Filing Flows › Verisk Analytics (VRSK) › Takeover & LBO
Is Verisk Analytics (VRSK) a takeover target?
A leveraged buyout at today's price plus 30% ($271.78 a share) would return about 1% a year to a private-equity buyer over 5 years; the most a buyer could pay for a 20% return is $135.55 a share (−35% against today's $209.06). Historically 2.7% of companies with its figures were bought within a year (0.54× the average). Latest signal (2026-10-29): Verisk Comments on Delaware Supreme Court Order Regarding AccuLynx JERSEY CITY, N.J., October 23, 2026 – Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, today issued the fol.
The buyout, step by step
| Entry | Amount | How |
|---|---|---|
| Offer price a share | $271.78 | today's $209.06 plus 30% |
| × shares | 129.2 million | |
| = Equity value | $35.1B | |
| + Debt refinanced | $4.8B | |
| − Cash | $557M | |
| = Enterprise value | $39.3B | 23.7× EBITDA of $1.7B |
| Fees | $787M | 2% of the price |
| New debt | $9.1B | 5.5× EBITDA at 7.65% a year; the limit that binds: 5.5× EBITDA |
| Buyer's own money | $31.0B | 77% of the cost |
5 years under the buyer
| Year | Revenue | EBITDA | Interest | Free cash flow | Debt left |
|---|---|---|---|---|---|
| Year 1 | $3.3B | $1.7B | $699M | $568M | $8.6B |
| Year 2 | $3.5B | $1.8B | $656M | $651M | $7.9B |
| Year 3 | $3.6B | $1.9B | $606M | $736M | $7.2B |
| Year 4 | $3.7B | $2.0B | $550M | $822M | $6.4B |
| Year 5 | $3.9B | $2.0B | $487M | $909M | $5.5B |
The exit and the buyer's return
| Exit | Amount | |
|---|---|---|
| Exit multiple | 18.8× EBITDA | today's trading multiple, before any premium |
| Enterprise value at exit | $37.9B | |
| − Debt left | $5.5B | |
| = Buyer's equity | $32.4B | |
| Money multiple | 1.05× | on $31.0B put in |
| Buyer's yearly return (IRR) | 0.9% |
Price against return
What the buyer makes at other premiums over today's $209.06; the IRR reaches 20% at $135.55 a share.
| Premium | Price a share | Buyer's IRR |
|---|---|---|
| 10% | $229.97 | 4.9% |
| 20% | $250.87 | 2.8% |
| 30% | $271.78 | 0.9% |
| 40% | $292.68 | −0.8% |
| 50% | $313.59 | −2.3% |
The figures used
| Figure | Amount | |
|---|---|---|
| Revenue, last 12 months | $3.2B | |
| EBITDA, last 12 months | $1.7B | 52.3% of revenue |
| Depreciation and amortization | $268M | |
| Capital spending | $266M | |
| Debt | $4.8B | |
| Cash | $557M | |
| Share price | $209.06 | on Nov 5, 2026 |
Fixed rules, the same as the interactive view's starting point: the shares are bought at today's price plus 30%, the company's debt is refinanced and fees take 2%. New debt is the least of 5.5× EBITDA, 65% of the price and the amount whose interest EBITDA covers 2 times, at 7.65% a year (SOFR 3.89% plus the high-yield B spread 3.26% plus 0.5%, rates of Oct 15, 2026). Revenue grows 4.9% in the first year — the company's own rate, held between −3% and +8% — fading to 3% by year 5; the EBITDA margin, depreciation and capital spending stay at today's share of revenue; working capital takes 10% of each year's added revenue; tax is 24% of profit after interest. Every dollar of free cash flow repays debt. After 5 years the buyer sells at today's multiple of EBITDA.
What a takeover could cost
Takeovers in its sector paid a median premium of 30% over the share price before the deal (the middle half 12% to 31%), according to the 14 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, Verisk Analytics would cost about $271.78 a share, $35.1B for all its shares.
| Premium | % | Price a share | All shares |
|---|---|---|---|
| Low end (a quarter of deals paid less) | 12% | $234.15 | $30.3B |
| Median | 30% | $271.78 | $35.1B |
| High end (a quarter paid more) | 31% | $273.87 | $35.4B |
The odds, from history
Historically 2.7% of companies with its figures were bought within a year (0.54× the average). Its figures put it in decile 2 of 10 (10 = the most likely to be bought). The odds come from a model of every merger proxy, tender-offer response and going-private statement filed on EDGAR since 2011, set against each company's size, margins, debt, cash flow and growth the year before.
Rumors and deal signals
- 2026-10-29 · 8-K deal · Verisk Comments on Delaware Supreme Court Order Regarding AccuLynx JERSEY CITY, N.J., October 23, 2026 – Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, today issued the fol
Verisk Analytics' latest quarter
Verisk Analytics, Q3 2026: revenue $809M (+5% year over year), operating margin 45.2%, net earnings $219M, operating cash flow $267M. The chart follows the revenue to costs, profit and cash.
Questions
Is Verisk Analytics being acquired?
The latest signal on file is from 2026-10-29: Verisk Comments on Delaware Supreme Court Order Regarding AccuLynx JERSEY CITY, N.J., October 23, 2026 – Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, today issued the fol. A headline is not a deal; Filing Flows lists the news, 8-K filings and 13D filings about a sale.
Could private equity buy Verisk Analytics?
A leveraged buyout at today's price plus 30% ($271.78 a share) would return about 1% a year to a private-equity buyer over 5 years; the most a buyer could pay for a 20% return is $135.55 a share (−35% against today's $209.06).
What would a takeover of Verisk Analytics cost?
Takeovers in its sector paid a median premium of 30% over the share price before the deal (the middle half 12% to 31%), according to the 14 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, Verisk Analytics would cost about $271.78 a share, $35.1B for all its shares.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.