William Blair Weighs in on VSE’s Q1 Earnings (NASDAQ:VSEC)

VSE Co. (NASDAQ:VSEC) – Equities research analysts at William Blair cut their Q1 2025 EPS estimates for shares of VSE in a research report issued to clients and investors on Wednesday, March 19th. William Blair analyst L. Dipalma now forecasts that the construction company will post earnings per share of $0.93 for the quarter, down from their prior estimate of $0.97. The consensus estimate for VSE’s current full-year earnings is $2.96 per share. William Blair also issued estimates for VSE’s Q2 2025 earnings at $1.03 EPS, Q3 2025 earnings at $1.10 EPS, Q4 2025 earnings at $1.22 EPS, FY2025 earnings at $4.28 EPS and FY2026 earnings at $5.17 EPS.

VSE (NASDAQ:VSEC) last posted its earnings results on Wednesday, February 26th. The construction company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.17. The firm had revenue of $299.02 million during the quarter, compared to analyst estimates of $289.97 million. VSE had a net margin of 1.36% and a return on equity of 7.26%.

Several other research firms have also weighed in on VSEC. Truist Financial lifted their target price on shares of VSE from $129.00 to $134.00 and gave the company a “buy” rating in a report on Tuesday, March 4th. StockNews.com raised shares of VSE to a “sell” rating in a research note on Thursday, March 6th. Finally, Royal Bank of Canada lifted their price target on shares of VSE from $125.00 to $135.00 and gave the company an “outperform” rating in a research note on Friday, December 6th. One analyst has rated the stock with a sell rating and six have issued a buy rating to the stock. According to data from MarketBeat.com, VSE has a consensus rating of “Moderate Buy” and a consensus target price of $118.67.

VSE Price Performance

NASDAQ:VSEC opened at $120.36 on Friday. The company has a debt-to-equity ratio of 0.53, a current ratio of 3.69 and a quick ratio of 1.15. The firm has a market cap of $2.48 billion, a price-to-earnings ratio of 145.01 and a beta of 1.62. The company has a 50 day moving average price of $106.94 and a 200-day moving average price of $102.53. VSE has a 1-year low of $73.36 and a 1-year high of $123.97.

Institutional Investors Weigh In On VSE

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sterling Capital Management LLC boosted its stake in VSE by 857.1% during the 4th quarter. Sterling Capital Management LLC now owns 469 shares of the construction company’s stock worth $45,000 after purchasing an additional 420 shares during the last quarter. Quantbot Technologies LP acquired a new stake in VSE during the 4th quarter worth $47,000. Tower Research Capital LLC TRC boosted its stake in VSE by 21.7% during the 4th quarter. Tower Research Capital LLC TRC now owns 1,449 shares of the construction company’s stock worth $138,000 after purchasing an additional 258 shares during the last quarter. Summit Investment Advisors Inc. boosted its stake in VSE by 14.5% during the 4th quarter. Summit Investment Advisors Inc. now owns 1,842 shares of the construction company’s stock worth $175,000 after purchasing an additional 233 shares during the last quarter. Finally, Sanctuary Advisors LLC acquired a new stake in VSE during the 3rd quarter worth $155,000. Institutional investors and hedge funds own 91.54% of the company’s stock.

VSE Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, May 15th. Shareholders of record on Thursday, May 1st will be paid a dividend of $0.10 per share. The ex-dividend date is Thursday, May 1st. This represents a $0.40 annualized dividend and a yield of 0.33%. VSE’s dividend payout ratio (DPR) is presently 48.19%.

About VSE

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.