Verisk Analytics (NASDAQ:VRSK) reported fourth-quarter revenue that surpassed Wall Street expectations, capping a year of robust cash flow generation with an aggressive plan to return capital to shareholders.
The data analytics provider posted fourth-quarter revenue of $779 million, a 5.9 percent increase from the prior year, or 5.2 percent on an organic constant currency basis.
The result edged past the $771.4 million consensus estimate projected by analysts.
For the full year 2025, Verisk generated $3.07 billion in revenue, up 6.6 percent from 2024.
Despite the top-line growth, net income for the quarter fell 6.2 percent to $197 million.
Annual net income also saw a 5.1 percent decline to $908 million, as the company navigated higher interest expenses and depreciation.
However, Verisk’s cash-generating engine remained a primary highlight for investors.
Net cash from operations surged 34.4 percent to $343 million in the fourth quarter, while full-year free cash flow jumped nearly 30 percent to $1.19 billion.
Capitalizing on this liquidity, Verisk’s board of directors approved a significant expansion of its shareholder return strategy.
The company increased its total share repurchase authorization to $2.5 billion and announced plans to immediately initiate a $1.5 billion accelerated share repurchase (ASR) program.
Additionally, the board approved a quarterly dividend of 50 cents per share, payable on March 31, 2026.