Research Analysts Offer Predictions for VSE Q2 Earnings

VSE Corporation (NASDAQ:VSEC - Free Report) - Analysts at William Blair lowered their Q2 2025 earnings per share estimates for shares of VSE in a note issued to investors on Wednesday, July 9th. William Blair analyst L. Dipalma now forecasts that the construction company will post earnings of $0.62 per share for the quarter, down from their prior forecast of $0.68. The consensus estimate for VSE's current full-year earnings is $2.96 per share. William Blair also issued estimates for VSE's FY2026 earnings at $4.80 EPS.

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

Several other analysts have also issued reports on the company. Royal Bank Of Canada upped their target price on VSE from $140.00 to $150.00 and gave the stock an "outperform" rating in a research note on Thursday, May 8th. B. Riley upped their target price on VSE from $145.00 to $150.00 and gave the stock a "buy" rating in a research note on Thursday, May 8th. Finally, Truist Financial boosted their price objective on VSE from $130.00 to $140.00 and gave the company a "buy" rating in a research report on Thursday, May 8th. One research analyst has rated the stock with a sell rating and five have given a buy rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $130.00.

VSE Price Performance

VSEC traded down $1.09 during midday trading on Thursday, hitting $126.67. The stock had a trading volume of 135,428 shares, compared to its average volume of 224,787. The company has a market cap of $2.62 billion, a P/E ratio of 158.34 and a beta of 1.26. The business has a fifty day moving average of $130.83 and a 200 day moving average of $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 has a 1 year low of $73.36 and a 1 year high of $140.64.

Hedge Funds Weigh In On VSE

A number of hedge funds and other institutional investors have recently made changes to their positions in VSEC. Sterling Capital Management LLC raised its holdings in shares of VSE by 857.1% during the fourth quarter. Sterling Capital Management LLC now owns 469 shares of the construction company's stock valued at $45,000 after acquiring an additional 420 shares in the last quarter. Quantbot Technologies LP bought a new position in shares of VSE during the fourth quarter valued at approximately $47,000. Amalgamated Bank raised its holdings in shares of VSE by 36.5% during the first quarter. Amalgamated Bank now owns 610 shares of the construction company's stock valued at $73,000 after acquiring an additional 163 shares in the last quarter. KBC Group NV bought a new position in shares of VSE during the first quarter valued at approximately $99,000. Finally, Tower Research Capital LLC TRC raised its holdings in shares of VSE by 21.7% during the fourth quarter. Tower Research Capital LLC TRC now owns 1,449 shares of the construction company's stock valued at $138,000 after acquiring an additional 258 shares in the last quarter. Institutional investors own 91.54% of the company's stock.

Insiders Place Their Bets

In related news, Director Anita D. Britt sold 2,869 shares of the company's stock in a transaction that occurred on Friday, May 9th. The stock was sold at an average price of $129.38, for a total transaction of $371,191.22. Following the completion of the transaction, the director owned 3,837 shares in the company, valued at $496,431.06. This represents 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 available through this hyperlink. Insiders own 14.60% of the company's stock.

VSE Dividend Announcement

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

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.