NEW YORK, June 5, 2026, 08:04 (EDT)
Verisk Analytics shares traded flat at $180.00 early Friday in premarket hours. The stock added 0.94% Thursday at the close. Premarket happens before Nasdaq’s main session, which is open 9:30 a.m. to 4 p.m. Eastern.
Verisk stock is still recovering after a rapid drop. Shares ended Thursday over 44% off the 52-week high of $322.92, but they’re now about 15% higher than the 52-week low of $155.94. Market cap stands at about $23.6 billion.
Stocks looked heavy early. U.S. futures fell Friday, with semis lagging ahead of the May payrolls print that has the power to move interest rate bets.
Verisk this week focused on hurricane risk. The company announced on June 1 it has updated its U.S. Tropical Cyclone Model, software that insurers use to estimate losses from hurricanes and other catastrophes. The new model will be available June 15 via Verisk’s cloud-based Synergy Studio platform.
Rob Newbold, president of Verisk Catastrophe and Risk Solutions, said insurers are dealing with a “more complex and interconnected risk environment.” Verisk said the new model uses updated storm behavior, a refreshed group of simulated events, and a near-present climate perspective. GlobeNewswire
Investors are still weighing how much value data vendors like Verisk can keep as AI spreads. At the William Blair conference on June 2, CEO Lee Shavel said Verisk is all-in on insurance, with around $3 billion in revenue and over 90% of that from products built around what he called a unique data advantage. “These are not public data sets,” Shavel said. StockAnalysis
Shavel rejected the idea that the hurricane-model business is just about weather. “Catastrophe modeling is not weather forecasting,” he said. He called it a study of how weather, insured assets, construction, labor costs and mitigation steps all interact. StockAnalysis
Fair Isaac shares slipped 0.7% early, while Moody’s was up 0.1% and MSCI tacked on 0.9%. The group showed a mixed read. Investors often look to these data-and-analytics names for cues on sentiment around proprietary data stocks.
Director Samuel G. Liss exercised 6,765 options at $80.93 and sold the same number of shares at $177.63 on June 2, according to a Form 4 filing with the U.S. Securities and Exchange Commission. Liss now holds 69,098 shares directly. The filing didn’t cite a reason for the sales.
Verisk’s recent earnings report offered bulls a reason to stick with the stock. The company topped first-quarter expectations in April, posting adjusted earnings of $1.82 per share on $783 million in revenue. That was driven by insurer demand for analytics in underwriting, claims and fraud checks.
The setup isn’t all upside. If clients move more slowly to the new platform, if weather disasters cost less, or if federal contract work drops, those all can hit the stock. A strong jobs report that pushes bond yields higher could do the same. AI is a mixed bag—demand for verified insurance data could rise, but investors still have to bet on who keeps the profits from that data.
