VS
VSEC
VSE CORP
$178.62
+4.08%
$4.8B
No data for this timeframe.
Vol
Market Cap$4.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders7 funds
Inst. Value$447.0M
Inst. Activity3 buys / 0 sells
SEC Reports1
Recent Activity
May 20, 2026
Insider
FERGUSON III MARK E sold 136 shares
Director @ $0.00 ($0.00)
May 5, 2026
earnings_calendar
VSEC Q1 2026 Earnings Scheduled — 2026-05-05
Mar 16, 2026
Insider
FERGUSON III MARK E sold 136 shares
Director @ $194.08 ($26.4K)
Mar 16, 2026
Insider
EBERHART RALPH E sold 62 shares
Director @ $194.08 ($12.0K)
Feb 27, 2026
SEC
VSE Corporation declared a regular quarterly cash dividend of $0.10 per share, payable on April 29, 2026, to stockholder
8-K — Impact 3/10
Inst.
BANK OF AMERICA CORP — ADD
129,940 shares ($22.4M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
32,319 shares ($5.6M)
Price Targets
$252.88
+41.6% upside
Strong Buy
Current $178.62
Low $230.00
Median $250.00
High $270.00
8 analysts
$230.00
$270.00
Analyst Ratings
7Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 7, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 2, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Mar 2, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Mar 2, 2026 | Stifel | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.92 ▲ +2.5% | $0.83 — $1.09 | -5% YoY | 9 |
| Next Q | $1.13 ▼ -11.8% | $1.03 — $1.36 | 15% YoY | 9 |
| Current FY | $4.39 ▼ -4.3% | $4.11 — $4.84 | 12% YoY | 9 |
| Next FY | $5.81 | $5.34 — $6.81 | 32% YoY | 9 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $227.3M | — |
| FMR LLC | $113.8M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $38.8M | NEW |
| MORGAN STANLEY | $34.9M | ADD |
| BANK OF AMERICA CORP | $22.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | FERGUSON III | G | $0.00 |
| Mar 16, 2026 | FERGUSON III | A | $26.4K |
| Mar 16, 2026 | EBERHART RALPH | A | $12.0K |
| Mar 10, 2026 | Thomas Benjamin | M | $0.00 |
| Mar 10, 2026 | Thomas Benjamin | A | $0.00 |
7 institutional holders with $447.0M total value (2,587,439 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,315,639 | $227.3M | 50.8% | — |
| 2 | FMR LLC | 658,414 | $113.8M | 25.4% | TRIM -54.7% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 224,371 | $38.8M | 8.7% | NEW |
| 4 | MORGAN STANLEY | 201,857 | $34.9M | 7.8% | ADD +42.4% |
| 5 | BANK OF AMERICA CORP /DE/ | 129,940 | $22.4M | 5.0% | ADD +36.8% |
| 6 | WELLS FARGO & COMPANY/MN | 32,319 | $5.6M | 1.2% | ADD +85.2% |
| 7 | NORGES BANK | 24,899 | $4.3M | 1.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 94,970 | 129,940 | +36.8% | $22.4M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 17,450 | 32,319 | +85.2% | $5.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 24,899 | — | $4.3M | 2025-Q4 |
| UBS Group AG | ADD | 257,714 | 482,295 | +87.1% | $80.2M | 2025-Q3 |
| FMR LLC | TRIM | 1,519,296 | 688,572 | -54.7% | $90.2M | 2025-Q2 |
| MORGAN STANLEY | ADD | 136,034 | 193,675 | +42.4% | $25.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 6,200 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 39,836 | 9,900 | -75.1% | $1.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 16,246 | 6,200 | -61.8% | $743.9K | 2025-Q1 |
