Reinhart Partners LLC. Cuts Stake in V2X, Inc. $VVX

Key Points

• Reinhart Partners reduced its V2X stake by 2.4% in the second quarter, selling 34,543 shares and retaining 1.41 million shares worth approximately $104.9 million. Institutional investors collectively own 95.18% of V2X.
• V2X exceeded quarterly expectations, reporting $1.64 in EPS versus the $1.44 consensus and $1.26 billion in revenue, up 16.5% year over year. The company issued fiscal 2026 EPS guidance of $5.90–$6.30.
• Analysts maintain a generally positive outlook, with an average “Moderate Buy” rating and a consensus price target of $86.90. V2X shares opened at $84.33, while recent targets range from $90 to $94.

Reinhart Partners LLC. reduced its position in shares of V2X, Inc. (NYSE:VVX - Free Report) by 2.4% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,406,416 shares of the company's stock after selling 34,543 shares during the quarter. V2X accounts for about 2.4% of Reinhart Partners LLC.'s investment portfolio, making the stock its 20th biggest holding. Reinhart Partners LLC. owned 4.49% of V2X worth $104,864,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. PNC Financial Services Group Inc. boosted its holdings in V2X by 4.3% in the fourth quarter. PNC Financial Services Group Inc. now owns 3,986 shares of the company's stock worth $217,000 after purchasing an additional 165 shares during the last quarter. Comerica Bank raised its stake in V2X by 79.1% during the 3rd quarter. Comerica Bank now owns 480 shares of the company's stock valued at $28,000 after buying an additional 212 shares during the last quarter. New York State Teachers Retirement System lifted its holdings in shares of V2X by 16.6% during the 4th quarter. New York State Teachers Retirement System now owns 1,762 shares of the company's stock valued at $96,000 after buying an additional 251 shares during the period. Vident Advisory LLC lifted its holdings in shares of V2X by 2.5% during the 4th quarter. Vident Advisory LLC now owns 10,778 shares of the company's stock valued at $588,000 after buying an additional 261 shares during the period. Finally, Ashton Thomas Private Wealth LLC lifted its holdings in shares of V2X by 3.9% during the 4th quarter. Ashton Thomas Private Wealth LLC now owns 7,389 shares of the company's stock valued at $403,000 after buying an additional 276 shares during the period. 95.18% of the stock is owned by hedge funds and other institutional investors.

V2X Stock Down 0.3%

NYSE VVX opened at $84.33 on Friday. The stock's 50-day moving average price is $81.06 and its 200-day moving average price is $73.44. The company has a quick ratio of 1.25, a current ratio of 1.32 and a debt-to-equity ratio of 0.92. V2X, Inc. has a 52 week low of $49.59 and a 52 week high of $93.98. The company has a market capitalization of $2.64 billion, a P/E ratio of 29.08, a price-to-earnings-growth ratio of 0.66 and a beta of 0.21.

V2X (NYSE:VVX - Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The company reported $1.64 earnings per share for the quarter, beating analysts' consensus estimates of $1.44 by $0.20. The firm had revenue of $1.26 billion for the quarter, compared to analysts' expectations of $1.21 billion. V2X had a return on equity of 17.52% and a net margin of 1.88%.The business's quarterly revenue was up 16.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.33 EPS. V2X has set its FY 2026 guidance at 5.900-6.300 EPS. On average, equities research analysts predict that V2X, Inc. will post 6.27 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts recently commented on VVX shares. Bank of America lifted their price objective on V2X from $78.00 to $93.00 and gave the stock a "buy" rating in a report on Friday, May 29th. Morgan Stanley raised their target price on V2X from $80.00 to $90.00 and gave the stock an "equal weight" rating in a research report on Tuesday. Noble Financial restated an "outperform" rating on shares of V2X in a research note on Tuesday, June 2nd. Robert W. Baird reaffirmed a "neutral" rating and set a $94.00 price target on shares of V2X in a research report on Tuesday. Finally, Wall Street Zen cut shares of V2X from a "strong-buy" rating to a "buy" rating in a research note on Saturday. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, V2X presently has an average rating of "Moderate Buy" and a consensus price target of $86.90.

About V2X

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.

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