Verra Mobility (NASDAQ: VRRM) details 2026 proxy, pay plan and 2025 results
Verra Mobility (NASDAQ: VRRM) has released details for its 2026 annual meeting, including proposals for electing three Class II directors, advisory votes on executive compensation and its frequency, and the ratification of Deloitte & Touche LLP as its independent auditor. The company reported strong financial performance for fiscal year 2025, with revenues of $979.1 million and Adjusted EBITDA of $415.9 million. The proxy statement also details the compensation philosophy, which is heavily performance-based, and outlines a new five-year long-term incentive program for executives.
Verra Mobility’s Sales Growth Meets Profitability Strains And Cooling Sentiment
Verra Mobility (VRRM) is experiencing strong long-term sales growth but faces significant pressure on its free cash flow margins and profitability, leading to a 37.8% decline in its share price year-to-date. Investors are now more focused on the company's cash generation and execution amidst rising investment needs or operating costs. The market is weighing the balance between growth and profitability, with the stock currently trading well below fair value estimates despite its debt levels.
Vanguard realignment lists 0% in Verra Mobility (VRRM)
Vanguard has filed an amended Schedule 13G/A, reporting 0% beneficial ownership of Verra Mobility (VRRM) common stock. This change is due to an internal realignment effective January 12, 2026, where several Vanguard subsidiaries will now report their holdings separately, not indicating a sale of shares. The filing clarifies that Vanguard no longer holds direct beneficial ownership of these shares for reporting purposes, citing SEC Release No. 34-39538.
DAVENPORT & Co LLC Cuts Position in Verra Mobility Corp $VRRM
DAVENPORT & Co LLC reduced its stake in Verra Mobility Corp ($VRRM) by 5.6% in the fourth quarter of 2025, selling over 76,000 shares to hold 1.29 million shares valued at $29.285 million. This follows Verra Mobility reporting a slight EPS miss but exceeding revenue expectations for the quarter, with analysts largely maintaining a "Hold" rating and average price target of $24.00, though some have lowered individual targets. Other institutional investors showed mixed activity, with some increasing their positions in Verra Mobility during the same period.
Verra Mobility (VRRM) EVP granted 21,339 shares, 9,888 withheld for taxes
Verra Mobility EVP Jonathan Baldwin was granted 21,339 shares of Class A Common Stock as a performance-based award for the 2023-2026 period. To cover tax liabilities upon vesting, 9,888 shares were withheld at a price of $16.70 per share. After these transactions, Baldwin directly holds 37,887 Class A Common shares, with the activity reflecting routine compensation rather than open-market trading.
Verra Mobility (NASDAQ: VRRM) CFO nets shares from performance award
Verra Mobility's CFO, Craig C. Conti, received 27,741 shares of Class A Common Stock as part of a 2023 performance share unit award. To cover tax obligations upon the vesting of these units, 11,742 shares were withheld at a price of $16.70 per share. Following these transactions, Conti directly holds 102,409 shares, reflecting equity compensation and tax withholding rather than open-market trading.
Verra Mobility (VRRM) CLO gets 5,334-share award, 2,257 withheld for taxes
Verra Mobility Corp's Chief Legal Officer, Jonathan Keyser, received a grant of 5,334 shares of Class A Common Stock as part of a 2023 performance share unit award. To cover tax liabilities upon vesting, 2,257 shares were withheld at a price of $16.70 per share. These compensation-related transactions leave him with 13,448 shares directly held, reflecting equity compensation and tax withholding rather than open-market trading.
Verra Mobility (VRRM) CEO gets 93,362-share award, 39,520 withheld
Verra Mobility Corp's CEO, David Martin Roberts, received a stock-based compensation of 93,362 shares of Class A Common Stock. These shares were earned under a 2023 performance share unit award. Of this award, 39,520 shares were withheld to cover tax obligations at a price of $16.70 per share.
Verra Mobility Corp $VRRM Shares Sold by Algert Global LLC
Algert Global LLC significantly reduced its stake in Verra Mobility Corp (NASDAQ:VRRM) by 28.5% in the third quarter, selling 113,709 shares and retaining 285,442 shares valued at approximately $7.05 million. Despite missing EPS expectations with $0.30 versus $0.32, Verra Mobility's revenue beat at $257.9 million, a 16.4% year-over-year increase, and the company set a positive FY2026 EPS guidance. Analyst ratings for VRRM are mixed, with a consensus "Hold" rating and an average price target of $24.00.
