VRRM

VERRA MOBILITY Corp

Nasdaq · Transportation Services · CIK 0001682745
$4.67 +3.78% $709.4M
High Impact Filing (7/10)20 New Institutional Positions14 Institutional Exits
Vol
Market Cap$709.4M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity20 buys / 14 sells
Reddit Sentiment37° Cool
SEC Reports4
Exchange Nasdaq·Sector Transportation Services·CIK 0001682745·Prev Close $4.50

Recent Activity

Jun 8, 2026 SEC
Verra Mobility's board formed a Transformation Committee on June 5, 2026 to oversee a transformation initiative focused
8-K — Impact 3/10
Jun 1, 2026 SEC
Verra Mobility announced the immediate departure of CEO David Roberts and the appointment of EVP and Chief Transformatio
8-K — Impact 6/10
Jun 1, 2026 Insider
Keyser Jonathan was granted 460,122 shares
Interim President and CEO
May 29, 2026 Insider
Conti Craig C was granted 388,026 shares
Chief Financial Officer
May 19, 2026 Insider
DAVIS DOUGLAS LEE was granted 14,683 shares
Director
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
Inst.
BANK OF MONTREAL /CAN/ — DOUBLED
5,789,907 shares ($82.7M)
Inst.
BANK OF AMERICA CORP — ADD
1,576,119 shares ($22.5M)

Price Targets

$9.71 +108.0% upside Strong Buy
Current $4.67 Low $4.00 Median $6.00 High $28.00 7 analysts
$4.00 $28.00

Analyst Ratings

Strong Sell0% buy · 13 analysts
0Strong Buy
0Buy
9Hold
2Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 Baird MAINTAIN Neutral → Neutral
May 28, 2026 UBS DOWNGRADE Buy → Neutral
May 27, 2026 William Blair DOWNGRADE Outperform → Market Perform
May 27, 2026 CJS Securities DOWNGRADE Market Outperform → Market Perform
May 27, 2026 JP Morgan DOWNGRADE Neutral → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.33 ▲ +2.0% $0.32 — $0.34 -3% YoY 8
Next Q $0.36 ▼ -9.6% $0.31 — $0.40 -4% YoY 8
Current FY $1.23 ▼ -9.4% $1.19 — $1.31 -7% YoY 8
Next FY $1.03 ▼ -34.5% $0.85 — $1.21 -16% YoY 8

Top Institutional Holders

FundValueMove
BlackRock, Inc.$346.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$118.2M
VANGUARD CAPITAL MANAGEMENT LLC$94.8M
STATE STREET CORP$88.6M
BANK OF MONTREAL /CAN/$82.7MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Keyser JonathanA$0.00
May 29, 2026Conti CraigA$0.00
May 19, 2026DAVIS DOUGLASA$0.00
May 19, 2026RUSSO CYNTHIAA$0.00
May 19, 2026REXFORD JOHNA$0.00

