Verisk Analytics (VRSK) Surged Following Better Than Expected Results

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, all the major asset classes posted positive returns except fixed income assets outside the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks such as Verisk Analytics, Inc. (NASDAQ:VRSK). Verisk Analytics, Inc. (NASDAQ:VRSK) offers data analytics and technology solutions to the insurance industry. The one-month return of Verisk Analytics, Inc. (NASDAQ:VRSK) was -1.10%, and its shares lost 22.98% of their value over the last 52 weeks. On December 12, 2025, Verisk Analytics, Inc. (NASDAQ:VRSK) stock closed at $217.14 per share, with a market capitalization of $30.338 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding Verisk Analytics, Inc. (NASDAQ:VRSK) in its third quarter 2025 investor letter:

“Verisk Analytics, Inc. (NASDAQ:VRSK) supplies data, analytics, and technology services to the insurance industry. The company reported a strong quarter, which surpassed consensus estimates. Management also announced the acquisition of AccuLynx, a SaaS client relationship management platform for contractors. Forward guidance was lowered due to anticipated dilution from debt to finance the pending deal. We decided to trim the position, which was down -19% for the quarter.”

Verisk Analytics, Inc. (NASDAQ:VRSK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held Verisk Analytics, Inc. (NASDAQ:VRSK) at the end of the third quarter, which was 49 in the previous quarter. While we acknowledge the risk and potential of Verisk Analytics, Inc. (NASDAQ:VRSK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Verisk Analytics, Inc. (NASDAQ:VRSK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Verisk Analytics, Inc. (NASDAQ:VRSK) and shared the list of most oversold S&P 500 stocks heading into 2026. In Q3 2025, Verisk Analytics, Inc. (NASDAQ:VRSK) detracted from Alger Mid Cap Growth Fund’s performance. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.