Verisk, Deckers and Taiwan Telcos Announce Key Moves

Verisk Analytics launched a $1 billion senior notes offering, split between $500 million of 4.450% notes due 2031 and $500 million of 5.125% notes due 2036. The company expects the deal to close on February 26, 2026, subject to customary conditions, and is issuing under an effective shelf registration filed with the SEC in March 2023.

Verisk plans to use the net proceeds to repay some or all of $500 million outstanding under its 364‑day term loan and $750 million drawn on its syndicated revolving credit facility. Those facilities, together with $250 million of cash on hand, had funded prepayments for accelerated share repurchase agreements, so the new bonds effectively term out buyback‑related borrowings.

BofA Securities, Wells Fargo Securities, Goldman Sachs and Morgan Stanley (MS) are acting as joint bookrunners. Verisk emphasized that the notes are being sold only by means of a prospectus supplement and that the release does not itself constitute an offer to sell. The company reiterated its focus on providing data analytics and technology solutions to the global insurance industry.

Simply Wall St’s latest analysis suggests Deckers Outdoor’s shares, last at US$118.17, trade below intrinsic value on both discounted cash flow and price‑to‑earnings measures. A two‑stage free cash flow to equity model estimates an intrinsic value of US$145.39 per share, implying the stock is about 18.7% undervalued versus the current price.

Deckers generates trailing 12‑month free cash flow of roughly US$913.2 million, with modelled cash flow rising toward about US$1.6 billion by 2035. On earnings, the stock trades at 16.13x P/E, below the Luxury industry average of 21.49x and well under a peer group average of 38.93x. Simply Wall St’s proprietary “Fair Ratio” for Deckers is 17.02x, indicating a modest discount even after adjusting for growth, margins, risk and sector position.

Scenario narratives on the platform bracket outcomes: a bull case fair value of US$158 per share assumes around 11.35% annual revenue growth, driven by HOKA and international expansion, while a bear case at roughly US$111.40 per share assumes slower 6.96% growth and lower long‑term margins. Both views highlight tariff, cost, brand concentration and overseas execution risks.

Taiwan’s three major operators — Far EasTone, Chunghwa Telecom and Taiwan Mobile — were included in S&P Global’s 2026 Sustainability Yearbook, which evaluates more than 9,200 companies worldwide on environmental, social and governance criteria. Of those, 848 made the Yearbook, with Far EasTone ranked among the top global performers in telecommunications.

Far EasTone reported full marks on 17 of 23 assessment criteria and said it is the first Taiwanese telecom to secure Science Based Targets initiative validation for a 2050 net‑zero pathway. The operator cited projected greenhouse gas emissions reductions of more than 24.5% versus 2021 and plans to use AI, 5G and ICT to improve efficiency and cut environmental impact.

Chunghwa Telecom noted S&P Global recognition for four consecutive years and highlighted measures to accelerate its own net‑zero targets, including expanded renewable energy use and an eight‑year reforestation project with Taiwan’s Forestry and Nature Conservation Agency. That effort aims to plant 150,000 trees; about 77,000 saplings have been planted so far over roughly 38 hectares.

Taiwan Mobile, which has been included in the Yearbook for nine straight years, said it has launched an AI‑powered electricity monitoring system and plans to increase green energy usage to address rising AI‑driven power demand and wider climate challenges.

Recent insider activity underscores differing signals at individual companies. At Avantor, director Gregory T. Lucier bought 50,000 shares for US$458,000 at an average US$9.16, with the stock trading near a 52‑week low and described as undervalued by InvestingPro. The purchase followed mixed Q4 2025 results, where revenue beat but cautious guidance triggered a price drop and a lowered BofA Securities target.

By contrast, several insiders have been trimming positions. Ingersoll Rand director John Humphrey sold 4,300 shares at US$95.90 for US$412,370, reducing his holding by about 15.2% to 23,983 shares, while CFO Vikram Kini sold 28,367 shares at US$96.50, cutting his stake by 22.4% to 98,517 shares. Both sales came after the industrial group reported 10.1% year‑on‑year quarterly revenue growth and issued FY 2026 EPS guidance of US$3.45–US$3.57.

At diagnostics firm Biodesix, CEO Scott Hutton sold multiple small blocks totaling 5, and , with his most recent 1,490‑share sale at US$12.78 trimming his holding by 3% to 48,767 shares. Separately, Biodesix CFO Robin Cowie sold 535 shares for about US$6,834 shortly after exercising restricted stock units, following an 87.8% year‑to‑date rally and a move to EBITDA profitability on strong 2025 revenue growth.