Assessing Verra Mobility (VRRM) Valuation After Prolonged Share Price Weakness
Verra Mobility (VRRM) has experienced prolonged share price weakness, with a significant decline over the past year. Despite this, a common valuation narrative suggests the company is undervalued, with a fair value of $25.14 against a current price of $15.16, driven by accelerating demand for automated enforcement solutions and predictable high-margin revenue. Investors are advised to consider both the potential upside and risks like contract concentration and margin pressure.
Sunriver Management LLC Buys 219,976 Shares of Verra Mobility Corp $VRRM
Sunriver Management LLC increased its stake in Verra Mobility Corp (NASDAQ:VRRM) by 10.7% in the third quarter, purchasing an additional 219,976 shares, bringing its total holdings to 2,284,774 shares valued at $56.43 million. This makes Verra Mobility the third-largest holding for Sunriver Management, representing about 6.1% of the fund. Despite the increased institutional interest, Verra Mobility reported Q3 EPS of $0.30, missing estimates by $0.02, though revenue rose by 16.4% to $257.9 million, and the company set FY2026 guidance at $1.32-$1.38 EPS.
Deep Dive Into Verra Mobility Stock: Analyst Perspectives (4 Ratings)
Four analysts have provided ratings for Verra Mobility (NASDAQ: VRRM) in the last three months, with all offering indifferent (neutral) perspectives. The average 12-month price target is set at $22.50, a decrease from the previous average, with individual analyst actions showing price target adjustments, primarily lowered. The article also details Verra Mobility's business, its recent financial performance including strong revenue growth and profitability but high debt-to-equity, and explains the general principles of analyst ratings for investors.
Verra Mobility to Present at the 2026 J.P. Morgan Industrials Conference
Verra Mobility Corporation announced that its Chief Financial Officer, Craig Conti, will participate in a fireside chat at the 2026 J.P. Morgan Industrials Conference on March 17, 2026. The company is a leading provider of smart mobility technology solutions aimed at making transportation safer, smarter, and more connected. This presentation will highlight their solutions for transportation safety and parking management.
Bell Asset Management Ltd Sells 72,221 Shares of Verra Mobility Corp $VRRM
Bell Asset Management Ltd significantly reduced its stake in Verra Mobility Corp ($VRRM) by selling 72,221 shares, representing a 33.2% reduction. The firm now holds 145,454 shares valued at $3.59 million. This move comes as Verra Mobility reported quarterly earnings per share that missed analyst estimates, although revenue exceeded expectations, and analysts currently have a consensus "Hold" rating for the stock.
Verra Mobility (VRRM) CEO logs new 85,329 RSU grant and tax withholdings
Verra Mobility's President and CEO, David Martin Roberts, reported a new grant of 85,329 restricted stock units (RSUs) on March 2, 2026, which will vest annually over four years. Additionally, he saw previous RSU grants vest from March 1-3, 2026, converting into Class A common stock, with a portion withheld for tax liabilities at prices between $16.70 and $16.79 per share. Roberts continues to hold significant direct and indirect (through a trust) positions in the company's Class A common stock.
RSU grants and tax share withholdings at Verra Mobility (VRRM)
Verra Mobility's Chief Legal Officer, Jonathan Keyser, reported RSU grants and vesting activities. On March 2, 2026, Keyser received a grant of 23,952 restricted stock units, vesting over four annual installments starting March 2, 2027. Additionally, previously granted RSUs converted into Class A common stock between March 1-3, 2026, with a portion of shares withheld at values ranging from $16.70-$16.79 to cover tax obligations.
Verra Mobility (NASDAQ: VRRM) SVP granted 13,173 RSUs and withholds shares for tax
Verra Mobility executive Bo Lin, SVP of T2 Systems, received a grant of 13,173 restricted stock units (RSUs) on March 2, 2026, which will vest in four annual installments starting March 2, 2027. He also converted 1,959 RSUs into Class A common shares and had 678 shares withheld for tax obligations related to RSU vesting. These transactions directly impacted his beneficial ownership in Verra Mobility Corp.
