-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
VRSK delivered solid Q1 2026 results with adjusted EPS of $1.82 vs. $1.73 in the prior year, beating consensus by $0.08, while revenue reached $783M (+4% Y/Y, +5% OCC) vs. consensus of $772M. Both core segments contributed to growth: underwriting revenue at $552M (+4%, +5% OCC) and claims revenue at $231M (+4%, +3% OCC). This demonstrated the resilience of VRSK's diversified insurance analytics platform. Management expressed confidence in building momentum throughout the year, supported by continued enhancements across forms, rules, and loss cost solutions, along with expanded client relationships. Adjusted EBITDA expanded to $438M (+5%, +6% OCC), with margin improvement to 55.9% from 55.3%, reflecting operational leverage and disciplined cost management. Free cash flow declined to $326M (-17%) due to timing factors including a prior-year tax refund and higher interest payments, though the company executed a $1.5B accelerated share repurchase program and maintained its $0.50 quarterly dividend.