VSE CORP (VSEC) director shifts VSE shares to family trust via gifts
VSE CORP director Mark E. Ferguson III transferred 272 shares of VSE common stock into the Mark E. Ferguson III Revocable Trust via two bona fide gift transactions on May 20, 2026. After these gifts, he holds 17,422 shares indirectly through the trust, with no direct ownership. This move is characterized as estate and family planning, as the trust is co-managed by Ferguson and his spouse, and their children are the sole beneficiaries.
VSE Corp (VSEC) Shares Fall 5.5% -- GF Value Says Still Overvalued
VSE Corp (VSEC) shares recently fell 5.5% to $158.66, yet GuruFocus's GF Value still indicates the stock is overvalued by 7.3% against an estimated fair value of $147.84. Despite a strong GF Score of 85/100, highlighting financial strength and growth, its valuation and profitability ranks are moderate. The absence of insider transactions over the last three months suggests caution for potential investors, as the stock trades above its intrinsic value.
Plug Power, Northwest Pipe, Kimball Electronics, VSE Corporation, and American Woodmark Shares Plummet, What You Need To Know
Several stocks, including Plug Power, Northwest Pipe, Kimball Electronics, VSE Corporation, and American Woodmark, experienced declines in the afternoon trading session. This market movement is attributed to rising long-dated Treasury yields and concerns over the Iran conflict potentially keeping inflation stubbornly high, thus reducing the likelihood of Fed rate cuts. Despite recent gains for some of these companies, the broader economic pressures impacted their stock performance.
Plug Power, Northwest Pipe, Kimball Electronics, VSE Corporation, and American Woodmark Shares Plummet, What You Need To Know
Shares of several companies, including Plug Power, Northwest Pipe, Kimball Electronics, VSE Corporation, and American Woodmark, plummeted due to rising long-dated Treasury yields and persistent inflation concerns from the ongoing Iran conflict. Higher borrowing costs and sticky energy prices are negatively impacting industrials and cyclicals. Despite the overall market decline, the article highlights how significant price drops can create buying opportunities for high-quality stocks and zooms in on VSE Corporation's recent performance following strong Q1 2026 financial results.
VSE Corp stock (US9183401031): Q1 earnings highlight aviation aftermarket momentum
VSE Corp reported higher revenue and earnings for Q1 2026, driven by strong demand in its aviation aftermarket services. While the company's focus on maintenance and parts distribution offers a unique play on the aviation sector, its stock trades at a premium valuation, reflecting high growth expectations and increased institutional interest. Investors should continue to monitor earnings trends and competitive positioning due to the stock's sensitivity to changes in earnings outlook.
VSE Corp stock (US9183401031): Q1 revenue jumps as aviation demand stays firm
VSE Corp reported strong first-quarter 2026 results, with revenue reaching $242.6 million and adjusted EBITDA hitting $33.8 million, driven by robust demand in aviation aftermarket services. The company's focus on parts distribution, maintenance, repair, and overhaul continues to provide recurring demand. This performance highlights the operating leverage in the sector and positions VSE Corp as a key player in the US aviation ecosystem.
T. Rowe Price (NASDAQ: VSEC) discloses 2.74M shares, 9.7% stake
T. Rowe Price Investment Management, Inc. has disclosed a 9.7% stake in VSE Corp (NASDAQ: VSEC) through an amended Schedule 13G/A filing. The filing indicates beneficial ownership of 2,738,256 shares as of March 31, 2026, with specific figures for sole voting and dispositive power. Despite reporting these figures, T. Rowe Price explicitly denies beneficial ownership in the filing.
Capital Research (VSEC) files Schedule 13G/A reporting 936,375 shares (3.3%)
Capital Research Global Investors has filed a Schedule 13G/A, indicating beneficial ownership of 936,375 shares of VSE Corp. (VSEC) common stock. This represents a 3.3% stake based on 28,055,393 shares outstanding as of March 31, 2026. The filing notes that Capital Research Global Investors holds sole voting and dispositive power over these shares.
Truist Financial Initiates VSE Corp(VSEC.US) With Buy Rating, Announces Target Price $270
Truist Financial has initiated coverage of VSE Corp (VSEC.US) with a 'Buy' rating. Analyst Alexandra Mandery set a target price of $270 for the stock. The report highlights the analyst's past performance data from TipRanks, noting a 0.0% success rate and 0.0% average return over the last year.
