William Blair Issues Optimistic Forecast for VSE Earnings

VSE Corporation (NASDAQ:VSEC) – Equities research analysts at William Blair lifted their Q4 2025 earnings estimates for shares of VSE in a report released on Wednesday, July 9th. William Blair analyst L. Dipalma now anticipates that the construction company will post earnings per share of $0.93 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) last posted its quarterly earnings results on Tuesday, May 6th. The construction company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.23. The company had revenue of $256.05 million for the quarter, compared to the consensus estimate of $248.20 million. VSE had a net margin of 1.41% and a return on equity of 6.62%. The firm’s quarterly revenue was up 57.6% compared to the same quarter last year. During the same period last year, the company posted $0.45 EPS.

Several other research analysts have also issued reports on the stock. B. Riley raised 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. Royal Bank Of Canada raised 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, Truist Financial raised 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. One equities research analyst has rated the stock with a sell rating and five have given a buy rating to the company. According to MarketBeat.com, VSE has a consensus rating of “Moderate Buy” and an average target price of $130.00.

VSE Stock Down 0.9%

Shares of NASDAQ VSEC opened at $126.67 on Friday. The company has a 50 day simple moving average of $130.83 and a 200 day simple moving average of $115.67. The firm has a market cap of $2.62 billion, a PE ratio of 158.34 and a beta of 1.26. VSE has a 1 year low of $73.36 and a 1 year high of $140.64. The company has a debt-to-equity ratio of 0.47, a current ratio of 3.90 and a quick ratio of 2.12.

Institutional Trading of VSE

Several hedge funds have recently modified their holdings of VSEC. T. Rowe Price Investment Management Inc. increased its stake in shares of VSE by 52.6% in the 4th 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 acquiring an additional 698,642 shares in the last quarter. Neuberger Berman Group LLC increased its stake in shares of VSE by 100.5% in the 1st quarter. Neuberger Berman Group LLC now owns 755,461 shares of the construction company’s stock valued at $90,648,000 after acquiring an additional 378,661 shares in the last quarter. Ameriprise Financial Inc. increased its stake in shares of VSE by 48.5% in the 1st quarter. Ameriprise Financial Inc. now owns 1,063,832 shares of the construction company’s stock valued at $127,654,000 after acquiring an additional 347,664 shares in the last quarter. Artisan Partners Limited Partnership bought a new stake in shares of VSE in the 4th quarter valued at $31,692,000. Finally, Capital Research Global Investors increased its stake in shares of VSE by 16.8% in the 4th quarter. Capital Research Global Investors now owns 1,794,069 shares of the construction company’s stock valued at $170,616,000 after acquiring an additional 258,674 shares in the last quarter. Institutional investors own 91.54% of the company’s stock.

Insider Buying and Selling at VSE

In other news, Director Anita D. Britt sold 2,869 shares of VSE stock in a transaction 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 owned 3,837 shares in the company, valued at $496,431.06. The trade was a 42.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 14.60% of the stock is owned by corporate insiders.

VSE Dividend Announcement

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