Reddit Sentiment

37°
Cool
Bearish Neutral Bullish
27 mentions 2 bullish 10 bearish
50 institutional holders with $1.3B total value (90,978,516 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 20 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.24,218,719$346.1M26.6%
2VANGUARD PORTFOLIO MANAGEMENT LLC8,270,516$118.2M9.1%
3VANGUARD CAPITAL MANAGEMENT LLC6,633,759$94.8M7.3%
4STATE STREET CORP6,199,602$88.6M6.8%
5BANK OF MONTREAL /CAN/5,789,907$82.7M6.4%DOUBLED +49133.9%
6WELLINGTON MANAGEMENT GROUP LLP5,469,915$78.2M6.0%
7MORGAN STANLEY3,888,627$55.6M4.3%ADD +44.8%
8MACKENZIE FINANCIAL CORP3,718,999$53.1M4.1%
9DIMENSIONAL FUND ADVISORS LP3,287,840$47.0M3.6%
10GOLDMAN SACHS GROUP INC2,779,901$39.7M3.1%
11D. E. Shaw & Co., Inc.2,672,998$38.2M2.9%DOUBLED +112.9%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,821,387$26.0M2.0%
13BANK OF AMERICA CORP /DE/1,576,119$22.5M1.7%ADD +34.4%
14SEI INVESTMENTS CO1,213,838$17.3M1.3%
15VANGUARD FIDUCIARY TRUST CO1,102,406$15.8M1.2%
16Nuveen, LLC1,016,048$14.5M1.1%TRIM -30.4%
17Select Equity Group, L.P.951,159$13.6M1.0%ADD +30.4%
18SCHRODER INVESTMENT MANAGEMENT GROUP945,902$13.4M1.0%
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP935,021$13.4M1.0%DOUBLED +206.3%
20WCM INVESTMENT MANAGEMENT, LLC852,663$12.1M0.9%TRIM -34.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF MONTREAL /CAN/DOUBLED11,7605,789,907+49133.9%$82.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,172,4811,576,119+34.4%$22.5M2026-Q1
Nuveen, LLCTRIM1,459,0271,016,048-30.4%$14.5M2026-Q1
Select Equity Group, L.P.ADD729,528951,159+30.4%$13.6M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED305,267935,021+206.3%$13.4M2026-Q1
WCM INVESTMENT MANAGEMENT, LLCTRIM1,300,645852,663-34.4%$12.1M2026-Q1
AMERIPRISE FINANCIAL INCADD493,374734,553+48.9%$10.5M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEAR_EXIT3,438,948388,617-88.7%$5.6M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM416,747303,164-27.3%$4.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD156,738286,207+82.6%$4.1M2026-Q1
BLAIR WILLIAM & CO/ILTRIM387,745212,613-45.2%$3.0M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED36,137176,307+387.9%$2.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED963139,865+14423.9%$2.0M2026-Q1
Holocene Advisors, LPDOUBLED24,638113,879+362.2%$1.6M2026-Q1
Freestone Grove Partners LPDOUBLED41,278104,485+153.1%$1.5M2026-Q1
Russell Investments Group, Ltd.TRIM137,86369,728-49.4%$996.4K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD43,11168,957+60.0%$985.4K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM121,66356,825-53.3%$812.0K2026-Q1
M&T BANK CORPTRIM92,64545,877-50.5%$655.6K2026-Q1
Arizona State Retirement SystemTRIM84,34843,828-48.0%$626.3K2026-Q1
AmundiADD26,45436,773+39.0%$525.5K2026-Q1
STIFEL FINANCIAL CORPADD18,99334,299+80.6%$490.1K2026-Q1
Verition Fund Management LLCNEAR_EXIT148,67028,437-80.9%$406.4K2026-Q1
Brevan Howard Capital Management LPTRIM41,58728,165-32.3%$402.5K2026-Q1
CWM, LLCDOUBLED4,43917,294+289.6%$247.1K2026-Q1
13 unique insiders with 47 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Keyser JonathanInterim President and CEOAWARD460,122
May 29, 2026Conti Craig CChief Financial OfficerAWARD388,026
May 19, 2026DAVIS DOUGLAS LEEDirectorAWARD14,683
May 19, 2026RUSSO CYNTHIA ADirectorAWARD14,683
May 19, 2026REXFORD JOHN HDirectorAWARD14,683
May 19, 2026HUERTA MICHAEL PDirectorAWARD14,683
May 19, 2026Byrne Patrick JDirectorAWARD14,683
May 19, 2026Ratnakar RajDirectorAWARD14,683
May 18, 2026RUSSO CYNTHIA ADirectorEXERCISE7,949
May 18, 2026DAVIS DOUGLAS LEEDirectorEXERCISE7,949
May 18, 2026REXFORD JOHN HDirectorEXERCISE7,949
May 18, 2026HUERTA MICHAEL PDirectorEXERCISE7,949
May 18, 2026Byrne Patrick JDirectorEXERCISE7,949
May 18, 2026Ratnakar RajDirectorEXERCISE7,949
May 11, 2026Baldwin JonathanEVP-Government SolutionsEXERCISE10,917
May 11, 2026Baldwin JonathanEVP-Government SolutionsTAX W/H5,058$13.79$69.7K
May 11, 2026Conti Craig CChief Financial OfficerEXERCISE5,369
May 11, 2026Conti Craig CChief Financial OfficerTAX W/H2,272$13.79$31.3K
Mar 16, 2026Keyser JonathanChief Legal OfficerTAX W/H2,257$16.70$37.7K
Mar 16, 2026Conti Craig CChief Financial OfficerAWARD27,741
Mar 16, 2026Keyser JonathanChief Legal OfficerAWARD5,334
Mar 16, 2026Conti Craig CChief Financial OfficerTAX W/H11,742$16.70$196.1K
Mar 16, 2026Baldwin JonathanEVP-Government SolutionsAWARD21,339
Mar 16, 2026ROBERTS DAVID MARTINPresident and CEOAWARD93,362
Mar 16, 2026Baldwin JonathanEVP-Government SolutionsTAX W/H9,888$16.70$165.1K
Mar 16, 2026ROBERTS DAVID MARTINPresident and CEOTAX W/H39,520$16.70$660.0K
Mar 3, 2026Patel Hiten MChief Accounting OfficerEXERCISE1,578
Mar 3, 2026ROBERTS DAVID MARTINPresident and CEOEXERCISE16,106
Mar 3, 2026Keyser JonathanChief Legal OfficerEXERCISE3,048
Mar 3, 2026Conti Craig CChief Financial OfficerEXERCISE7,186
Mar 3, 2026Bo LinSr Vice President, T2 SystemsEXERCISE1,959
Mar 3, 2026Baldwin JonathanEVP-Government SolutionsEXERCISE4,790
Mar 2, 2026ROBERTS DAVID MARTINPresident and CEOAWARD85,329
Mar 2, 2026Keyser JonathanChief Legal OfficerEXERCISE10,566
Mar 2, 2026Keyser JonathanChief Legal OfficerAWARD23,952
Mar 2, 2026Conti Craig CChief Financial OfficerAWARD41,916
Mar 2, 2026Bo LinSr Vice President, T2 SystemsAWARD13,173
Mar 2, 2026Baldwin JonathanEVP-Government SolutionsEXERCISE5,634
Mar 2, 2026Baldwin JonathanEVP-Government SolutionsAWARD28,742
Mar 2, 2026Moser StaceyEVP & GM, Commercial ServicesAWARD20,359
Mar 2, 2026ROBERTS DAVID MARTINPresident and CEOEXERCISE15,845
Mar 2, 2026Patel Hiten MChief Accounting OfficerAWARD13,473
Mar 2, 2026Conti Craig CChief Financial OfficerEXERCISE7,324
Mar 1, 2026ROBERTS DAVID MARTINPresident and CEOEXERCISE13,112
Mar 1, 2026Keyser JonathanChief Legal OfficerEXERCISE2,841
Mar 1, 2026Conti Craig CChief Financial OfficerEXERCISE6,337
Mar 1, 2026Baldwin JonathanEVP-Government SolutionsEXERCISE4,370

