Counterpoint Mutual Funds LLC Sells 1,445,609 Shares of Verra Mobility Corp $VRRM

Key Points

• Counterpoint Mutual Funds cut its Verra Mobility stake by 86.8%, selling 1,445,609 shares and retaining 219,124 shares worth approximately $679,000.
• Institutional sentiment was mixed, with several investors—including Bank of America, Sei Investments, and Arrowstreet Capital—adding to their positions during the reported period.
• Analyst sentiment remained cautious: nine analysts rated the stock “Hold” and one rated it “Sell,” producing a consensus “Reduce” rating and an average price target of $6.83. Verra Mobility also reaffirmed its 2026 EPS outlook, while revenue guidance fell slightly below consensus.

Counterpoint Mutual Funds LLC lowered its position in shares of Verra Mobility Corp (NASDAQ:VRRM - Free Report) by 86.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 219,124 shares of the company's stock after selling 1,445,609 shares during the quarter. Counterpoint Mutual Funds LLC owned about 0.14% of Verra Mobility worth $679,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VRRM. Bank of America Corp DE raised its position in Verra Mobility by 34.4% during the 1st quarter. Bank of America Corp DE now owns 1,576,119 shares of the company's stock worth $22,523,000 after buying an additional 403,638 shares during the last quarter. Sei Investments Co. increased its stake in shares of Verra Mobility by 10.6% in the first quarter. Sei Investments Co. now owns 1,213,838 shares of the company's stock worth $17,346,000 after acquiring an additional 115,968 shares during the period. Punch & Associates Investment Management Inc. raised its holdings in shares of Verra Mobility by 1.7% during the first quarter. Punch & Associates Investment Management Inc. now owns 1,147,170 shares of the company's stock worth $16,393,000 after purchasing an additional 19,610 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Verra Mobility by 206.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 935,021 shares of the company's stock worth $13,361,000 after purchasing an additional 629,754 shares during the last quarter. Finally, Edgestream Partners L.P. raised its holdings in shares of Verra Mobility by 41.5% during the first quarter. Edgestream Partners L.P. now owns 818,595 shares of the company's stock worth $11,698,000 after purchasing an additional 240,163 shares during the last quarter.

Analyst Ratings Changes

A number of research firms recently issued reports on VRRM. UBS Group boosted their target price on shares of Verra Mobility from $4.00 to $6.00 and gave the company a "neutral" rating in a research report on Friday, August 7th. JPMorgan Chase & Co. cut their price target on Verra Mobility from $6.00 to $5.00 and set a "neutral" rating on the stock in a research report on Tuesday, October 13th. Morgan Stanley set a $5.00 price objective on Verra Mobility in a research note on Thursday, August 6th. Zacks Research upgraded Verra Mobility from a "strong sell" rating to a "hold" rating in a research note on Thursday, August 13th. Finally, Weiss Ratings reissued a "sell (d)" rating on shares of Verra Mobility in a report on Monday, September 14th. Nine analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Reduce" and a consensus target price of $6.83.

Key Verra Mobility News

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

• Positive Sentiment: Verra Mobility reaffirmed its full-year 2026 outlook, calling for adjusted EPS of $1.11-$1.17, compared with the $1.13 analyst consensus. Maintaining guidance reduces concerns about a deterioration in the company’s operating outlook. Verra Mobility Announces CFO Transition
• Neutral Sentiment: CFO Craig Conti will step down on November 4, 2026, to join a private company outside Verra Mobility’s industry. The company has begun a search for his successor and said the transition does not change its full-year outlook. Third-quarter results are scheduled for October 30. Verra Mobility Finance Chief to Step Down; Full-Year 2026 Guidance Reaffirmed
• Negative Sentiment: Full-year 2026 revenue guidance of $945 million-$965 million has a midpoint of $955 million, below the $962.3 million consensus estimate. While the EPS range is broadly in line with expectations, the softer revenue outlook may weigh on investor sentiment. Verra Mobility Announces CFO Transition
• Negative Sentiment: JPMorgan Chase & Co. cut its price target for Verra Mobility, adding to the negative tone around the stock. The reduction suggests the analyst sees less near-term upside, despite the company’s guidance reaffirmation. Verra Mobility Stock Price Target Cut by JPMorgan Chase & Co.

Verra Mobility Stock Performance

VRRM opened at $2.86 on Monday. The company has a debt-to-equity ratio of 4.58, a current ratio of 2.06 and a quick ratio of 1.96. The firm has a fifty day moving average price of $3.75 and a 200 day moving average price of $6.94. Verra Mobility Corp has a 1 year low of $2.62 and a 1 year high of $25.45. The stock has a market cap of $434.66 million, a P/E ratio of 11.00 and a beta of 0.42.

Verra Mobility (NASDAQ:VRRM - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.33 by $0.05. The firm had revenue of $263.59 million for the quarter, compared to the consensus estimate of $254.81 million. Verra Mobility had a net margin of 4.40% and a return on equity of 64.39%. The firm's quarterly revenue was up 11.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.34 earnings per share. Equities research analysts anticipate that Verra Mobility Corp will post 1.10 earnings per share for the current year.

Verra Mobility Profile

Verra Mobility Corporation NASDAQ: VRRM is a smart mobility technology company that provides solutions designed to make transportation safer, more efficient and easier to manage. Its customers include government agencies, commercial fleets, rental car companies and other organizations that oversee vehicles, roads and transportation programs.

The company's government solutions include automated traffic enforcement technologies and services, such as systems used to help administer red-light, speed, school-bus-stop-arm and other roadway safety programs.

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