Stock Performance Concerns: Recent discussions on X about Verisk Analytics (VRSK) have centered on the stock's underwhelming performance compared to the S&P 500. Many users have pointed out a significant year-to-date decline of around 19%, sparking debates over the company's valuation. Some express cautious optimism about a potential rebound due to its core insurance data business.
Institutional Moves: Conversations also highlight recent institutional activity, with some large investors reducing stakes while others increase holdings. This mixed behavior has fueled speculation on X about the stock's future direction. There's a sense of uncertainty as users weigh these moves against broader market trends.
Cyber Risk Integration: A few posts noted Verisk's expansion of cyber risk tools into its platforms, seen as a positive step. Discussions suggest this could bolster its position in the insurance analytics space. However, it hasn't yet shifted the dominant narrative of concern over stock performance.
Note: This discussion summary was generated from an AI condensation of post data.
Verisk Analytics Insider Trading Activity
Verisk Analytics insiders have traded $VRSK stock on the open market 20 times in the past 6 months. Of those trades, 4 have been purchases and 16 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) has made 0 purchases and 3 sales selling 16,259 shares for an estimated $4,541,062.
- SAMUEL G LISS has made 0 purchases and 2 sales selling 11,656 shares for an estimated $3,648,994.
- LEE SHAVEL (Chief Executive Officer) has made 0 purchases and 4 sales selling 4,400 shares for an estimated $1,070,377.
- ELIZABETH MANN (Chief Financial Officer) has made 0 purchases and 6 sales selling 1,800 shares for an estimated $478,416.
- CHRISTOPHER JOHN PERRY purchased 1,000 shares for an estimated $259,800
- JEFFREY J DAILEY purchased 500 shares for an estimated $108,515
- GREGORY HENDRICK purchased 500 shares for an estimated $108,070
- KATHY CARD BECKLES (Chief Legal Officer) sold 326 shares for an estimated $98,080
- SABRA R. PURTILL purchased 450 shares for an estimated $98,077
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Verisk Analytics Revenue
Verisk Analytics had revenues of $768.3M in Q3 2025. This is an increase of 5.93% from the same period in the prior year.
You can track VRSK financials on Quiver Quantitative's VRSK stock page.
Verisk Analytics Congressional Stock Trading
Members of Congress have traded $VRSK stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $VRSK stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/04 and 1 sale worth up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Verisk Analytics Hedge Fund Activity
We have seen 476 institutional investors add shares of Verisk Analytics stock to their portfolio, and 571 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,616,818 shares (-38.6%) from their portfolio in Q3 2025, for an estimated $406,645,895
- FMR LLC removed 1,288,012 shares (-22.9%) from their portfolio in Q3 2025, for an estimated $323,947,898
- D. E. SHAW & CO., INC. added 1,273,460 shares (+196.4%) to their portfolio in Q3 2025, for an estimated $320,287,924
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,066,659 shares (+66.1%) to their portfolio in Q3 2025, for an estimated $268,275,405
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 910,413 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $228,977,973
- NUVEEN, LLC removed 789,156 shares (-64.5%) from their portfolio in Q3 2025, for an estimated $198,480,625
- TD ASSET MANAGEMENT INC removed 694,908 shares (-51.8%) from their portfolio in Q3 2025, for an estimated $174,776,311
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Verisk Analytics Government Contracts
We have seen $14,900,667 of award payments to $VRSK over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE CONTRACTOR SHALL FURNISH ALL PERSONNEL, SUPERVISION, EQUIPMENT, SUPPLIES, FACILITIES, MATERIALS, AND SE...: $9,500,000
- THE OFFICE OF CHILD SUPPORT SERVICES (OCSS) INSURANCE MATCH (IM) PROGRAM IS A TOOL TO ASSIST STATE IV-D AGE...: $3,427,047
- NEXT-GENERATION SPACE ENVIRONMENT TECHNOLOGIES (NSET) BASIC AWARD: $743,421
- TRIP CLAIMS SYSTEM: $700,337
- TRIP DATA COLLECTION AND ANALYSIS: $461,260
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Verisk Analytics 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:
- Barclays issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- RBC Capital issued a "Outperform" 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 Verisk Analytics, check out Quiver Quantitative's $VRSK forecast page.
Verisk Analytics Price Targets
Multiple analysts have issued price targets for $VRSK recently. We have seen 12 analysts offer price targets for $VRSK in the last 6 months, with a median target of $277.5.
Here are some recent targets:
- Jason Haas from Wells Fargo set a target price of $300.0 on 10/30/2025
- Manav Patnaik from Barclays set a target price of $275.0 on 10/30/2025
- Ashish Sabadra from RBC Capital set a target price of $250.0 on 10/30/2025
- Andre Benjamin from Goldman Sachs set a target price of $239.0 on 10/30/2025
- Andrew Steinerman from JP Morgan set a target price of $250.0 on 10/30/2025
- David Motemaden from Evercore ISI Group set a target price of $250.0 on 10/30/2025
- Russell Quelch from Rothschild & Co set a target price of $220.0 on 10/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
