Sei Investments Co. Raises Stake in Verra Mobility Corp $VRRM

Sei Investments Co. grew its position in Verra Mobility Corp (NASDAQ:VRRM) by 10.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,213,838 shares of the company’s stock after purchasing an additional 115,968 shares during the quarter. Sei Investments Co.’s holdings in Verra Mobility were worth $17,346,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Comerica Bank boosted its holdings in Verra Mobility by 134.3% in the 4th quarter. Comerica Bank now owns 139,349 shares of the company’s stock worth $3,123,000 after buying an additional 79,887 shares during the period. SG Americas Securities LLC raised its holdings in Verra Mobility by 144.4% during the fourth quarter. SG Americas Securities LLC now owns 269,649 shares of the company’s stock valued at $6,043,000 after acquiring an additional 159,331 shares during the period. River Road Asset Management LLC raised its holdings in Verra Mobility by 441.6% during the fourth quarter. River Road Asset Management LLC now owns 2,984,760 shares of the company’s stock valued at $66,888,000 after acquiring an additional 2,433,610 shares during the period. Oak Family Advisors LLC lifted its position in shares of Verra Mobility by 17.7% in the fourth quarter. Oak Family Advisors LLC now owns 263,122 shares of the company’s stock valued at $5,897,000 after acquiring an additional 39,624 shares in the last quarter. Finally, Aristotle Capital Boston LLC boosted its stake in shares of Verra Mobility by 56.3% in the fourth quarter. Aristotle Capital Boston LLC now owns 661,918 shares of the company’s stock worth $14,834,000 after acquiring an additional 238,328 shares during the period.

Verra Mobility Stock Up 22.0%

VRRM opened at $5.10 on Thursday. The company has a market capitalization of $774.74 million, a PE ratio of 6.22 and a beta of 0.43. The firm has a 50-day simple moving average of $5.07 and a two-hundred day simple moving average of $12.61. The company has a quick ratio of 1.77, a current ratio of 1.89 and a debt-to-equity ratio of 3.76. Verra Mobility Corp has a 52 week low of $3.40 and a 52 week high of $25.57.

Verra Mobility (NASDAQ:VRRM) last issued its earnings results on Wednesday, May 6th. The company reported $0.25 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.25. The firm had revenue of $223.57 million for the quarter, compared to analysts’ expectations of $223.34 million. Verra Mobility had a return on equity of 55.59% and a net margin of 13.38%.The business’s revenue was up .1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.30 earnings per share. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS. Analysts forecast that Verra Mobility Corp will post 1.08 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Zacks Research downgraded Verra Mobility from a “hold” rating to a “strong sell” rating in a research note on Monday, June 1st. UBS Group downgraded Verra Mobility from a “buy” rating to a “neutral” rating and dropped their price target for the stock from $23.00 to $4.00 in a research note on Thursday, May 28th. Northcoast Research reaffirmed a “neutral” rating on shares of Verra Mobility in a report on Wednesday, May 27th. William Blair lowered shares of Verra Mobility from an “outperform” rating to a “market perform” rating in a report on Wednesday, May 27th. Finally, Wall Street Zen cut shares of Verra Mobility from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Eight analysts have rated the stock with a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and an average price target of $6.50.

Trending Headlines about Verra Mobility

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

• Positive Sentiment: Seven-year Avis contract framework: Verra Mobility announced an agreement with Avis Budget Group on the key commercial terms of a new seven-year tolling and violations-services contract. Final operational terms still need to be completed, but the agreement reduces the risk of losing a major customer and supports the company’s rental-car tolling revenue outlook. Verra Mobility Reaches Framework Agreement with Avis Budget Group
• Positive Sentiment: Unusual call-option activity: Investors purchased approximately 4,100 call options, about 86% above average call volume. This indicates increased speculative interest in a potential rebound, though options activity is not a guarantee of future performance.
• Neutral Sentiment: High trading activity: Trading volume was far above the stock’s average, reflecting substantial investor repositioning after the Avis announcement and the continuing legal news flow. The shares remain well below their 52-week high and below the 200-day moving average.
• Negative Sentiment: Multiple securities lawsuits and investigations: Several investor-rights law firms publicized a securities class action against Verra Mobility and urged investors who purchased shares between February 24 and May 26, 2026, to seek lead-plaintiff status before the August 4 deadline. The complaints allege that Verra misled investors about its revenue outlook, Commercial Services growth, rental-car tolling performance and renewal risks involving major customers. These are allegations, not established findings, but the litigation creates potential legal costs, reputational risk and an overhang on the stock. VRRM Investor Alert
• Negative Sentiment: Recent collapse remains central to investor concerns: One legal notice characterized the stock’s decline as a 71% collapse following the previously announced Avis contract termination, while another cited an abrupt leadership transition. The new framework agreement is constructive, but investors still face uncertainty until the contract is finalized and the company demonstrates that projected growth can be sustained. Levi & Korsinsky Investor Notice

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.