Verisk Reiterates its Growth Targets and Outlines Strategy for its Next Phase of Compounding Growth at 2026 Investor Day
JERSEY CITY, N.J., March 05, 2026 (GLOBE NEWSWIRE) -- Verisk (NASDAQ:VRSK), a leading strategic data analytics and technology partner to the global insurance industry, will host its Investor Day today at 8 a.m. ET, where Verisk President and CEO Lee Shavel, CFO Elizabeth Mann and members of the company's senior leadership team will outline the company's strategy, competitive positioning and financial framework designed to deliver durable, compounding growth and strong shareholder returns over the next three years.
"Verisk's unique and differentiated role in the insurance ecosystem has never been more critical," Shavel said. "Our proprietary data assets, innovation roadmap, advanced technologies and disciplined execution give us a clear path to compounding growth while helping our clients navigate increasing complexity and risk and the evolution of AI. We are energized by the opportunity to continue to connect the ecosystem, driving value for clients, Verisk and shareholders alike."
Clear Strategy to Drive Client and Shareholder Value
Verisk's strategy for the next phase of growth is built upon three key pillars:
- Drive compounding growth by strengthening strategic client relationships, expanding our proprietary and contributory data advantage, delivering a steady stream of inventions and innovations, and expanding networks across all of our businesses.
- Deliver margin expansion through a structural, high‑recurring‑revenue model, which delivers high incremental margins, continued efficiency gains through global talent optimization, and the increasing use of advanced analytics and AI-enabled automation to lower costs.
- Maintain disciplined capital allocation by investing behind our highest‑return organic opportunities, pursuing selective acquisitions that extend our data advantage and client reach, and consistently returning capital to shareholders supported by strong free cash flow and a resilient balance sheet.
Medium Financial Targets Reiterated
During the event, Verisk will reiterate our medium-term growth targets for the next three years, which include:
- Organic Constant Currency (OCC) Revenue Growth of 6-8%
- Organic Constant Currency Adjusted EBITDA growth of 7-10%
- Adjusted EBITDA Margin Expansion of 25-75 bps annually
- Adjusted EPS Growth in the double-digit range
Verisk also has introduced a new financial target for capital return:
- Annual Capital Return of at least 75% of Free Cash Flow through dividends and share repurchases
"Verisk has a strong track record of delivering on our growth commitments and returning excess capital to shareholders through dividends and repurchases," Mann said. "We are confident that the execution of our strategic priorities will drive compounding revenue growth and profitability in line with our targets, while generating strong free cash flow to fund investment in new innovation and return capital to shareholders."
Webcast Access Details
All interested parties are invited to listen to the live event via webcast at investorday.verisk.com. Investor Day will begin streaming live on March 5, 2026, at 8 a.m. ET and will conclude by 12 p.m. ET. The presenters' slides will be available on our investor website at https://investor.verisk.com/.
About Verisk
Verisk (NASDAQ:VRSK) is a leading strategic data analytics and technology partner to the global insurance industry. It empowers clients to strengthen operating efficiency, improve underwriting and claims outcomes, combat fraud and make informed decisions about global risks, including climate change, catastrophic events, sustainability and political issues. Through advanced data analytics, software, scientific research and deep industry knowledge, Verisk helps build global resilience for individuals, communities and businesses. With teams across more than 20 countries, Verisk consistently earns certification by Great Place to Work and fosters an inclusive culture where all team members feel they belong. For more, visit Verisk.com and the Verisk Newsroom.
Forward-Looking Statements
This release contains forward-looking statements, including those related to our three—year financial targets and guidance. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause our actual results, levels of activity, performance, or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements. This includes, but is not limited to, our expectation and ability to pay a cash dividend on our common stock in the future, subject to the determination by our Board of Directors and based on an evaluation of our earnings, financial condition and requirements, business conditions, capital allocation determinations, and other factors, risks, and uncertainties. In some cases, you can identify forward-looking statements by the use of words such as "may," "could," "expect," "intend," "plan," "target," "seek," "anticipate," "believe," "estimate," "predict," "potential," or "continue" or the negative of these terms or other comparable terminology. You should not place undue reliance on forward-looking statements, because they involve known and unknown risks, uncertainties, and other factors that are, in some cases, beyond our control and that could materially affect actual results, levels of activity, performance or achievements.
