🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Argus bullish on Verisk Analytics stock, confident in streamlined focus post-divestitures

EditorEmilio Ghigini
Published 07/05/2024, 13:14
VRSK
-

On Tuesday, Argus kept its Buy rating on Verisk Analytics (NASDAQ: NASDAQ:VRSK) stock with a steady price target of $280. The data analytics and technology service provider, known for its support to insurers in enhancing underwriting and operational efficiency, continues to be favored by the firm despite the challenging climate for property and casualty insurers.

Verisk Analytics, which has recently streamlined its operations by divesting non-core segments, remains in the good graces of the market analysts. The company's strategic sell-off of its Financial Services unit to TransUnion (NYSE:TRU) for $515 million in the first quarter of 2022 and the disposal of its Energy and Specialized Markets division, Wood Mackenzie, to Veritas Capital for $3.1 billion in February 2023, has allowed it to concentrate on its primary insurance business.

The analyst firm underscores Verisk's accelerating revenue and robust business model as key factors that could attract investors. The focus on the core insurance segment after the divestitures is expected to bolster the company's market position.

The $280 price target set by Argus, when combined with the dividend offered by Verisk, indicates a potential total return of 18% from the current stock levels. This projection is based on the company's performance and strategic business decisions, which are anticipated to drive growth and investor interest in the firm.

In summary, Argus' reiteration of the Buy rating and price target for Verisk Analytics reflects confidence in the company's business strategy and potential for future growth, despite the broader challenges faced by the insurance industry.

InvestingPro Insights

Verisk Analytics (NASDAQ: VRSK) shows a compelling blend of stability and growth, as reflected in its recent performance metrics. With a market capitalization of $34.51 billion and a P/E ratio standing at 43.3 for the last twelve months as of Q1 2023, the company demonstrates a substantial market presence and profitability. The InvestingPro data also highlights a robust gross profit margin of 67.51% for the same period, indicating efficient operations and a strong ability to generate earnings relative to revenue.

Investors may find the company's commitment to returning value through dividends appealing, with Verisk having raised its dividend for 5 consecutive years. The dividend yield is currently at 0.65%, coupled with a 14.71% dividend growth in the last twelve months as of Q1 2023, showcasing the company's shareholder-friendly policies. Moreover, the stock has seen a significant return over the last week, with a 10.97% price total return, which could signal investor optimism in the short term.

For those looking to delve deeper into Verisk's financial health and future prospects, there are 15 additional InvestingPro Tips available, providing a comprehensive analysis of the company's position. To gain further insights and make informed investment decisions, use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription at InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.