River Road Asset Management LLC Has $66.89 Million Stake in Verra Mobility Corp $VRRM

River Road Asset Management LLC grew its position in Verra Mobility Corp (NASDAQ:VRRM) by 441.6% during the fourth quarter, HoldingsChannel reports. The firm owned 2,984,760 shares of the company’s stock after buying an additional 2,433,610 shares during the period. River Road Asset Management LLC’s holdings in Verra Mobility were worth $66,888,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of VRRM. Royal Bank of Canada lifted its holdings in Verra Mobility by 14.3% in the first quarter. Royal Bank of Canada now owns 148,464 shares of the company’s stock valued at $3,342,000 after buying an additional 18,562 shares during the period. AQR Capital Management LLC boosted its position in Verra Mobility by 21.7% during the first quarter. AQR Capital Management LLC now owns 34,501 shares of the company’s stock valued at $777,000 after acquiring an additional 6,153 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Verra Mobility by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 98,120 shares of the company’s stock worth $2,209,000 after acquiring an additional 4,302 shares during the period. Millennium Management LLC grew its holdings in Verra Mobility by 208.0% during the 1st quarter. Millennium Management LLC now owns 375,421 shares of the company’s stock worth $8,451,000 after acquiring an additional 253,529 shares during the period. Finally, Goldman Sachs Group Inc. raised its position in shares of Verra Mobility by 33.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,182,297 shares of the company’s stock worth $26,614,000 after acquiring an additional 293,082 shares in the last quarter.

Verra Mobility News Summary

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

• Negative Sentiment: Multiple law firms announced or promoted securities class-action suits against Verra Mobility, alleging investors were misled about growth in the Commercial Services segment and the durability of the Avis Budget Group relationship. Hagens Berman Alerts Verra Mobility Corporation (VRRM) Investors: Avis Termination Notice Sparks Securities Class Action, 70% Stock Crash, $1.4B Wipeout
• Negative Sentiment: The core allegation in the lawsuits is that one of Verra’s three largest Commercial Services customers terminated renewal talks, raising questions about revenue visibility and prompting claims that prior disclosures were incomplete. Verra Mobility Corporation (VRRM) Class Action Lawsuit Seeks Recovery for Investors; August 4, 2026, Deadline – Contact Kessler Topaz Meltzer & Check, LLP
• Neutral Sentiment: Verra announced organizational changes aimed at accelerating its transformation, improving customer focus, and creating a more efficient operating model, but the market appears focused more on legal risk than on the restructuring plan. Verra Mobility Announces Organizational Changes to Accelerate Transformation and Enhance Customer Focus

Verra Mobility Trading Down 5.7%

NASDAQ:VRRM opened at $4.44 on Friday. Verra Mobility Corp has a 12 month low of $3.40 and a 12 month high of $25.83. The company has a current ratio of 1.89, a quick ratio of 1.77 and a debt-to-equity ratio of 3.76. The stock has a market capitalization of $674.48 million, a price-to-earnings ratio of 5.41 and a beta of 0.43. The firm has a fifty day simple moving average of $10.99 and a two-hundred day simple moving average of $16.26.

Verra Mobility (NASDAQ:VRRM) last announced its quarterly earnings data on Wednesday, May 6th. The company reported $0.25 earnings per share for the quarter, meeting the consensus estimate of $0.25. The firm had revenue of $223.57 million for the quarter, compared to analyst estimates of $223.34 million. Verra Mobility had a net margin of 13.38% and a return on equity of 55.59%. The business’s quarterly revenue was up .1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.30 earnings per share. Verra Mobility has set its FY 2026 guidance at 1.320-1.380 EPS. Analysts expect that Verra Mobility Corp will post 1.08 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently issued reports on VRRM shares. JPMorgan Chase & Co. reissued an “underweight” rating and issued a $8.00 price objective (down from $17.00) on shares of Verra Mobility in a research note on Wednesday, May 27th. Zacks Research cut Verra Mobility from a “hold” rating to a “strong sell” rating in a research note on Monday, June 1st. Morgan Stanley set a $4.00 target price on Verra Mobility in a report on Wednesday, May 27th. UBS Group lowered Verra Mobility from a “buy” rating to a “neutral” rating and dropped their price target for the company from $23.00 to $4.00 in a research note on Thursday, May 28th. Finally, Robert W. Baird cut their price target on Verra Mobility from $8.00 to $6.00 and set a “neutral” rating on the stock in a report on Tuesday, June 2nd. Seven analysts have rated the stock with a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Verra Mobility has an average rating of “Reduce” and a consensus price target of $6.83.

About Verra Mobility

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.