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

07 May 2026, 11:34 by Jessica Moore · The Cerbat Gem

Verra Mobility (NASDAQ:VRRM – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.320-1.380 for the period, compared to the consensus earnings per share estimate of 1.330. The company issued revenue guidance of $1.0 billion-$1.0 billion, compared to the consensus revenue estimate of $1.0 billion.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on VRRM shares. Robert W. Baird set a $24.00 price objective on shares of Verra Mobility in a report on Wednesday, February 25th. Weiss Ratings downgraded shares of Verra Mobility from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Wall Street Zen upgraded shares of Verra Mobility from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Morgan Stanley decreased their price objective on shares of Verra Mobility from $24.00 to $20.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 25th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Verra Mobility from $21.00 to $19.00 and set a “neutral” rating on the stock in a research report on Thursday, March 26th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $23.20.

View Our Latest Stock Report on VRRM

Verra Mobility Stock Down 3.2%

Shares of NASDAQ:VRRM traded down $0.45 during trading on Thursday, reaching $13.87. 791,794 shares of the stock traded hands, compared to its average volume of 1,572,786. The stock has a market cap of $2.10 billion, a P/E ratio of 16.31, a price-to-earnings-growth ratio of 2.36 and a beta of 0.67. The stock has a 50-day moving average of $15.19 and a two-hundred day moving average of $19.40. Verra Mobility has a 52-week low of $13.02 and a 52-week high of $25.83. The company has a debt-to-equity ratio of 3.49, a quick ratio of 2.00 and a current ratio of 2.10.

Verra Mobility (NASDAQ:VRRM – Get Free Report) last announced its quarterly earnings data on Tuesday, February 24th. The company reported $0.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.02). The firm had revenue of $257.86 million during the quarter, compared to analysts’ expectations of $241.17 million. Verra Mobility had a return on equity of 57.45% and a net margin of 13.95%.The business’s revenue for the quarter was up 16.4% on a year-over-year basis. During the same period last 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, sell-side analysts expect that Verra Mobility will post 1.23 earnings per share for the current fiscal year.

Key Headlines Impacting Verra Mobility

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

Positive Sentiment: Q1 results largely met Street expectations: GAAP revenue of $223.6M and EPS of $0.25 matched consensus, and management reaffirmed full‑year guidance (EPS range 1.32–1.38). Verra Mobility Announces First Quarter 2026 Financial Results
Positive Sentiment: Operating cash flow remained healthy in Q1 (net cash provided from operations $40.8M), supporting near‑term liquidity and operations. Verra Mobility Announces First Quarter 2026 Financial Results
Neutral Sentiment: Company presentation and earnings‑call transcript are available for detail on segment performance and cadence for the rest of the year (useful for modeling but not headline‑moving). Q1 2026 Earnings Call Transcript Q1 Results – Slide Deck
Negative Sentiment: Revenue growth was essentially flat year‑over‑year (+0.1%), and EPS declined from $0.30 a year earlier to $0.25 — signs growth is slowing, which pressures valuation for a growth/tech‑adjacent mobility name. Verra Mobility Announces First Quarter 2026 Financial Results
Negative Sentiment: FY‑2026 EPS guidance (1.32–1.38) is roughly in line with consensus but narrowly ranged and sits near the consensus midpoint (1.33), offering limited upside surprise potential; combined with the slowdown, this likely weighed on sentiment. (Guidance detail reported by company filings/press materials.)
Negative Sentiment: Balance‑sheet/leverage remain a concern for some investors (high reported debt‑to‑equity) and the stock is trading near its 52‑week low, increasing downside sensitivity if growth disappoints further. (Market data referenced from recent quotes and filings.)

Institutional Investors Weigh In On Verra Mobility

Several institutional investors have recently made changes to their positions in the company. Hsbc Holdings PLC bought a new stake in shares of Verra Mobility in the 4th quarter worth about $289,000. Empowered Funds LLC bought a new stake in Verra Mobility during the 4th quarter valued at about $109,000. XTX Topco Ltd lifted its holdings in Verra Mobility by 896.8% during the 4th quarter. XTX Topco Ltd now owns 205,095 shares of the company’s stock valued at $4,596,000 after buying an additional 184,519 shares in the last quarter. VARCOV Co. bought a new stake in Verra Mobility during the 4th quarter valued at about $496,000. Finally, Wellington Management Group LLP lifted its holdings in Verra Mobility by 4.9% during the 4th quarter. Wellington Management Group LLP now owns 7,059,237 shares of the company’s stock valued at $158,198,000 after buying an additional 329,264 shares in the last quarter.

Verra Mobility Company Profile

(Get Free Report)

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.