VSE (NASDAQ:VSEC) Rating Lowered to “Hold” at Zacks Research

VSE (NASDAQ:VSEC) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Tuesday, Zacks reports.

Several other research firms have also weighed in on VSEC. KeyCorp initiated coverage on shares of VSE in a research note on Thursday, October 22nd. They set a “sector weight” rating on the stock. Morgan Stanley decreased their target price on VSE from $245.00 to $215.00 and set an “equal weight” rating for the company in a research note on Friday, October 16th. Stifel Nicolaus increased their price target on VSE from $245.00 to $260.00 and gave the stock a “buy” rating in a research report on Monday, August 10th. Citigroup reiterated a “buy” rating on shares of VSE in a research report on Wednesday, October 7th. Finally, Guggenheim started coverage on VSE in a report on Monday, September 14th. They issued a “neutral” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, VSE presently has an average rating of “Moderate Buy” and an average price target of $253.38.

VSE Trading Up 0.6%

VSE stock opened at $163.96 on Tuesday. The firm’s 50-day moving average is $175.24 and its 200-day moving average is $195.50. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.30 and a current ratio of 3.77. VSE has a 1 year low of $138.85 and a 1 year high of $247.85. The company has a market cap of $4.60 billion, a P/E ratio of 52.55, a PEG ratio of 0.67 and a beta of 1.26.

VSE (NASDAQ:VSEC) last posted its quarterly earnings results on Wednesday, November 4th. The construction company reported $2.01 EPS for the quarter, beating the consensus estimate of $1.76 by $0.25. VSE had a net margin of 6.17% and a return on equity of 6.71%. The business had revenue of $541.01 million during the quarter, compared to analyst estimates of $512.13 million. During the same period in the previous year, the business posted $0.99 EPS. The company’s quarterly revenue was up 91.2% on a year-over-year basis. On average, equities analysts expect that VSE will post 6.72 earnings per share for the current year.

Insider Activity at VSE

In related news, CEO John Cuomo sold 17,500 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $242.49, for a total value of $4,243,575.00. Following the sale, the chief executive officer owned 169,537 shares of the company’s stock, valued at $41,111,027.13. This trade represents a 9.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 1.80% of the company’s stock.

Institutional Trading of VSE

Several hedge funds have recently bought and sold shares of the company. Allspring Global Investments Holdings LLC grew its holdings in VSE by 6.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,178 shares of the construction company’s stock worth $350,000 after buying an additional 130 shares in the last quarter. Ethic Inc. raised its stake in VSE by 31.7% during the 3rd quarter. Ethic Inc. now owns 9,572 shares of the construction company’s stock valued at $1,577,000 after acquiring an additional 2,305 shares in the last quarter. Pictet Asset Management Holding SA raised its stake in VSE by 5.6% during the 3rd quarter. Pictet Asset Management Holding SA now owns 4,312 shares of the construction company’s stock valued at $710,000 after acquiring an additional 227 shares in the last quarter. CenterBook Partners LP boosted its position in VSE by 98.2% during the 3rd quarter. CenterBook Partners LP now owns 21,057 shares of the construction company’s stock worth $3,468,000 after acquiring an additional 10,434 shares during the period. Finally, Kestra Advisory Services LLC boosted its position in VSE by 75.7% during the 3rd quarter. Kestra Advisory Services LLC now owns 3,628 shares of the construction company’s stock worth $598,000 after acquiring an additional 1,563 shares during the period. 91.54% of the stock is currently owned by institutional investors.

VSE News Summary

Here are the key news stories impacting VSE this week:

• Positive Sentiment: VSE’s Q3 2026 earnings beat expectations: EPS was $2.01 versus analysts’ $1.76 estimate, and revenue of $541.01 million exceeded the $512.13 million forecast. Revenue rose 91.2% year over year, while EPS more than doubled from $0.99. The results provide a significant growth catalyst. VSE Corporation delivers impressive Q3 2026
• Positive Sentiment: The board declared a regular quarterly dividend of $0.10 per share, payable January 29 to shareholders of record January 15. The annualized payout is $0.40 per share. VSE declares regular quarterly cash dividend
• Negative Sentiment: Zacks Research lowered its recommendation on VSE from “strong-buy” to “hold,” a less favorable analyst view that could weigh on sentiment. Zacks Research recommendations

VSE Company Profile

VSE Corporation is a diversified provider of aftermarket distribution, maintenance, repair, overhaul, engineering, logistics and other sustainment services for government and commercial customers. The company supports complex assets and supply chains, with activities spanning aviation, defense, transportation and fleet markets.

Through its aviation businesses, VSE distributes aircraft parts and provides maintenance, repair and overhaul services for commercial, general aviation, business and government aircraft.