VSEC
VSE CORP
$196.13
+1.54%
$5.5B
No data for this timeframe.
Vol
Market Cap$5.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders50 funds
Inst. Value$4.1B
Inst. Activity40 buys / 9 sells
Insider Activity0B / 1S
Insider Net $-$1.3M
SEC Reports2
Recent Activity
Jun 12, 2026
Insider
Thomas Benjamin E. sold 6,500 shares
Chief Operating Officer @ $196.82 ($1.3M)
Jun 11, 2026
SEC
In Q1 2026, four mega-passive institutional investors (BlackRock, State Street, Morgan Stanley, T. Rowe Price) significa
INST-CLUSTER — Impact 3/10
May 20, 2026
Insider
FERGUSON III MARK E gifted 136 shares
Director
May 5, 2026
earnings_calendar
VSEC Q1 2026 Earnings Scheduled — 2026-05-05
Mar 16, 2026
Insider
FERGUSON III MARK E was granted 136 shares
Director @ $194.08 ($26.4K)
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.
BlackRock, Inc. — DOUBLED
4,506,734 shares ($831.0M)
Inst.
STATE STREET CORP — DOUBLED
1,875,026 shares ($345.8M)
Price Targets
$252.88
+28.9% upside
Strong Buy
Current $196.13
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 | $0.93 ▲ +0.9% | $0.83 — $1.09 | -4% YoY | 9 |
| Next Q | $1.12 ▼ -3.6% | $1.03 — $1.36 | 13% YoY | 9 |
| Current FY | $4.36 ▼ -1.8% | $4.11 — $4.84 | 11% YoY | 9 |
| Next FY | $5.73 ▼ -2.4% | $5.34 — $6.20 | 31% YoY | 9 |
Latest Reports
BULLISH
INST-CLUSTER
3/10
In Q1 2026, four mega-passive institutional investors (BlackRock, State Street, Morgan Stanley, T. Rowe Price) significa
Jun 11, 2026
NEUTRAL
8-K
3/10
VSE Corporation declared a regular quarterly cash dividend of $0.10 per share, payable on April 29, 2026, to stockholder
Feb 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $831.0M | DOUBLED |
| STATE STREET CORP | $345.8M | DOUBLED |
| Durable Capital Partners LP | $259.0M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $217.3M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $175.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 12, 2026 | Thomas Benjamin | SELL | $1.3M |
| 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 |
50 institutional holders with $4.1B total value (21,971,651 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, Durable. Net buying activity: 40 institutions added/increased vs 9 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,506,734 | $831.0M | 20.5% | DOUBLED +123.2% |
| 2 | STATE STREET CORP | 1,875,026 | $345.8M | 8.5% | DOUBLED +103.1% |
| 3 | Durable Capital Partners LP | 1,404,771 | $259.0M | 6.4% | ADD +59.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,178,465 | $217.3M | 5.4% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 950,897 | $175.3M | 4.3% | — |
| 6 | Capital Research Global Investors | 936,375 | $172.7M | 4.3% | TRIM -28.0% |
| 7 | Capital World Investors | 684,784 | $126.3M | 3.1% | ADD +89.1% |
| 8 | Neuberger Berman Group LLC | 670,909 | $123.7M | 3.1% | — |
| 9 | Invesco Ltd. | 635,889 | $117.3M | 2.9% | — |
| 10 | Artisan Partners Limited Partnership | 564,855 | $104.2M | 2.6% | — |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 549,899 | $101.4M | 2.5% | — |
| 12 | CITADEL ADVISORS LLC | 541,177 | $99.8M | 2.5% | — |
| 13 | DRIEHAUS CAPITAL MANAGEMENT LLC | 509,146 | $93.9M | 2.3% | — |
| 14 | JENNISON ASSOCIATES LLC | 484,836 | $89.4M | 2.2% | TRIM -33.0% |
| 15 | FMR LLC | 461,080 | $85.0M | 2.1% | TRIM -30.0% |
| 16 | AMERIPRISE FINANCIAL INC | 451,191 | $83.2M | 2.1% | TRIM -40.9% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 429,982 | $79.3M | 2.0% | — |
| 18 | GOLDMAN SACHS GROUP INC | 398,594 | $73.5M | 1.8% | — |
| 19 | FRANKLIN RESOURCES INC | 397,116 | $73.2M | 1.8% | — |
| 20 | MORGAN STANLEY | 377,887 | $69.7M | 1.7% | ADD +87.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 2,018,784 | 4,506,734 | +123.2% | $831.0M | 2026-Q1 |
| STATE STREET CORP | DOUBLED | 922,993 | 1,875,026 | +103.1% | $345.8M | 2026-Q1 |
| Durable Capital Partners LP | ADD | 879,228 | 1,404,771 | +59.8% | $259.0M | 2026-Q1 |
| Capital Research Global Investors | TRIM | 1,299,704 | 936,375 | -28.0% | $172.7M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | TRIM | 723,779 | 484,836 | -33.0% | $89.4M | 2026-Q1 |
| FMR LLC | TRIM | 658,414 | 461,080 | -30.0% | $85.0M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 763,037 | 451,191 | -40.9% | $83.2M | 2026-Q1 |
| MORGAN STANLEY | ADD | 201,857 | 377,887 | +87.2% | $69.7M | 2026-Q1 |
| Allianz Asset Management GmbH | NEW | — | 359,894 | — | $66.4M | 2026-Q1 |
