Verisk Analytics

Management, catalyzed by shareholder engagement, executed a high‑quality portfolio simplification in 2022–2023, divesting Financial Services and Energy (Wood Mackenzie) to focus on insurance. Since then, capital allocation has prioritized organic investment in core workflows, selective bolt‑ons, a rising dividend, and material repurchases.

In 2024 Verisk completed 1.05 billion of ASR and raised the dividend; authorization for repurchases remains 1.2 billion as of Q3 2025. The pending AccuLynx deal fits the strategy of deepening the contractor‑insurer claims ecosystem, but it is under FTC Second Request and timing is uncertain; we expect disciplined adherence to returns thresholds.