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

Current analyst consensus: Strong Sell (0% buy). Based on 13 analysts: 0 strong buy, 0 buy, 9 hold, 2 sell, 2 strong sell.

Analyst Price Targets

$9.71 mean target +108.0% upside Strong Buy (3.00)
$4.00 Low $28.00 High
MetricValue
Current Price$4.67
Target Low$4.00
Target Mean$9.71
Target Median$6.00
Target High$28.00
# Analysts7
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.33 $0.32 $0.34 -2.9% +2.0% 3↑ 3↓ $0.3B 8.0% 8
Next Q
2026-09-30
$0.36 $0.31 $0.40 -3.7% -9.6% 0↑ 7↓ $0.3B 1.0% 8
Current FY
2026-12-31
$1.23 $1.19 $1.31 -7.0% -9.4% 0↑ 8↓ $1.0B 1.0% 8
Next FY
2027-12-31
$1.03 $0.85 $1.21 -16.2% -34.5% 0↑ 8↓ $0.9B -4.2% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.330
7d ago$0.330
30d ago$0.324+0.006
60d ago$0.332-0.002
90d ago$0.333-0.003
7 analyst firms have rated this stock: 0 upgrades, 6 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 Baird MAINTAIN Neutral Neutral
May 28, 2026 UBS DOWNGRADE Buy Neutral
May 27, 2026 William Blair DOWNGRADE Outperform Market Perform
May 27, 2026 CJS Securities DOWNGRADE Market Outperform Market Perform
May 27, 2026 JP Morgan DOWNGRADE Neutral Underweight
May 27, 2026 Deutsche Bank DOWNGRADE Buy Hold
May 27, 2026 Baird DOWNGRADE Outperform Neutral
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
Jun 1, 2026009220%
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.

37°
Cool
Bearish Neutral Bullish
27 mentions 2 bullish 10 bearish 22 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 6, 2026233° Cool022
Jun 6, 2026140° Cool011
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
Jun 2, 2026140° Cool011
Jun 2, 2026140° Cool011
Jun 1, 2026144° Neutral001
Jun 1, 2026144° Neutral001
Jun 1, 2026244° Neutral002
Jun 1, 2026244° Neutral002
May 29, 2026350° Neutral003
May 29, 2026150° Neutral001
May 29, 2026140° Cool011
May 29, 2026140° Cool011
May 28, 2026140° Cool011
May 28, 2026140° Cool011
May 28, 2026140° Cool011
May 28, 2026156° Neutral001
May 28, 2026144° Neutral001
May 28, 2026144° Neutral001

Recent Reddit Threads

r/pennystocks Bearish 7d 2h ago
🚀 VRRM (Verra Mobility) DD: The 75%+ fall (right?)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 9d 17h ago
Hidden Gem $VRRM
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 10d 15h ago
VRRM
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 11d 16h ago
Why you should pay attention to VRRM
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 12d 10h ago
Why you need to pay attention on VRRM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 12d 10h ago
Why you need to pay attention on VRRM
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 14d 14h ago
VRRM is going vroom
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 14d 14h ago
VRRM is going vrooom
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 14d 14h ago
VRRM is going vrooomm
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 14d 19h ago
$VRRM go Vroom
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 15d 14h ago
$VRRM overreaction ?
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 15d 20h ago
$VRRM: Market Overreaction Creates a Massive Dip Buying Opportunity
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 15d 20h ago
YOLO $VRRM: Market Overreaction Creates a Massive Dip Buying Opportunity
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 16d 1h ago
Will Verra Mobility (VRRM) make recovery? Down ~70% ytd
▲ 1 💬 0 ⚡ 0.5
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