VSEC - VSE Corp Latest SEC Filings
This article provides the latest SEC filing information for VSE Corp (VSEC), including comprehensive financial data, performance metrics, and key ratios. It outlines the company's market capitalization, income, sales, dividend information, and various profitability and efficiency ratios. The page also details insider and institutional ownership, short interest, and price performance over different periods.
Citi Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $263
Citi has reiterated its Buy rating on VSE Corp (VSEC.US) and increased its price target to $263. This indicates a positive outlook from the analytical firm regarding the company's future performance.
Citi Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $263
Citi has reiterated its Buy rating on VSE Corp (VSEC.US) and increased its price target to $263. This indicates a positive outlook from the analytical firm regarding the company's future performance and stock value.
Analysts Offer Insights on Industrial Goods Companies: VSE (VSEC), Commercial Metals Company (CMC) and Fortune Brands Innovations (FBIN)
Three analysts have issued bullish sentiments on industrial goods companies VSE (VSEC), Commercial Metals Company (CMC), and Fortune Brands Innovations (FBIN). B. Riley Securities maintained a Buy rating on VSE with a $270.00 price target, Goldman Sachs reiterated a Buy on Commercial Metals Company with a $77.00 price target, and Goldman Sachs also maintained a Buy on Fortune Brands Innovations with a $50.00 price target, despite a general "Hold" consensus for FBIN.
B. Riley Securities Maintains VSE Corp(VSEC.US) With Buy Rating, Raises Target Price to $270
B. Riley Securities has reiterated its Buy rating for VSE Corp (VSEC.US) and increased the price target to $270. This updated target indicates a potential upside of 18.06% from the stock's last closing price of $228.70. The analyst firm appears optimistic about VSE Corp's future performance.
COO of VSE CORP (NASDAQ: VSEC) acquires 69 shares under 2021 employee stock plan
VSE CORP's Chief Operating Officer, Thomas Benjamin E., acquired 69 shares of common stock on June 30, 2026, at a price of $159.5616 per share through the company's 2021 Employee Stock Purchase Plan. This transaction, which is exempt under Rule 16b-3(c), brings his direct holdings to 42,908 shares of VSE common stock. The filing provides details on the acquisition and confirms the COO's updated share ownership.
VSE Corporation stock hits all-time high at 232.93 USD
VSE Corporation (VSEC) stock has surged to an all-time high of $232.93, marking a 77.26% increase over the past year. The company reported strong Q1 2026 financial results, with EPS and revenue exceeding expectations, and has received an "Equalweight" rating from Morgan Stanley with a $245.00 price target. Despite its strong performance and growth, InvestingPro analysis suggests the stock might be overvalued relative to its fair value.
Analysts Offer Insights on Industrial Goods Companies: VSE (VSEC), Commercial Metals Company (CMC) and Fortune Brands Innovations (FBIN)
Three analysts recently provided bullish sentiments on companies in the Industrial Goods sector: VSE (VSEC), Commercial Metals Company (CMC), and Fortune Brands Innovations (FBIN). B. Riley Securities maintained a Buy rating on VSE with a $270.00 price target. Goldman Sachs reiterated a Buy rating on Commercial Metals Company with a $77.00 price target and also maintained a Buy rating on Fortune Brands Innovations with a $50.00 price target.
Morgan Stanley Initiates Coverage on VSE Corporation (VSEC) with Equal Weight Rating
Morgan Stanley has initiated coverage on VSE Corporation (VSEC) with an Equal Weight rating and a $245 price target, citing its "differentiated" aerospace aftermarket platform. While the firm recognizes growth drivers, it believes the stock's current valuation offers a balanced risk/reward. This follows RBC Capital's reaffirmed Outperform rating and the general bullish sentiment from other analysts, with an average target of $249 for VSEC.
Morgan Stanley Initiates Coverage on VSE Corporation (VSEC) with Equal Weight Rating
Morgan Stanley has initiated coverage on VSE Corporation (NASDAQ: VSEC) with an Equal Weight rating and a $245 price target, citing balanced risk/reward at current trading levels despite a "differentiated" aerospace aftermarket platform. This follows RBC Capital's reaffirmation of an Outperform rating with a $240 price target. VSE Corporation, which has seen over 350% share price returns in five years, provides aviation distribution and repair services.
VSE Offers Differentiated Aftermarket Platform, Morgan Stanley Says
Morgan Stanley initiated coverage on VSE with an Overweight rating, citing the company's differentiated aftermarket platform that supports mission-critical assets. The firm highlighted VSE's strong market positions with long-lived contracts and diverse product offerings, which provide stable growth and margin expansion opportunities. Analyst Kristine Liwag set a price target of $74, indicating significant upside potential for the stock.
VSEC Forecast — Price Target — Prediction for 2027
VSE Corporation (VSEC) has a current stock price of 219.99 USD, with analysts providing a 1-year price forecast ranging from 230.00 USD to 270.00 USD. The stock has shown strong performance, increasing by 60.61% over the last year, and the company is set to release its next earnings report on July 29, 2026. Experts' technical analysis suggests a "strong buy" rating for VSEC, indicating positive prospects for investors.
