Sei Investments Co. Boosts Holdings in Verra Mobility Corp $VRRM

Sei Investments Co. increased its position in Verra Mobility Corp (NASDAQ:VRRM) by 10.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,213,838 shares of the company’s stock after purchasing an additional 115,968 shares during the period. Sei Investments Co. owned approximately 0.80% of Verra Mobility worth $17,346,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Wellington Management Group LLP raised its holdings in Verra Mobility by 4.9% in the fourth quarter. Wellington Management Group LLP now owns 7,059,237 shares of the company’s stock worth $158,198,000 after buying an additional 329,264 shares during the last quarter. Morgan Stanley grew 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 valued at $93,988,000 after buying an additional 1,296,602 shares during the last quarter. Dimensional Fund Advisors LP increased its position in shares of Verra Mobility by 0.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,316,850 shares of the company’s stock valued at $74,333,000 after acquiring an additional 24,682 shares in the last quarter. Norges Bank bought a new stake in shares of Verra Mobility during the fourth quarter valued at approximately $68,608,000. Finally, River Road Asset Management LLC raised its holdings in Verra Mobility by 441.6% in the 4th quarter. River Road Asset Management LLC now owns 2,984,760 shares of the company’s stock worth $66,888,000 after acquiring an additional 2,433,610 shares during the last quarter.

Verra Mobility Stock Up 22.0%

Verra Mobility stock opened at $5.10 on Thursday. The stock has a fifty day moving average of $5.07 and a 200 day moving average of $12.61. The company has a debt-to-equity ratio of 3.76, a quick ratio of 1.77 and a current ratio of 1.89. The stock has a market cap of $774.74 million, a PE ratio of 6.22 and a beta of 0.43. Verra Mobility Corp has a one year low of $3.40 and a one year high of $25.57.

Verra Mobility (NASDAQ:VRRM) last released its quarterly earnings results on Wednesday, May 6th. The company reported $0.25 earnings per share for the quarter, hitting the consensus estimate of $0.25. The business had revenue of $223.57 million for the quarter, compared to the consensus estimate of $223.34 million. Verra Mobility had a net margin of 13.38% and a return on equity of 55.59%. The company’s quarterly revenue was up .1% on a year-over-year basis. During the same period last year, the firm earned $0.30 earnings per share. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS. As a group, sell-side analysts predict that Verra Mobility Corp will post 1.08 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on VRRM shares. UBS Group downgraded Verra Mobility from a “buy” rating to a “neutral” rating and cut their target price for the company from $23.00 to $4.00 in a research note on Thursday, May 28th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $9.00 price target (down from $22.00) on shares of Verra Mobility in a research note on Wednesday, May 27th. Zacks Research downgraded Verra Mobility from a “hold” rating to a “strong sell” rating in a report on Monday, June 1st. Northcoast Research reaffirmed a “neutral” rating on shares of Verra Mobility in a research report on Wednesday, May 27th. Finally, JPMorgan Chase & Co. upgraded Verra Mobility from an “underweight” rating to a “neutral” rating and lifted their price objective for the stock from $5.00 to $6.00 in a report on Monday, July 13th. Eight investment analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Verra Mobility has an average rating of “Reduce” and a consensus price target of $6.50.

Key Headlines Impacting Verra Mobility

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

• Positive Sentiment: Seven-year Avis contract framework: Verra Mobility announced an agreement with Avis Budget Group on the key commercial terms of a new seven-year tolling and violations-services contract. Final operational terms still need to be completed, but the agreement reduces the risk of losing a major customer and supports the company’s rental-car tolling revenue outlook. Verra Mobility Reaches Framework Agreement with Avis Budget Group
• Positive Sentiment: Unusual call-option activity: Investors purchased approximately 4,100 call options, about 86% above average call volume. This indicates increased speculative interest in a potential rebound, though options activity is not a guarantee of future performance.
• Neutral Sentiment: High trading activity: Trading volume was far above the stock’s average, reflecting substantial investor repositioning after the Avis announcement and the continuing legal news flow. The shares remain well below their 52-week high and below the 200-day moving average.
• Negative Sentiment: Multiple securities lawsuits and investigations: Several investor-rights law firms publicized a securities class action against Verra Mobility and urged investors who purchased shares between February 24 and May 26, 2026, to seek lead-plaintiff status before the August 4 deadline. The complaints allege that Verra misled investors about its revenue outlook, Commercial Services growth, rental-car tolling performance and renewal risks involving major customers. These are allegations, not established findings, but the litigation creates potential legal costs, reputational risk and an overhang on the stock. VRRM Investor Alert
• Negative Sentiment: Recent collapse remains central to investor concerns: One legal notice characterized the stock’s decline as a 71% collapse following the previously announced Avis contract termination, while another cited an abrupt leadership transition. The new framework agreement is constructive, but investors still face uncertainty until the contract is finalized and the company demonstrates that projected growth can be sustained. Levi & Korsinsky Investor Notice

Verra Mobility 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.