Segall Bryant & Hamill LLC Takes $779,000 Position in V2X, Inc. $VVX

Segall Bryant & Hamill LLC bought a new position in V2X, Inc. (NYSE:VVX) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 11,372 shares of the company’s stock, valued at approximately $779,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of VVX. SG Americas Securities LLC lifted its holdings in V2X by 360.0% in the fourth quarter. SG Americas Securities LLC now owns 18,939 shares of the company’s stock valued at $1,033,000 after acquiring an additional 14,822 shares during the period. Tudor Investment Corp ET AL purchased a new stake in V2X in the 3rd quarter worth approximately $1,462,000. Dimensional Fund Advisors LP grew its stake in shares of V2X by 12.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,503,707 shares of the company’s stock worth $103,001,000 after purchasing an additional 169,980 shares during the period. Lazard Asset Management LLC grew its stake in shares of V2X by 36.9% during the 1st quarter. Lazard Asset Management LLC now owns 51,576 shares of the company’s stock worth $3,533,000 after purchasing an additional 13,911 shares during the period. Finally, Meeder Asset Management Inc. purchased a new position in shares of V2X during the 1st quarter valued at approximately $2,300,000. 95.18% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on VVX. Citigroup reiterated a “market outperform” rating on shares of V2X in a research note on Tuesday, July 28th. Weiss Ratings downgraded shares of V2X from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, June 11th. Truist Financial reissued a “hold” rating and set a $85.00 target price (up from $70.00) on shares of V2X in a research note on Tuesday. Morgan Stanley lifted their price target on V2X from $80.00 to $90.00 and gave the company an “equal weight” rating in a research note on Tuesday. Finally, Bank of America increased their price target on V2X from $78.00 to $93.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $86.90.

Key Stories Impacting V2X

Here are the key news stories impacting V2X this week:

• Positive Sentiment: V2X won an $87 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract from the U.S. Navy to improve the performance and mission readiness of SUU-79 pylons used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award reinforces V2X’s position in military aviation sustainment. V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness
• Positive Sentiment: The company also secured a U.S. Air Force C-12 sustainment contract with a ceiling value of $500 million, extending its logistics-support work through 2031. Although an IDIQ ceiling is not guaranteed revenue, the award improves backlog visibility and supports long-term defense-sector growth. V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract
• Positive Sentiment: Noble Financial raised its FY2026 EPS estimate to $6.16 from $5.95 and lifted its fourth-quarter forecast to $1.58 from $1.54, while maintaining an “Outperform” rating. The revisions align with consensus expectations and indicate improving confidence in earnings execution.
• Positive Sentiment: V2X’s latest quarter exceeded expectations, with EPS of $1.64 versus $1.44 expected and revenue of $1.26 billion versus $1.21 billion expected. Revenue increased 16.5% year over year, and full-year guidance remains $5.90-$6.30 in EPS.
• Neutral Sentiment: Morgan Stanley raised its price target to $90 from $80 but retained an “Equal Weight” rating, suggesting greater valuation upside without a strong bullish recommendation.
• Negative Sentiment: Robert W. Baird downgraded V2X on valuation after the stock’s major rally. Its $94 price target remains above the market, but the downgrade may encourage profit-taking and is likely contributing to near-term pressure on the shares. V2X downgraded at Baird on valuation after major rally

V2X Price Performance

Shares of V2X stock opened at $77.89 on Thursday. The stock has a market capitalization of $2.44 billion, a P/E ratio of 26.86, a PEG ratio of 0.62 and a beta of 0.21. The business has a 50 day simple moving average of $80.97 and a two-hundred day simple moving average of $73.25. V2X, Inc. has a 12 month low of $49.59 and a 12 month high of $93.98. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.32 and a quick ratio of 1.25.

V2X (NYSE:VVX) last issued its quarterly earnings results on Monday, August 3rd. The company reported $1.64 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.20. V2X had a return on equity of 17.52% and a net margin of 1.88%.The firm had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same period in the previous year, the company posted $1.33 earnings per share. The business’s revenue was up 16.5% on a year-over-year basis. V2X has set its FY 2026 guidance at 5.900-6.300 EPS. As a group, analysts predict that V2X, Inc. will post 6.25 EPS for the current fiscal year.

V2X Profile

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.