Verra Mobility (NASDAQ:VRRM) Issues FY 2026 Earnings Guidance

Verra Mobility (NASDAQ:VRRM) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.320-1.380 for the period, compared to the consensus earnings per share estimate of 1.320. The company issued revenue guidance of $1.0 billion-$1.0 billion, compared to the consensus revenue estimate of $1.0 billion.

Verra Mobility Stock Up 0.8%

VRRM stock opened at $18.71 on Wednesday. The stock has a market capitalization of $2.99 billion, a PE ratio of 58.47, a price-to-earnings-growth ratio of 2.93 and a beta of 0.59. The company has a fifty day moving average of $20.86 and a 200-day moving average of $22.62. The company has a debt-to-equity ratio of 2.55, a quick ratio of 2.35 and a current ratio of 2.45. Verra Mobility has a one year low of $17.08 and a one year high of $26.38.

Verra Mobility (NASDAQ:VRRM) last posted its quarterly earnings results on Tuesday, February 24th. The company reported $0.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.02). The firm had revenue of $257.86 million for the quarter, compared to analysts’ expectations of $241.17 million. Verra Mobility had a return on equity of 60.72% and a net margin of 5.42%.The company’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.33 earnings per share. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS. As a group, analysts expect that Verra Mobility will post 1.08 EPS for the current year.

Analyst Upgrades and Downgrades

VRRM has been the subject of a number of research analyst reports. JPMorgan Chase & Co. started coverage on shares of Verra Mobility in a report on Monday, January 26th. They issued a “neutral” rating and a $25.00 target price for the company. Wall Street Zen upgraded Verra Mobility from a “buy” rating to a “strong-buy” rating in a report on Saturday, December 20th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Verra Mobility in a research note on Monday, December 29th. Finally, UBS Group lifted their price objective on Verra Mobility from $29.00 to $31.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $27.25.

Key Verra Mobility News

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

• Positive Sentiment: Top-line beat — Q4 revenue rose 16.4% to ~$257.9M, above Street estimates, showing sustained demand and growth momentum. Verra Mobility Corporation (VRRM) Releases Q4 2025 Earnings: Revenue Beats, EPS Miss
• Positive Sentiment: Contract win — the company secured a new five‑year contract with the New York City Department of Transportation, supporting revenue visibility and scale. Verra Mobility Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Capital return — the company repurchased ~$133.4M of stock in Q4, which should support EPS over time and signal confidence from management. Verra Mobility Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: FY‑2026 guidance — company set EPS guidance of $1.32–$1.38 (roughly in line with consensus), and revenue guidance/expectations cluster around ~$1.0–1.03B; investors are parsing the mix of modest growth vs. margin pressure. Verra Mobility expects $1.02B–$1.03B 2026 revenue as NYC contract and MOSAIC investments reshape margin outlook
• Neutral Sentiment: Full‑year results — FY2025 revenue ~$979.1M and operating cash flow remained positive; this provides a baseline but investors focus on forward margin trajectory. Verra Mobility Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: EPS miss and earnings reaction — Q4 EPS missed consensus ($0.30 vs. ~$0.32), prompting an immediate negative market response despite the revenue beat. Verra Mobility falls on earnings miss and weak guidance
• Negative Sentiment: Margin and cash dynamics — operating profit and net income contracted materially YoY, capex rose sharply and cash balances fell, which pressures near‑term margins and raises questions about MOSAIC investments’ payoff timing. Verra Mobility Corporation (VRRM) Releases Q4 2025 Earnings: Revenue Beats, EPS Miss
• Negative Sentiment: Market/ownership moves — some large institutional sellers and a mixed analyst/hedge fund reaction amplify downside pressure in the stock near term. Verra Mobility Corporation (VRRM) Releases Q4 2025 Earnings: Revenue Beats, EPS Miss

Institutional Trading of Verra Mobility

A number of large investors have recently made changes to their positions in VRRM. Global Retirement Partners LLC purchased a new position in Verra Mobility in the 4th quarter valued at about $27,000. Caitong International Asset Management Co. Ltd lifted its stake in shares of Verra Mobility by 967.8% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,260 shares of the company’s stock valued at $28,000 after buying an additional 1,142 shares during the period. EverSource Wealth Advisors LLC raised its holdings in Verra Mobility by 439.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,494 shares of the company’s stock valued at $38,000 after acquiring an additional 1,217 shares during the last quarter. Osaic Holdings Inc. boosted its holdings in shares of Verra Mobility by 285.8% during the second quarter. Osaic Holdings Inc. now owns 3,044 shares of the company’s stock worth $72,000 after purchasing an additional 2,255 shares during the last quarter. Finally, Smartleaf Asset Management LLC increased its stake in Verra Mobility by 46.7% in the second quarter. Smartleaf Asset Management LLC now owns 3,414 shares of the company’s stock valued at $87,000 after purchasing an additional 1,087 shares during the last quarter.

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.