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

Verra Mobility (NASDAQ:VRRM) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.190-1.250 for the period, compared to the consensus earnings per share estimate of 1.330. The company issued revenue guidance of $985.0 million-$995.0 million, compared to the consensus revenue estimate of $1.0 billion.

Analysts Set New Price Targets

Several analysts recently commented on the stock. JPMorgan Chase & Co. reissued an “underweight” rating and set a $8.00 target price (down from $17.00) on shares of Verra Mobility in a research note on Wednesday, May 27th. Northcoast Research reaffirmed a “neutral” rating on shares of Verra Mobility in a report on Wednesday, May 27th. Robert W. Baird cut their price objective on Verra Mobility from $8.00 to $6.00 and set a “neutral” rating for the company in a research report on Tuesday, June 2nd. Morgan Stanley set a $4.00 price objective on Verra Mobility in a research note on Wednesday, May 27th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $9.00 target price (down from $22.00) on shares of Verra Mobility in a report on Wednesday, May 27th. Seven equities research analysts have rated the stock with a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Verra Mobility currently has an average rating of “Reduce” and an average target price of $6.83.

Verra Mobility Stock Performance

Shares of VRRM opened at $4.39 on Thursday. The company has a 50-day moving average of $10.16 and a two-hundred day moving average of $15.77. The stock has a market cap of $666.88 million, a price-to-earnings ratio of 5.35 and a beta of 0.43. The company has a debt-to-equity ratio of 3.76, a current ratio of 1.89 and a quick ratio of 1.77. Verra Mobility has a one year low of $3.40 and a one year high of $25.83.

Verra Mobility (NASDAQ:VRRM) last released its quarterly earnings results on Wednesday, May 6th. The company reported $0.25 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.25. Verra Mobility had a net margin of 13.38% and a return on equity of 55.59%. The business had revenue of $223.57 million for the quarter, compared to analyst estimates of $223.34 million. During the same quarter in the previous year, the business earned $0.30 earnings per share. The firm’s revenue was up .1% compared to the same quarter last year. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS. On average, equities research analysts expect that Verra Mobility will post 1.08 earnings per share for the current year.

More Verra Mobility News

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

• Negative Sentiment: Verra Mobility lowered FY2026 EPS guidance to 1.190-1.250, below the consensus estimate of 1.330, and revenue guidance of $985 million-$995 million also came in below the roughly $1.0 billion forecast. This signals weaker near-term growth and profitability than investors expected.
• Negative Sentiment: The stock is also being weighed down by a securities class action lawsuit and repeated legal notices from multiple law firms after revelations that Avis Budget Group terminated renewal negotiations. That customer loss raised concerns about a potential revenue hole and the durability of Verra’s Commercial Services business. Article Title
• Neutral Sentiment: Several firms are advertising August 4, 2026 lead-plaintiff deadlines for investors who bought VRRM shares during the class period. These notices add to headline risk, but they are largely procedural at this stage. Article Title

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Wellington Management Group LLP lifted its stake in Verra Mobility by 4.9% in the 4th quarter. Wellington Management Group LLP now owns 7,059,237 shares of the company’s stock worth $158,198,000 after acquiring an additional 329,264 shares in the last quarter. Morgan Stanley boosted its holdings in shares of Verra Mobility by 44.8% during the fourth quarter. Morgan Stanley now owns 4,194,005 shares of the company’s stock worth $93,988,000 after purchasing an additional 1,296,602 shares during the period. Dimensional Fund Advisors LP increased its stake in Verra Mobility by 0.7% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,316,850 shares of the company’s stock valued at $74,333,000 after buying an additional 24,682 shares during the period. Sunriver Management LLC lifted its position in Verra Mobility by 29.4% in the 4th quarter. Sunriver Management LLC now owns 2,956,976 shares of the company’s stock worth $66,266,000 after buying an additional 672,202 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Verra Mobility by 71.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,924,781 shares of the company’s stock valued at $65,544,000 after buying an additional 1,222,116 shares during the period.

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.