Verisk Slides as Court Revives AccuLynx Deal Fight

Verisk Analytics (VRSK) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a Delaware Court of Chancery ruling that requires Verisk to keep pursuing its previously terminated acquisition of AccuLynx, reviving a deal investors may have thought was effectively over. That outcome appears to have raised concerns about renewed transaction risk, regulatory uncertainty, and possible added costs tied to the disputed merger. ([axios.com](https://www.axios.com/2026/08/10/verisk-acculynx-merger-plan))

Details:

Verisk had agreed in July 2025 to buy AccuLynx, then terminated the merger agreement in December 2025 after the review process extended beyond the original timetable. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1442145/000143774926013729/vrsk20260331_10q.htm))

In its first-quarter 2026 filing, Verisk disclosed that AccuLynx challenged the termination, demanded compliance or payment, and pushed the dispute into expedited Delaware litigation. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1442145/000143774926013729/vrsk20260331_10q.htm))

The new court decision said Verisk must use commercially reasonable efforts to obtain regulatory approval, which reopened uncertainty around whether the company will have to complete the $2.35 billion transaction or bear further damages and expenses. ([axios.com](https://www.axios.com/2026/08/10/verisk-acculynx-merger-plan))

Recent operating results were solid, with second-quarter 2026 revenue rising to $806 million and adjusted EPS increasing, which suggests today’s decline is more likely tied to the legal and M&A overhang than to core business deterioration. ([s29.q4cdn.com](https://s29.q4cdn.com/767340216/files/doc_financials/2026/q2/2Q-2026-8-K.pdf))

Sources:

Verisk Investor Relations, SEC, Axios

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$VRSK Insider Trading Activity

$VRSK insiders have traded $VRSK stock on the open market 14 times in the past 6 months. Of those trades, 2 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $VRSK stock by insiders over the last 6 months:

SAMUEL G LISS has made 0 purchases and 2 sales selling 11,436 shares for an estimated $2,052,769.
LEE SHAVEL (Chief Executive Officer) has made 0 purchases and 2 sales selling 6,035 shares for an estimated $1,246,182.
BRUCE EDWARD HANSEN has made 0 purchases and 2 sales selling 4,671 shares for an estimated $809,252.
KATHY CARD BECKLES (Chief Legal Officer) sold 2,020 shares for an estimated $394,889
ELIZABETH MANN (Chief Financial Officer) has made 0 purchases and 5 sales selling 2,000 shares for an estimated $362,860.
KIMBERLY S STEVENSON purchased 1,000 shares for an estimated $179,200
GREGORY HENDRICK purchased 500 shares for an estimated $90,080

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$VRSK Hedge Fund Activity

We have seen 434 institutional investors add shares of $VRSK stock to their portfolio, and 557 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS added 2,865,313 shares (+87.8%) to their portfolio in Q1 2026, for an estimated $544,352,163
FMR LLC removed 2,217,247 shares (-85.5%) from their portfolio in Q1 2026, for an estimated $421,232,585
PARNASSUS INVESTMENTS, LLC removed 1,760,761 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $316,109,422
ALLIANCEBERNSTEIN L.P. added 1,710,895 shares (+30.9%) to their portfolio in Q1 2026, for an estimated $325,035,832
BLACKROCK, INC. removed 1,558,084 shares (-13.1%) from their portfolio in Q2 2026, for an estimated $279,722,820
BROWN ADVISORY INC removed 1,458,098 shares (-97.5%) from their portfolio in Q1 2026, for an estimated $277,009,458
CITADEL ADVISORS LLC added 1,417,985 shares (+244.8%) to their portfolio in Q1 2026, for an estimated $269,388,790

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$VRSK Government Contracts

We have seen $16,501,853 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:

TRANSITION THE CRS OPERATIONS FROM CONTRACTOR TO GOVERNMENT STAFF, ENSURING TRANSFER OF ALL RECORDS, DATA, ...: $11,169,016
THE OFFICE OF CHILD SUPPORT SERVICES (OCSS) INSURANCE MATCH (IM) PROGRAM IS A TOOL TO ASSIST STATE IV-D AGE...: $4,103,328
TRIP CLAIMS SYSTEM: $718,028
TRIP DATA COLLECTION AND ANALYSIS: $473,350
INSURANCE SYMBOL GROUP DATA FROM THE INSURANCE SERVICE ORGANIZATION (ISO) TO BE USED IN QUALITY ADJUSTMENT ...: $38,130

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$VRSK Congressional Stock Trading

Members of Congress have traded $VRSK stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 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 4 times. They made 3 purchases worth up to $45,000 on 06/16, 05/15, 02/10 and 1 sale worth up to $15,000 on 04/14.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$VRSK Price Targets

Multiple analysts have issued price targets for $VRSK recently. We have seen 7 analysts offer price targets for $VRSK in the last 6 months, with a median target of $230.0.

Here are some recent targets:

Joshua Dennerlein from B of A Securities set a target price of $190.0 on 05/19/2026
Andrew Steinerman from JP Morgan set a target price of $230.0 on 04/30/2026
Ashish Sabadra from RBC Capital set a target price of $230.0 on 03/30/2026
Jason Haas from Wells Fargo set a target price of $240.0 on 03/02/2026
C. Gregory Peters from Raymond James set a target price of $260.0 on 03/02/2026
David Motemaden from Evercore ISI Group set a target price of $216.0 on 02/19/2026
Andre Benjamin from Goldman Sachs set a target price of $206.0 on 02/19/2026

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.