Verra Mobility (VRRM) CFO logs RSU grants, conversions and tax share dispositions
Verra Mobility's CFO, Craig C. Conti, reported multiple equity compensation transactions, including the conversion of restricted stock units (RSUs) into Class A common stock and subsequent share dispositions to cover tax liabilities between March 1 and March 3, 2026. A new grant of 41,916 RSUs was also reported on March 2, 2026. Following these transactions, Conti holds 86,410 shares of Class A common stock directly.
[Form 4] VERRA MOBILITY Corp Insider Trading Activity
Verra Mobility Corp's Chief Accounting Officer, Hiten M. Patel, reported equity compensation activities. This included receiving a grant of 13,473 restricted stock units (RSUs) on March 2, 2026, vesting in four equal annual installments starting March 2, 2027. Additionally, on March 3, 2026, 1,578 RSUs from a previous grant vested, with some shares withheld for tax obligations, leaving Patel with 3,482 Class A shares.
Pittsburgh joins national movement for safer roads with Verra Mobility red light safety program
Pittsburgh has partnered with Verra Mobility to implement a red-light camera program at six high-risk intersections, aiming to enhance road safety and reduce accidents caused by red-light running. The city plans to expand the program to up to 30 locations by 2029, following a public education campaign and a 60-day warning period before issuing citations. This initiative aligns Pittsburgh with 337 other U.S. cities using automated enforcement to change driver behavior, with proven results in reducing violations in other major cities.
20,359 RSUs granted to Verra Mobility (VRRM) Commercial Services EVP
Verra Mobility's EVP & GM of Commercial Services, Stacey Moser, was granted 20,359 restricted stock units (RSUs) on March 2, 2026. These RSUs, which represent a right to receive one share of Class A common stock each, will vest in four equal annual installments starting on March 2, 2027. This grant is a form of equity compensation designed to align executive incentives with the company's long-term performance.
William Blair Investment Management LLC Acquires 896,564 Shares of Verra Mobility Corp $VRRM
William Blair Investment Management LLC significantly increased its stake in Verra Mobility Corp ($VRRM) by 34.7% in Q3, purchasing 896,564 additional shares to own a total of 3,479,448 shares valued at approximately $85.94 million. Despite this increased institutional interest, analyst sentiment remains cautious with an average "Hold" rating and an average price target of $24.75, following recent price target cuts from firms like JPMorgan and Morgan Stanley. Verra Mobility recently missed EPS estimates but exceeded revenue expectations for the last quarter and provided a positive EPS guidance for fiscal year 2026.
Citigroup Inc. Grows Stock Holdings in Verra Mobility Corp $VRRM
Citigroup Inc. increased its stake in Verra Mobility Corp (NASDAQ:VRRM) by 32.8% in the third quarter, bringing its total ownership to 413,748 shares valued at $10.22 million. Despite this, Wall Street analysts maintain a "Hold" rating for VRRM with an average price target of $24.75, following a quarter where the company beat revenue expectations but missed on EPS. Verra Mobility has also provided FY2026 EPS guidance between $1.320-$1.380.
Vanguard Group Inc. Sells 200,354 Shares of Verra Mobility Corp $VRRM
Vanguard Group Inc. reduced its stake in Verra Mobility Corp by 1.2%, selling 200,354 shares, though it still owns 10.38% of the company. This comes as Verra Mobility beat Q4 revenue expectations but missed EPS estimates and issued softer FY2026 guidance, leading to analyst target cuts and a stock drop to multi-year lows. Other institutional investors showed mixed activity, with some increasing their holdings.
Verra Mobility Corporation (NASDAQ:VRRM) Q4 2025 Earnings Call Transcript
Verra Mobility Corporation reported Q4 2025 earnings, with total revenue increasing 16% year-over-year, exceeding internal expectations, although adjusted EPS missed targets. The company highlighted strong execution across its three business segments and an emphasis on a value creation strategy for long-term growth and margin expansion. Key topics included the substantial New York City contract, growth in Government Solutions, stable performance in Parking Solutions, and disciplined capital deployment, alongside a cautious outlook for Commercial Services due to anticipated softer travel volumes.
