VRRM

VERRA MOBILITY Corp

Nasdaq · Transportation Services · CIK 0001682745
$13.38 +0.04% $2.0B
High Impact Filing (7/10)3 New Institutional Positions3 Institutional Exits
Vol
Market Cap$2.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders7 funds
Inst. Value$601.0M
Inst. Activity3 buys / 3 sells
SEC Reports2
Exchange Nasdaq·Sector Transportation Services·CIK 0001682745·Prev Close $13.37

Recent Activity

May 19, 2026 Insider
DAVIS DOUGLAS LEE sold 14,683 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
RUSSO CYNTHIA A sold 14,683 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
REXFORD JOHN H sold 14,683 shares
Director @ $0.00 ($0.00)
May 12, 2026 short_volume
Short Volume: VRRM — 62.7% short (0.5M / 0.8M)
Short: 486,257 | Exempt: 7,862 | TRF Vol: 774,981 | Short Ratio: 62.7% | Off-exchange volume (dark p
May 6, 2026 SEC
Verra Mobility reported Q1 2026 revenue of $223.6M (+0.1% YoY) and adjusted EPS of $0.25, beating consensus of $0.22 by
8-K — Impact 4/10
Feb 24, 2026 SEC
Verra Mobility reported strong 2025 results with 11% revenue growth to $979.1 million and a significant increase in net
8-K, 8-K — Impact 7/10
Inst.
MORGAN STANLEY — ADD
4,194,005 shares ($94.0M)
Inst.
NORGES BANK — NEW
3,061,477 shares ($68.6M)

Price Targets

$21.43 +60.2% upside Strong Buy
Current $13.38 Low $15.00 Median $22.00 High $27.00 7 analysts
$15.00 $27.00

Analyst Ratings

Buy79% buy · 14 analysts
5Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 JP Morgan MAINTAIN Neutral → Neutral
Mar 26, 2026 JP Morgan MAINTAIN Neutral → Neutral
Mar 9, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 25, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.32 ▼ -2.5% $0.28 — $0.34 -5% YoY 8
Next Q $0.39 ▼ -0.7% $0.36 — $0.42 6% YoY 8
Current FY $1.35 $1.33 — $1.38 3% YoY 8
Next FY $1.57 ▲ +1.0% $1.38 — $1.69 16% YoY 8

Latest Reports

NEUTRAL 8-K 4/10
Verra Mobility reported Q1 2026 revenue of $223.6M (+0.1% YoY) and adjusted EPS of $0.25, beating consensus of $0.22 by
May 6, 2026
MIXED 8-K, 8-K 7/10
Verra Mobility reported strong 2025 results with 11% revenue growth to $979.1 million and a significant increase in net
Feb 24, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$367.4M—
MORGAN STANLEY$94.0MADD
NORGES BANK$68.6MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$40.4MNEW
BANK OF AMERICA CORP$26.3M—

