William Blair Weighs in on VSE’s Q4 Earnings (NASDAQ:VSEC)

VSE Corporation (NASDAQ:VSEC) – William Blair lowered their Q4 2025 earnings per share (EPS) estimates for VSE in a research report issued on Friday, October 31st. William Blair analyst L. Dipalma now expects that the construction company will earn $0.78 per share for the quarter, down from their previous forecast of $0.81. The consensus estimate for VSE’s current full-year earnings is $2.96 per share. William Blair also issued estimates for VSE’s FY2026 earnings at $5.12 EPS.

VSE (NASDAQ:VSEC) last announced its quarterly earnings data on Monday, October 27th. The construction company reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.15. The firm had revenue of $282.91 million during the quarter, compared to the consensus estimate of $276.48 million. VSE had a return on equity of 7.64% and a net margin of 1.23%.The firm’s quarterly revenue was up 38.9% on a year-over-year basis. VSE has set its FY 2025 guidance at EPS.

A number of other brokerages have also commented on VSEC. B. Riley increased their price objective on VSE from $185.00 to $198.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Wolfe Research assumed coverage on VSE in a report on Monday, September 29th. They issued an “outperform” rating and a $190.00 target price on the stock. Stifel Nicolaus assumed coverage on VSE in a report on Tuesday, September 16th. They issued a “buy” rating and a $199.00 target price on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of VSE in a report on Tuesday, October 14th. Finally, Royal Bank Of Canada raised their target price on VSE from $180.00 to $200.00 and gave the company an “outperform” rating in a report on Wednesday, October 29th. Six analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $197.17.

VSE Stock Down 1.2%

VSEC opened at $178.80 on Monday. VSE has a fifty-two week low of $88.69 and a fifty-two week high of $186.00. The business has a 50-day moving average of $166.93 and a 200-day moving average of $146.41. The company has a debt-to-equity ratio of 0.35, a current ratio of 3.94 and a quick ratio of 1.44. The company has a market capitalization of $4.12 billion, a PE ratio of 262.95, a price-to-earnings-growth ratio of 2.67 and a beta of 1.40.

Institutional Investors Weigh In On VSE

Several hedge funds and other institutional investors have recently made changes to their positions in the company. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in shares of VSE during the second quarter worth $28,000. Amalgamated Bank grew its stake in shares of VSE by 36.5% during the first quarter. Amalgamated Bank now owns 610 shares of the construction company’s stock worth $73,000 after purchasing an additional 163 shares during the period. KBC Group NV acquired a new stake in shares of VSE during the first quarter worth $99,000. Cetera Investment Advisers acquired a new stake in shares of VSE during the first quarter worth $202,000. Finally, AQR Capital Management LLC acquired a new stake in shares of VSE during the first quarter worth $247,000. 91.54% of the stock is owned by institutional investors and hedge funds.

VSE Company Profile

VSE Corporation operates as a diversified aftermarket products and services company in the United States. The company operates through two segments, Aviation and Fleet. The Aviation segment provides aftermarket parts supply and distribution; maintenance, repair, and overhaul services for components and engine accessories supporting commercial, business, and general aviation operators.