VRRM · NASDAQ · Information Technology Services

Verra Mobility

Runs toll, violation, photo-enforcement, and parking systems for fleets and public agencies.

$4.40
After-hours close+0.01 (+0.23%)
At close$4.39(−0.45%)
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Profile

Verra Mobility CorporationVRRMInformation Technology

Provides commercial toll and violation processing, government photo-enforcement systems, and parking-management technology. Revenue is split mainly between fleet services and government programs, with a smaller parking segment, and operations are concentrated in the United States with additional activity in Australia, Europe, and Canada.

Processes toll transactions, traffic violations, title and registration work, automated safety enforcement, and parking operations through Commercial Services, Government Solutions, and Parking Solutions. Fleet customers use the commercial platform for rental cars, direct fleets, fleet-management companies, and other large vehicle owners.

Operations are concentrated in the United States, with additional activity in Australia, Europe, and Canada. Acquisitions such as HTA, EPC, Pagatelia, Redflex, and T2 Systems expanded the company from photo-enforcement roots into fleet tolling, international violation processing, traffic-safety systems, and parking software and hardware.

Execution depends on reliable links between vehicles, roadside hardware, software, data processing, and agency workflows. The government business is shaped by national, state, and local authorization of automated photo enforcement.

Company facts

CEOJon Keyser
ListedJan 19, 2017
ExchangeNASDAQ
HeadquartersMesa, AZ
CountryUnited States
Employees1,901
CIK0001682745
ISINUS92511U1025

Key statistics

Market cap$666.9M
EPS (ttm)$0.2600
P/E (ttm)16.88
ROE14.9%
P/B2.98
P/S0.6623
Dividend yield
Beta0.14vs XLK −0.58

Year to date −80.3% · Average volume (30d) 4.8M

Analysts

Price target, next 12 months$6.00+36.7%Median of 12 analysts · vs the Aug 28 close
ConsensusHold4 of 12 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 7, 2026UBSReiterateNeutral$4$6
Aug 6, 2026Morgan StanleyTarget$4$5
Jul 13, 2026JP MorganUpgradeUnderweightNeutral
Jun 2, 2026Robert W. BairdTarget$8$6
May 28, 2026UBSDowngradeBuyNeutral$31$4

Earnings

EPS

Estimate$0.26
ReportedDue Oct 28, 2026

Revenue

Estimate$241.2M
ReportedDue Oct 28, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.33$0.38+15.0%$254.8M$263.6M+3.4%−8.73%
May 6, 2026Q1 FY26$0.25$0.250.0%$223.3M$223.6M+0.1%+2.16%
Feb 24, 2026Q4 FY25$0.32$0.30−6.3%$241.2M$257.9M+6.9%−13.52%
Oct 29, 2025Q3 FY25$0.34$0.37+8.8%$241.2M$261.9M+8.6%−1.47%
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Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$223.3M$236.0M$261.9M$257.9M$223.6M$263.6M
Gross profit$210.4M$222.5M$252.7M$263.2M$216.2M$235.3M
Operating income$57.4M$63.2M$74.8M$43.0M$51.8M−$32.8M
Net income$32.3M$38.6M$46.8M$18.9M$26.7M−$48.2M
Diluted EPS$0.20$0.24$0.29$0.12$0.17−$0.32
Gross margin94.3%94.2%96.5%102.1%96.7%89.3%
Operating margin25.7%26.8%28.6%16.7%23.2%-12.4%

Fiscal years (4-quarter sums)FY21 $550.6M · FY22 $741.6M · FY23 $817.3M · FY24 $879.2M · FY25 $979.1M

Revenue by product · Q2 FY26

Service$246.7M · 94%
Product$16.9M · 6%

Revenue by geography · Q2 FY26

Australia$13.8M · 53%
Canada$5.3M · 20%
United Kingdom$4.7M · 18%
Other Customer$2.1M · 8%

Balance sheet, Jun 30, 2026Cash & short-term investments $54.8M · Total debt $1.09B · Total assets $1.62B · Shareholders' equity $223.6M

Dividends

No dividends on record.

Ownership

Institutions 102.77%Insiders 0.87%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 151.91M · Float 150.27M · 98.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.29.01M19.10%13FAug 7, 2026
T. Rowe Price Associates, Inc.9.61M6.00%13GFeb 17, 2026
Ameriprise Financial, Inc.9.31M6.10%13GAug 14, 2026
Vanguard Capital Management LLC6.62M4.36%13FAug 13, 2026
State Street Corp6.23M4.10%13FAug 7, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

Peers

  • Conduent

    Broad tolling, photo-enforcement, and citation-processing peer

  • Rekor Systems

    AI vehicle-recognition challenger in enforcement and roadway data

CompareAfter-hours close

CompanyPriceChange
Verra Mobility$4.40+0.23%$666.9M16.94.80.7+11.7%
Conduent$1.71−0.29%$266.8M0.1−29.7%
Rekor Systems$0.5574+2.75%$75.5M1.5+2.5%
Median0.8−13.6%