VSE Corporation

NasdaqGS:VSEC Stock Report

Market Cap: US$5.4b

VSE Dividends and Buybacks

Dividend criteria checks 0/6

VSE is a dividend paying company with a current yield of 0.21%. Next payment date is on 29th July, 2026 with an ex-dividend date of 15th July, 2026.

Key information

0.2%

Dividend yield

-31.5%

Buyback Yield

Total Shareholder Yield-31.3%
Future Dividend Yield0.2%
Dividend Growth6.0%
Next dividend pay date29 Jul 26
Ex dividend date15 Jul 26
Dividend per sharen/a
Payout ratio13%

Recent dividend and buyback updates

Recent updates

Narrative Update May 01

VSEC: Aero Aftermarket Cycle Will Support 2026 Margin Expansion

The analyst price target for VSE has been reduced by about $4, as analysts factor in slightly lower revenue growth and margin expectations, along with a higher assumed P/E multiple based on recent Street research updates. Analyst Commentary Recent Street research on VSE has been active, with several firms updating their price targets following the latest Q4 earnings and management outlook.
Narrative Update Apr 17

VSEC: Aero Aftermarket And M&A Integration Will Support 2026 Margin Expansion

The analyst price target for VSE has been adjusted slightly lower to approximately $256 from about $258, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations following recent research updates across the Street. Analyst Commentary Recent research on VSE clusters around higher price targets grounded in updated forecasts for revenue, margins, and the contribution from recent transactions, with only one more cautious adjustment at the margin.
Narrative Update Apr 02

VSEC: 2026 Aftermarket Execution And M&A Integration Will Support Margin Expansion

Analysts trimmed the blended fair value estimate for VSE to about $258 per share, down from roughly $262, as updated models reflect slightly lower margin and P/E assumptions, even as recent price target moves cite healthy commercial aero aftermarket trends, updated post-earnings estimates, and potential upside from PT6 and APU agreements and pending PAG acquisitions. Analyst Commentary Recent research updates on VSE point to a generally constructive tone, with most price target moves tied to Q4 results, updated estimates, and expectations around commercial aero aftermarket conditions and new program wins.
Narrative Update Mar 19

VSEC: 2026 Aftermarket Execution And M&A Activity Are Expected To Support Margins

VSE's updated analyst price target has moved higher into the mid $260s, supported by analysts citing stronger Q4 results, healthier commercial aero aftermarket conditions, and company guidance that points to revenue growth and margin expansion into 2026. Analyst Commentary Recent Street research on VSE clusters around a tighter range of higher price targets in the mid to high $260s, with most updates tied to Q4 results, guidance through 2026, and the health of the commercial aero aftermarket.
Narrative Update Mar 04

VSEC: 2026 Aftermarket Execution And M&A Are Expected To Support Margins

The analyst fair value estimate for VSE has moved from $234.52 to $262.00. This reflects updated Street price targets in the $250 to $273 range as analysts factor in management's 2026 revenue outlook, expected EBITDA margin expansion, and recent aftermarket contract wins and M&A activity.
Narrative Update Feb 18

VSEC: Sector Momentum And Offerings Are Expected To Support Future Margins

Narrative Update on VSE Our analyst price target for VSE has moved from $225.03 to $234.52. This reflects updated views on slightly lower revenue growth assumptions, higher profit margins, and a modestly higher future P/E in line with recent price target increases from multiple firms covering the aerospace and defense group.
Narrative Update Feb 03

VSEC: Sector Momentum And Aftermarket Demand Are Expected To Support Future Margins

Analysts have lifted their price targets on VSE, supporting a move in our fair value estimate from US$212.84 to US$225.03. They attribute this change to updated assumptions for revenue growth, profit margins, discount rates, and a lower future P/E multiple across recent sector research.
Seeking Alpha Jan 26

VSE Corporation: M&A As An Aerospace Growth Engine

Summary VSE Corporation has fully pivoted to aviation, divesting non-core segments and aggressively expanding its MRO and parts distribution footprint. VSEC targets 11% annual sales growth, 23% EBITDA growth, and expects free cash flow to turn positive in 2026, supporting a buy rating. Shareholder dilution risk remains due to acquisition funding, but future deals are likely to be debt-financed as leverage targets 3x-3.5x. My price target is $227.89, reflecting moderate risk, improved margins, and upside as the market prices VSEC on forward aerospace-focused earnings. Read the full article on Seeking Alpha
Narrative Update Jan 20

VSEC: Aero 3 Integration And Sector Tailwinds Will Support Future Margin Expansion

Our VSE analyst price target edges higher to about US$213 from US$208, with analysts pointing to updated expectations for slightly stronger revenue growth, improved profit margins, and a lower future P/E multiple, supported by recent price target increases from US$201 to US$222 and US$233 in Street research. Analyst Commentary Recent Street research on VSE centers on higher price targets, updated sector views for aerospace and defense, and company specific expectations around margins, revenue, and the Aero 3 acquisition.
Analysis Article Jan 09

VSE Corporation's (NASDAQ:VSEC) Share Price Matching Investor Opinion

VSE Corporation's ( NASDAQ:VSEC ) price-to-earnings (or "P/E") ratio of 79.5x might make it look like a strong sell...
Narrative Update Jan 06

VSEC: Aero 3 Acquisition Will Support Margin Expansion And EPS Accretion

Analysts have nudged their price expectations for VSE higher, with the average target moving from about US$207.51 to roughly US$208.06. They cite recent target increases that reference stronger margin guidance, revenue outlook and expected earnings accretion from the Aero 3 acquisition.
Narrative Update Dec 15

