William Blair Brokers Decrease Earnings Estimates for VSE

VSE Corporation (NASDAQ:VSEC) – Investment analysts at William Blair reduced their Q4 2025 earnings estimates for shares of VSE in a research report issued to clients and investors on Friday, October 31st. William Blair analyst L. Dipalma now expects that the construction company will post earnings of $0.78 per share for the quarter, down from their previous estimate of $0.81. 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 $5.12 EPS.

VSE (NASDAQ:VSEC) last announced its quarterly earnings results on Monday, October 27th. The construction company reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.15. The firm had revenue of $282.91 million for the quarter, compared to analysts’ expectations of $276.48 million. VSE had a net margin of 1.23% and a return on equity of 7.64%. The company’s revenue was up 38.9% on a year-over-year basis. VSE has set its FY 2025 guidance at EPS.

Several other research analysts have also weighed in on VSEC. Wolfe Research started coverage on shares of VSE in a research note on Monday, September 29th. They set an “outperform” rating and a $190.00 target price for the company. Weiss Ratings reissued a “hold (c+)” rating on shares of VSE in a research report on Tuesday, October 14th. Royal Bank Of Canada increased their price target on shares of VSE from $180.00 to $200.00 and gave the stock an “outperform” rating in a research report on Wednesday. B. Riley increased their price target on shares of VSE from $185.00 to $198.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, Truist Financial restated a “buy” rating and set a $201.00 target price (up from $177.00) on shares of VSE in a research note on Wednesday, October 29th. Six analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $197.17.

VSE Trading Up 0.8%

Shares of VSEC stock opened at $180.68 on Monday. The company’s 50-day moving average price is $166.38 and its 200-day moving average price is $145.40. The company has a current ratio of 3.94, a quick ratio of 1.44 and a debt-to-equity ratio of 0.35. The stock has a market cap of $4.16 billion, a price-to-earnings ratio of 265.71, a PEG ratio of 2.67 and a beta of 1.40. VSE has a twelve month low of $88.69 and a twelve month high of $186.00.

Hedge Funds Weigh In On VSE

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. T. Rowe Price Investment Management Inc. grew its position in VSE by 25.2% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 2,537,378 shares of the construction company’s stock valued at $304,460,000 after buying an additional 511,214 shares during the last quarter. Vanguard Group Inc. grew its position in VSE by 0.9% in the 1st quarter. Vanguard Group Inc. now owns 1,081,004 shares of the construction company’s stock valued at $129,710,000 after buying an additional 9,459 shares during the last quarter. Ameriprise Financial Inc. grew its position in 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 buying an additional 347,664 shares during the last quarter. Durable Capital Partners LP lifted its holdings in VSE by 41.9% in the first quarter. Durable Capital Partners LP now owns 865,017 shares of the construction company’s stock valued at $103,793,000 after acquiring an additional 255,434 shares during the period. Finally, Neuberger Berman Group LLC lifted its holdings 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 acquiring an additional 378,661 shares during the period. 91.54% of the stock is currently owned by hedge funds and other institutional investors.

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.