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026DAVIS DOUGLASA$0.00
May 19, 2026RUSSO CYNTHIAA$0.00
May 19, 2026REXFORD JOHNA$0.00
May 19, 2026HUERTA MICHAELA$0.00
May 19, 2026Byrne PatrickA$0.00
7 institutional holders with $601.0M total value (26,819,882 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC16,392,862$367.4M61.1%—
2MORGAN STANLEY4,194,005$94.0M15.6%ADD +44.8%
3NORGES BANK3,061,477$68.6M11.4%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,801,104$40.4M6.7%NEW
5BANK OF AMERICA CORP /DE/1,172,481$26.3M4.4%—
6WELLS FARGO & COMPANY/MN184,121$4.1M0.7%ADD +57.1%
7FMR LLC13,832$310.0K0.1%NEAR_EXIT -99.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD2,897,4034,194,005+44.8%$94.0M2025-Q4
NORGES BANKNEW—3,061,477—$68.6M2025-Q4
WELLS FARGO & COMPANY/MNADD117,234184,121+57.1%$4.1M2025-Q4
FMR LLCNEAR_EXIT1,557,98613,832-99.1%$310.0K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT18,8000-100.0%$0.002025-Q4
TWO SIGMA INVESTMENTS, LPEXIT11,6610-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—18,800—$464.4K2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM17,40611,661-33.0%$288.0K2025-Q3
NORGES BANKEXIT1,952,6380-100.0%$0.002025-Q3
NORGES BANKNEW—1,952,638—$49.6M2025-Q2
FMR LLCADD1,115,7711,559,512+39.8%$39.6M2025-Q2
WELLS FARGO & COMPANY/MNTRIM218,263101,012-53.7%$2.6M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT167,03317,406-89.6%$441.9K2025-Q2
MORGAN STANLEYTRIM4,271,1542,823,121-33.9%$63.5M2025-Q1
UBS Group AGADD399,959530,748+32.7%$11.9M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW—167,033—$3.8M2025-Q1
CITADEL ADVISORS LLCTRIM345,787125,706-63.6%$2.8M2025-Q1
NORGES BANKEXIT1,908,8470-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT59,4000-100.0%$0.002025-Q1
MORGAN STANLEYADD2,659,5164,271,154+60.6%$103.3M2024-Q4
NORGES BANKTRIM3,179,2911,908,847-40.0%$46.2M2024-Q4
UBS Group AGDOUBLED186,795399,959+114.1%$9.7M2024-Q4
CITADEL ADVISORS LLCDOUBLED148,407345,787+133.0%$8.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—59,400—$1.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—1,719,661—$47.8M2024-Q3
12 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026DAVIS DOUGLAS LEEDirectorA14,683$0.00$0.00
May 19, 2026RUSSO CYNTHIA ADirectorA14,683$0.00$0.00
May 19, 2026REXFORD JOHN HDirectorA14,683$0.00$0.00
May 19, 2026HUERTA MICHAEL PDirectorA14,683$0.00$0.00
May 19, 2026Byrne Patrick JDirectorA14,683$0.00$0.00
May 19, 2026Ratnakar RajDirectorA14,683$0.00$0.00
May 18, 2026RUSSO CYNTHIA ADirectorM7,949$0.00$0.00
May 18, 2026RUSSO CYNTHIA ADirectorM7,949$0.00$0.00
May 18, 2026DAVIS DOUGLAS LEEDirectorM7,949$0.00$0.00
May 18, 2026DAVIS DOUGLAS LEEDirectorM7,949$0.00$0.00
May 18, 2026REXFORD JOHN HDirectorM7,949$0.00$0.00
May 18, 2026REXFORD JOHN HDirectorM7,949$0.00$0.00
May 18, 2026HUERTA MICHAEL PDirectorM7,949$0.00$0.00
May 18, 2026HUERTA MICHAEL PDirectorM7,949$0.00$0.00
May 18, 2026Byrne Patrick JDirectorM7,949$0.00$0.00
May 18, 2026Byrne Patrick JDirectorM7,949$0.00$0.00
May 18, 2026Ratnakar RajDirectorM7,949$0.00$0.00
May 18, 2026Ratnakar RajDirectorM7,949$0.00$0.00
May 11, 2026Baldwin JonathanEVP-Government SolutionsM10,917$0.00$0.00
May 11, 2026Baldwin JonathanEVP-Government SolutionsF5,058$13.79$69.7K
May 11, 2026Baldwin JonathanEVP-Government SolutionsM10,917$0.00$0.00
May 11, 2026Conti Craig CChief Financial OfficerM5,369$0.00$0.00
May 11, 2026Conti Craig CChief Financial OfficerF2,272$13.79$31.3K
May 11, 2026Conti Craig CChief Financial OfficerM5,369$0.00$0.00
Mar 16, 2026Keyser JonathanChief Legal OfficerF2,257$16.70$37.7K
Mar 16, 2026Conti Craig CChief Financial OfficerA27,741$0.00$0.00
Mar 16, 2026Keyser JonathanChief Legal OfficerA5,334$0.00$0.00
Mar 16, 2026Conti Craig CChief Financial OfficerF11,742$16.70$196.1K
Mar 16, 2026Baldwin JonathanEVP-Government SolutionsA21,339$0.00$0.00
Mar 16, 2026ROBERTS DAVID MARTINPresident and CEOA93,362$0.00$0.00