Thornburg Investment Management Inc. Takes $7.60 Million Position in Verra Mobility Corp $VRRM
Thornburg Investment Management Inc. has acquired a new stake of 307,570 shares in Verra Mobility Corp (NASDAQ:VRRM), valued at approximately $7.60 million, representing 0.19% of the company. This comes despite Verra Mobility missing Q4 EPS estimates and facing analyst target cuts due to margin pressures and revised FY2026 guidance. However, other institutional investors like Norges Bank, Bessemer Group Inc., Man Group plc, Franklin Resources Inc., and Goldman Sachs Group Inc. have recently increased their positions, signaling continued institutional interest in the company.
Verra Mobility to Present at the Morgan Stanley Technology, Media & Telecom Conference
Verra Mobility Corporation announced that its President and CEO, David Roberts, and CFO, Craig Conti, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026, at 12:20 PM PST. The company, a leading provider of smart mobility technology solutions, is headquartered in Arizona and operates globally. This statement contains forward-looking information regarding risks and uncertainties, and Verra Mobility advises investors to monitor its corporate and investor relations websites for important information.
Verra Mobility Q4 2025 Earnings: Revenue Surpasses Expectations - News and Statistics
Verra Mobility reported fourth-quarter 2025 results, with revenue reaching $257.9 million, exceeding analyst expectations and representing a 16.4% increase year-over-year. However, the company's adjusted earnings per share of $0.30 and adjusted EBITDA of $101.8 million both fell short of consensus estimates. Verra Mobility also provided fiscal year guidance that was slightly below analyst projections for both adjusted EPS and adjusted EBITDA.
What To Expect From Verra Mobility's (VRRM) Q4 Earnings
Verra Mobility (VRRM) is set to announce its Q4 earnings on Tuesday after market hours. The market anticipates a 9.1% year-on-year revenue growth for Verra Mobility, following a strong previous quarter where the company exceeded revenue expectations. Despite positive sentiment in the electrical systems segment overall, Verra Mobility's stock is down 7% in the last month.
Verra Mobility Corp (NASDAQ:VRRM) Receives Consensus Recommendation of "Hold" from Analysts
Verra Mobility Corp (NASDAQ:VRRM) has received a consensus "Hold" rating from five analysts, with an average one-year price target of $27.25. Recent analyst actions include UBS raising its target to $31 with a "buy" rating, Wall Street Zen upgrading to "strong-buy," and JPMorgan initiating coverage with a "neutral" rating and a $25 target. The stock opened at $18.94, below its 50-day and 200-day moving averages, with a market capitalization of $3.02 billion.
Verra Mobility to expand red-light and speed enforcement in Hawaii with 10-year contract
Verra Mobility Corporation has secured a 10-year, $160 million contract to expand its red-light and speed enforcement program across all major islands in Hawaii, making it the first statewide automated enforcement program in the U.S. Data from Oahu's initial program showed significant safety improvements, including a 76% reduction in major crash rates and a 62% decline in red-light running violations. The company plans to install 30 additional cameras in 2026, with further expansion in subsequent years.
Hawaii’s new statewide traffic cameras linked to 76% crash drop
Verra Mobility secured a 10-year, $160 million contract with the Hawaii Department of Transportation to expand its red-light and speed enforcement program statewide. The program will grow from 17 to 187 dual-enforcement cameras, making it the first statewide automated enforcement program in the U.S. Early data shows a 62% decline in red-light violations and a 76% reduction in major crash rates at camera sites, with over 510,000 speed violations captured in six months.
2 of Wall Street's Favorite Stocks with Promising Prospects and 1 We Ignore
This article identifies two Wall Street favorite stocks, Verra Mobility (VRRM) and Alignment Healthcare (ALHC), with strong fundamentals and promising prospects based on StockStory's independent analysis. It also recommends avoiding Science Applications International Corporation (SAIC) due to declining sales and a less optimistic demand environment. The analysis provides key financial metrics and growth drivers for each company to justify its stance.
