Verisk Analytics (VRSK) Investor Day 2026 summary

Strategic priorities, positioning, and business evolution

• Positioned as a mission-critical, innovation-driven data and analytics provider focused exclusively on the insurance industry, with 83% recurring revenue and high client retention rates (95%+).

• Four structural differentiators: industry centrality, valued innovation partner, clear AI strategy, and unique value proposition.

• Deepening client relationships, relentless innovation, and expanding networks drive above-industry growth, with top 25 clients showing accelerating revenue growth.

• Expanded into new markets and ecosystems, such as excess and surplus lines, and broadened client base beyond carriers to brokers, MGAs, and contractors.

• Built network effects through platforms like Whitespace and Synergy Studio, connecting industry participants and enabling new data-driven solutions.

Financial performance, guidance, and capital allocation

• Delivered consistent organic constant currency revenue growth of 6–8% annually since 2009, with recent acceleration to nearly 9%.

• 2025 revenue guidance of $3.1B, 6.6% OCC revenue growth, 56.2% adjusted EBITDA margin, and 83% recurring revenue.

• Long-term targets: 6–8% OCC revenue growth, 7–10% OCC adjusted EBITDA growth, double-digit EPS growth, and 25–75bps annual margin expansion.

• Over $10B capital deployed in the last five years, with 75% returned to shareholders via dividends and buybacks.

• CapEx focused on technology and AI, with over $1 billion invested in the last five years and capex in high single digits as a percentage of sales.

Business segment performance and innovation

• Underwriting Solutions: $1.7B revenue, 6.5% CAGR, 84% subscription-based, with modernization and cloud migration completed.

• Catastrophe & Risk Solutions: $400M revenue, 9.4% CAGR, 90% subscription, global leadership in catastrophe modeling, and launch of Synergy Studio platform in 2026.

• Claims Solutions: $893M revenue, 7.5% CAGR, 78% subscription, expanding ecosystem and AI-driven innovation in fraud detection and workflow automation.

• Specialty Business Solutions (SBS) and Whitespace platform are growing at double-digit rates, expanding globally and deepening network effects.

• All business units are growing faster than the industry average, with new product launches and platform upgrades fueling growth.