VSE Corp stock (US9183401031): Recent trading activity highlights market interest
VSE Corp (VSEC) is a key player in aviation maintenance, repair, and overhaul (MRO) services, consistently capturing investor attention due to its stable performance in the defense and commercial aviation markets. The company's stock has shown resilience, trading within a significant yearly range and supported by its diversified segments in Aviation, Fleet, and Federal Services. VSE Corp's strategic focus on government-backed markets, particularly its exposure to the US defense budget, makes it an attractive option for investors looking for stability and growth within the industrials sector.
VSE (NasdaqGS:VSEC) Stock Forecast & Analyst Predictions
VSE Corporation (VSEC) is forecast to have strong future growth, with earnings expected to grow by 32.3% and revenue by 20.1% annually. This positive outlook is supported by recent acquisitions like Precision Aviation Group, Inc. and updated revenue guidance. However, the company faces risks such as shareholder dilution and a relatively low forecast return on equity.
GenNx360 Capital Partners completes sale of PAG to VSE Corp.
GenNx360 Capital Partners has completed the sale of its portfolio company, Precision Aviation Group Inc. (PAG), to VSE Corp. for approximately $2.025 billion in cash and equity. PAG, a global provider of aviation MRO services, expanded significantly under GenNx360's ownership through strategic acquisitions and organic growth. The acquisition is expected to boost VSE's revenue by roughly 50% on a pro forma 2025 basis and be immediately accretive to its consolidated Adjusted EBITDA margin.
RBC Cuts Price Target on VSE Corp. to $220 From $250, Keeps Outperform Rating
RBC Capital Markets has lowered its price target for VSE Corp. (NASDAQ: VSEC) shares to $220 from $250. Despite this reduction, the firm has maintained its "Outperform" rating on the stock. This adjustment reflects a revised valuation perspective while still indicating a positive outlook for the company's future performance.
Earnings call transcript: VSE Corporation’s Q1 2026 earnings beat expectations
VSE Corporation reported strong Q1 2026 results, surpassing EPS and revenue expectations. The company's stock initially surged by 23.4% post-announcement, driven by robust performance across its distribution and MRO channels, with engine aftermarket activities now constituting over 50% of total revenue. VSE also completed key acquisitions and expressed optimism for future growth, while addressing analyst concerns about macroeconomic pressures and integration challenges.
VSECU SEC Filings - VSE Corp 10-K, 10-Q, 8-K Forms
This article provides an overview of VSE Corp's (VSEC) recent SEC filings, including a major filing on February 27, 2026, detailing significant growth in 2025 as a focused aviation aftermarket company, a $2.0B acquisition of Precision Aviation Group, and substantial increases in revenue and operating income. It also covers insider transactions, such as a director gifting shares, and institutional ownership reports, with T. Rowe Price holding 10.8% of VSE Corp shares. The platform StockTitan tracks these filings, offering AI-generated summaries and sentiment analysis.
VSEC SEC Filings - Vse Corp 10-K, 10-Q, 8-K Forms
The Stock Titan VSEC SEC filings page offers comprehensive access to regulatory disclosures by VSE Corporation, including 8-K, 10-K, and 10-Q forms, along with Form 4 insider trading data. It provides AI-powered summaries, impact scoring, and sentiment analysis for these documents. The page details VSE's aviation aftermarket business, significant corporate events like acquisitions and dividends, and recent insider transactions.
Jefferies Sticks to Its Buy Rating for VSE (VSEC)
Jefferies analyst Sheila Kahyaoglu has maintained a Buy rating on VSE (VSEC) with a price target of $245.00. This follows a similar Buy rating from Deutsche Bank with a $268.00 price target. VSE recently reported strong financial results for the quarter ending March 31, with a significant increase in revenue and a net profit compared to a net loss in the previous year.
VSE Corp (VSEC) Shares Fall 3.2% -- What GF Score of 84 Tells In
VSE Corp (VSEC) shares dropped 3.2% to $193.06, which is significantly above its GF Value™ of $134.66, indicating the stock is 43.4% overvalued. Despite a strong GF Score™ of 84/100, driven by high financial strength and growth, its valuation rank is low at 3/10, suggesting potential risks for investors. No insider transactions in the last three months further raise questions about executive confidence in the current stock price.
VSE Corporation Announces Fourth Quarter and Full Year 2025 Results Conference Call Date
VSE Corporation announced the date for its Fourth Quarter and Full Year 2025 results conference call. The announcement was delivered via Quantisnow, a real-time market data platform for retail investors. The article also lists recent analyst ratings and related SEC filings for VSE Corporation.
