Bristol Gate Capital Partners said its US Equity Strategy sold Verisk Analytics (VRSK) in Q3 2026 because it saw better prospects for returns and dividend growth elsewhere. The fund said Verisk remains a high-quality business, but it was not confident the company would generate enough growth to support its position in the portfolio, with adjusted earnings per share up 5.3% in the second quarter. As of October 30, 2026, VRSK closed at $196.30 per share with a market capitalization of $25.55 billion; the stock has risen 20.22% over the past month but is down 8.87% over the past 52 weeks. At the end of the second quarter, 63 hedge fund portfolios held the stock, up from 50 in the previous quarter. The article argues that certain AI stocks offer greater upside potential and less downside risk.
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