Polen Capital Management Adds $2M in VSE Corporation ($VSEC)

Polen Capital Management has increased its stake in VSE Corporation (NasdaqGS:VSEC) by about 22%, according to the latest Form 13F filing with the SEC. The firm added 7,650 shares during the reporting period, bringing its total holdings to 42,040 shares, now valued at approximately $9.22 million.

What Changed in Polen Capital's VSE Corporation Position

Polen Capital's decision to boost its holdings in VSE Corporation reflects a significant increase from 34,390 shares to 42,040 shares. This addition of 7,650 shares marks a 22% change in its position, with the current value of the stake reaching $9.22 million.

Other Institutional Activity in VSE Corporation

In other institutional moves, BlackRock, Inc. significantly increased its holdings in VSE Corporation by adding 2,487,950 shares, now holding 4,506,734 shares valued at about $831.04 million. State Street Corp also boosted its position, adding 952,033 shares for a total of 1,875,026 shares worth approximately $345.75 million. Meanwhile, T. Rowe Price Investment Management, Inc. slightly reduced its stake by 6,683 shares, ending with 2,511,401 shares valued at $463.10 million.

VSE Corporation Stock Up 5.9%

Shares of VSE Corporation (NasdaqGS:VSEC) recently traded around $219.22. The company boasts a market cap of $6.15 billion and has a P/E ratio of 75.9. Over the past year, the stock has ranged from a low of $123.69 to a high of $232.61. The 50-day moving average is $188.08, while the 200-day moving average stands at $185.21. The company's current ratio is 8.78, with a quick ratio of 6.10 and a debt-to-equity ratio of 15.11.

Recent Earnings

VSE Corporation reported revenue of $1.18 billion with a revenue growth rate of 26.8%. The company achieved an EPS of $2.89, a net margin of 4.2%, and a return on equity of 3.8%. The next earnings report is expected on July 29, 2026.

Dividend

VSE Corporation offers an annual dividend rate of $0.40, yielding 0.2% with a payout ratio of 13.84%.

Insider Buying and Selling at VSE Corporation

Recent insider activity at VSE Corporation includes purchases by Ralph Eberhart, who bought 60 shares at $198.55 on June 15, 2026, and Mark Ferguson III, who bought 133 shares on the same day at the same price. On June 12, 2026, COO Benjamin Thomas sold 6,500 shares at an average price of $196.82.

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 also 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 mean target price of $252.88.

About VSE Corporation

VSE Corporation is an industrial company based in Miramar, Florida, specializing in aviation aftermarket parts distribution and maintenance, repair, and overhaul services. Founded in 1959, it serves a diverse clientele, including commercial airlines, regional and cargo transporters, and aviation manufacturers. Led by CEO John A. Cuomo, the company employs around 1,600 people.

Bottom Line

Polen Capital's increased stake in VSE Corporation signals confidence in the company's prospects. Investors track such 13F filings for insights into institutional sentiment, though these reports reflect past positions and may not indicate current holdings. With a strong buy consensus from analysts, VSE Corporation remains an interesting stock to watch.