William Blair Has Negative Forecast for VSE Q2 Earnings

VSE Co. (NASDAQ:VSEC - Free Report) - Stock analysts at William Blair cut their Q2 2025 earnings per share (EPS) estimates for shares of VSE in a research report issued to clients and investors on Monday, May 12th. William Blair analyst L. Dipalma now forecasts that the construction company will post earnings of $0.68 per share for the quarter, down from their previous forecast of $0.74. The consensus estimate for VSE's current full-year earnings is $2.96 per share. William Blair also issued estimates for VSE's Q3 2025 earnings at $0.79 EPS, Q4 2025 earnings at $0.87 EPS and FY2026 earnings at $4.79 EPS.

Several other equities analysts have also recently issued reports on the stock. Royal Bank of Canada upped their price target on shares of VSE from $140.00 to $150.00 and gave the company an "outperform" rating in a research report on Thursday, May 8th. B. Riley raised their target price on VSE from $145.00 to $150.00 and gave the stock a "buy" rating in a research report on Thursday, May 8th. StockNews.com upgraded VSE to a "sell" rating in a research report on Thursday, March 6th. Finally, Truist Financial raised their price objective on VSE from $130.00 to $140.00 and gave the stock a "buy" rating in a research report on Thursday, May 8th. One investment analyst has rated the stock with a sell rating and six have issued a buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $125.17.

VSE Price Performance

Shares of VSEC traded down $1.43 during trading hours on Thursday, reaching $132.27. The stock had a trading volume of 42,658 shares, compared to its average volume of 216,087. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.15 and a current ratio of 3.69. VSE has a 12 month low of $73.36 and a 12 month high of $139.51. The stock has a market capitalization of $2.73 billion, a PE ratio of 165.33 and a beta of 1.34. The company's 50-day moving average is $117.90 and its two-hundred day moving average is $110.63.

VSE (NASDAQ:VSEC - Get Free Report) last released its earnings results on Tuesday, May 6th. The construction company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.55 by $0.23. VSE had a net margin of 1.36% and a return on equity of 7.26%. The firm had revenue of $256.05 million for the quarter, compared to analyst estimates of $248.20 million. During the same period last year, the firm earned $0.45 EPS. The business's quarterly revenue was up 57.6% compared to the same quarter last year.

Hedge Funds Weigh In On VSE

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Barclays PLC grew its holdings in shares of VSE by 711.2% during the 3rd quarter. Barclays PLC now owns 40,770 shares of the construction company's stock valued at $3,374,000 after purchasing an additional 35,744 shares during the last quarter. SG Americas Securities LLC bought a new stake in shares of VSE in the 4th quarter valued at about $493,000. Legal & General Group Plc boosted its holdings in VSE by 3.2% during the 4th quarter. Legal & General Group Plc now owns 15,955 shares of the construction company's stock valued at $1,517,000 after acquiring an additional 490 shares during the period. JPMorgan Chase & Co. lifted its position in VSE by 17.7% in the third quarter. JPMorgan Chase & Co. now owns 7,021 shares of the construction company's stock valued at $581,000 after purchasing an additional 1,058 shares during the last quarter. Finally, Park Avenue Securities LLC boosted its stake in shares of VSE by 32.5% during the fourth quarter. Park Avenue Securities LLC now owns 5,060 shares of the construction company's stock valued at $481,000 after purchasing an additional 1,242 shares during the period. Hedge funds and other institutional investors own 91.54% of the company's stock.

Insider Activity at VSE

In related news, Director Anita D. Britt sold 2,869 shares of the business's stock in a transaction that occurred 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 completion of the transaction, the director now owns 3,837 shares of the company's stock, valued at approximately $496,431.06. The trade was a 42.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 14.60% of the stock is currently owned by company insiders.

VSE Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 30th. Investors of record on Wednesday, July 16th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a yield of 0.30%. The ex-dividend date is Wednesday, July 16th. VSE's dividend payout ratio is currently 50.00%.

VSE Company Profile

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.