Verra Mobility to expand red-light and speed enforcement in Hawaii with 10-year contract
Verra Mobility (NASDAQ: VRRM) has secured a 10-year, $160 million contract to expand its red-light and speed enforcement program across Hawaii, making it the first statewide automated enforcement program in the U.S. The expansion will increase the number of dual-enforcement cameras from 17 to 187. Data from an initial program on Oahu showed a 76% reduction in major crashes and a 90% repeat offense rate for violators, indicating significant improvements in road safety.
T. Rowe Price reports 6% Verra Mobility (VRRM) stake in 13G/A filing
T. Rowe Price Associates, Inc. has filed an amended Schedule 13G/A, disclosing a 6.0% beneficial ownership stake in Verra Mobility Corp (VRRM) as of December 31, 2025. This corresponds to 9,612,440 shares, with T. Rowe Price asserting sole voting power over 9,539,701 shares and sole dispositive power over 9,612,398 shares. The filing indicates these securities were acquired and are held in the ordinary course of business, with no intent to influence control of Verra Mobility.
Verra Mobility and New York City Department of Transportation finalize five-year, $998 million contract aimed at improving safety through expanded traffic enforcement programs
Verra Mobility has finalized a five-year, $998 million contract with the New York City Department of Transportation (NYC DOT) to manage the city's automated traffic enforcement programs, including red-light, speed, and bus lane cameras. This agreement, effective January 1, 2026, will significantly expand the red-light camera program to 600 intersections and upgrade equipment, building on Verra Mobility's 30-year partnership with NYC DOT. The contract also includes provisions for minority- and women-owned business utilization, community partnerships, and public education, aiming to improve road safety and create local employment.
Verra Mobility’s NYC Camera Deal And What It May Mean For Valuation
Verra Mobility secured a new five-year contract with the New York City Department of Transportation to expand and manage automated enforcement camera programs, increasing its role in a major U.S. traffic enforcement market. This deal comes as VRRM shares have seen recent declines but show stronger long-term returns. Investors will be monitoring execution, deployment scaling, and the financial impact of this multi-year agreement, especially given the company's current valuation, profit margins, and debt levels.
Verra Mobility and New York City Department of Transportation finalize five-year, $998 million contract aimed at improving safety through expanded traffic enforcement programs
Verra Mobility has finalized a new five-year, $998 million contract with the NYC DOT to manage the city's automated enforcement camera programs, with an option to extend for an additional five years. This contract, effective January 1, 2026, will expand red-light safety cameras to 600 intersections and include upgrades to equipment and commitments to minority- and women-owned business enterprises. The agreement aims to enhance public safety by leveraging technology to detect and process traffic violations.
Verra Mobility and New York City Department of Transportation finalize five-year, $998 million contract aimed at improving safety through expanded traffic enforcement programs
Verra Mobility has finalized a five-year, $998 million contract with the NYC DOT to continue managing the city's automated enforcement camera programs, with an option for an additional five years. The agreement, effective January 1, 2026, will expand red-light safety camera programs to 600 intersections and grow bus lane enforcement, building on Verra Mobility's 30-year partnership with the city. This initiative aims to improve traffic safety, create local employment opportunities, and support minority- and women-owned businesses.
Verra Mobility and New York City Department of Transportation finalize five-year, $998 million contract aimed at improving safety through expanded traffic enforcement programs
Verra Mobility has finalized a five-year, $998 million contract with the NYC DOT to continue managing the city's automated traffic enforcement programs, including red-light, speed, and bus lane cameras. This agreement, effective January 1, 2026, will significantly expand the red-light camera program to 600 intersections and upgrade older equipment. The contract also includes a commitment to utilize minority- and women-owned business enterprises and contribute to safer streets in all five boroughs.
NYC to expand red-light and bus lane cameras under $998M deal
Verra Mobility has finalized a new five-year, $998 million contract with the New York City Department of Transportation to operate and expand NYC's automated traffic enforcement programs, including red-light, speed, bus lane, and BQE weight-limit cameras. This contract, effective January 1, 2026, represents a 34% increase over the previous term and will expand the red-light safety camera program to 600 intersections, up from 150. The agreement also includes commitments for minority- and women-owned business utilization and local hiring, aiming to enhance public safety and promote economic development within the city.
