Equities Analysts Set Expectations for VSE Q4 Earnings

VSE Corporation (NASDAQ:VSEC - Free Report) - Equities research analysts at William Blair upped their Q4 2025 earnings estimates for shares of VSE in a research note issued on Wednesday, July 9th. William Blair analyst L. Dipalma now expects that the construction company will earn $0.93 per share for the quarter, up from their prior estimate of $0.87. The consensus estimate for VSE's current full-year earnings is $2.96 per share.

VSE (NASDAQ:VSEC - Get Free Report) last issued its quarterly earnings data on Tuesday, May 6th. The construction company reported $0.78 EPS for the quarter, beating analysts' consensus estimates of $0.55 by $0.23. The firm had revenue of $256.05 million for the quarter, compared to analysts' expectations of $248.20 million. VSE had a net margin of 1.41% and a return on equity of 6.62%. The firm's revenue was up 57.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.45 EPS.

A number of other brokerages also recently commented on VSEC. Truist Financial lifted their price target on shares of VSE from $130.00 to $140.00 and gave the stock a "buy" rating in a report on Thursday, May 8th. Royal Bank Of Canada lifted their price target on shares of VSE from $140.00 to $150.00 and gave the stock an "outperform" rating in a report on Thursday, May 8th. Finally, B. Riley lifted their price target on shares of VSE from $145.00 to $150.00 and gave the stock a "buy" rating in a report on Thursday, May 8th. One investment analyst has rated the stock with a sell rating and five have given a buy rating to the company. According to data from MarketBeat, VSE presently has an average rating of "Moderate Buy" and an average price target of $130.00.

VSE Price Performance

NASDAQ VSEC traded down $1.09 during trading hours on Friday, reaching $126.67. The company's stock had a trading volume of 135,428 shares, compared to its average volume of 224,787. VSE has a fifty-two week low of $73.36 and a fifty-two week high of $140.64. The stock has a market cap of $2.62 billion, a PE ratio of 158.34 and a beta of 1.26. The company's 50-day moving average is $130.83 and its two-hundred day moving average is $115.67. The company has a debt-to-equity ratio of 0.47, a quick ratio of 2.12 and a current ratio of 3.90.

VSE Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 30th. Investors of record on Wednesday, July 16th will be issued a $0.10 dividend. The ex-dividend date of this dividend is Wednesday, July 16th. This represents a $0.40 dividend on an annualized basis and a yield of 0.32%. VSE's payout ratio is 50.00%.

Insider Transactions 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 value of $371,191.22. Following the completion of the sale, the director directly owned 3,837 shares in the company, valued at approximately $496,431.06. The trade was a 42.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 14.60% of the company's stock.

Institutional Investors Weigh In On VSE

A number of institutional investors have recently bought and sold shares of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in VSE by 56.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 50,422 shares of the construction company's stock valued at $6,050,000 after purchasing an additional 18,220 shares during the period. Woodline Partners LP grew its holdings in VSE by 0.3% in the first quarter. Woodline Partners LP now owns 113,193 shares of the construction company's stock valued at $13,582,000 after purchasing an additional 353 shares during the period. Axiom Investors LLC DE acquired a new position in VSE during the first quarter valued at approximately $8,915,000. Fred Alger Management LLC grew its stake in VSE by 40.2% during the first quarter. Fred Alger Management LLC now owns 361,648 shares of the construction company's stock worth $43,394,000 after buying an additional 103,712 shares during the period. Finally, Goldman Sachs Group Inc. grew its stake in VSE by 10.4% during the first quarter. Goldman Sachs Group Inc. now owns 346,390 shares of the construction company's stock worth $41,563,000 after buying an additional 32,489 shares during the period. 91.54% of the stock is currently owned by hedge funds and other institutional investors.

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.