VSE Corp (VSEC) Institutional Confidence
VSE Corp (VSEC) has an institutional shareholding score of 10.00, placing it first out of 74 in the Aerospace & Defense industry. The institutional shareholding proportion has increased by 34.54% quarter-over-quarter, reaching 112.87%. George Soros is the largest institutional shareholder, holding 166.93K shares, though his stake decreased by 0.05%.
VSE Corp Stock - Long-term business model under the spotlight
This article examines VSE Corp's aviation-focused business model, its position in the aftermarket services sector, and its long-term prospects. With no new corporate news, the analysis delves into how VSE Corp generates revenue through parts distribution and maintenance, its customer base, capital allocation, and competitive landscape. The article also addresses analysts' views, industry drivers, and potential risks and opportunities for the company.
VSE Corp (VSEC) Shares Surge 5.3% -- What GF Score of 83 Tells I
VSE Corp (VSEC) shares recently surged 5.3%, bringing its year-to-date gain to 27%. Despite a strong GF Score of 83/100 indicating solid potential, the stock is considered significantly overvalued with a current price of $219.37 against a GF Value of $151.31. Insiders have also sold $1.3 million worth of stock in the last three months, suggesting a lack of insider confidence.
[Form 4] VSE CORP Insider Trading Activity
VSE CORP director Mark E. Ferguson III received a stock grant of 133 shares of common stock at $198.55 per share as compensation for his service, not an open-market purchase. Following this grant, Ferguson directly holds 133 shares and indirectly holds 17,422 shares through a revocable trust. The filing indicates no other derivative transactions, sales, or option exercises.
VSE (VSEC) director paid partly in 60-share stock grant
VSE CORP director Ralph E. Eberhart received 60 shares of common stock as part of his quarterly cash retainer for board service. The shares were valued at $198.55 each, resulting in a total grant value of approximately $12,000. Following this transaction, Mr. Eberhart now directly holds 47,447 shares of VSE CORP common stock.
VSE Corp (VSEC) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for VSE Corp (VSEC) by business segment and geographical region, updated as of April 6. The data categorizes revenue into product and service segments, as well as by sales generated in the United States, Canada, and other countries. Financial figures for various fiscal years and quarters are also presented, showing VSEC's total revenue and its proportions from different sources.
VSE Corp Stock - Analyst focus and strategy backdrop after recent rally
This article provides an overview of VSE Corp (VSEC) stock, focusing on analyst perspectives and the company's strategic backdrop following a strong multi-year rally. It highlights that with no new company filings, investors are considering recent analyst reports and VSE's operational strategy. The article details VSE's business model, which centers on aftermarket services for aviation and defense customers, aiming for recurring revenue and disciplined capital allocation.
Insider Sell Alert: Benjamin Thomas Sells 6,500 Shares of VSE Co
Benjamin Thomas, COO of a VSE Corp branch, sold 6,500 shares of the company on June 12, 2026, reducing his holdings to 42,839 shares. This is the only insider sell in the past year, with no insider buys. VSE Corp (VSEC) is trading at $196.82, which is modestly overvalued according to its GF Value of $150.95, and its P/E ratio of 84.07 is higher than the industry median.
Vse Corp Chief Operating Officer Sold Shares Worth Over $1.2M
Thomas Benjamin E., Chief Operating Officer of Vse Corp, sold shares of common stock totaling $1,279,330 on June 12, 2026, at a weighted average price of $196.82 per share. Following this transaction, he directly owns 42,839 shares. The sales occurred within a price range of $195.85 to $197.46.
VSE CORP (VSEC) COO trims stake with 6,500-share stock sale
VSE CORP Chief Operating Officer Thomas Benjamin E. sold 6,500 shares of common stock in an open-market transaction on June 12, 2026, at a weighted average price of $196.82 per share. This sale, totaling approximately $1.28 million, leaves him with 42,839 shares directly held in the company. The transaction was disclosed via a Form 4 filing and consisted of multiple trades between $195.85 and $197.46.
VSEC (VSEC) Form 144: Insider RSU sales listed via Goldman Sachs
VSEC has filed a Form 144 indicating proposed sales of common stock by an insider, related to restricted stock units (RSUs) acquired as compensation. The filing lists Goldman Sachs & Co. LLC as the broker-dealer and includes several proposed dispositions with specific share counts and acquisition dates in March 2025. This notice provides transparency regarding potential insider stock transactions.
RBC Capital Maintains VSE Corp(VSEC.US) With Buy Rating, Maintains Target Price $240
RBC Capital has reiterated its Buy rating on VSE Corp (VSEC.US) and maintained its target price at $240. This indicates a continued positive outlook from the firm on the company's stock.