| UBS Group AG | DOUBLED | 39,662 | 311,700 | +685.9% | $29.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 11,600 | 39,836 | +243.4% | $3.8M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 8,806 | 12,982 | +47.4% | $1.2M | 2024-Q4 |
| MORGAN STANLEY | ADD | 135,204 | 185,023 | +36.8% | $15.3M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 163,310 | — | $13.5M | 2024-Q3 |
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | FERGUSON III MARK E | Director | G | 136 | $0.00 | $0.00 |
| Mar 16, 2026 | FERGUSON III MARK E | Director | A | 136 | $194.08 | $26.4K |
| Mar 16, 2026 | EBERHART RALPH E | Director | A | 62 | $194.08 | $12.0K |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | M | 1,311 | $0.00 | $0.00 |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | A | 3,640 | $0.00 | $0.00 |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | F | 1,948 | $216.47 | $421.7K |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | M | 1,311 | $0.00 | $0.00 |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | M | 6,694 | $0.00 | $0.00 |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | A | 20,081 | $0.00 | $0.00 |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | F | 10,536 | $216.47 | $2.3M |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | M | 6,694 | $0.00 | $0.00 |
| Mar 9, 2026 | Thomas Benjamin E. | Chief Operating Officer | F | 1,518 | $217.74 | $330.5K |
| Mar 9, 2026 | Cohn Adam Robert | Chief Financial Officer | F | 2,237 | $217.74 | $487.1K |
| Mar 9, 2026 | CUOMO JOHN A | CEO and President | F | 7,469 | $217.74 | $1.6M |
| Mar 8, 2026 | Thomas Benjamin E. | Chief Operating Officer | M | 978 | $0.00 | $0.00 |
| Mar 8, 2026 | Thomas Benjamin E. | Chief Operating Officer | A | 2,879 | $0.00 | $0.00 |
| Mar 8, 2026 | Thomas Benjamin E. | Chief Operating Officer | M | 978 | $0.00 | $0.00 |
| Mar 8, 2026 | Cohn Adam Robert | Chief Financial Officer | M | 1,320 | $0.00 | $0.00 |
| Mar 8, 2026 | Cohn Adam Robert | Chief Financial Officer | A | 3,795 | $0.00 | $0.00 |
| Mar 8, 2026 | Cohn Adam Robert | Chief Financial Officer | M | 1,320 | $0.00 | $0.00 |
| Mar 8, 2026 | CUOMO JOHN A | CEO and President | M | 4,692 | $0.00 | $0.00 |
| Mar 8, 2026 | CUOMO JOHN A | CEO and President | A | 14,289 | $0.00 | $0.00 |
| Mar 8, 2026 | CUOMO JOHN A | CEO and President | M | 4,692 | $0.00 | $0.00 |
| Mar 2, 2026 | Cohn Adam Robert | Chief Financial Officer | F | 1,587 | $221.95 | $352.2K |
| Mar 2, 2026 | Thomas Benjamin E. | Chief Operating Officer | F | 1,429 | $221.95 | $317.2K |
| Mar 2, 2026 | CUOMO JOHN A | CEO and President | F | 7,083 | $221.95 | $1.6M |
| Feb 28, 2026 | Cohn Adam Robert | Chief Financial Officer | M | 897 | $0.00 | $0.00 |
| Feb 28, 2026 | Cohn Adam Robert | Chief Financial Officer | M | 897 | $0.00 | $0.00 |
| Feb 28, 2026 | Thomas Benjamin E. | Chief Operating Officer | M | 897 | $0.00 | $0.00 |
| Feb 28, 2026 | Thomas Benjamin E. | Chief Operating Officer | M | 897 | $0.00 | $0.00 |
| Feb 28, 2026 | CUOMO JOHN A | CEO and President | M | 4,500 | $0.00 | $0.00 |
| Feb 28, 2026 | CUOMO JOHN A | CEO and President | M | 4,500 | $0.00 | $0.00 |
| Feb 27, 2026 | Cohn Adam Robert | Chief Financial Officer | A | 2,625 | $0.00 | $0.00 |