VSE CORP 1Q 2026: Revenue $324.58M, EPS $1.04— 10-Q Summary
VSE Corp (VSEC) reported strong first-quarter 2026 results, with revenue increasing to $324.58 million, a 26.8% year-over-year rise, and diluted EPS reaching $1.04. This growth was attributed to robust commercial aftermarket demand and strategic acquisitions that expanded the company's repair and distribution capabilities. The company also highlighted improved market access through expanded OEM partnerships and new distribution awards.
VSE Corporation (VSEC) investors OK blank check preferred and $0.10 dividend
VSE Corporation (VSEC) shareholders approved all four proposals at their 2026 annual meeting, including the election of eight directors, ratification of Grant Thornton LLP as independent auditor, a non-binding advisory vote on executive compensation, and an amendment to authorize blank check preferred stock. The company's Board of Directors also declared a regular quarterly cash dividend of $0.10 per share, payable on July 29, 2026, to stockholders of record on July 15, 2026. This information was released via an 8-K filing and a press release.
VSE Corporation (NASDAQ: VSEC) posts 27% revenue growth and closes $2.0B PAG aviation deal
VSE Corporation reported strong Q1 2026 results, with revenue growing 27% to $324.6 million and net income from continuing operations more than doubling to $29.1 million. This growth was driven by increased commercial aviation demand, new distribution awards, and contributions from recent acquisitions like Aero 3 and Turbine Weld. The company also completed the transformative $2.025 billion acquisition of Precision Aviation Group (PAG), largely funded by recent equity offerings and a new term loan, further solidifying its focus as a pure-play aviation business.
VSE Corporation (NASDAQ:VSEC) Plans Quarterly Dividend of $0.10
VSE Corporation (NASDAQ:VSEC) has declared a quarterly dividend of $0.10 per share, payable on July 29th to shareholders of record on July 15th. This means an annualized dividend of $0.40 and a yield of approximately 0.2%. Despite its high P/E ratio, the company’s dividend is well-covered by earnings, with a payout ratio of 8.8% and future estimates suggesting 6.9%.
VSEC Maintained by RBC Capital -- Price Target Raised to $240
RBC Capital analyst Ken Herbert has maintained an 'Outperform' rating for VSE Corp (VSEC) and raised the price target to $240 from $220. Despite this positive analyst outlook, GuruFocus indicates that VSEC is currently overvalued by 48.1% at its trading price of $199.45, compared to its GF Value™ of $134.66. The company boasts a strong GF Score™ of 81/100, highlighting solid fundamentals in growth and momentum, but its high P/E ratio and low valuation rank suggest caution for investors.
VSE Corp. price target raised to $240 from $220 at RBC Capital
RBC Capital analyst Ken Herbert has raised the price target for VSE Corp. (VSEC) to $240 from $220, while maintaining an Outperform rating. The increase follows VSE Corp.'s strong Q1 results, with the firm expressing optimism about the company's engine and general aviation exposure. Additionally, projected second-half 2026 and 2027 margins are expected to benefit from synergy opportunities with Precision Aviation Group (PAG).
VSE Corp To Go Ex-Dividend On July 15th, 2026 With 0.1 USD Dividend Per Share
VSE Corp is scheduled to go ex-dividend on July 15th, 2026. The company will issue a dividend of $0.1 per share. Investors should note this date for dividend eligibility.
Deutsche Bank Maintains VSE Corp(VSEC.US) With Buy Rating, Cuts Target Price to $268
Deutsche Bank has reiterated its Buy rating for VSE Corp (VSEC.US) but decided to lower the target price to $268. This adjustment in the target price suggests a revised valuation outlook for the company by the bank, while still maintaining a positive stance on its stock performance.
VSE Corporation Declares Quarterly Cash Dividend
VSE Corporation announced that its Board of Directors has declared a regular quarterly cash dividend of $0.10 per share of VSE common stock. The dividend is set to be paid on July 29, 2026, to stockholders of record as of July 15, 2026. VSE is a key provider of aviation aftermarket distribution and repair services, focusing on enhancing the productivity and longevity of critical assets for commercial and business and general aviation aftermarkets.
RBC Capital Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $240
RBC Capital has reiterated its Buy rating on VSE Corp (VSEC.US) and increased its price target to $240. This reflects the firm's continued confidence in the company's performance and future prospects, leading to a higher valuation expectation.
According to the latest disclosure from the SEC, VSE Corp has released a prospectus, which states that certain shareholders intend to sell up to 2.62 million shares of common stock from time to time.
VSE Corp has filed a prospectus with the SEC, indicating that existing shareholders plan to sell up to 2.62 million shares of common stock. This sale will not dilute the company's total share capital as it involves existing shares, but it may affect the secondary market's supply and demand. The selling shareholders will determine the timing and price based on market conditions, offering a flexible exit strategy for them.
