Citi Maintains VSE Corp(VSEC.US) With Buy Rating, Cuts Target Price to $230
Citi analyst John Godyn has reiterated a Buy rating for VSE Corp (VSEC.US) but has adjusted the target price down from $261 to $230. According to TipRanks data, Godyn has a 38.0% success rate and a -3.0% average return over the past year. This rating comes with a disclaimer that the information is for informational purposes only and not investment advice.
VSEC: Citigroup Lowers Price Target While Maintaining Buy Rating
Citigroup analyst John Godyn has reaffirmed a "Buy" rating for VSE Corporation (VSEC) but lowered the price target from $261.00 to $230.00. This adjustment still reflects confidence in the stock's long-term performance, aligning with maintained "Buy" or "Outperform" ratings from multiple other analysts. Despite the reduced target, the average analyst price target for VSEC implies an upside of 28.60% from its current price.
VSE (NASDAQ:VSEC) Price Target Lowered to $230.00 at Citigroup
Citigroup lowered its price target for VSE (NASDAQ:VSEC) to $230.00 from $261.00, while maintaining a "buy" rating, indicating a potential upside of 22.76%. Despite beating quarterly earnings and revenue estimates, the stock traded down, though institutional investors hold a significant portion of shares. The consensus analyst rating for VSE remains a "Moderate Buy" with an average target price of $229.29.
VSE Corporation (NASDAQ:VSEC) Sees Significant Increase in Short Interest
VSE Corporation (NASDAQ:VSEC) experienced an 18.3% increase in short interest during March, reaching 2,253,292 shares, which represents about 8.2% of its shares sold short. Despite this bearish sentiment, institutional ownership is high at 91.54%, and analysts maintain a "Moderate Buy" rating with a consensus price target of $233.71. The company also reported strong Q1 earnings, beating estimates with EPS of $1.16 and revenue of $301.2 million, and declared a quarterly dividend of $0.10.
Stifel reaffirms VSE stock Buy rating with $260 price target
Stifel maintained its Buy rating and a $260.00 price target for VSE Corporation after the company released its full 10-K statement. This target suggests a potential 52% upside from the current share price. The firm's financial model was updated to reflect the complete fourth-quarter 2025 results, with analysts anticipating a 49% sales growth and a near doubling of EPS for fiscal 2026.
[SCHEDULE 13G/A] VSE CORP Amended Passive Investment Disclosure
The Vanguard Group has filed an amended Schedule 13G/A for VSE Corp (VSEC), reporting beneficial ownership of 0 shares due to an internal realignment on January 12, 2026. This realignment means certain Vanguard subsidiaries will now report their ownership separately, disaggregating from the parent company. The filing clarifies that this is an administrative reclassification, not a divestment of shares, aligning with SEC guidance on organizational changes.
Polen 5Perspectives Small Growth Fund's VSE Corp(VSEC) Holding History
This article details Polen 5Perspectives Small Growth Fund's historical holdings in VSE Corp (VSEC). As of January 31, 2026, the fund held 7,593.00 shares of VSEC, valued at $1.66 million, constituting 3.5% of its portfolio. The analysis shows an estimated gain of $353,541.45, or 24.63%, on these holdings based on historical transactions and the current stock price.
VSE (Nasdaq:VSEC) - Stock Analysis
VSE Corporation (Nasdaq:VSEC) specializes in aviation aftermarket services, showing strong growth potential with projected annual earnings growth of 42.19% and analysts anticipating a 50.9% stock price increase. Strategic acquisitions and expanding repair capabilities are bolstering its market position, despite recent shareholder dilution and underperforming the US Aerospace & Defense industry in the past year. The company maintains a consistent quarterly cash dividend of $0.10.
VSE Corporation’s Stock Closes Lower Amid Industry Challenges
VSE Corporation's stock (VSEC) has closed lower, down 3.02%, reflecting market unease following a sudden leadership change and weaker earnings performance. The company faces industry challenges such as supply chain disruptions, rising material costs, and inflationary pressures, which have impacted profit margins and investor sentiment. Despite these issues, strategic investments and operational shifts aimed at cost efficiency offer hope for long-term recovery and stabilization.
VSEC Stock Rises as Positive Earnings and Strategic Movements Boost Confidence
VSE Corporation (VSEC) stock has been influenced by positive earnings reports and strategic corporate movements, including new leadership appointments and acquisitions. While the company's financials show strong revenue and liquidity, a high P/E ratio and recent bearish trends suggest caution for investors. Analysts are optimistic about future growth but note competitive challenges and the need for strategic repositioning despite increased cash flow and robust asset management.