| Hood River Capital Management LLC | DOUBLED | 75,554 | 305,287 | +304.1% | $56.3M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 224,371 | 298,737 | +33.1% | $55.1M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 184,543 | 264,627 | +43.4% | $48.8M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | TRIM | 368,313 | 264,254 | -28.3% | $48.7M | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC | DOUBLED | 6,616 | 157,201 | +2276.1% | $29.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 73,568 | 141,239 | +92.0% | $26.0M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | 76,005 | 129,211 | +70.0% | $23.8M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | NEW | — | 103,000 | — | $19.0M | 2026-Q1 |
| Nuveen, LLC | ADD | 50,643 | 84,306 | +66.5% | $15.5M | 2026-Q1 |
| Capital International Investors | NEW | — | 80,000 | — | $14.8M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 40,470 | 75,716 | +87.1% | $14.0M | 2026-Q1 |
| BAMCO INC /NY/ | NEW | — | 75,011 | — | $13.8M | 2026-Q1 |
| RHUMBLINE ADVISERS | DOUBLED | 30,576 | 74,637 | +144.1% | $13.8M | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 22,680 | 71,346 | +214.6% | $13.2M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 53,400 | 70,591 | +32.2% | $13.0M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 48,090 | 67,943 | +41.3% | $12.5M | 2026-Q1 |
5 unique insiders with 28 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | Thomas Benjamin E. | Chief Operating Officer | SELL | 6,500 | $196.82 | $1.3M |
| May 20, 2026 | FERGUSON III MARK E | Director | GIFT | 136 | — | — |
| Mar 16, 2026 | FERGUSON III MARK E | Director | AWARD | 136 | $194.08 | $26.4K |
| Mar 16, 2026 | EBERHART RALPH E | Director | AWARD | 62 | $194.08 | $12.0K |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | EXERCISE | 1,311 | — | — |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | AWARD | 3,640 | — | — |
| Mar 10, 2026 | Thomas Benjamin E. | Chief Operating Officer | TAX W/H | 1,948 | $216.47 | $421.7K |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | EXERCISE | 6,694 | — | — |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | AWARD | 20,081 | — | — |
| Mar 10, 2026 | CUOMO JOHN A | CEO and President | TAX W/H | 10,536 | $216.47 | $2.3M |
| Mar 9, 2026 | Thomas Benjamin E. | Chief Operating Officer | TAX W/H | 1,518 | $217.74 | $330.5K |
| Mar 9, 2026 | Cohn Adam Robert | Chief Financial Officer | TAX W/H | 2,237 | $217.74 | $487.1K |
| Mar 9, 2026 | CUOMO JOHN A | CEO and President | TAX W/H | 7,469 | $217.74 | $1.6M |
| Mar 8, 2026 | Thomas Benjamin E. | Chief Operating Officer | AWARD | 2,879 | — | — |
| Mar 8, 2026 | Thomas Benjamin E. | Chief Operating Officer | EXERCISE | 978 | — | — |
| Mar 8, 2026 | Cohn Adam Robert | Chief Financial Officer | AWARD | 3,795 | — | — |
| Mar 8, 2026 | Cohn Adam Robert | Chief Financial Officer | EXERCISE | 1,320 | — | — |
| Mar 8, 2026 | CUOMO JOHN A | CEO and President | EXERCISE | 4,692 | — | — |
| Mar 8, 2026 | CUOMO JOHN A | CEO and President | AWARD | 14,289 | — | — |
| Mar 2, 2026 | Cohn Adam Robert | Chief Financial Officer | TAX W/H | 1,587 | $221.95 | $352.2K |
| Mar 2, 2026 | Thomas Benjamin E. | Chief Operating Officer | TAX W/H | 1,429 | $221.95 | $317.2K |
| Mar 2, 2026 | CUOMO JOHN A | CEO and President | TAX W/H | 7,083 | $221.95 | $1.6M |
| Feb 28, 2026 | Cohn Adam Robert | Chief Financial Officer | EXERCISE | 897 | — | — |
| Feb 28, 2026 | Thomas Benjamin E. | Chief Operating Officer | EXERCISE | 897 | — | — |
| Feb 28, 2026 | CUOMO JOHN A | CEO and President | EXERCISE | 4,500 | — | — |
| Feb 27, 2026 | Cohn Adam Robert | Chief Financial Officer | AWARD | 2,625 | — | — |
| Feb 27, 2026 | Thomas Benjamin E. | Chief Operating Officer | AWARD | 1,744 | — | — |
| Feb 27, 2026 | CUOMO JOHN A | CEO and President | AWARD | 7,861 | — | — |
2 SEC filing reports analyzed. Sentiment: 1 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
+28.9% upside
Strong Buy (1.11)
$230.00 Low
$270.00 High
| Metric | Value |
|---|---|
| Current Price | $196.13 |
| 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 |
$0.93 | $0.83 | $1.09 | -3.9% | +0.9% | 4↑ 4↓ | $0.4B | 57.1% | 9 |
| Next Q 2026-09-30 |
$1.12 | $1.03 | $1.36 | 13.2% | -3.6% | 1↑ 3↓ | $0.5B | 77.9% | 9 |
| Current FY 2026-12-31 |
$4.36 | $4.11 | $4.84 | 11.3% | -1.8% | 1↑ 3↓ | $1.8B | 59.4% | 9 |
| Next FY 2027-12-31 |
$5.73 | $5.34 | $6.20 | 31.4% | -2.4% | 1↑ 3↓ | $2.2B | 21.5% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.933 | |
| 7d ago | $0.924 | +0.009 |
| 30d ago | $0.924 | +0.008 |
| 60d ago | $0.900 | +0.033 |
| 90d ago | $0.901 | +0.032 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 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 |
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