B. Riley Research Analysts Reduce Earnings Estimates for VSE

Key Points

• B. Riley has revised its Q3 2025 earnings estimate for VSE Corporation down to $0.84 per share, reflecting a decrease from their previous estimate of $1.00.
• VSE reported strong financial performance recently, with earnings per share of $0.97 for the last quarter, exceeding consensus estimates and showing a 41.1% increase in revenue year-over-year.
• The company declared a $0.10 quarterly dividend to be paid on October 29th, representing a 0.3% yield with a payout ratio of 35.71%.

VSE Corporation (NASDAQ:VSEC - Free Report) - B. Riley lowered their Q3 2025 earnings per share (EPS) estimates for VSE in a research report issued on Friday, August 1st. B. Riley analyst J. Van. Sinderen now expects that the construction company will post earnings per share of $0.84 for the quarter, down from their prior forecast of $1.00. B. Riley currently has a "Buy" rating and a $150.00 target price on the stock. The consensus estimate for VSE's current full-year earnings is $2.96 per share. B. Riley also issued estimates for VSE's Q4 2025 earnings at $0.88 EPS, FY2026 earnings at $4.56 EPS and FY2027 earnings at $6.96 EPS.

A number of other equities analysts have also issued reports on VSEC. Truist Financial raised their target price on VSE from $130.00 to $140.00 and gave the stock a "buy" rating in a research note on Thursday, May 8th. Royal Bank Of Canada increased their price target on VSE from $150.00 to $180.00 and gave the stock an "outperform" rating in a research report on Friday, August 1st. One analyst has rated the stock with a sell rating and four have assigned a buy rating to the company. Based on data from MarketBeat.com, VSE currently has an average rating of "Moderate Buy" and an average target price of $145.00.

VSE Trading Down 1.4%

Shares of VSEC stock traded down $2.22 on Monday, reaching $153.97. 189,864 shares of the company's stock were exchanged, compared to its average volume of 244,887. The company has a current ratio of 3.73, a quick ratio of 2.12 and a debt-to-equity ratio of 0.38. The company's fifty day simple moving average is $134.70 and its 200 day simple moving average is $121.11. VSE has a 52 week low of $80.60 and a 52 week high of $161.60. The stock has a market capitalization of $3.18 billion, a PE ratio of 137.75 and a beta of 1.33.

VSE (NASDAQ:VSEC - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The construction company reported $0.97 earnings per share for the quarter, beating analysts' consensus estimates of $0.69 by $0.28. VSE had a return on equity of 7.25% and a net margin of 1.94%. The firm had revenue of $272.14 million for the quarter, compared to analysts' expectations of $267.39 million. During the same period in the previous year, the firm earned $0.47 EPS. The business's quarterly revenue was up 41.1% on a year-over-year basis.

Institutional Investors Weigh In On VSE

Institutional investors have recently made changes to their positions in the stock. T. Rowe Price Investment Management Inc. lifted its position in shares of VSE by 25.2% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 2,537,378 shares of the construction company's stock worth $304,460,000 after buying an additional 511,214 shares during the last quarter. Capital Research Global Investors lifted its position in VSE by 16.8% during the fourth quarter. Capital Research Global Investors now owns 1,794,069 shares of the construction company's stock valued at $170,616,000 after purchasing an additional 258,674 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of VSE by 0.9% in the 1st quarter. Vanguard Group Inc. now owns 1,081,004 shares of the construction company's stock valued at $129,710,000 after purchasing an additional 9,459 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in shares of VSE by 48.5% in the 1st quarter. Ameriprise Financial Inc. now owns 1,063,832 shares of the construction company's stock valued at $127,654,000 after acquiring an additional 347,664 shares during the last quarter. Finally, Durable Capital Partners LP lifted its holdings in VSE by 41.9% in the 1st quarter. Durable Capital Partners LP now owns 865,017 shares of the construction company's stock worth $103,793,000 after buying an additional 255,434 shares during the period. 91.54% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Anita D. Britt sold 2,869 shares of the stock in a transaction on Friday, May 9th. The shares were sold at an average price of $129.38, for a total transaction of $371,191.22. Following the transaction, the director owned 3,837 shares in the company, valued at $496,431.06. This represents a 42.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 14.60% of the company's stock.

VSE Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 29th. Stockholders of record on Wednesday, October 15th will be given a dividend of $0.10 per share. The ex-dividend date is Wednesday, October 15th. This represents a $0.40 annualized dividend and a dividend yield of 0.3%. VSE's payout ratio is currently 35.71%.

About VSE

VSE Corporation operates as a diversified aftermarket products and services company in the United States. The company operates through two segments, Aviation and Fleet. The Aviation segment provides aftermarket parts supply and distribution; maintenance, repair, and overhaul services for components and engine accessories supporting commercial, business, and general aviation operators.