Mar 16, 2026Baldwin JonathanEVP-Government SolutionsF9,888$16.70$165.1K
Mar 16, 2026ROBERTS DAVID MARTINPresident and CEOF39,520$16.70$660.0K
Mar 3, 2026Patel Hiten MChief Accounting OfficerM1,578$0.00$0.00
Mar 3, 2026ROBERTS DAVID MARTINPresident and CEOM16,106$0.00$0.00
Mar 3, 2026ROBERTS DAVID MARTINPresident and CEOM16,106$0.00$0.00
Mar 3, 2026Patel Hiten MChief Accounting OfficerM1,578$0.00$0.00
Mar 3, 2026Keyser JonathanChief Legal OfficerM3,048$0.00$0.00
Mar 3, 2026Keyser JonathanChief Legal OfficerM3,048$0.00$0.00
Mar 3, 2026Conti Craig CChief Financial OfficerM7,186$0.00$0.00
Mar 3, 2026Conti Craig CChief Financial OfficerM7,186$0.00$0.00
Mar 3, 2026Bo LinSr Vice President, T2 SystemsM1,959$0.00$0.00
Mar 3, 2026Bo LinSr Vice President, T2 SystemsM1,959$0.00$0.00
Mar 3, 2026Baldwin JonathanEVP-Government SolutionsM4,790$0.00$0.00
Mar 3, 2026Baldwin JonathanEVP-Government SolutionsM4,790$0.00$0.00
Mar 2, 2026ROBERTS DAVID MARTINPresident and CEOM15,845$0.00$0.00
Mar 2, 2026ROBERTS DAVID MARTINPresident and CEOA85,329$0.00$0.00
Mar 2, 2026Keyser JonathanChief Legal OfficerM10,566$0.00$0.00
Mar 2, 2026Keyser JonathanChief Legal OfficerM10,566$0.00$0.00
Mar 2, 2026Keyser JonathanChief Legal OfficerA23,952$0.00$0.00
Mar 2, 2026Conti Craig CChief Financial OfficerM7,324$0.00$0.00
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 5.5/10.
NEUTRAL 8-K 4/10
Verra Mobility reported Q1 2026 revenue of $223.6M (+0.1% YoY) and adjusted EPS of $0.25, beating co
May 6, 2026
MIXED 8-K, 8-K 7/10
Verra Mobility reported strong 2025 results with 11% revenue growth to $979.1 million and a signific
Feb 24, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 14 analysts: 5 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$21.43 mean target +60.2% upside Strong Buy (1.63)
$15.00 Low $27.00 High
MetricValue
Current Price$13.38
Target Low$15.00
Target Mean$21.43
Target Median$22.00
Target High$27.00
# Analysts7
RecommendationStrong Buy (1.63)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.32 $0.28 $0.34 -4.8% -2.5% 1↑ 6↓ $0.3B 7.9% 8
Next Q
2026-09-30
 $0.39 $0.36 $0.42 6.5% -0.7% 4↑ 3↓ $0.3B 4.7% 8
Current FY
2026-12-31
 $1.35 $1.33 $1.38 2.7% +0.2% 3↑ 1↓ $1.0B 4.7% 8
Next FY
2027-12-31
 $1.57 $1.38 $1.69 15.8% +1.0% 4↑ 2↓ $1.1B 6.9% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.324
7d ago$0.325-0.001
30d ago$0.332-0.008
60d ago$0.333-0.009
90d ago$0.339-0.016
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 26, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 9, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 25, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 26, 2026 JP Morgan INITIATE — Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20265630079%
Apr 1, 20265630079%
Mar 1, 20265630079%
Feb 1, 20265630079%
Jan 1, 20265620085%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 12, 2026
short_volume
Short Volume: VRRM — 62.7% short (0.5M / 0.8M)
Short: 486,257 | Exempt: 7,862 | TRF Vol: 774,981 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: VRRM — 57.6% short (0.5M / 0.8M)
Short: 472,887 | Exempt: 1,894 | TRF Vol: 821,202 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: VRRM — 62.9% short (0.4M / 0.6M)
Short: 408,682 | Exempt: 986 | TRF Vol: 649,666 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: VRRM — 57.9% short (0.7M / 1.3M)
Short: 742,318 | Exempt: 5 | TRF Vol: 1,282,355 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
VRRM Q1 2026 Earnings After Market Close — 2026-05-06
Apr 28, 2026
short_interest
FTD: VRRM — 36,968 shares ($0.6M) failed to deliver
Settlement: 20260428, Price: $15.08, FTD Value: $557,477.44, VERRA MOBILITY CORP COM
Apr 23, 2026
short_volume
Short Volume: VRRM — 69.4% short (0.3M / 0.5M)
Short: 348,681 | Exempt: 0 | TRF Vol: 502,359 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
Feb 24, 2026
earnings_calendar
VRRM Q4 2025 Earnings After Market Close — 2026-02-24