VSE agrees to acquire Precision Aviation in $2 billion deal
The article states that VSE has agreed to acquire Precision Aviation in a deal valued at $2 billion. No other details are provided regarding the nature of the acquisition or the companies involved beyond their names.
VSE Corp (VSEC) director receives 136-share stock grant for board retainer
VSE Corp director Mark E. Ferguson III received a grant of 136 shares of common stock at $194.08 per share. This stock grant serves as a portion of his quarterly cash retainer for board service. After this transaction, Ferguson III directly holds 136 shares and indirectly holds 17,286 shares through a revocable trust.
VSE Corp (VSEC) director granted 62-share stock award as quarterly retainer
VSE Corp director Ralph E. Eberhart received a stock award of 62 shares of common stock, valued at $194.08 per share, as part of his quarterly cash retainer for board service. This transaction was reported in a Form 4 filing and increased his direct holdings to 47,387 shares of VSE common stock. The award represents a non-cash portion of his compensation as a director.
VSECU Stock Price, News & Analysis
This article provides a comprehensive overview of VSECU (NASDAQ: VSECU), a publicly traded company in the Services-engineering Services sector. It details the company's financial performance, stock price, recent SEC filings, and key financial highlights. As of March 19, 2026, VSECU last traded at $49.17, with a market capitalization of $1.4 billion, and its stock has declined 2.5% over the past year.
VSE Corp Stock (ISIN: US9183401031) Faces Headwinds Amid Aviation Aftermarket Slowdown
VSE Corp (ISIN: US9183401031) is facing challenges due to softening demand and margin pressures in the aviation aftermarket services sector as of March 2026. The company, a key player in aftermarket distribution and MRO services, particularly through its VSE Aviation division, is being closely watched by investors for signs of recovery. Despite historical financial discipline and consistent dividend payments, the absence of fresh quarterly results and qualitative pressures from reduced flying hours are contributing to cautious sentiment.
VSE Corporation (NASDAQ: VSEC) sets May 7 virtual meeting; board seeks votes on charter amendment
VSE Corporation (NASDAQ: VSEC) is holding its virtual Annual Meeting on May 7, 2026, where shareholders will vote on key proposals including the election of eight directors, ratification of Grant Thornton LLP as independent auditors, a non-binding advisory vote on executive compensation, and an amendment to authorize blank check preferred stock. The company's proxy statement highlights its strategic transformation into a pure-play aviation aftermarket provider, recording approximately $1.1 billion in revenue for 2025 following the divestiture of its Fleet segment and strategic acquisitions like Aero 3, Inc. The Board recommends voting FOR all proposals and has provided extensive disclosures on governance, compensation, and ESG.
VSE Corp (VSEC) COO gains shares from RSU vesting and tax withholding
VSE Corp's Chief Operating Officer, Thomas Benjamin, reported equity compensation activity involving the vesting of restricted stock units (RSUs) and performance-based restricted stock units (PRSUs). He acquired 1,311 shares from RSU vesting and 3,640 shares from PRSU vesting, while 1,948 shares were withheld to cover tax liabilities. Following these transactions, Benjamin directly owns 49,339 shares of VSE common stock, with no open-market buying or selling reported.
Stifel Lifts VSE Corporation (VSEC)’s Price Target To $260, Keeps Buy Rating
Stifel has increased its price target for VSE Corporation (VSEC) to $260 from $250, maintaining a Buy rating, following the company's strong Q4 2025 earnings which saw a 32% revenue increase and an 84% rise in adjusted EPS. Citigroup also raised its price target to $261. VSE Corporation, a pure-play aviation aftermarket firm, achieved a milestone by exceeding $1 billion in Aviation revenue for the first time in 2025 and announced a quarterly cash dividend of 10 cents per share.
VSE Corp (VSEC) CEO boosts holdings through RSU and PRSU vesting
VSE Corp (VSEC) CEO and President John A. Cuomo increased his direct holdings of company stock through the vesting of Restricted Stock Units (RSUs) and Performance-Based Restricted Stock Units (PRSUs) on March 10, 2026. A total of 26,775 shares vested, from which 10,536 shares were withheld to cover tax liabilities at a price of $216.47 per share. Following these transactions, Cuomo directly holds 187,037 shares of VSE common stock.
