William Blair Issues Negative Forecast for VSE Earnings

VSE Co. (NASDAQ:VSEC) – William Blair lowered their Q2 2025 EPS estimates for VSE in a report issued on Monday, May 12th. William Blair analyst L. Dipalma now expects that the construction company will post earnings per share of $0.68 for the quarter, down from their prior estimate of $0.74. The consensus estimate for VSE’s current full-year earnings is $2.96 per share. William Blair also issued estimates for VSE’s Q3 2025 earnings at $0.79 EPS, Q4 2025 earnings at $0.87 EPS and FY2026 earnings at $4.79 EPS.

VSE (NASDAQ:VSEC) last announced its earnings results on Tuesday, May 6th. The construction company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.23. VSE had a net margin of 1.36% and a return on equity of 7.26%. The firm had revenue of $256.05 million for the quarter, compared to analyst estimates of $248.20 million. During the same quarter in the prior year, the business posted $0.45 EPS. The business’s revenue was up 57.6% compared to the same quarter last year.

A number of other analysts also recently weighed in on the company. Royal Bank of Canada upped their target price on VSE from $140.00 to $150.00 and gave the company an “outperform” rating in a research report on Thursday, May 8th. StockNews.com raised VSE to a “sell” rating in a research note on Thursday, March 6th. B. Riley upped their price objective on shares of VSE from $145.00 to $150.00 and gave the stock a “buy” rating in a research report on Thursday, May 8th. Finally, Truist Financial raised their target price on shares of VSE from $130.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, May 8th. One analyst has rated the stock with a sell rating and six have assigned a buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $125.17.

VSE Trading Up 0.4%

Shares of NASDAQ:VSEC opened at $131.21 on Thursday. The business’s 50 day simple moving average is $117.27 and its 200 day simple moving average is $110.15. VSE has a 1 year low of $73.36 and a 1 year high of $139.51. The company has a debt-to-equity ratio of 0.53, a current ratio of 3.69 and a quick ratio of 1.15. The company has a market capitalization of $2.71 billion, a P/E ratio of 164.01 and a beta of 1.34.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Sterling Capital Management LLC increased its position in VSE by 857.1% during the 4th quarter. Sterling Capital Management LLC now owns 469 shares of the construction company’s stock worth $45,000 after purchasing an additional 420 shares in the last quarter. Quantbot Technologies LP bought a new stake in shares of VSE during the fourth quarter worth $47,000. Amalgamated Bank increased 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 worth $73,000 after buying an additional 163 shares in the last quarter. KBC Group NV acquired a new position in shares of VSE during the first quarter worth $99,000. Finally, Tower Research Capital LLC TRC lifted its stake in shares of VSE by 21.7% in the 4th 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 during the last quarter. Institutional investors own 91.54% of the company’s stock.

Insider Buying and Selling

In other VSE news, Director Anita D. Britt sold 2,869 shares of VSE stock in a transaction dated Friday, May 9th. The stock was sold at an average price of $129.38, for a total value of $371,191.22. Following the transaction, the director now owns 3,837 shares in the company, valued at $496,431.06. The trade was a 42.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 14.60% of the stock is owned by corporate insiders.

VSE Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 30th. Stockholders of record on Wednesday, July 16th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Wednesday, July 16th. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.30%. VSE’s dividend payout ratio (DPR) 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.