Other factors that could materially affect actual results, levels of activity, performance, or achievements can be found in our quarterly reports on Form 10-Q, annual reports on Form 10-K, and current reports on Form 8-K filed with the Securities and Exchange Commission. If any of these risks or uncertainties materialize or if our underlying assumptions prove to be incorrect, actual results may vary significantly from what we projected. Any forward-looking statement in this release reflects our current views with respect to future events and is subject to these and other risks, uncertainties, and assumptions relating to our operations, results of operations, growth strategy, and liquidity. We assume no obligation to publicly update or revise these forward-looking statements for any reason, whether as a result of new information, future events, or otherwise except as required by law.
Notes Regarding the Use of Non-GAAP Financial Measures
We have provided certain non-GAAP financial information as supplemental information regarding our operating results. These measures are not in accordance with, or an alternative for, U.S. GAAP and may be different from non-GAAP measures reported by other companies. We believe that our presentation of non-GAAP measures provides useful information to management and investors regarding certain financial and business trends relating to our financial condition and results of operations. In addition, our management uses these measures for reviewing our financial results, for budgeting and planning purposes, and for evaluating the performance of senior management.
EBITDA, Adjusted EBITDA, and Adjusted EBITDA Expenses: EBITDA represents GAAP net income adjusted for (i) depreciation and amortization of fixed assets; (ii) amortization of intangible assets; (iii) interest expense, net; and (iv) provision for income taxes. Adjusted EBITDA represents EBITDA adjusted for acquisition-related adjustments (earn-outs), gain/loss from dispositions (which includes businesses held for sale), and nonrecurring gain/loss. Adjusted EBITDA expenses represent adjusted EBITDA net of revenues. We believe these measures are useful and meaningful because they help us allocate resources, make business decisions, allow for greater transparency regarding our operating performance, and facilitate period-to-period comparison.
Adjusted Net Income and Diluted Adjusted EPS: Adjusted net income represents GAAP net income adjusted for (i) amortization of intangible assets, net of tax; (ii) acquisition-related adjustments (earn-outs), net of tax; (iii) gain/loss from dispositions (which includes businesses held for sale), net of tax; and (iv) nonrecurring gain/loss, net of tax. Diluted adjusted EPS represents adjusted net income divided by weighted-average diluted shares. We believe these measures are useful and meaningful because they allow evaluation of the after-tax profitability of our results excluding the after-tax effect of acquisition-related costs and nonrecurring items.
Free Cash Flow: Free cash flow represents net cash provided by operating activities determined in accordance with GAAP minus payments for capital expenditures. We believe free cash flow is an important measure of the recurring cash generated by our operations that may be available to repay debt obligations, repurchase our stock, invest in future growth through new business development activities, or make acquisitions.
Organic: Organic is defined as operating results excluding the effect of recent acquisitions and dispositions (which include businesses held for sale), and nonrecurring gain/loss associated with cost-based and equity-method investments that have occurred over the past year. An acquisition is included as organic at the beginning of the calendar quarter that occurs subsequent to the one-year anniversary of the acquisition date. Once an acquisition is included in its current-period organic base, its comparable prior-year-period operating results are also included to calculate organic growth. A disposition (which includes a business held for sale) is excluded from organic at the beginning of the calendar quarter in which the disposition occurs (or when a business meets the held-for-sale criteria under U.S. GAAP). Once a disposition is excluded from its current-period organic base, its comparable prior-year-period operating results are also excluded to calculate organic growth. We believe the organic presentation enables investors to assess the growth of the business without the impact of recent acquisitions for which there is no prior-year comparison and the impact of recent dispositions, for which results are removed from all prior periods presented to allow for comparability.
Organic Constant Currency (OCC) Growth Rate: Our operating results, such as, but not limited to, revenue and adjusted EBITDA, reported in U.S. dollars are affected by foreign currency exchange rate fluctuations because the underlying foreign currencies in which we transact changes in value over time compared with the U.S. dollar. Accordingly, we present certain constant currency financial information to assess how we performed excluding the impact of foreign currency exchange rate fluctuations. We calculate constant currency by translating comparable prior-year-period results at the currency exchange rates used in the current period. We believe organic constant currency is a useful and meaningful measure to enhance investors' understanding of the continuing operating performance of our business and to facilitate the comparison of period-to-period performance because it excludes the impact of foreign exchange rate movements, acquisitions, and dispositions.
Investor Relations Stacey Brodbar Senior Vice President, Finance and Investor Relations Verisk 201-469-4327 [email protected] Media Alberto Canal Verisk Public Relations 201-469-2618 [email protected]
