VRRM at a glance
VERRA MOBILITY Corp (VRRM, SEC CIK 1682745) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), VERRA MOBILITY Corp (VRRM) reported revenue of $979.1 million (up 11.4% from FY2024) and net income of $136.6 million. Diluted EPS was $0.85.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding VERRA MOBILITY Corp (VRRM) shares worth $390.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $979.1M
- +11.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $390.5M · −3 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Integrated smart mobility tech solutions including tolling, violations management, title/registration, automated safety enforcement, and parking management
- No new segments introduced; emphasis on AI integration to enhance offerings and business processes
- Competitive positioning shift: increased focus on AI-driven innovation amid rising competition and emerging self-driving car impacts
- Employees totaled 1,901 as of December 31, 2025, with 1,286 U.S.-based and 602 international, supporting global operations
- Processed approximately 180 million parking transactions and maintained 78 patents and 205 trademark registrations as of year-end 2025
Risk Factors
- Government contract risk: NYCDOT contract terms materially changed Jan 1, 2026, with service credits, liquidated damages, cybersecurity, risking $72.9M receivable exposure
- Geopolitical risk: Ontario ban on automated speed enforcement cameras Nov 2025 forced exit, affecting Government Solutions segment (47% of 2025 revenues)
- Supply chain risk: Reliance on third-party providers for DMV data, hardware manufacturing, and outsourced software development, vulnerable to restriction or termination
- Competitive risk: AI advancements and self-driving vehicles threaten core photo enforcement and tolling solutions, with competitors potentially better resourced and faster moving
- Financial risk: Substantial indebtedness with large customer concentration; three Commercial Services customers accounted for ~35% of revenues in 2025, risking revenue volatility
Management Discussion & Analysis
- Revenue $979.1M, up 11.4% YoY from $879.2M; service revenue $918.1M (+9.1%), product sales $60.9M (+62.4%)
- Operating margin 24.4% vs 15.5%, income from operations $238.4M vs $136.0M; net income $136.6M vs $31.4M, effective tax rate 29.9% vs 60.2%
- Best performing segment Government Solutions: service revenue $415.6M (+13.0%), operating expenses up 17.6%; worst Parking Solutions: service revenue flat $66.7M (+0.9%), operating expenses down 5.5%
- Operating cash flow $255.8M vs $223.6M; share repurchases $133.4M for 6.0M shares; capex not explicitly detailed; debt refinanced reducing rates by 0.25%
- Management highlights $998M NYCDOT contract renewal for 2026-2030; risks include changing legislation, inflation impacts, and customer concentration risks with NYCDOT major revenue source
AI summary of the VRRM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- NYCDOT contract changed January 1, 2026, adding service credits, liquidated damages, cybersecurity, and subcontracting requirements
- Securities class action filed June 2026 against Verra Mobility and certain officers, creating litigation costs and potential liabilities
- Commercial Services customer concentration reached 34.3% of quarterly revenue, with two major renewals on materially less favorable terms
- Interim CEO leadership during permanent CEO search risks customer, employee, and investor uncertainty
- Parking Solutions impairments totaled $104.4 million, including $64.0 million goodwill and $40.4 million intangible assets
AI summary of the VRRM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only disclosure-protection language
- No fiscal 2026 earnings figures or operating results included
Item 7.01: Regulation FD Disclosure
- Q2 2026 results conference call scheduled for August 5, 2026, at 5:00 p.m. Eastern
- Supplemental investor materials posted August 5, 2026, on Verra Mobility’s investor relations website
Item EX-99.1: Item EX-99.1
- Q2 revenue $263.6M, up 12%, led by Government Solutions growth of 20% to $128.5M
- GAAP net loss $(48.2)M versus $38.6M profit, primarily reflecting $64.0M goodwill and $40.4M intangible impairments
AI summaries of VRRM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VRRM
Don't miss the next VRRM filing
- Alerts as it files. A push when VRRM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut VRRM, by share count.
- Ask anything. An AI agent that reads every VRRM filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Keyser Jonathan | M | Sep 19, 2026 | 4,256 | - |
| Keyser Jonathan | F | Sep 19, 2026 | 1,801 | $3.48 |
| Keyser Jonathan | M | Sep 19, 2026 | 4,256 | - |
| Patel Hiten M | M | Aug 9, 2026 | 1,006 | - |
| Patel Hiten M | F | Aug 9, 2026 | 425 | $4.90 |
| Patel Hiten M | F | Aug 9, 2026 | 1,347 | $4.90 |
| Patel Hiten M | M | Aug 9, 2026 | 3,184 | - |
| Patel Hiten M | M | Aug 9, 2026 | 3,184 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $879.2M | $979.1M |
| Operating Income | - | $136.0M | $238.4M |
| Net Income | $57.0M | $31.4M | $136.6M |
| Op. Margin | - | 15.5% | 24.4% |
| Net Margin | - | 3.6% | 14.0% |
| Balance Sheet | |||
| Total Assets | - | $1.6B | $1.6B |
| Equity | $421.5M | $265.1M | $293.0M |
| ROE | 13.5% | 11.9% | 46.6% |
| Per Share | |||
| EPS | $0.36 | $0.19 | $0.85 |
| Cash Flow | |||
| Operating CF | - | $223.6M | $255.8M |
| CapEx | $57.0M | $70.9M | $119.1M |
Source: XBRL data in VERRA MOBILITY Corp (VRRM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VRRM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $390.5M |
| Q1 2026 | 33 | $1.22B |
| Q4 2025 | 30 | $1.92B |
| Q3 2025 | 31 | $2.36B |
| Q2 2025 | 30 | $2.25B |
| Q1 2025 | 29 | $1.25B |
| Q4 2024 | 25 | $1.07B |
| Q3 2024 | 20 | $740.8M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 228 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VRRM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 8-K | Oct 2, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 26, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - |
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VRRM SEC filings: frequently asked questions
Which institutions hold VRRM stock?
As of June 30, 2026, the largest VERRA MOBILITY Corp (VRRM) holders among the 13F filers tracked by SignalX were BlackRock ($123.3 million), Ameriprise Financial ($39.6 million), Vanguard Capital Management LLC ($28.2 million), State Street Corp ($26.5 million), D.E. Shaw & Co ($25.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VRRM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), VERRA MOBILITY Corp (VRRM) reported revenue of $979.1 million (up 11.4% from FY2024) and net income of $136.6 million. Diluted EPS was $0.85. The figures come from the XBRL data in the 10-K.
What are the main risks in VRRM's latest 10-K?
In the 10-K filed February 24, 2026, VERRA MOBILITY Corp (VRRM) flagged: Government contract risk: NYCDOT contract terms materially changed Jan 1, 2026, with service credits, liquidated damages, cybersecurity, risking $72.9M receivable exposure. Geopolitical risk: Ontario ban on automated speed enforcement cameras Nov 2025 forced exit, affecting Government Solutions segment (47% of 2025 revenues). (AI summary of the Risk Factors section.)
What did VRRM report in its latest 8-K?
VERRA MOBILITY Corp (VRRM) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Item 2.02 contains only disclosure-protection language.
What are the latest VRRM SEC filings?
VERRA MOBILITY Corp (VRRM) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on September 22, 2026.
What is VRRM's SEC CIK number?
VERRA MOBILITY Corp (VRRM)'s SEC Central Index Key (CIK) is 1682745. EDGAR lists every VRRM filing under that number.
Ask anything about VRRM
The research agent reads VRRM's filings, financials, insider trades and 13F holders, then answers with sources.