VSE (VSEC) CFO updates holdings after RSU and PRSU vesting, tax withholding
VSE Corp CFO Adam Robert Cohn reported changes in his equity holdings after restricted stock units (RSU) and performance restricted stock units (PRSU) vested. On March 8, 2026, he acquired 3,795 shares from PRSU vesting and exercised 1,320 RSUs. To cover tax liabilities, 2,237 shares were withheld on March 9, 2026, bringing his direct ownership to 11,818 shares of VSE common stock.
VSE (VSEC) Is Down 7.8% After 2025 Results Show Higher Revenue But Softer Net Income
VSE (VSEC) recently reported its full-year 2025 results, showing revenue increase to US$1,112.28 million but net income easing to US$11.70 million, leading to a 7.8% stock drop. Despite the softer net income, EPS from continuing operations rose, and management projects 2026 consolidated revenue growth of 19% to 23%, driven partly by acquisitions. The company's investment narrative continues to focus on aviation aftermarket growth through acquisitions, with potential for $1.8 billion revenue and $142.7 million earnings by 2028, but also faces risks from higher debt and integration challenges.
VSE Corp (VSEC) Stock Price Down 3.68% on Mar 5
Shares of VSE Corp (VSEC) fell by 3.68% on March 5th, closing at $215.39. Despite the drop, analysts have an average price target of $244.70, indicating a potential upside of 13.61%, with an "Outperform" recommendation. However, GuruFocus' GF Value estimates a significant downside of 53.13%.
VSE Corp. sees FY25 Aviation revenue growth 35%-40%
VSE Corp. anticipates its Aviation segment to achieve revenue growth of 35% to 40% in fiscal year 2025, buoyed by contributions from the TCI and Kellstrom acquisitions. The company also projects an Adjusted EBITDA margin for the Aviation segment to be between 15.5% and 16.5% for FY25, despite near-term dilution from these acquisitions. This outlook provides key financial guidance for investors tracking VSE's performance.
VSE Corp (VSEC) CEO reports RSU vesting, new grants and tax withholding
VSE Corp's CEO and President, John A. Cuomo, reported several equity compensation transactions, including acquiring 13,502 shares through a grant and 4,500 shares from RSU vesting. He also received 7,861 new restricted stock units and had 7,083 shares withheld for tax liabilities related to RSU vesting. Following these transactions, Cuomo directly owns 159,286 shares of VSEC common stock.
VSE Corp (VSEC) CFO logs equity grants, RSU vesting and tax share withholding
VSE Corp's CFO, Adam Robert Cohn, reported several equity compensation transactions, including the disposal of 1,587 shares for tax liabilities at $221.95 per share. He also acquired 897 common shares from vesting restricted stock units and received a grant of 2,692 common shares, plus 2,625 new restricted stock units set to vest over the next three years. These transactions are detailed in an SEC Form 4 filing.
VSE Corp (VSEC) COO logs stock grants, RSU vesting and tax share withholding
VSE Corp's COO, Thomas Benjamin E., reported several equity transactions including acquiring 2,692 common shares as a grant and 897 shares from RSU vesting. He also received 1,744 new restricted stock units and had 1,429 shares withheld for tax liabilities related to RSU vesting. Following these transactions, his direct ownership totaled 43,997 common shares.
Citi Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $261
Citi analyst John Godyn has reiterated a Buy rating for VSE Corp (VSEC.US) and increased the target price from $233 to $261. This adjustment is based on TipRanks data, which indicates the analyst has a 54.7% success rate and an average return of 2.6% over the past year. The information is provided for informational purposes only and does not constitute investment advice.
VSE (NASDAQ:VSEC) Stock Price Expected to Rise, Citigroup Analyst Says
Citigroup has raised its price target for VSE (NASDAQ:VSEC) to $261 from $233, maintaining a "buy" rating and indicating a potential 15.7% upside. This follows VSE's strong quarterly performance, which exceeded analyst expectations with EPS of $1.16 and a 32.4% year-over-year revenue increase. Several other analysts have also increased their price targets, contributing to a "Moderate Buy" consensus rating for the construction company's stock.
VSEC: Stifel Maintains Rating, Raises Price Target to $260 | VSE
Stifel analyst Bert Subin has maintained a "Buy" rating on VSE Corporation (VSEC) and increased its price target from $250 to $260, representing a 4% rise. This latest adjustment follows a series of positive price target revisions from various analysts, including RBC Capital and B. Riley Securities, reflecting optimistic sentiment for the company's future. While analysts forecast a 6.03% upside from the current price based on average target prices, GuruFocus estimates a significant downside of 57.7% based on its GF Value.
