VRRM Verra Mobility Corp

Perpetual Ltd significantly reduced its stake in Verra Mobility Corp ($VRRM) by 52.6% in the third quarter of 2025, now holding 84,543 shares valued at approximately $2.09 million. Despite this reduction, other large institutions like UBS Asset Management and Price T. Rowe increased their positions, and Verra Mobility reported strong Q3 results, beating EPS and revenue expectations. Analysts maintain a "Moderate Buy" rating with a consensus price target of $28.00.

Texas Permanent School Fund Corp significantly increased its stake in Verra Mobility Corp by 56.8% in Q2, acquiring an additional 51,674 shares, bringing its total to 142,629 shares valued at $3.62 million. Verra Mobility has outperformed quarterly earnings estimates and provided strong FY2025 guidance. The company holds a "Moderate Buy" consensus rating from analysts, with several firms raising price targets.

Westwood Holdings Group Inc. reduced its stake in Verra Mobility Corp ($VRRM) by 6.8% in Q2, selling 332,417 shares and now holding 4,541,025 shares valued at approximately $115.3 million. Verra Mobility recently exceeded quarterly earnings estimates with $0.37 EPS and $261.94 million in revenue, and analysts maintain a "Moderate Buy" rating with a consensus price target of $28.00. The company projects FY2025 EPS between $1.30 and $1.35.

Verra Mobility Corp (NASDAQ:VRRM) has received a consensus "Moderate Buy" rating from five analysts, with an average one-year price target of $28.00. The company recently beat earnings estimates with $0.37 EPS and $261.9 million in revenue, also setting FY2025 EPS guidance between $1.30 and $1.35. Despite strong quarterly results and some increased price targets, the stock opened below the average analyst target.

This article summarizes a bullish thesis on Verra Mobility Corporation (VRRM), highlighting its strong competitive position in smart mobility technology, particularly in toll management and automated traffic enforcement. Key drivers include a significant expansion of its contract with NYC and growth in its Commercial Services segment, leading to projected high free cash flow and potential undervaluation. The company's resilience and secular growth drivers in both segments make a compelling investment case.

Sunriver Management LLC significantly increased its stake in Verra Mobility Corp (NASDAQ:VRRM) by 7.5% in Q2, acquiring 144,403 shares to own a total of 2,064,798 shares valued at $52.43 million, making it their fourth-largest position. Other institutional investors like UBS, Norges Bank, and Price T Rowe Associates also boosted or initiated positions, indicating broad institutional interest. Verra Mobility recently surpassed quarterly earnings estimates and provided strong FY2025 guidance, with analysts maintaining a "Moderate Buy" consensus and an average target price of $28.