William Blair Weighs in on VSE's Q3 Earnings (NASDAQ:VSEC)

Key Points

• William Blair analysts have lowered their Q3 2025 earnings per share estimate for VSE Corporation to $0.75, down from $0.79, while the consensus full-year earnings estimate is $2.96 per share.
• VSE recently posted $0.97 earnings per share for Q2, exceeding estimates, and reported a 41.1% year-over-year revenue increase of $272.14 million.
• The company announced a quarterly dividend of $0.10 per share, with a payout ratio of 35.71%, to be paid on October 29th.

VSE Corporation (NASDAQ:VSEC - Free Report) - Analysts at William Blair decreased their Q3 2025 earnings per share (EPS) estimates for shares of VSE in a report issued on Thursday, July 31st. William Blair analyst L. Dipalma now anticipates that the construction company will earn $0.75 per share for the quarter, down from their previous estimate of $0.79. The consensus estimate for VSE's current full-year earnings is $2.96 per share. William Blair also issued estimates for VSE's FY2025 earnings at $3.31 EPS.

A number of other equities analysts have also weighed in on VSEC. Royal Bank Of Canada upped their target price on VSE from $150.00 to $180.00 and gave the stock an "outperform" rating in a research note on Friday, August 1st. Truist Financial lifted their price target on VSE from $130.00 to $140.00 and gave the company a "buy" rating in a research report on Thursday, May 8th. Finally, B. Riley upped their price objective on VSE from $145.00 to $150.00 and gave the company a "buy" rating in a research report on Thursday, May 8th. One investment analyst has rated the stock with a sell rating and four have given a buy rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $145.00.

VSE Price Performance

VSEC traded down $2.49 during trading on Monday, reaching $153.71. 189,864 shares of the company were exchanged, compared to its average volume of 244,887. The company's 50-day moving average is $134.70 and its two-hundred day moving average is $121.11. The company has a market cap of $3.18 billion, a price-to-earnings ratio of 137.75 and a beta of 1.33. The company has a quick ratio of 2.12, a current ratio of 3.73 and a debt-to-equity ratio of 0.38. VSE has a 12-month low of $80.60 and a 12-month high of $161.60.

VSE (NASDAQ:VSEC - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The construction company reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.28. VSE had a return on equity of 7.25% and a net margin of 1.94%. The business had revenue of $272.14 million during the quarter, compared to the consensus estimate of $267.39 million. During the same quarter in the prior year, the company posted $0.47 earnings per share. VSE's revenue was up 41.1% compared to the same quarter last year.

Institutional Trading of VSE

Several hedge funds and other institutional investors have recently bought and sold shares of VSEC. T. Rowe Price Investment Management Inc. raised its stake in VSE by 52.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,026,164 shares of the construction company's stock valued at $192,689,000 after buying an additional 698,642 shares during the last quarter. Neuberger Berman Group LLC raised its stake in VSE by 100.5% in the first quarter. Neuberger Berman Group LLC now owns 755,461 shares of the construction company's stock valued at $90,648,000 after buying an additional 378,661 shares during the last quarter. Ameriprise Financial Inc. raised its stake in VSE by 48.5% in the first quarter. Ameriprise Financial Inc. now owns 1,063,832 shares of the construction company's stock valued at $127,654,000 after buying an additional 347,664 shares during the last quarter. Capital Research Global Investors lifted its position in VSE by 16.8% during the 4th quarter. Capital Research Global Investors now owns 1,794,069 shares of the construction company's stock worth $170,616,000 after acquiring an additional 258,674 shares during the period. Finally, Fred Alger Management LLC acquired a new stake in VSE during the 4th quarter worth about $24,530,000. Institutional investors own 91.54% of the company's stock.

Insider Buying and Selling

In related news, Director Anita D. Britt sold 2,869 shares of VSE stock in a transaction dated 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 directly owned 3,837 shares of the company's stock, valued at approximately $496,431.06. The trade was a 42.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 14.60% of the stock is owned by insiders.

VSE Dividend Announcement

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