VSE (NASDAQ:VSEC) Announces Earnings Results

VSE (NASDAQ:VSEC) issued its quarterly earnings data on Wednesday. The construction company reported $1.16 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.36, Zacks reports. VSE had a return on equity of 7.64% and a net margin of 1.23%.

VSE Price Performance

NASDAQ VSEC traded down $4.62 during trading hours on Wednesday, reaching $219.54. The company’s stock had a trading volume of 511,893 shares, compared to its average volume of 559,305. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.41 and a current ratio of 3.94. The stock has a market cap of $5.06 billion, a PE ratio of 322.86, a PEG ratio of 2.54 and a beta of 1.35. The company’s 50-day moving average is $199.59 and its two-hundred day moving average is $179.14. VSE has a fifty-two week low of $99.65 and a fifty-two week high of $231.60.

VSE Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 29th. Investors of record on Wednesday, April 15th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Wednesday, April 15th. This represents a $0.40 annualized dividend and a yield of 0.2%. VSE’s payout ratio is currently 58.82%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. AQR Capital Management LLC acquired a new stake in VSE during the 1st quarter valued at $247,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in VSE by 4.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,485 shares of the construction company’s stock valued at $1,258,000 after buying an additional 470 shares during the last quarter. Royal Bank of Canada grew its stake in shares of VSE by 34.2% during the first quarter. Royal Bank of Canada now owns 13,139 shares of the construction company’s stock valued at $1,576,000 after acquiring an additional 3,350 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of VSE by 56.6% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 50,422 shares of the construction company’s stock worth $6,050,000 after acquiring an additional 18,220 shares during the last quarter. Finally, New York State Common Retirement Fund lifted its stake in shares of VSE by 11.1% in the fourth quarter. New York State Common Retirement Fund now owns 274,865 shares of the construction company’s stock worth $47,488,000 after acquiring an additional 27,448 shares in the last quarter. 91.54% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

VSEC has been the topic of several research analyst reports. B. Riley Financial boosted their price target on VSE from $208.00 to $258.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Stifel Nicolaus boosted their price target on shares of VSE from $209.00 to $250.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Citigroup raised their price target on VSE from $215.00 to $233.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Truist Financial set a $222.00 price target on shares of VSE in a report on Friday, January 9th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of VSE in a research report on Monday, December 29th. Seven investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $224.71.

Key Stories Impacting VSE

Here are the key news stories impacting VSE this week:

• Positive Sentiment: VSE reported a stronger-than-expected quarter: revenue growth (Q4 revenues $301.2M, +32% year-over-year), GAAP net income and EPS rose sharply, and adjusted EBITDA expanded. The company also reported an EPS beat vs. consensus, which supports near-term fundamentals. Business Wire: Q4 & Full Year Results
• Positive Sentiment: Analyst support: William Blair reiterated a Buy rating and cited deep OEM partnerships and margin expansion as drivers of upside through 2026 — a bullish signal for longer-term investor sentiment. TipRanks: William Blair Coverage
• Positive Sentiment: Board declared a regular quarterly cash dividend of $0.10 per share (payable April 29), underscoring capital-return discipline though the yield is modest. Business Wire: Dividend
• Neutral Sentiment: FY‑2026 revenue guidance was provided in a $1.3B–$1.4B range (roughly in line with consensus), which gives some visibility on top-line growth but is not a clear upside surprise. (Company guidance entry released Feb 25.)
• Negative Sentiment: Management did not provide clear EPS guidance in the update (or left forward EPS detail limited), leaving investors uncertain about margin trajectory and near-term profit growth — a likely reason for the share weakness despite the quarter’s beat. Market previews and commentary highlighted investor focus on forward guidance. Yahoo Finance: Earnings Preview/Context

VSE Company Profile

VSE Corporation (NASDAQ: VSEC) is a provider of aftermarket distribution and supply chain management services serving both government and commercial markets. The company’s solutions span a wide range of industries, with particular emphasis on defense, aerospace and transportation. VSE’s core mission is to ensure mission readiness by delivering critical parts, maintenance and technical support for equipment throughout its lifecycle.

Through its Distribution Services segment, VSE sources, markets and distributes replacement parts and components for commercial truck, bus, rail and specialty vehicle applications.