Primecap Management Co. CA Takes Position in VSE Corporation $VSEC

Posted by Francis Steltz on Aug 27th, 2026

Primecap Management Co. CA bought a new position in VSE Corporation (NASDAQ:VSEC – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 52,500 shares of the construction company’s stock, valued at approximately $11,996,000.

Several other institutional investors also recently modified their holdings of the business. Allworth Financial LP bought a new stake in VSE during the second quarter worth about $29,000. Global Retirement Partners LLC purchased a new position in shares of VSE during the second quarter valued at approximately $51,000. EverSource Wealth Advisors LLC boosted its position in shares of VSE by 145.7% in the 4th quarter. EverSource Wealth Advisors LLC now owns 258 shares of the construction company’s stock worth $45,000 after purchasing an additional 153 shares in the last quarter. GAMMA Investing LLC grew its stake in shares of VSE by 89.0% in the 2nd quarter. GAMMA Investing LLC now owns 276 shares of the construction company’s stock worth $63,000 after buying an additional 130 shares during the last quarter. Finally, Persistent Asset Partners Ltd bought a new position in VSE during the 2nd quarter valued at approximately $90,000. 91.54% of the stock is currently owned by institutional investors.

Insider Transactions at VSE

In other VSE news, CEO John A. Cuomo sold 17,500 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $242.49, for a total value of $4,243,575.00. Following the transaction, the chief executive officer owned 169,537 shares of the company’s stock, valued at approximately $41,111,027.13. This represents a 9.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Benjamin E. Thomas sold 6,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $196.82, for a total value of $1,279,330.00. Following the completion of the transaction, the chief operating officer directly owned 42,839 shares in the company, valued at $8,431,571.98. The trade was a 13.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.80% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have commented on VSEC. Royal Bank Of Canada boosted their target price on VSE from $240.00 to $265.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Citigroup lifted their price target on VSE from $263.00 to $280.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Deutsche Bank Aktiengesellschaft upped their price target on shares of VSE from $280.00 to $290.00 and gave the stock a “buy” rating in a research note on Tuesday, August 11th. Morgan Stanley set a $230.00 price objective on shares of VSE in a research report on Wednesday, July 15th. Finally, Weiss Ratings upgraded shares of VSE from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, VSE currently has a consensus rating of “Moderate Buy” and an average target price of $252.22.

View Our Latest Analysis on VSE

VSE Trading Up 4.2%

NASDAQ:VSEC opened at $226.90 on Thursday. The company has a market cap of $6.37 billion, a PE ratio of 72.72, a price-to-earnings-growth ratio of 1.04 and a beta of 1.23. The company has a current ratio of 3.77, a quick ratio of 1.30 and a debt-to-equity ratio of 0.31. The company has a 50 day simple moving average of $216.00 and a two-hundred day simple moving average of $202.01. VSE Corporation has a 12 month low of $154.67 and a 12 month high of $247.85.

VSE (NASDAQ:VSEC – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The construction company reported $1.75 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.82. The firm had revenue of $449.14 million for the quarter, compared to analysts’ expectations of $425.03 million. VSE had a return on equity of 6.71% and a net margin of 6.17%.The company’s revenue was up 65.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.97 EPS. Research analysts forecast that VSE Corporation will post 5.78 earnings per share for the current year.

VSE Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 29th. Investors of record on Thursday, October 15th will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Thursday, October 15th. VSE’s dividend payout ratio is 12.82%.

About VSE

(Free Report)

VSE Corporation (NASDAQ: VSEC) is a provider of aftermarket distribution and supply chain management services serving both government and commercial markets. The company’s solutions span a wide range of industries, with particular emphasis on defense, aerospace and transportation. VSE’s core mission is to ensure mission readiness by delivering critical parts, maintenance and technical support for equipment throughout its lifecycle.

Through its Distribution Services segment, VSE sources, markets and distributes replacement parts and components for commercial truck, bus, rail and specialty vehicle applications.