VSE Corporation (VSEC)

VSE Corp. has experienced several significant stock events in the past six months. VSE Corporation announced a definitive agreement to acquire Precision Aviation Group for approximately $2.025 billion in cash and equity. To fund the PAG acquisition, VSE Corporation announced and subsequently priced upsized public offerings. VSE Corporation completed its $350 million acquisition of Aero 3. VSE Corporation declared a regular quarterly cash dividend of $0.10 per share. The stock price has shown significant growth, with a 14.29% increase over the past 30 days and a 92.61% increase over the past 12 months as of January 23, 2026.

The provided search results do not explicitly detail the demand seasonality for VSE Corp.'s products and services. However, the company's focus on aftermarket distribution and MRO services for aviation and fleet assets suggests that demand might be influenced by factors such as aircraft utilization, fleet maintenance cycles, and government spending, which can have their own seasonal patterns. The Aerospace & Defense industry, in general, can be cyclical.

VSE Corporation is a diversified aftermarket products and services company focused on enhancing the productivity and longevity of business-critical assets for commercial and government markets, operating within the Industrials sector, specifically in the Aerospace & Defense industry. The company's core business is segmented into Aviation, providing aftermarket parts distribution and MRO services, and Fleet, specializing in parts distribution, engineering solutions, and supply chain management services.

VSE Corporation has a global geographic footprint, operating across multiple locations in various countries. With the acquisition of Precision Aviation Group (PAG), the combined company is expected to operate a network of 60 locations worldwide, including 47 repair facilities and 11 distribution centers. VSE's headquarters are located in Miramar, Florida.

VSE Corporation's brand reputation appears to be strong, supported by positive analyst sentiment and strategic growth initiatives. Analyst sentiment is positive, with a target price of $226.57 and a "Buy" consensus. The company's strategic focus on high-margin, high-growth aviation aftermarket services, particularly through significant acquisitions like Precision Aviation Group, is seen as a positive step to enhance its market position and capabilities.

VSE Corporation has high institutional ownership, with 471 institutional owners and shareholders holding a total of 28,620,229 shares, reported at 99.12%. Major institutional owners include T. Rowe Price Investment Management, Inc., BlackRock, Inc., Vanguard Group Inc, Capital Research Global Investors, Durable Capital Partners LP, Ameriprise Financial Inc, Neuberger Berman Group LLC and State Street Corp. Insider ownership is reported at 11.41%.