Driehaus Capital Management Reduces $2M in VSE Corporation ($VSEC)

Driehaus Capital Management has reduced its holdings in VSE Corporation (NasdaqGS: VSEC) by 11,091 shares, according to its latest Form 13F filing with the SEC. This adjustment, reflecting a 2.13% decrease, leaves Driehaus with 509,146 shares valued at approximately $103.25 million as of the reporting period.

What Changed in Driehaus Capital Management's VSE Corporation Position

Driehaus Capital Management trimmed its stake in VSE Corporation from 520,237 shares to 509,146 shares, a decrease of 11,091 shares or 2.13%. The value of these holdings is now around $103.25 million, based on the company's recent share price.

Other Institutional Activity in VSE Corporation

Several other institutional investors have also adjusted their positions in VSE Corporation. BlackRock, Inc. increased its holdings significantly by 2,487,950 shares, now holding 4,506,734 shares valued at about $831.04 million. State Street Corp added 952,033 shares, bringing its total to 1,875,026 shares worth approximately $345.75 million. Durable Capital Partners LP also bolstered its stake by 525,543 shares, resulting in 1,404,771 shares valued at $259.04 million. Meanwhile, T. Rowe Price Investment Management, Inc. slightly reduced its position by 6,683 shares, maintaining 2,511,401 shares valued at $463.10 million.

VSE Corporation Stock Snapshot

Shares of VSE Corporation, trading under the ticker VSEC on the NasdaqGS, were recently priced at $202.79. The company boasts a market cap of roughly $5.57 billion, with a P/E ratio of 68.47. Its stock has a 52-week range between $123.69 and $232.61, with a 50-day moving average of $187.30 and a 200-day moving average of $184.52. VSE Corporation maintains a current ratio of 8.78 and a quick ratio of 6.10, with a debt-to-equity ratio of 15.11.

Recent Earnings

VSE Corporation reported revenue of approximately $1.18 billion, reflecting a growth rate of 26.8%. The company achieved an EPS of $2.90, with a net margin of 4.21% and a return on equity of 3.77%. The next earnings report is expected on July 29, 2026.

Dividend

VSE Corporation pays an annual dividend rate of $0.40, yielding 0.2%. The dividend payout ratio stands at 13.84%.

Insider Buying and Selling at VSE Corporation

Recent insider transactions include CEO John Cuomo purchasing 6,694 shares on March 10, 2026. Additionally, COO Thomas Benjamin sold 6,500 shares at an average price of $196.82 on June 12, 2026. Other notable transactions involved Mark Ferguson III and Ralph Eberhart both buying and selling shares in March and May 2026.

Analysts Set New Price Targets

On May 7, 2026, RBC Capital maintained its buy rating on VSE Corporation with a price target of $240. Jefferies assumed coverage with a buy rating and a $210 price target on May 5, 2026. The consensus among analysts is a strong buy, with a target mean price of $252.88 based on eight analyst opinions.

About VSE Corporation

VSE Corporation, headquartered in Miramar, Florida, operates in the aerospace and defense sector, providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services. It serves a wide range of clients, including commercial airlines and government markets. The company, led by CEO John Cuomo, employs approximately 1,600 people.

Bottom Line

Driehaus Capital Management's recent reduction in its VSE Corporation holdings is part of a broader trend of institutional activity within the company. With a strong buy consensus from analysts and ongoing insider transactions, VSE Corporation remains a closely watched stock. As always, remember that 13F filings are historical and may not reflect current positions.