VERRA MOBILITY Corp(VRRM)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #545 of 2,879 stocksTOP 25%
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
VRRM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for VERRA MOBILITY Corp (VRRM), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores VRRM at 66.1/100 on a 32-signal composite quality model, placing it at rank #545 of 2,879 stocks — the top 25% of the AI-ranked universe. VRRM scores in the top quartile across balance sheet strength (84.0), profitability (78.2), earnings quality (77.5). Shareholder dilution risk is elevated at 9.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), VERRA MOBILITY Corp reports quarterly revenue of $27.3M, net income of $26.7M, free cash flow of $9.6M. Top institutional holders of VRRM by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. VRRM trades on the Nasdaq exchange and files with the SEC under CIK 1682745. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VRRM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VERRA MOBILITY Corp directly from SEC EDGAR. VERRA MOBILITY Corp's 13F Pro composite quality score has ranged between 8 and 88 since 2021, currently 66.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$27.3M
Net Income
Q1 2026
$26.7M
Free Cash Flow
Q1 2026
$9.6M
D/E Ratio
Q1 2026
4.01
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+14.6% YoYNet Income
+334.4% YoYOperating Income
+75.3% YoYEPS (Diluted)
+347.4% YoYTotal Assets
+1.9% YoYTotal Debt
+0.1% YoYOp. Cash Flow
+14.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $133.0M +14.6% | $116.0M +12.0% | $103.6M +9.8% | $94.3M +135.9% | $40.0M -89.2% | $370.1M |
| Net Income | $136.6M +334.4% | $31.4M -44.8% | $57.0M -38.4% | $92.5M +123.2% | $41.4M +171.0% | $-58.4M |
| Operating Income | $238.4M +75.3% | $136.0M -28.0% | $188.8M +14.6% | $164.7M +47.2% | $111.9M +605.9% | $15.8M |
| EPS (Diluted) | $0.85 +347.4% | $0.19 -47.2% | $0.36 -28.0% | $0.50 +100.0% | $0.25 +142.4% | $-0.59 |
| Total Assets | $1.65B +1.9% | $1.61B -9.8% | $1.79B +1.9% | $1.76B -4.4% | $1.84B +36.6% | $1.34B |
| Total Debt | $1.03B +0.1% | $1.03B -1.2% | $1.05B -15.1% | $1.23B -3.7% | $1.28B +45.8% | $878.5M |
| Operating Cash Flow | $255.8M +14.4% | $223.6M +8.5% | $206.1M -5.6% | $218.3M +13.0% | $193.2M +319.8% | $46.0M |
AI Insight: VRRM Financial Trends
Revenue declined 13% quarter-over-quarter in Q1 2026 to $27M, breaking a two-quarter growth streak.
• Revenue fell from $33M in Q4 2025 to $27M in Q1 2026, down 18%.
• Operating cash flow declined from $78M in Q3 2025 to $41M in Q1 2026.
• Total debt increased from $1,030M in Q3 2025 to $1,090M in Q1 2026.
⚠ Equity dropped from $403M in Q3 2025 to $272M in Q1 2026, continuing downward trend.
⚠ Q4 2024 showed significant losses with -$67M net income and -$43M operating income.
AI Insight: VRRM Ratio Trends
VRRM shows extreme volatility with operating margins swinging from -133.7% in Q4 2024 to 190.6% in Q2 2025.
• Operating margin recovered from -133.7% in Q4 2024 to 189.6% in Q1 2026, showing dramatic operational turnaround.
• ROIC peaked at 20.9% in Q3 2025 before declining to 15.2% in Q1 2026.
• Debt-to-equity ratio increased from 2.55 in Q3 2025 to 4.01 in Q1 2026.
⚠ Q4 2024 showed massive losses with negative margins and returns — monitor for recurring seasonal weakness.
⚠ Leverage has nearly doubled from Q3 2025 lows, approaching Q4 2024 stress levels.
Get alerted when VRRM's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for VERRA MOBILITY Corp including:
Top Institutional Holders of VRRM
BlackRock, Inc.
$346.1M24,218,719 shVANGUARD PORTFOLIO MANAGEMENT LLC
$118.2M8,270,516 shVANGUARD CAPITAL MANAGEMENT LLC
$94.8M6,633,759 shSTATE STREET CORP
$88.6M6,199,602 shBANK OF MONTREAL /CAN/
$82.7M5,789,907 shWELLINGTON MANAGEMENT GROUP LLP
$78.2M5,469,915 shWESTWOOD HOLDINGS GROUP INC
$64.3M4,499,500 shGEODE CAPITAL MANAGEMENT, LLC
$58.1M4,066,831 shMORGAN STANLEY
$55.6M3,888,627 shSNYDER CAPITAL MANAGEMENT L P
$54.6M3,820,007 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $346.1M | 24,218,719 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $118.2M | 8,270,516 |
| VANGUARD CAPITAL MANAGEMENT LLC | $94.8M | 6,633,759 |
| STATE STREET CORP | $88.6M | 6,199,602 |
| BANK OF MONTREAL /CAN/ | $82.7M | 5,789,907 |
| WELLINGTON MANAGEMENT GROUP LLP | $78.2M | 5,469,915 |
| WESTWOOD HOLDINGS GROUP INC | $64.3M | 4,499,500 |
| GEODE CAPITAL MANAGEMENT, LLC | $58.1M | 4,066,831 |
| MORGAN STANLEY | $55.6M | 3,888,627 |
| SNYDER CAPITAL MANAGEMENT L P | $54.6M | 3,820,007 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put VRRM on your watchlist
Track score changes the day VERRA MOBILITY Corp files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is VRRM a good stock to buy?
13F Pro's AI-powered analysis of VERRA MOBILITY Corp (VRRM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VRRM are available on the VRRM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own VRRM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VRRM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of VERRA MOBILITY Corp's investment landscape.