Verra Mobility (NASDAQ:VRRM) Sets New 52-Week Low Following Weak Earnings

Verra Mobility Corp (NASDAQ:VRRM)’s stock price reached a new 52-week low during trading on Wednesday following a weaker than expected earnings announcement. The stock traded as low as $16.03 and last traded at $16.16, with a volume of 866580 shares changing hands. The stock had previously closed at $18.71.

The company reported $0.30 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 55.06%. The business had revenue of $257.86 million for the quarter, compared to analysts’ expectations of $241.17 million. During the same period in the prior year, the company posted $0.33 earnings per share. The firm’s quarterly revenue was up 16.4% on a year-over-year basis. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS.

Key Verra Mobility News

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

• Positive Sentiment: Q4 revenue beat and corporate actions that support cash return — Verra reported Q4 revenue of $257.9M, up ~16.4% year‑over‑year, and full‑year 2025 revenue of $979.1M; the company also disclosed a new five‑year contract with NYC DOT and repurchased $133.4M of common stock in Q4. These top‑line beats, the NYC contract and meaningful buybacks are concrete positives for growth visibility and shareholder returns. Verra Mobility Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Management to present at Morgan Stanley conference — CEO David Roberts and CFO Craig Conti will participate in a fireside chat on March 3; investor Q&A could provide clarity on margin outlook and MOSAIC investments but is unlikely to move the story materially unless new detail is disclosed. Verra Mobility to Present at the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: FY‑2026 guidance largely in line with expectations — Verra set FY‑2026 EPS guidance of $1.32–$1.38, which is roughly in line with street estimates; revenue guidance centers around ~$1.0–1.03B per company commentary, leaving the story dependent on margin progression. Q4 Press Release / Slide Deck
• Negative Sentiment: EPS miss and margin compression hurt sentiment — the company reported adjusted EPS of $0.30 versus a consensus ~$0.32 and flagged compressed operating profit and net income declines; media and analyst headlines emphasized the earnings miss and weaker margin outlook, which pressured the stock. Verra Mobility falls on earnings miss and weak guidance
• Negative Sentiment: Analyst price‑target cuts and neutral/equal‑weight ratings — Morgan Stanley trimmed its target to $20 (equal weight) and JPMorgan lowered its target to $24 (neutral), which signals more cautious near‑term sentiment and reduces upside on street forecasts. Analyst Coverage Updates (Benzinga)
• Negative Sentiment: Notable institutional selling noted in filings — recent data highlighted large reductions by some institutional holders during Q4, which can increase supply pressure and weigh on price until buyer demand reappears. Q4 Earnings & Institutional Activity (Quiver)

Analyst Ratings Changes

Several equities analysts recently weighed in on VRRM shares. Wall Street Zen upgraded Verra Mobility from a “buy” rating to a “strong-buy” rating in a research report on Saturday, December 20th. Robert W. Baird set a $24.00 price objective on Verra Mobility in a research note on Wednesday. JPMorgan Chase & Co. cut their price objective on Verra Mobility from $25.00 to $24.00 and set a “neutral” rating for the company in a research note on Wednesday. UBS Group increased their target price on shares of Verra Mobility from $29.00 to $31.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Verra Mobility in a research note on Monday, December 29th. Two equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $24.75.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. State of Wyoming lifted its stake in shares of Verra Mobility by 1.5% during the 3rd quarter. State of Wyoming now owns 31,483 shares of the company’s stock worth $778,000 after purchasing an additional 454 shares during the last quarter. Smartleaf Asset Management LLC grew its stake in Verra Mobility by 14.9% in the third quarter. Smartleaf Asset Management LLC now owns 3,922 shares of the company’s stock valued at $97,000 after purchasing an additional 508 shares during the last quarter. Victory Capital Management Inc. raised its holdings in Verra Mobility by 1.1% in the third quarter. Victory Capital Management Inc. now owns 45,583 shares of the company’s stock worth $1,126,000 after purchasing an additional 511 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of Verra Mobility by 35.2% during the third quarter. EverSource Wealth Advisors LLC now owns 2,020 shares of the company’s stock valued at $50,000 after buying an additional 526 shares during the last quarter. Finally, Nisa Investment Advisors LLC boosted its holdings in shares of Verra Mobility by 9.7% in the 3rd quarter. Nisa Investment Advisors LLC now owns 6,522 shares of the company’s stock valued at $161,000 after buying an additional 574 shares in the last quarter.

Verra Mobility Stock Down 13.5%

The business’s fifty day moving average price is $20.74 and its two-hundred day moving average price is $22.57. The company has a debt-to-equity ratio of 2.55, a quick ratio of 2.35 and a current ratio of 2.45. The firm has a market capitalization of $2.58 billion, a P/E ratio of 19.04, a PEG ratio of 2.96 and a beta of 0.59.

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.