Verra Mobility and New York City Department of Transportation finalize five-year, $998 million contract aimed at improving safety through expanded traffic enforcement programs
Verra Mobility and the NYC DOT have finalized a new five-year, $998 million contract to continue managing the city's automated enforcement camera programs, with an option to extend. This agreement will expand red-light and bus lane enforcement across all five boroughs, increasing the number of signalized intersections with red-light cameras from 150 to 600. The contract aims to improve safety, create local employment opportunities, and support minority- and women-owned businesses.
Verra Mobility Schedules Fourth Quarter 2025 Earnings Call
Verra Mobility Corporation (NASDAQ: VRRM) announced it will report its financial results for the fourth quarter ended December 31, 2025, after market close on February 24, 2026. CEO David Roberts and CFO Craig Conti will host a conference call and live webcast for investors and analysts to discuss these results at 5:00 p.m. ET on the same day. Details for accessing the webcast and replay are available on the company's Investor Relations website.
Verra Mobility and New York City Department of Transportation finalize five-year, $998 million contract aimed at improving safety through expanded traffic enforcement programs
Verra Mobility has finalized a five-year, $998 million contract with the New York City Department of Transportation (NYC DOT) to continue managing the city's automated enforcement camera programs, with an option for a five-year extension. This contract, effective January 1, 2026, represents a 34% increase from the previous agreement and will expand red-light safety camera programs to 600 intersections and grow automated bus lane enforcement. The partnership aims to enhance traffic safety, foster local employment, and support minority- and women-owned businesses in New York City.
Verra Mobility Schedules Fourth Quarter 2025 Earnings Call
Verra Mobility Corporation announced it will report its financial results for the fourth quarter ended December 31, 2025, after market close on February 24, 2026. CEO David Roberts and CFO Craig Conti will host a conference call and live webcast for investors and analysts at 5:00 p.m. ET on the same day to discuss the results. Interested participants can register on the company's Investor Relations website to access the call.
Verra Mobility Schedules Fourth Quarter 2025 Earnings Call
Verra Mobility Corporation (NASDAQ: VRRM) announced it will report its financial results for the fourth quarter ended December 31, 2025, after market close on February 24, 2026. CEO David Roberts and CFO Craig Conti will host a conference call and live webcast on the same day at 5:00 p.m. ET to discuss the results. The webcast will be available on the company's Investor Relations website, with replay access also provided.
Verra Mobility Schedules Fourth Quarter 2025 Earnings Call
Verra Mobility Corporation announced it will release its fourth-quarter 2025 financial results on February 24, 2026, after market close. The company's CEO and CFO will host a conference call and live webcast to discuss the results at 5:00 p.m. ET on the same day. Investors and analysts can register to access the call or view the webcast on Verra Mobility's Investor Relations website.
Six years on GovTech 100: how Verra Mobility tech targets safer streets
Verra Mobility (NASDAQ: VRRM) has been recognized as a GovTech 100 Company for the sixth consecutive year in 2026, highlighting its leadership in providing technology solutions for state and local governments. The company's commitment to safer streets is demonstrated through initiatives such as San Francisco's pilot speed safety program and the expansion of New York City's red-light safety program. This consistent recognition underscores Verra Mobility's dedication to evolving its mobility solutions to meet the changing needs of cities globally.
Verra Mobility recognized as GovTech 100 company for sixth consecutive year
Verra Mobility (NASDAQ: VRRM) has been named a GovTech 100 Company for the sixth year in a row, recognized for its innovative smart mobility technology solutions that aid government agencies. The company's commitment to improving safety and efficiency in urban environments is highlighted by its expansion, including speed safety programs and red-light safety programs in major U.S. cities. This recognition underscores Verra Mobility's leadership and growth in the GovTech sector, focusing on solutions that serve the evolving needs of cities globally.
Verra Mobility recognized as GovTech 100 company for sixth consecutive year
Verra Mobility has been recognized as a GovTech 100 Company for the sixth consecutive year, highlighting its role in providing smart mobility technology solutions to governments. The company's commitment to innovation in automated enforcement and school safety systems helps improve urban and motorway mobility and supports safer communities. This recognition underscores Verra Mobility's consistent growth and leadership within the government technology sector, driven by its successful partnerships with local governments and new pilot programs.
