Sei Investments Co. Lowers Holdings in Viasat Inc. $VSAT

Sei Investments Co. trimmed its holdings in Viasat Inc. (NASDAQ:VSAT) by 7.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 77,792 shares of the communications equipment provider’s stock after selling 6,234 shares during the quarter. Sei Investments Co.’s holdings in Viasat were worth $3,563,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of VSAT. Valued Wealth Advisors LLC purchased a new position in shares of Viasat in the first quarter worth $25,000. Pilgrim Partners Asia Pte Ltd purchased a new position in Viasat during the fourth quarter valued at $36,000. Los Angeles Capital Management LLC purchased a new position in Viasat during the fourth quarter valued at $38,000. EFG International AG bought a new stake in Viasat in the 4th quarter valued at $41,000. Finally, Danske Bank A S bought a new stake in Viasat in the 4th quarter valued at $47,000. Institutional investors own 86.05% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Barclays set a $49.00 price objective on shares of Viasat in a report on Friday, May 29th. Raymond James Financial set a $74.00 target price on Viasat and gave the stock an “outperform” rating in a report on Friday, April 24th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $97.00 price target on shares of Viasat in a research note on Monday, June 1st. New Street Research began coverage on Viasat in a report on Wednesday, May 13th. They set a “buy” rating and a $100.00 price target for the company. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Viasat in a research note on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $85.78.

Insiders Place Their Bets

In other news, CFO Garrett L. Chase sold 4,000 shares of Viasat stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $72.23, for a total value of $288,920.00. Following the completion of the transaction, the chief financial officer owned 30,239 shares in the company, valued at approximately $2,184,162.97. The trade was a 11.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Theresa Wise sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $84.69, for a total value of $211,725.00. Following the transaction, the director directly owned 11,000 shares in the company, valued at approximately $931,590. This represents a 18.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 448,319 shares of company stock worth $29,383,832. 1.40% of the stock is currently owned by company insiders.

Key Viasat News

Here are the key news stories impacting Viasat this week:

• Positive Sentiment: Viasat reported fiscal Q1 2027 adjusted earnings of $0.17 per share, above the approximately $0.10 consensus estimate. Lower interest expense helped improve profitability and supported the earnings beat. Viasat Q1 Earnings Surpass Estimates
• Positive Sentiment: Management expects roughly $180 million in fiscal 2027 free cash flow while maintaining its $950 million-$1 billion capital-expenditure plan. Record Direct-to-Air awards and growth in government, aviation and maritime connectivity also reinforce the long-term outlook. Viasat Free Cash Flow Outlook
• Positive Sentiment: Two ViaSat-3 satellites are nearing service, potentially adding capacity for commercial and government customers. Needham raised its price target from $90 to $105 and maintained a Buy rating, providing additional support for the stock’s valuation. Needham Raises Viasat Price Target
• Neutral Sentiment: Viasat’s recent rally has increased investor focus on whether ViaSat-3 commercialization, new contracts and improved cash generation can justify the higher valuation. Competitive pressure and execution remain important risks. Viasat Rally and Outlook
• Negative Sentiment: Quarterly revenue of approximately $1.16 billion missed the $1.20 billion analyst estimate and declined year over year. The revenue shortfall raises concerns about near-term demand despite the adjusted earnings beat.
• Negative Sentiment: Several insiders sold shares: Director Theresa Wise sold 2,500 shares, Director John Stenbit sold 616 shares, and SVP Benjamin Palmer sold 2,400 shares. These transactions are a modest negative signal, although insider selling can reflect personal liquidity needs rather than a change in company fundamentals. Viasat Insider Selling

Viasat Stock Up 1.2%

Shares of NASDAQ VSAT opened at $81.99 on Friday. The firm’s 50-day moving average price is $72.30 and its 200-day moving average price is $60.57. The company has a current ratio of 1.68, a quick ratio of 2.19 and a debt-to-equity ratio of 1.23. The stock has a market capitalization of $11.29 billion, a price-to-earnings ratio of -341.62 and a beta of 1.72. Viasat Inc. has a 12-month low of $24.95 and a 12-month high of $93.03.

Viasat (NASDAQ:VSAT) last released its quarterly earnings results on Thursday, May 28th. The communications equipment provider reported ($0.02) EPS for the quarter, missing the consensus estimate of $0.32 by ($0.34). Viasat had a positive return on equity of 1.44% and a negative net margin of 0.64%.The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.20 billion. During the same quarter in the prior year, the business posted ($0.02) EPS. The company’s revenue was up 2.1% on a year-over-year basis. On average, equities research analysts anticipate that Viasat Inc. will post -0.28 EPS for the current fiscal year.

Viasat Company Profile

Viasat, Inc (NASDAQ: VSAT) provides high‐capacity satellite broadband and wireless communications services to consumer, commercial and government customers worldwide. The company designs and operates satellite systems and network infrastructure to deliver secure, high-speed connectivity across remote and underserved regions, as well as managed networking solutions for enterprises and public sector agencies.

Viasat’s product offerings include residential and enterprise satellite internet services, in-flight connectivity for commercial airlines and business jets, and secure networking platforms tailored to defense and intelligence users.