VSEC
VSE CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jun 12 1 insider sell $1.3M at $196.82
- A Jun 26 Morgan Stanley initiates
- X Jul 15 Short interest jumps 27.1% to 3.04M
- X Jul 31 Short interest falls 27.4% to 2.21M
- S Aug 17 1 insider sell $4.2M at $242.49
- S Sep 14 1 insider sell $293.6K at $187.49
- A Sep 15 Guggenheim initiates
- A Oct 23 Keybanc initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $5.8M.
- InstitutionsBULLISH
Q2 2026: 33 added (2 new), 19 trimmed or exited. Largest new: Freestone Grove Partners $18.7M, Wellington Management Group $13.2M.
- AnalystsBULLISH
15 of 18 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest +0.8% to 2.29M shares. 5.3 days to cover, ≈8.2% of shares.
- TrendDOWNTREND
21% below its 50-day average. New closing low $142.17 on Oct 23.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | TRIM | $121.5M |
| MORGAN STANLEY | TRIM | $61.7M |
| CITADEL ADVISORS LLC | TRIM | $43.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | $37.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $29.0M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEAR_EXIT | $26.7M |
| Nuveen, LLC | ADD | $25.3M |
| BAMCO INC /NY/ | ADD | $22.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
18 analystsPrice is below the lowest target. Median implies +80%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Keybanc INITIATE | Sector Weight |
| Oct 19, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Sep 15, 2026 | Guggenheim INITIATE | Neutral |
| Aug 13, 2026 | Citigroup MAINTAIN | Buy |
| Aug 11, 2026 | Deutsche Bank MAINTAIN | Buy |
| Aug 10, 2026 | Stifel MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | FERGUSON III MARK E Director | AWARD | $26.4K |
| Sep 15, 2026 | EBERHART RALPH E Director | AWARD | $11.9K |
| Sep 14, 2026 | CUOMO JOHN A CEO and President | SELL | $170.9K |
| Sep 14, 2026 | CUOMO JOHN A CEO and President | SELL | $75.7K |
| Sep 14, 2026 | CUOMO JOHN A CEO and President | SELL | $3.4K |
| Sep 14, 2026 | CUOMO JOHN A CEO and President | SELL | $43.6K |
| Sep 11, 2026 | Cohn Adam Robert Chief Financial Officer | EXERCISE | 5,998 sh |
| Sep 11, 2026 | Cohn Adam Robert Chief Financial Officer | TAX W/H | $511.6K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
3 filings · 1 bullish · 0 bearish · 1 mixed · 1 neutral- MIXED INST-CLUSTEROct 12, 2026
Institutional activity in VSEC during Q2 2026 was mixed but directionally net-bullish by dollar…
The cluster shows strong quant/active manager accumulation (Millennium, Envestnet, American Century) offset by passive/active trimming (Morgan Stanley, Walleye, Universal). Monitor upcoming 10-Q for…
- BULLISH INST-CLUSTERJun 11, 2026
In Q1 2026, four mega-passive institutional investors (BlackRock, State Street, Morgan Stanley, T…
Given all participants are passive index funds, this cluster likely reflects benchmark rebalancing rather than a fundamental call. Watch for upcoming active manager 13F filings or company-specific…
- NEUTRAL 8-KFeb 27, 2026
VSE Corporation declared a regular quarterly cash dividend of $0.10 per share, payable on April…
Investors should note the record date of April 15, 2026, for eligibility to receive the dividend. This routine dividend maintains shareholder returns but doesn't indicate any fundamental change in…
All VSEC filing & press-release reports (3)
- INST-CLUSTER reportOct 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportFeb 27, 2026