Verra Mobility Corp. Class A (VRRM)

Verra Mobility's stock price has experienced some fluctuations in the past six months. The stock has decreased by 6.13% over the last six months. Key events impacting the stock include a decline following mixed fourth-quarter 2024 results, strong second-quarter 2025 financial results, and a boost from third-quarter 2025 earnings driven by a New York City Department of Transportation contract.

Verra Mobility's revenue is largely driven by recurring service revenue, suggesting a relatively stable demand. The Commercial Services segment could experience some seasonality tied to travel patterns. The Government Solutions and Parking Solutions segments are likely to have more consistent demand driven by ongoing urban mobility needs and regulatory requirements.

Verra Mobility Corporation is a smart mobility company focused on developing advanced transportation technologies. It operates as a digital middleman for vehicle-related transactions, primarily through automated tolling and violation enforcement systems. The company operates through three segments: Commercial Services, providing toll and violations management; Government Solutions, delivering automated safety solutions; and Parking Solutions, offering an end-to-end commercial parking management solution.

Verra Mobility Corporation provides smart mobility technology solutions across the United States, Australia, Europe, and Canada. The company has offices strategically located throughout the United States and internationally in Ontario and British Columbia, Canada; Australia; the Netherlands; and the United Kingdom. North America accounts for the majority of its revenue, specifically 91%, with 5% from APAC and 4% from Europe as of June 2024.

Verra Mobility is recognized as a global leader in smart mobility solutions, committed to making transportation safer and easier through technology and data intelligence. The company's business model, built on mission-critical, often regulatory-driven services with high recurring revenue, contributes to a strong and defensible market position. Recent events positively impacting its reputation include a partnership with Sixt, Oakland Speed Safety Program Approval, a partnership with Verizon Connect, and the New York City Department of Transportation (NYCDOT) Contract.

Verra Mobility Corporation's ownership is heavily weighted towards institutional investors, holding approximately 88.96% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and JPMorgan Chase & Co. Individual investors hold a small percentage of the remaining float, with executive officers, board members, and private equity holders like Platinum Equity LLC also holding stakes.