On March 5, 2026, Verisk Analytics Inc. (Nasdaq: VRSK), a prominent data analytics and technology partner for the global insurance industry, hosted its Investor Day, unveiling its strategy for sustained growth over the next three years. The event featured insights from Verisk President and CEO Lee Shavel, CFO Elizabeth Mann, and other senior leaders, highlighting the company's commitment to delivering value to clients and shareholders.

1. A Critical Role in the Insurance Ecosystem

Highlighting the importance of Verisk's role in the insurance landscape, CEO Lee Shavel stated, “Verisk’s unique and differentiated role in the insurance ecosystem has never been more critical.” He emphasized the company's robust proprietary data assets, innovative approach, and advanced technologies as essential tools for navigating the complexities of the insurance industry. The focus on artificial intelligence (AI) was particularly noteworthy, with Shavel expressing enthusiasm for leveraging AI to enhance client services and operational efficiency.

2. Strategic Pillars for Growth

Verisk's growth strategy for the upcoming phase is anchored on three fundamental pillars:

1. Driving Compounding Growth

The company aims to strengthen strategic client relationships and expand its proprietary data advantage. This includes a commitment to delivering a continuous stream of innovations while expanding networks across all business segments.

2. Margin Expansion

Verisk plans to achieve margin expansion through a structural, high-recurring-revenue model that generates high incremental margins. The company is focused on improving efficiency through global talent optimization and the increased use of advanced analytics and AI-enabled automation to reduce operational costs.

3. Disciplined Capital Allocation

The company emphasizes maintaining disciplined capital allocation, investing in high-return organic opportunities, pursuing selective acquisitions that enhance its data advantage, and consistently returning capital to shareholders. This strategy is backed by a resilient balance sheet and strong free cash flow.

3. Reiterated Financial Targets

During the Investor Day, Verisk reiterated its medium-term financial targets for the next three years, which include:

Organic Constant Currency (OCC) Revenue Growth: 6-8%

Organic Constant Currency Adjusted EBITDA Growth: 7-10%

Adjusted EBITDA Margin Expansion: 25-75 basis points annually

Adjusted EPS Growth: In the double-digit range

Additionally, a new financial target for capital return was introduced, committing to an annual capital return of at least 75% of free cash flow through dividends and share repurchases.

CFO Elizabeth Mann reinforced the company's confidence in achieving these targets, stating, “Verisk has a strong track record of delivering on our growth commitments and returning excess capital to shareholders through dividends and repurchases.”

4. Accessibility and Further Information

The Investor Day event was made accessible to all interested parties via a live webcast, which began at 8 a.m. ET and concluded by 12 p.m. ET. Presentation slides were made available on Verisk's investor website, ensuring transparency and engagement with stakeholders.

5. About Verisk

Verisk Analytics is a leading strategic data analytics and technology partner to the global insurance industry. The company empowers clients to enhance operational efficiency, improve underwriting and claims outcomes, and make informed decisions regarding global risks, including climate change, sustainability, and political issues. With operations in over 20 countries and a commitment to fostering an inclusive workplace culture, Verisk is dedicated to building global resilience for individuals, communities, and businesses.

As Verisk moves forward with its outlined strategy, investors and stakeholders will be keenly watching to see how the company capitalizes on its strengths to drive growth and deliver value in an increasingly complex insurance landscape.

Original press release