Verisk reports solid Q2 with strong OCC growth, cash returns, and reaffirmed 2026 outlook
Jul 29, 2026, 7:17 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
The quarter delivered tangible top-line growth (OCC +4–5%), robust cash flow, and significant capital returns (dividend + buyback), plus a reaffirmed full-year outlook. These factors tend to support multiple expansion or multiple-peg re-rating, especially as the company highlights AI/data asset investments and subscription strength. The GAAP EPS declined due to one-time costs, but non-GAAP metrics and organic growth improvements mitigate near-term risk. Litigation remains a headline risk that could cap gains if legal costs escalate or ruling shifts sentiment.
AI summary
What happened, with direct paths to the underlying reporting
Verisk posted Q2 2026 revenue of $806 million, up 4.3% with OCC growth of 5.8%, while net income fell 9.8% to $229 million. Adjusted EBITDA rose 4.2% to $464 million, and free cash flow jumped, supporting a $200 million ASR and a 50-cent dividend. Management reaffirmed the 2026 outlook, underscoring durable subscription revenue and capital-allocation discipline, though higher taxes and litigation costs tempered GAAP EPS.
Revenue $806m, up 4.3%; OCC growth 5.8% for Q2 2026.
Net income $229m, down 9.8%; GAAP EPS $1.75; adjusted EPS $1.98 up 5.3%.
Dividend per share $0.50; accelerated share repurchase program of $200m; $800m buyback remaining.
Full-year 2026 outlook reaffirmed; growth expected to return to Investor Day targets despite litigation headwinds.
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