VSE Corp. price target raised to $261 from $233 at Citi
Citi analyst John Godyn has increased the price target for VSE Corp. (VSEC) to $261 from $233, reiterating a Buy rating on the shares. This adjustment reflects continued positive analyst sentiment, as other firms like Deutsche Bank and RBC Capital have also recently raised their price targets for VSE Corp. The company also declared a quarterly dividend, reinforcing shareholder returns.
VSE Corporation (NASDAQ: VSEC) sets $0.10 quarterly cash dividend
VSE Corporation (NASDAQ: VSEC) has announced a regular quarterly cash dividend of $0.10 per share of common stock. The dividend will be paid on April 29, 2026, to stockholders of record as of April 15, 2026, following approval by the Board of Directors on February 24, 2026. This announcement, made via an 8-K filing, underscores VSE's ongoing commitment to returning value to its shareholders.
VSE declares $0.10 quarterly cash dividend payable April 29
VSE (VSEC) announced a quarterly cash dividend of $0.10 per share, which was approved by the board on February 24, 2026. This dividend is payable on April 29, 2026, to shareholders of record as of April 15, 2026. The company also referred to its forward-looking statement disclosures and associated risks.
VSE Corporation (NASDAQ: VSEC) posts 41% growth and lines up $2.0B PAG deal
VSE Corporation (NASDAQ: VSEC) reported significant growth in 2025 with revenue up 41% to $1.1 billion, and operating income increasing by 52% to $89.6 million. The company has strategically transformed its focus to the aviation aftermarket by divesting its Fleet and Federal & Defense segments and plans a major acquisition of Precision Aviation Group (PAG) for approximately $2.025 billion. This acquisition, expected to close in Q2 2026, will be partially funded by recent equity offerings totaling $1.3 billion.
VSE CORP SEC 10-K Report
VSE Corporation (VSEC) has released its annual 10-K report, showcasing significant financial growth with total revenues increasing by 41% to $1,112.3 million and net income from continuing operations up 176% to $53.5 million. The report highlights the company's strategic focus on its Aviation segment, driven by recent acquisitions and the impending acquisition of Precision Aviation Group (PAG). VSE also details its human capital management and regulatory compliance efforts, while acknowledging operational, economic, and financial risks.
Royal Bank Of Canada Forecasts Strong Price Appreciation for VSE (NASDAQ:VSEC) Stock
Royal Bank of Canada has increased its price target for VSE (NASDAQ: VSEC) stock from $225 to $250, maintaining an "outperform" rating and implying an 11.82% upside. This follows VSE's strong quarterly earnings beat with $1.16 EPS and $301.18 million in revenue, exceeding analyst expectations. The company also enjoys broadly positive analyst sentiment with a consensus "Moderate Buy" rating and high institutional ownership.
B. Riley Securities Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $260
B. Riley Securities analyst Jeff Van Sinderen has reiterated a buy rating for VSE Corp (VSEC.US), increasing the target price from $258 to $260. Sinderen has a 54.3% success rate and a 30.0% average return over the past year, according to TipRanks data. The information is provided for informational purposes and is not investment advice.
VSE Corp reports results for the quarter ended December 31 - Earnings Summary
VSE Corp has released its earnings summary for the quarter that ended on December 31. The report is concise, indicating the company's financial performance for the specified period. Further details would typically be available by logging into the platform.
VSE Corporation Announces Fourth Quarter and Full Year 2025 Results
VSE Corporation announced record revenue and profitability for its Aviation segment in both the fourth quarter and full year 2025, with total revenues increasing significantly. The company has transformed into a pure-play aviation aftermarket company following the divestiture of its Fleet segment and strategic acquisitions. VSE also provided full-year 2026 guidance, excluding the anticipated acquisition of Precision Aviation Group, which is expected to further expand its capabilities and market presence.
VSE Corp. reports Q4 adjusted EPS $1.16, consensus 89c
VSE Corp. reported strong fourth-quarter results, with adjusted EPS of $1.16, significantly beating the consensus of $0.89. The company also reported Q4 revenue of $301.2 million, surpassing the consensus of $289.55 million. CEO John Cuomo highlighted 2025 as a transformational year, marking VSE's evolution into a pure-play aviation aftermarket company with record Aviation revenue and profitability.
VSE Corporation's (NASDAQ:VSEC) Q4 CY2025: Strong Sales
VSE Corporation (NASDAQ:VSEC) reported strong Q4 CY2025 results, beating Wall Street's revenue and non-GAAP EPS expectations, despite flat year-on-year sales. The company achieved an adjusted EPS of $1.16, significantly above estimates, and an operating margin of 10.8%, demonstrating increased efficiency. Analysts anticipate substantial revenue growth of 29.7% over the next 12 months, signaling confidence in VSE's future performance.
