Vanguard Group Inc. Sells 200,354 Shares of Verra Mobility Corp $VRRM

Vanguard Group Inc. cut its holdings in shares of Verra Mobility Corp (NASDAQ:VRRM) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,562,810 shares of the company’s stock after selling 200,354 shares during the quarter. Vanguard Group Inc. owned approximately 10.38% of Verra Mobility worth $409,101,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. CWM LLC increased its position in shares of Verra Mobility by 112.2% in the second quarter. CWM LLC now owns 1,509 shares of the company’s stock valued at $38,000 after acquiring an additional 798 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Verra Mobility by 439.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,494 shares of the company’s stock worth $38,000 after purchasing an additional 1,217 shares during the last quarter. Osaic Holdings Inc. raised its stake in shares of Verra Mobility by 285.8% during the 2nd quarter. Osaic Holdings Inc. now owns 3,044 shares of the company’s stock worth $72,000 after purchasing an additional 2,255 shares in the last quarter. Smartleaf Asset Management LLC raised its stake in shares of Verra Mobility by 46.7% during the 2nd quarter. Smartleaf Asset Management LLC now owns 3,414 shares of the company’s stock worth $87,000 after purchasing an additional 1,087 shares in the last quarter. Finally, GAMMA Investing LLC boosted its holdings in shares of Verra Mobility by 13.9% in the 3rd quarter. GAMMA Investing LLC now owns 4,703 shares of the company’s stock valued at $116,000 after buying an additional 575 shares during the last quarter.

Verra Mobility Stock Performance

Shares of NASDAQ VRRM opened at $16.95 on Friday. The company has a debt-to-equity ratio of 3.49, a current ratio of 2.10 and a quick ratio of 2.35. The firm has a market cap of $2.70 billion, a price-to-earnings ratio of 19.94, a P/E/G ratio of 2.56 and a beta of 0.59. The stock’s fifty day moving average price is $20.64 and its two-hundred day moving average price is $22.53. Verra Mobility Corp has a one year low of $15.58 and a one year high of $26.24.

Verra Mobility (NASDAQ:VRRM) last announced its earnings results on Tuesday, February 24th. The company reported $0.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.02). Verra Mobility had a net margin of 13.95% and a return on equity of 57.45%. The business had revenue of $257.86 million during the quarter, compared to the consensus estimate of $241.17 million. During the same period in the previous year, the firm posted $0.33 EPS. The company’s revenue was up 16.4% compared to the same quarter last year. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS. On average, equities analysts forecast that Verra Mobility Corp will post 1.08 EPS for the current year.

Key Stories Impacting Verra Mobility

Here are the key news stories impacting Verra Mobility this week:

• Positive Sentiment: Management will speak at the Morgan Stanley TMT conference on March 3, giving the company a chance to address margin outlook, NYC contract timing and MOSAIC investments directly to investors. Verra Mobility to Present at the Morgan Stanley Technology, Media & Telecom Conference
• Positive Sentiment: Top-line growth: Verra reported Q4 revenue above Street expectations and year-over-year revenue growth (~16%), which supports the company’s growth narrative despite an EPS miss. Verra Mobility beats Q4 sales expectations
• Neutral Sentiment: Company set 2026 revenue expectation in the $1.02B–$1.03B range and cited the NYC contract plus MOSAIC investments as drivers reshaping margins; this is informative but leaves margin trajectory uncertain. Verra Mobility expects $1.02B–$1.03B 2026 revenue
• Neutral Sentiment: Earnings materials and the Q4 call transcript are available for investors seeking detail on segment trends and the company’s margin assumptions—useful for modeling but not a catalyst on their own. Q4 results presentation Earnings call transcript
• Negative Sentiment: EPS miss: Verra reported $0.30 EPS vs. ~$0.32 consensus, which, together with management’s margin commentary, triggered the initial selloff. Q4 earnings lag estimates
• Negative Sentiment: Analysts have trimmed targets: Morgan Stanley cut its target to $20 (equal-weight) and JPMorgan cut to $24 (neutral). Those revisions reduce near-term sentiment and helped pressure the stock. Morgan Stanley cuts price target to $20 JPMorgan cuts price target to $24
• Negative Sentiment: Market reaction: coverage notes the stock dropped to a multi‑year low amid the earnings miss and guidance concerns, prompting headlines and momentum selling. Verra Mobility hits 3-year low

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Verra Mobility in a report on Monday, December 29th. JPMorgan Chase & Co. decreased their price objective on shares of Verra Mobility from $25.00 to $24.00 and set a “neutral” rating for the company in a research report on Wednesday. UBS Group upped their target price on shares of Verra Mobility from $29.00 to $31.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Robert W. Baird set a $24.00 target price on shares of Verra Mobility in a research note on Wednesday. Finally, Morgan Stanley reduced their price target on Verra Mobility from $24.00 to $20.00 and set an “equal weight” rating for the company in a report on Wednesday. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $24.75.

Verra Mobility Company Profile

Verra Mobility, traded on the Nasdaq under the ticker VRRM, is a leading provider of smart mobility solutions designed to improve safety, efficiency and compliance for transportation authorities and commercial fleets. The company develops and operates automated traffic enforcement systems, toll and violation management platforms, and connected-vehicle services. Through its technology offerings, Verra Mobility helps public agencies enhance road safety, reduce congestion and streamline revenue collection for tolling and parking.

Verra Mobility’s core products include red-light and speed-camera enforcement programs, license plate recognition systems, and cloud-based violation processing software.