VSE Corporation (NASDAQ: VSEC) registers 2.62M shares for resale after PAG deal
VSE Corporation has filed an S-3 shelf registration to register 2,615,752 shares of common stock for resale by a selling stockholder following the recently completed PAG Acquisition. These shares include 1,415,752 Consideration Shares and up to 1,200,000 Earnout Shares. VSE will not receive any proceeds from the resale, and the shares are subject to lock-up agreements.
PAG buy lifts VSE (NASDAQ: VSEC) revenue about 50 percent
VSE Corporation has completed its acquisition of Precision Aviation Group (PAG) for approximately $2.025 billion in cash and equity, with potential additional earnout payments. This acquisition is expected to boost VSE's revenue by about 50% on a 2025 pro forma basis and immediately improve Adjusted EBITDA margins. The deal is financed through a combination of new debt and equity offerings, increasing VSE's global presence in the aviation aftermarket.
According to the latest disclosure from the SEC, VSE Corp has released a prospectus, which states that certain shareholders intend to sell up to 2.62 million shares of common stock from time to time.
VSE Corp has filed a prospectus with the SEC, indicating that certain existing shareholders plan to sell up to 2.62 million shares of common stock over time. This sale involves existing shares, meaning it will not dilute the company's total share capital, but it could influence market supply and demand. The timing and price of these sales will be determined by the selling shareholders, offering them flexibility while requiring investors to monitor future announcements.
VSE Q1 2026 slides: PAG acquisition drives 27% revenue surge
VSE Corporation reported strong first-quarter 2026 results, with revenue surging 27% to $325 million and adjusted EPS rising 50% to $1.17, significantly surpassing analyst expectations. The company's performance was largely driven by the strategic $2.025 billion acquisition of Precision Aviation Group, which expanded its global footprint and technical capabilities, alongside robust organic growth in both its distribution and MRO segments. VSE also raised its full-year 2026 guidance, projecting 57% to 61% revenue growth, reflecting the accretive impact of recent acquisitions and improved operational margins.
VSE Corporation completes takeover of Precision Aviation Group
VSE Corporation has successfully acquired Precision Aviation Group (PAG) for approximately US$2.025 billion, comprising cash and equity. This acquisition significantly expands VSE's global footprint and enhances its repair capabilities within the aviation aftermarket. VSE expects the acquisition to be immediately accretive to margins, with further details on the combined company's outlook to be released with its first-quarter 2026 earnings.
William Blair Maintains VSE Corp(VSEC.US) With Buy Rating
William Blair has reiterated its Buy rating for VSE Corp (VSEC.US). This indicates a continued positive outlook from the firm regarding VSE Corp's stock performance.
VSE Corporation Announces First Quarter 2026 Results
VSE Corporation announced record first-quarter 2026 results with total revenues of $324.6 million, up 26.8%, and GAAP Net Income up 108.0%. The company updated its full-year 2026 revenue guidance to reflect the recent acquisitions of Precision Aviation Group (PAG) for $2.025 billion and NorthStar Technologies, expecting revenue growth of 57% to 61% and an Adjusted EBITDA margin of 18.1% to 18.5%. These acquisitions are set to significantly expand VSE's global footprint, repair capabilities, and market position in the aviation aftermarket.
Jefferies Financial Group Begins Coverage on VSE (NASDAQ:VSEC)
Jefferies Financial Group initiated coverage on VSE (NASDAQ:VSEC) with a "buy" rating and a $210.00 price target, suggesting an 18.58% upside from its current price. VSE recently outperformed quarterly earnings estimates, reporting $1.16 EPS against an expected $0.88, and saw a significant 32.4% year-over-year revenue increase to $301.18 million. Institutional ownership of VSE is notably high at 91.54%, with several major investors increasing their stakes, indicating strong confidence in the construction company.
Jefferies Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $210
Jefferies has reiterated its Buy rating for VSE Corp (VSEC.US) and increased its target price to $210. This adjustment likely reflects a positive outlook on the company's future performance and valuation by the analyst firm.
Earnings Flash (VSEC) VSE Corporation Posts Q1 Adjusted EPS $1.17 per Share, vs. FactSet Est of $0.89
VSE Corporation announced its Q1 adjusted EPS of $1.17 per share, surpassing FactSet's estimate of $0.89. The company's first-quarter adjusted earnings and revenue both increased. VSE Corporation provides aviation distribution and repair services, primarily for the commercial and business and general aviation aftermarkets.
