Janus Henderson Group PLC Buys 85,773 Shares of V2X, Inc. $VVX

Janus Henderson Group PLC raised its position in shares of V2X, Inc. (NYSE:VVX) by 708.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 97,883 shares of the company’s stock after purchasing an additional 85,773 shares during the quarter. Janus Henderson Group PLC’s holdings in V2X were worth $6,705,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VVX. Comerica Bank increased its position in shares of V2X by 79.1% during the third quarter. Comerica Bank now owns 480 shares of the company’s stock worth $28,000 after buying an additional 212 shares during the period. Larson Financial Group LLC boosted its position in V2X by 207.3% during the third quarter. Larson Financial Group LLC now owns 759 shares of the company’s stock valued at $44,000 after acquiring an additional 512 shares during the last quarter. Fifth Third Bancorp acquired a new stake in V2X during the 1st quarter worth about $46,000. Osaic Holdings Inc. raised its position in shares of V2X by 140.0% in the 2nd quarter. Osaic Holdings Inc. now owns 1,068 shares of the company’s stock worth $52,000 after acquiring an additional 623 shares in the last quarter. Finally, KBC Group NV acquired a new position in shares of V2X in the 1st quarter valued at about $64,000. Institutional investors and hedge funds own 95.18% of the company’s stock.

Trending Headlines about 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 Stock Performance

Shares of VVX opened at $77.89 on Thursday. The stock has a market cap of $2.44 billion, a P/E ratio of 26.86, a P/E/G ratio of 0.62 and a beta of 0.21. V2X, Inc. has a 52 week low of $49.59 and a 52 week high of $93.98. The company has a quick ratio of 1.25, a current ratio of 1.32 and a debt-to-equity ratio of 0.92. The business’s 50 day moving average price is $80.97 and its 200-day moving average price is $73.25.

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

Analyst Ratings Changes

VVX has been the subject of a number of research analyst reports. Noble Financial reiterated an “outperform” rating on shares of V2X in a report on Tuesday, June 2nd. Zacks Research upgraded shares of V2X from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 9th. Bank of America upped their price objective on shares of V2X from $78.00 to $93.00 and gave the company a “buy” rating in a report on Friday, May 29th. Raymond James Financial cut shares of V2X from an “outperform” rating to a “market perform” rating in a research report on Wednesday, June 24th. Finally, Weiss Ratings downgraded V2X from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, V2X has an average rating of “Moderate Buy” and an average target price of $86.90.

About V2X

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.