Verisk Analytics Rises as Investors Reassess Earlier Legal Overhang and Look Ahead to Earnings

2026-10-15

Investivoq PriceTracker

Verisk Analytics (VRSK) is up 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear company-specific catalyst for today’s jump is not obvious, so this appears to be at least partly a rebound move. This could be because investors are reassessing the selloff tied to the AccuLynx merger litigation while also looking toward Verisk’s next earnings report and the company’s still-solid operating profile.

Details:

Verisk recently said it will announce third-quarter 2026 results on November 5, giving investors a near-term checkpoint after a volatile stretch.

In second-quarter 2026 results, the company posted revenue growth, higher adjusted EBITDA, stronger free cash flow, and a $200 million accelerated share repurchase program, which helps support the broader business case.

The major overhang on the stock has been the AccuLynx dispute: a Delaware court ruled Verisk was not entitled to terminate the merger agreement and ordered specific performance if regulators clear the deal.

Verisk later filed a notice of appeal, which may have encouraged some investors to view the legal setback as a risk to monitor rather than a final outcome, helping fuel a bounce after the earlier decline.

Sources:

Verisk Investor Relations, SEC, Delaware Courts

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, 0 have been purchases and 14 have been sales.

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

LEE SHAVEL (Chief Executive Officer) has made 0 purchases and 4 sales selling 13,105 shares for an estimated $2,533,382.
SAMUEL G LISS has made 0 purchases and 2 sales selling 11,436 shares for an estimated $2,052,769.
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 $358,292.

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

$VRSK Hedge Fund Activity

We have seen 455 institutional investors add shares of $VRSK stock to their portfolio, and 493 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

D. E. SHAW & CO., INC. removed 2,899,158 shares (-94.2%) from their portfolio in Q2 2026, for an estimated $520,485,835
BAMCO INC /NY/ added 2,190,629 shares (+87.2%) to their portfolio in Q2 2026, for an estimated $393,283,624
PARNASSUS INVESTMENTS, LLC removed 1,760,761 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $316,109,422
BLACKROCK, INC. removed 1,558,084 shares (-13.1%) from their portfolio in Q2 2026, for an estimated $279,722,820
ALLIANCEBERNSTEIN L.P. removed 1,232,174 shares (-17.0%) from their portfolio in Q2 2026, for an estimated $221,212,198
MILLENNIUM MANAGEMENT LLC added 981,433 shares (+2317.5%) to their portfolio in Q2 2026, for an estimated $176,196,666
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 851,907 shares (+inf%) to their portfolio in Q2 2026, for an estimated $152,942,863

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

$VRSK Government Contracts

We have seen $16,483,253 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 ...: $19,530

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

$VRSK Congressional Stock Trading

Members of Congress have traded $VRSK stock 3 times in the past 6 months. Of those trades, 2 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 3 times. They made 2 purchases worth up to $30,000 on 06/16, 05/15 and 1 sale worth up to $15,000 on 08/18.

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

$VRSK Price Targets

Multiple analysts have issued price targets for $VRSK recently. We have seen 2 analysts offer price targets for $VRSK in the last 6 months, with a median target of $210.0.

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

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.