VSE Corporation (NASDAQ:VSEC) to Issue $0.10 Quarterly Dividend
VSE Corporation (NASDAQ:VSEC) announced a quarterly dividend of $0.10 per share, payable on April 29th to stockholders of record on April 15th. This represents an annualized dividend of $0.40, equating to a 0.2% yield and an 8.8% payout ratio which is well-covered by expected earnings. Despite the stock trading down $4.62 to $219.54, VSE maintains a strong market capitalization of $5.06 billion and healthy financial metrics.
Aviation supplier VSE tops $1B sales, lines up $615M PAG acquisition
VSE Corporation announced record breaking financial results for the full year 2025, with revenue surging to $1.1 billion, a 41% increase. The company also detailed its strategic acquisition of Precision Aviation Group (PAG) for an anticipated $615 million, significantly expanding VSE's global aviation aftermarket presence and MRO capabilities. Despite these robust figures, VSE has issued a 2026 guidance that excludes the PAG acquisition, pending its expected closure in the second quarter.
Shareholders at VSE to collect $0.10-a-share payout this April
VSE Corporation (NASDAQ: VSEC) has declared a regular quarterly cash dividend of $0.10 per share of common stock. The dividend is payable on April 29, 2026, to stockholders of record as of April 15, 2026. VSE is a leading provider of aviation aftermarket distribution and repair services.
VSE Names Army Vet Charles Anderson Federal & Defense Business Head in Wake of Bernhard Capital Deal
VSE has appointed retired U.S. Army major general Charles Anderson as vice president and general manager of its government-focused subsidiary. This appointment comes one week after VSE announced the sale of its federal and defense unit to Bernhard Capital Partners for up to $100 million. Anderson will lead the segment as it transitions to new ownership and pursues growth opportunities, leveraging his extensive experience in the defense and government services industry.
Citi Maintains VSE Corp(VSEC.US) With Buy Rating, Maintains Target Price $233
Citi analyst John Godyn has reiterated a Buy rating for VSE Corp (VSEC.US) and maintained a target price of $233. According to TipRanks data, Godyn has a 61.2% success rate and a 3.5% average return over the past year. TipRanks provides independent analysis of financial analysts' recommendations, including success rates and average returns, for informational purposes.
T. Rowe Price holds 10.8% of VSE Corp (VSEC) shares
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 10.8% of VSE Corp (VSEC) common stock, totaling 2,518,084 shares as of December 31, 2025. The firm maintains sole voting power over a significant portion of these shares and states that the acquisition was made in the ordinary course of business, with no intent to change or influence control of VSE Corp. This disclosure provides insight into the institutional holdings of VSEC shares.
VSE Corp (VSEC) Shares Up 5.69% on Feb 17
VSE Corp (VSEC) shares increased by 5.69% on February 17, with trading volume at 41.7% of its average daily volume. Wall Street analysts forecast an average target price of $229.70, implying a 7.29% upside, with an "Outperform" recommendation. However, GuruFocus estimates a one-year GF Value of $91.83, suggesting a 57.11% downside.
VSE Corporation Announces Fourth Quarter and Full Year 2025 Results Conference Call Date
VSE Corporation (NASDAQ: VSEC) is set to announce its fourth-quarter and full-year 2025 results after market close on Wednesday, February 25, 2026. A conference call will follow on Thursday, February 26, 2026, at 8:30 AM ET to discuss the financial results and host a Q&A session. An audio webcast and presentation materials will be available on the company's investor relations website.
VSE Corporation Announces Fourth Quarter and Full Year 2025 Results Conference Call Date
VSE Corporation announced that it will release its fourth-quarter and full-year 2025 financial results on Wednesday, February 25, 2026, after market close. A conference call is scheduled for Thursday, February 26, 2026, at 8:30 AM ET to discuss these results. An audio webcast and presentation materials will be available on the company's investor relations website, with registration required for participants dialing into the call.
VSE Corporation to Release Q4 and Full Year 2025 Results
VSE Corporation announced it will release its fourth quarter and full year 2025 financial results on February 25, 2026, after market close, followed by a conference call on February 26, 2026, at 8:30 A.M. ET. The company, which specializes in aviation aftermarket distribution and repair services, will discuss its performance and engage with investors through a Q&A session. Analyst views anticipate a rise in VSEC stock price over the next year, with an average 1-year price target of $206.50.
