Overview

* Verisk Q3 revenue up 5.9% to $768 mln, missing analyst expectations

* Adjusted EPS for Q3 rises 3.0%, beating analyst expectations

* Adjusted EBITDA increased 7.2% to $429 mln, missing estimates

Outlook

* Verisk expects full-year 2025 revenue between $3.05 bln and $3.08 bln vs $3.09 bln to $3.13 bln forecast in July

* Company maintains full-year 2025 adjusted EPS guidance of $6.80 to $7.00

* Verisk anticipates adjusted EBITDA for 2025 between $1.69 bln and $1.72 bln

Result Drivers

* LOW SEVERE WEATHER IMPACT - Verisk's revenue growth was negatively affected by a historically low level of severe weather events, impacting growth by approximately 1%

* COST DISCIPLINE - Strong operating leverage and cost discipline contributed to an 8.8% OCC adjusted EBITDA growth

* CLIENT BASE EXPANSION - Strategic engagements and expanding client base contributed to revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $768 mln $776.09

Revenue mln (12

Analysts

)

Q3 Beat $1.72 $1.70

Adjusted (15

EPS Analysts

)

Q3 EPS $1.61

Q3 Miss $429 mln $429.51

Adjusted mln (13

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the it services & consulting peer group is "buy"

* Wall Street's median 12-month price target for Verisk Analytics Inc ( VRSK ) is $300.00, about 22.6% above its October 28 closing price of $232.13

* The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 42 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)