VSEC: Aero 3 Acquisition Will Drive Margin Expansion And Earnings Upside

Analysts have nudged their fair value estimate for VSE slightly higher to approximately $207.51 from about $207.07, citing a higher Street price target following recent initiations and raises that highlight the accretive impact of the Aero 3 acquisition, continued above market growth, and expanding margins. Analyst Commentary Recent Street research remains overwhelmingly constructive on VSE, with multiple firms initiating or lifting targets in the wake of stronger than expected execution and an enhanced growth outlook.
Narrative Update Nov 29

VSEC: Recent Acquisitions Will Accelerate Margin Expansion Through 2026

Analysts have increased their price target on VSE Corp. by $24 to $201, citing strong quarterly results, raised forward guidance, and expectations for enhanced earnings and margin accretion from recent acquisitions.
Narrative Update Nov 15

VSEC: Double-Digit Organic EBITDA Expansion Will Drive Share Price Gains Ahead

The analyst price target for VSE has increased modestly, rising from $206.45 to $207.07. Analysts point to raised guidance, successful accretive acquisitions, and expectations of continued above-market revenue and margin growth as key drivers for the upward revision.
Narrative Update Nov 01

VSEC: Margin Expansion And Recent Acquisitions Will Drive Share Performance

VSE's analyst price target has increased by $19 to $206.45, as analysts highlight margin expansion, accretive acquisitions, and continued above-market growth, which support the upward revision. Analyst Commentary Recent street research on VSE highlights several core themes in analyst perspectives, particularly as the company executes on margin expansion, organic growth, and strategic acquisitions.
Narrative Update Oct 18

Aftermarket Aviation MRO Will Benefit From Next Generation Engine Platforms

Narrative Update on VSE Analyst Price Target Analysts have raised VSE's fair value estimate from $183.12 to $187.45. They cite the company’s completed aerospace transformation, recent accretive acquisitions, and promising outlook for sales and earnings growth as key factors underpinning this upward revision.
Analysis Article Sep 08

Calculating The Intrinsic Value Of VSE Corporation (NASDAQ:VSEC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, VSE fair value estimate is US$152 With US$166 share price, VSE...
Narrative Update Aug 27

Aftermarket Aviation MRO Will Benefit From Next Generation Engine Platforms

The consensus price target for VSE was revised upward as analysts now expect significantly stronger revenue growth, despite a notable decline in net profit margin, resulting in a new fair value estimate of $174.26. What's in the News VSE Corporation reaffirmed full year 2025 earnings guidance, projecting 35% to 40% revenue growth driven by organic performance and contributions from TCI and Kellstrom acquisitions.
Analysis Article Aug 19

VSE Corporation (NASDAQ:VSEC) Looks Just Right With A 25% Price Jump

NasdaqGS:VSEC 1 Year Share Price vs Fair Value Explore VSE's Fair Values from the Community and select yours The VSE...
Analysis Article Aug 08

There May Be Underlying Issues With The Quality Of VSE's (NASDAQ:VSEC) Earnings

VSE Corporation's ( NASDAQ:VSEC ) stock was strong after they recently reported robust earnings. However, our analysis...
Analysis Article Jul 24

VSE (NASDAQ:VSEC) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Jun 24

What Does VSE Corporation's (NASDAQ:VSEC) Share Price Indicate?

VSE Corporation ( NASDAQ:VSEC ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article May 22

VSE Corporation (NASDAQ:VSEC) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

The VSE Corporation ( NASDAQ:VSEC ) share price has done very well over the last month, posting an excellent gain of...
Seeking Alpha Feb 21

VSE Corporation: Selling The Fleet Business On The Cheap

Summary VSE Corporation saw strong growth in 2023 and 2024, driven by M&A efforts and a strategic reset, although margins lagged due to issues at its Fleet Segment. Despite high expectations and dealmaking activities in 2024, shares have fallen to $100. A $230 million Fleet Business sale to One Equity Partners, including earn-outs, feels undervalued given its significant contribution to 2023 sales, despite segment woes. I remain cautious on VSE shares, as the recent Fleet Business sale and its structure do not convince me to alter my neutral stance. Read the full article on Seeking Alpha

Upcoming Dividend Payment

TodayMay 11 2026Ex Dividend DateJul 15 2026Dividend Pay DateJul 29 202614 days from Ex DividendBuy in the next 65 days to receive the upcoming dividend

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: VSEC is not paying a notable dividend for the US market, therefore no need to check if payments are stable.

Growing Dividend: VSEC is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.


Dividend Yield vs Market

VSE Dividend Yield vs Market
How does VSEC dividend yield compare to the market?
SegmentDividend Yield
Company (VSEC)0.2%
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Aerospace & Defense)1.1%
Analyst forecast (VSEC) (up to 3 years)0.2%

Notable Dividend: VSEC's dividend (0.21%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.41%).

High Dividend: VSEC's dividend (0.21%) is low compared to the top 25% of dividend payers in the US market (4.21%).


Earnings Payout to Shareholders

Earnings Coverage: VSEC is not paying a notable dividend for the US market.


Cash Payout to Shareholders

Cash Flow Coverage: VSEC is paying a dividend but the company has no free cash flows.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 05:09
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

VSE Corporation is covered by 13 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey Van SinderenB. Riley Securities, Inc.
Kenneth HerbertCanaccord Genuity
John GodynCitigroup Inc