Segall Bryant & Hamill LLC Invests $779,000 in V2X, Inc. $VVX

Segall Bryant & Hamill LLC purchased a new stake in shares of V2X, Inc. (NYSE:VVX) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 11,372 shares of the company’s stock, valued at approximately $779,000.

A number of other large investors have also recently modified their holdings of VVX. SG Americas Securities LLC lifted its position in shares of V2X by 360.0% in the 4th quarter. SG Americas Securities LLC now owns 18,939 shares of the company’s stock worth $1,033,000 after purchasing an additional 14,822 shares during the period. Tudor Investment Corp ET AL bought a new position in V2X in the third quarter worth approximately $1,462,000. Dimensional Fund Advisors LP lifted its holdings in V2X by 12.7% during the first quarter. Dimensional Fund Advisors LP now owns 1,503,707 shares of the company’s stock worth $103,001,000 after buying an additional 169,980 shares during the period. Lazard Asset Management LLC boosted its position in V2X by 36.9% during the 1st quarter. Lazard Asset Management LLC now owns 51,576 shares of the company’s stock valued at $3,533,000 after acquiring an additional 13,911 shares in the last quarter. Finally, Meeder Asset Management Inc. purchased a new position in shares of V2X in the 1st quarter valued at $2,300,000. Hedge funds and other institutional investors own 95.18% of the company’s stock.

V2X Trading Down 1.1%

V2X stock opened at $77.89 on Thursday. The stock has a 50-day moving average price of $80.97 and a 200 day moving average price of $73.25. The company has a market capitalization of $2.44 billion, a price-to-earnings ratio of 26.86, a price-to-earnings-growth ratio of 0.62 and a beta of 0.21. V2X, Inc. has a 52 week low of $49.59 and a 52 week high of $93.98. The company has a quick ratio of 1.25, a current ratio of 1.32 and a debt-to-equity ratio of 0.92.

V2X (NYSE:VVX) last issued its quarterly earnings results on Monday, August 3rd. The company reported $1.64 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.20. V2X had a net margin of 1.88% and a return on equity of 17.52%. The company had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the company earned $1.33 EPS. V2X’s quarterly revenue was up 16.5% on a year-over-year basis. V2X has set its FY 2026 guidance at 5.900-6.300 EPS. Sell-side analysts anticipate that V2X, Inc. will post 6.25 EPS for the current year.

V2X News Summary

Here are the key news stories impacting V2X this week:

• Positive Sentiment: V2X won an $87 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract from the U.S. Navy to improve the performance and mission readiness of SUU-79 pylons used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award reinforces V2X’s position in military aviation sustainment. V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness
• Positive Sentiment: The company also secured a U.S. Air Force C-12 sustainment contract with a ceiling value of $500 million, extending its logistics-support work through 2031. Although an IDIQ ceiling is not guaranteed revenue, the award improves backlog visibility and supports long-term defense-sector growth. V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract
• Positive Sentiment: Noble Financial raised its FY2026 EPS estimate to $6.16 from $5.95 and lifted its fourth-quarter forecast to $1.58 from $1.54, while maintaining an “Outperform” rating. The revisions align with consensus expectations and indicate improving confidence in earnings execution.
• Positive Sentiment: V2X’s latest quarter exceeded expectations, with EPS of $1.64 versus $1.44 expected and revenue of $1.26 billion versus $1.21 billion expected. Revenue increased 16.5% year over year, and full-year guidance remains $5.90-$6.30 in EPS.
• Neutral Sentiment: Morgan Stanley raised its price target to $90 from $80 but retained an “Equal Weight” rating, suggesting greater valuation upside without a strong bullish recommendation.
• Negative Sentiment: Robert W. Baird downgraded V2X on valuation after the stock’s major rally. Its $94 price target remains above the market, but the downgrade may encourage profit-taking and is likely contributing to near-term pressure on the shares. V2X downgraded at Baird on valuation after major rally

Analyst Ratings Changes

Several analysts have commented on VVX shares. Noble Financial reissued an “outperform” rating on shares of V2X in a research report on Tuesday, June 2nd. Truist Financial reissued a “hold” rating and set a $85.00 target price (up from $70.00) on shares of V2X in a research report on Tuesday. BTIG Research reaffirmed a “buy” rating and issued a $90.00 price target on shares of V2X in a report on Wednesday, May 27th. Bank of America increased their price objective on V2X from $78.00 to $93.00 and gave the company a “buy” rating in a report on Friday, May 29th. Finally, Morgan Stanley raised their price objective on V2X from $80.00 to $90.00 and gave the stock an “equal weight” rating in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $86.90.

About V2X

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.