Verisk Analytics upgraded to Strong Buy from Outperform at Raymond James

Raymond James upgraded Verisk Analytics (VRSK) to Strong Buy from Outperform with a price target of $260, up from $215. Shares fell 19% in 2025 and are down 7% year-to-date amid concerns about AI disruption, slowing organic growth, and long-term defensibility, despite solid 4Q25 results that beat expectations and showed 5.2% OCC growth with margin expansion, the analyst tells investors in a research note. While 2026 guidance reflects near-term headwinds, valuation appears discounted relative to historical averages and may underappreciate the company’s proprietary data assets, margins, and embedded position in underwriting and claims workflows, the firm says.