as “may,” “could,” “expect,” “intend,” “plan,” “target,” “seek,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” or “continue” or the negative of these terms or other comparable terminology. You should not place undue reliance on forward-looking statements, because they involve known and unknown risks, uncertainties, and other factors that are, in some cases, beyond the Company’s control and that could materially affect actual results, levels of activity, performance, or achievements.
Other factors that could materially affect actual results, levels of activity, performance, or achievements can be found in the Company’s annual reports on Form 10-K and current reports on Form 8-K filed with the Securities and Exchange Commission. If any of these risks or uncertainties materialize or if the Company’s underlying assumptions prove to be incorrect, actual results may vary significantly from what the Company projected. Any forward-looking statement in this release reflects the Company’s current views with respect to future events and is subject to these and other risks, uncertainties, and assumptions relating to the Company’s operations, results of operations, growth strategy, and liquidity. The Company assumes no obligation to publicly update or revise these forward-looking statements for any reason, whether as a result of new information, future events, or otherwise.