VSEC stock icon

VSE Corp
VSEC

$83.11
5.24%

Market Cap: $1.53B

 

About: VSE Corp is a diversified aftermarket products and services company providing repair services, parts distribution, logistics, supply chain management and consulting services for land, sea and air transportation assets to commercial and government markets. Its operations include supply chain management solutions, parts supply and distribution, and maintenance, repair and overhaul (MRO) services for vehicle fleet, aviation, maritime and other customers. Its reportable segments are; Aviation and Fleet. Majority of the revenue for the company is generated from the Aviation segment which is a provider of aftermarket parts distribution and MRO services for components and engine accessories supporting commercial, business and general aviation operators.

Employees: 1,200

0
Funds holding %
of 6,686 funds
0
Analysts bullish %
of 6 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

39% more capital invested

Capital invested by funds: $1.07B [Q1] → $1.49B (+$421M) [Q2]

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

10% more funds holding

Funds holding: 125 [Q1] → 137 (+12) [Q2]

8.54% more ownership

Funds ownership: 84.54% [Q1] → 93.08% (+8.54%) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$97
17%
upside
Avg. target
$100
20%
upside
High target
$101
22%
upside

6 analyst ratings

positive
100%
neutral
0%
negative
0%
Jefferies
Lavina Quadros
0% 1-year accuracy
0 / 1 met price target
20%upside
$100
Buy
Initiated
14 Aug 2024
Benchmark
Josh Sullivan
76% 1-year accuracy
41 / 54 met price target
20%upside
$100
Buy
Reiterated
2 Aug 2024
RBC Capital
Ken Herbert
81% 1-year accuracy
50 / 62 met price target
20%upside
$100
Outperform
Reiterated
1 Aug 2024
Truist Securities
Michael Ciarmoli
64% 1-year accuracy
37 / 58 met price target
17%upside
$97
Buy
Maintained
17 Jul 2024
Stifel
Bert Subin
54% 1-year accuracy
21 / 39 met price target
22%upside
$101
Buy
Initiated
28 Jun 2024

Financial journalist opinion

Based on 3 articles about VSEC published over the past 30 days