VSE Corp (VSEC) Stock Down 5.0% but Still Overvalued -- GF Score: 85/100
VSE Corp (VSEC) shares dropped 5.0% to $171.62, extending a month-long decline. Despite strong fundamentals and a high GF Score of 85/100, GuruFocus indicates VSEC is overvalued, trading 14.1% above its GF Value estimate. The company's P/E ratio of 73.6x is also above its historical median, suggesting caution for investors.
VSEC Technical Analysis & Stock Price Forecast
As of June 5, 2026, VSE Corp (VSEC) exhibits a Neutral technical sentiment, with an equal number of buy and sell signals from its 12 technical indicators. Key metrics like the RSI at 50.006 and MACD at -1.606 also suggest a neutral to sell sentiment. The stock is trading below its 60-day and 200-day moving averages, with immediate resistance at $187.24 and strong support at $169.745.
VSEC Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of VSE Corp (VSEC), detailing its revenue streams, profitability margins, and a comparison with competitors. VSEC generates most of its revenue from products, showing a gross margin of 12.00%, and an ROE of 3.77%. The analysis benchmarks VSEC's financial performance against industry leaders like IBP and GVA.
ETFs Investing in VSE Corporation Stocks
This article lists various Exchange Traded Funds (ETFs) that hold VSE Corporation stocks. It provides a detailed table with each fund's market value, weight of VSE stock, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The information aims to help investors make informed decisions by offering detailed insights into ETFs with VSE Corporation holdings.
Analysts’ Top Industrial Goods Picks: VSE (VSEC), United Parcel (UPS)
Two industrial goods companies, VSE (VSEC) and United Parcel (UPS), have received bullish sentiments from analysts. William Blair analyst Louie DiPalma maintained a Buy rating on VSE with an average price target indicating a significant upside, while Bernstein analyst Chad Dillard also maintained a Buy rating on United Parcel with a set price target. Both companies are considered strong or moderate buys by the analyst consensus.
VSE Corp stock (US9183401031): shares steady after Q1 2026 inclusion in US small-cap portfolio
VSE Corp's shares have remained stable after its inclusion as a new position in the Baron Small Cap Fund for Q1 2026. This highlights continued institutional interest in the US-based aviation and defense services provider. The stock closed at USD 180.19 on Nasdaq on June 2, 2026, indicating a steady valuation for its specialized services in long-term aviation and defense support contracts.
Analysts’ Top Industrial Goods Picks: VSE (VSEC), United Parcel (UPS)
Analysts from William Blair and Bernstein have issued bullish sentiments on VSE (VSEC) and United Parcel (UPS) within the Industrial Goods sector. William Blair analyst Louie DiPalma maintained a Buy rating on VSE with an average price target indicating a 38.1% upside. Bernstein analyst Chad Dillard also maintained a Buy rating on United Parcel, setting a price target of $130.00.
Analysts’ Top Industrial Goods Picks: VSE (VSEC), United Parcel (UPS)
Two industrial goods companies, VSE (VSEC) and United Parcel (UPS), have received bullish sentiments from analysts. VSE is rated a Strong Buy with an average price target of $249.67, while United Parcel holds a Moderate Buy rating with an average price target of $113.33. Both companies are seen as attractive investment opportunities within the sector.
Aviation services firm VSE to meet investors at four June conferences
VSE Corporation (NASDAQ: VSEC) announced its schedule for participating in four investor conferences during June 2026. Senior management, including CEO John Cuomo and VP of Investor Relations Michael Perlman, will engage in one-on-one meetings and presentations at events hosted by William Blair, Stifel, Wells Fargo, and Truist Securities. These meetings aim to connect with investors and discuss the company's aviation aftermarket distribution and repair services.
VSE Corporation Announces June 2026 Investor Conference Schedule
VSE Corporation (NASDAQ: VSEC, VSECU) has announced its schedule for participating in several investor conferences in June 2026. Senior management, including President and CEO John Cuomo and VP of Investor Relations Michael Perlman, will attend events such as the William Blair's Growth Stock Conference, Stifel Cross Sector Insight Conference, Wells Fargo Industrials Conference, and Truist Securities Industrials & Services Conference, engaging in one-on-one meetings and presentations.
Aviation services firm VSE to meet investors at four June conferences
VSE Corporation (NASDAQ: VSEC) announced its senior management will participate in four investor conferences in June 2026. CEO John Cuomo and VP of Investor Relations Michael Perlman will engage with investors at events including William Blair's Growth Stock Conference, Stifel Cross Sector Insight Conference, Wells Fargo Industrials Conference, and Truist Securities Industrials & Services Conference. The company will hold one-on-one meetings and present at select conferences to discuss its aviation aftermarket distribution and repair services.
Q1 Earnings Review: Maintenance and Repair Distributors Stocks Led by VSE Corporation (NASDAQ:VSEC)
VSE Corporation led maintenance and repair distributors in Q1 earnings, reporting a significant beat on revenue and EPS estimates. The article reviews the performance of several companies in the sector, highlighting WESCO's strong quarter and DXP's weaker results, while noting broader market shifts from AI concerns to geopolitical risks.
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.
