Description

Verisk Analytics: Inside the Balance Between Cyclical Exposure and Structural Tech Adoption!

Verisk Analytics delivered a steady fourth quarter and full year 2025 performance that largely aligned with previously stated expectations, reflecting the resilience of its subscription-heavy business model and the continued relevance of its data and analytics offerings to the insurance industry. Organic constant currency revenue grew 6.6% for the full year, supported by solid execution across underwriting, catastrophe and risk solutions, and anti-fraud, while adjusted EBITDA growth of 8.5% and margin expansion underscored operating leverage and cost discipline. Free cash flow generation remained strong, enabling continued shareholder returns through buybacks and dividends, even as interest expense increased following prior debt issuance. A key positive in the results was the sustained strength of subscription revenues, which represented 84% of total revenue in the quarter and grew at a high single-digit pace on an organic basis.