| Feb 27, 2026 | Thomas Benjamin E. | Chief Operating Officer | A | 1,744 | $0.00 | $0.00 |
| Feb 27, 2026 | CUOMO JOHN A | CEO and President | A | 7,861 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 7 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$252.88 mean target
+41.6% upside
Strong Buy (1.11)
$230.00 Low
$270.00 High
| Metric | Value |
|---|---|
| Current Price | $178.62 |
| Target Low | $230.00 |
| Target Mean | $252.88 |
| Target Median | $250.00 |
| Target High | $270.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.11) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.92 | $0.83 | $1.09 | -4.8% | +2.5% | 4↑ 4↓ | $0.4B | 57.1% | 9 |
| Next Q 2026-09-30 |
$1.13 | $1.03 | $1.36 | 14.6% | -11.8% | 1↑ 3↓ | $0.5B | 77.9% | 9 |
| Current FY 2026-12-31 |
$4.39 | $4.11 | $4.84 | 12.1% | -4.3% | 1↑ 3↓ | $1.8B | 59.4% | 9 |
| Next FY 2027-12-31 |
$5.81 | $5.34 | $6.81 | 32.3% | -0.2% | 1↑ 3↓ | $2.2B | 21.5% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.924 | |
| 7d ago | $0.924 | |
| 30d ago | $0.901 | +0.022 |
| 60d ago | $0.901 | +0.023 |
| 90d ago | $0.901 | +0.023 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 7, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 1, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 2, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 5, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 2, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Dec 12, 2025 | Citigroup | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 7 | 1 | 0 | 0 | 93% | |
| May 1, 2026 | 6 | 8 | 1 | 0 | 0 | 93% | |
| Apr 1, 2026 | 6 | 8 | 1 | 0 | 0 | 93% | |
| Mar 1, 2026 | 6 | 8 | 1 | 0 | 0 | 93% | |
| Feb 1, 2026 | 6 | 8 | 1 | 0 | 0 | 93% | |
| Jan 1, 2026 | 7 | 8 | 1 | 0 | 0 | 94% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings_calendar
VSEC Q1 2026 Earnings Scheduled — 2026-05-05
Apr 15, 2026
short_interest
FTD: VSEC — 2,850 shares ($0.6M) failed to deliver
Settlement: 20260415, Price: $222.33, FTD Value: $633,640.5, V S E CORP
Apr 10, 2026
short_interest
FTD: VSEC — 2,912 shares ($0.6M) failed to deliver
Settlement: 20260410, Price: $218.28, FTD Value: $635,631.36, V S E CORP
Apr 7, 2026
short_interest
FTD: VSEC — 51,922 shares ($9.9M) failed to deliver
Settlement: 20260407, Price: $190.79, FTD Value: $9,906,198.38, V S E CORP
Mar 23, 2026
short_interest
FTD: VSEC — 139,224 shares ($24.7M) failed to deliver
Settlement: 20260323, Price: $177.33, FTD Value: $24,688,591.92, V S E CORP
Mar 13, 2026
short_interest
FTD: VSEC — 8,857 shares ($1.8M) failed to deliver
Settlement: 20260313, Price: $199.88, FTD Value: $1,770,337.16, V S E CORP
Feb 27, 2026
short_interest
FTD: VSEC — 8,026 shares ($1.8M) failed to deliver
Settlement: 20260227, Price: $226.50, FTD Value: $1,817,889, V S E CORP
Feb 25, 2026
earnings_calendar
VSEC Q4 2025 Earnings After Market Close — 2026-02-25
Feb 20, 2026
short_interest
FTD: VSEC — 3,313 shares ($0.7M) failed to deliver
Settlement: 20260220, Price: $224.65, FTD Value: $744,265.45, V S E CORP
Feb 13, 2026
short_interest
FTD: VSEC — 3,110 shares ($0.6M) failed to deliver
Settlement: 20260213, Price: $202.89, FTD Value: $630,987.9, V S E CORP