Jefferies resumed coverage on VSE Corp with a new price target
Jefferies has resumed coverage on VSE Corp (VSEC) with a new price target. The article highlights recent analyst ratings for VSEC from various firms and mentions related press releases and SEC filings from the company. Quantisnow, a real-time market data platform, delivered this insight.
VSE Corporation Completes Acquisition of Precision Aviation Group
VSE Corporation has completed the acquisition of Precision Aviation Group (PAG) for approximately $2.025 billion, creating a larger, independent aviation aftermarket platform. This acquisition significantly expands VSE's global presence, repair capabilities, and is expected to be immediately accretive to its Adjusted EBITDA margins. VSE plans to provide further details on the combined company's outlook and integration priorities with its first-quarter earnings release.
VSE Poised for 10% Q1 Organic Growth, But Investors Focused on Macro Headwinds Heading Into H2, RBC Says
VSE is expected to achieve solid 10% organic growth in Q1, according to RBC Capital, driven by strong performance in its aviation and Federal Services segments. Despite this positive outlook, investors are reportedly more concerned about potential macroeconomic headwinds impacting the second half of 2026. RBC maintains its Outperform rating on VSE shares, anticipating continued strength from its core businesses.
RBC Capital Maintains VSE Corp(VSEC.US) With Buy Rating, Cuts Target Price to $220
RBC Capital has reiterated its 'Buy' rating for VSE Corp (VSEC.US) but has adjusted its price target downwards from $250 to $220. This indicates a continued positive outlook on the company despite a revised valuation estimate.
RBC Cuts Price Target on VSE Corp. to $220 From $250, Keeps Outperform Rating
RBC Capital Markets has reduced its price target for VSE Corp. (VSEC) to $220 from $250, while maintaining an "Outperform" rating on the stock. This adjustment comes despite expectations of strong first-quarter organic growth for VSE, reflecting RBC's focus on potential macroeconomic headwinds in the latter half of the year. The article also provides recent news headlines and corporate information for VSE Corp.
VSE CEO John Cuomo to meet investors at 3 May conferences
VSE Corporation (NASDAQ: VSEC) announced that its senior management, including CEO John Cuomo and VP of Investor Relations Michael Perlman, will participate in three investor conferences in May 2026. These include the B. Riley Securities 26th Annual Investor Conference, the Wolfe Research 19th Annual Global Transportation & Industrials Conference, and the KeyBanc Industrials & Basic Materials Conference. The participation will involve roundtable discussions and one-on-one investor meetings, providing an opportunity for VSE to engage with the investment community.
VSE Corporation Announces May 2026 Investor Conference Schedule
VSE Corporation (NASDAQ: VSEC) has announced its participation in three investor conferences in May 2026: the B. Riley Securities 26th Annual Investor Conference on May 20th, the Wolfe Research 19th Annual Global Transportation & Industrials Conference on May 21st, and the KeyBanc Industrials & Basic Materials Conference on May 27th. John Cuomo, President and CEO, and Michael Perlman, VP of Investor Relations and Treasury, will represent the company at these events. They will engage in roundtable discussions and one-on-one meetings with investors to discuss VSE's aviation aftermarket distribution and repair services.
VSE Corporation Announces May 2026 Investor Conference Schedule
VSE Corporation (NASDAQ: VSEC) announced its senior management will participate in three investor conferences in May 2026. John Cuomo (President and CEO) and Michael Perlman (VP of Investor Relations) will attend the B. Riley Securities 26th Annual Investor Conference, Wolfe Research 19th Annual Global Transportation & Industrials Conference, and KeyBanc Industrials & Basic Materials Conference, participating in roundtables and one-on-one meetings. The company is a leading provider of aviation aftermarket distribution and repair services.
Earnings Preview: VSE Corp to Report Financial Results Post-market on May 05
VSE Corp (VSEC) is scheduled to report its financial results post-market on May 05. The company's earnings per share are expected to increase significantly, while revenue is also projected to see healthy growth compared to the same quarter last year. These figures will provide insight into VSE Corp's latest financial performance.
VSE (NASDAQ:VSEC) Upgraded by Zacks Research to Strong-Buy Rating
Zacks Research has upgraded VSE (NASDAQ:VSEC) from a "hold" to a "strong-buy" rating. This upgrade is consistent with several other analyst reports, with the company currently holding a consensus "Buy" rating and an average target price of $229.29. VSE demonstrated strong Q1 2026 earnings, reporting $1.16 EPS against an estimate of $0.88, and a revenue increase of 32.4% year-over-year.
