VSTS Vestis Corporation

bullish · high conviction track record → $12.17 +0.92 (+8.2%)
Mkt Cap $1B 52wk $3.98 - $12.60 2h ago
Insider buying: $25,930,585 bought by 23 insiders (30d)
Est. revisions: +28.6% (3 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +3.1)

Factor Model

net +3.1
Est. Revisions
+1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Insiders buy $21M; Q2 EPS beats, shares fall

Watch: Upcoming quarterly guidance and market reaction will reveal if earnings momentum can sustain insider confidence.

Vestis Corp insiders, led by MEISTER KEITH A, purchased over $21 million in shares across multiple transactions at prices between $5.89 and $12.59. The company beat Q2 EPS consensus with $0.16 versus $0.08 and slightly exceeded $659.4M sales estimates. Despite the beat, shares dropped 9.1% to $10.88. Analysts raised price targets: Baird from $10 to $14, Stifel from $8.5 to $11, maintaining neutral to hold ratings.

Strong insider buying and analyst target raises signal confidence in earnings-driven value, despite share price weakness reflecting possible market skepticism or broader sector pressures.

Evidence

2h ago Barclays main VSTS: Underweight → Underweight
1d ago William Blair up VSTS: Market Perform → Outperform
1d ago Insider buy by PERTZ DOUGLAS A (VSTS): $913,761
1d ago Insider buy by CORVEX MANAGEMENT, L.P. (VSTS): $1,202,000
1d ago Insider buy by SHIH GRANT (VSTS): $9,600
1d ago Insider buy by CORVEX MANAGEMENT, L.P. (VSTS): $1,217,000
1d ago Insider buy by CORVEX MANAGEMENT, L.P. (VSTS): $1,250,000
1d ago Insider buy by CORVEX MANAGEMENT, L.P. (VSTS): $1,460,994
7 older signals
1d ago Insider buy by DILLON RICKY T (VSTS): $201,321
1d ago Stifel main VSTS: Hold → Hold
1d ago Baird main VSTS: Neutral → Neutral
1d ago Insider buy by PERTZ DOUGLAS A (VSTS): $172,445
1d ago Insider buy by MEISTER KEITH A (VSTS): $6,874,339
1d ago Insider buy by GOETZ WILLIAM W (VSTS): $50,082
1d ago Insider buy by BARBER JAMES JAY JR (VSTS): $1,041,964
Fundamentals & Data ▾
Vestis Corporation Industrials · Rental & Leasing Services
Mkt Cap
$1B
Div Yield
175.00%
52w Range
$3.98 - $12.60
Short Interest
9.5M 11.71%
Days to Cover
7.9 -10%
Technicals downtrend
from 52w Hi
0.0%
1w return
+31.0%
Insiders
buying 5B / 0S
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.13 +28.6% 30d 3up / 0dn
Est. Dispersion
0% 1 analysts
Analyst Target
$8 $6 - $10
Options P/C
0.55
Insider Cluster
strong buy 9B / 0S (officer)
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Financials
Revenue
$663M -3% YoY
FCF
$28M
Gross Margin
26%
Op Margin
2%
Momentum: decelerating
Top Holders
Renaissance $4M
Citadel $2M
Two Sigma
Recent Filings & Data
insider trade 123
net buying · $25,930,585 bought
23 insiders · 123 transactions (30d)
Recent transactions
PERTZ DOUGLAS A · award
MCKEE LYNN B · award
GOETZ WILLIAM W · award
HOLLOMAN JAMES PHILLIP · award
JOKINEN TRACY C · award
WHITNEY MARY ANNE G · award
BURKE RICHARD L JR · award
PERTZ DOUGLAS A · award
MEISTER KEITH A · award
GOETZ WILLIAM W · award
HOLLOMAN JAMES PHILLIP · award
MEISTER KEITH A · award
PERTZ DOUGLAS A · buy · $172,445
BOWEN ADAM · award
MEISTER KEITH A · buy · $6,874,339
SEWARD WILLIAM J · award
LAVECK JOHN · award
WEDEMEIER RODNEY · award
BOUCHARD ANDRE CHARLES · award
BARBER JAMES JAY JR · award
JANZEN KELLY C. · award
GOETZ WILLIAM W · buy · $50,082
BARBER JAMES JAY JR · buy · $1,041,964
WEDEMEIER RODNEY · award
SEWARD WILLIAM J · award
SHIH GRANT · award
BOUCHARD ANDRE CHARLES · award
JANZEN KELLY C. · award
LAVECK JOHN · award
BARBER JAMES JAY JR · award
MEISTER KEITH A · buy · $4,777,432
MEISTER KEITH A · buy · $6,110,560
GOETZ WILLIAM W · buy · $49,574
PERTZ DOUGLAS A · buy · $431,900
BURKE RICHARD L JR · buy · $105,314
SEWARD WILLIAM J · buy · $62,299
HOLLOMAN JAMES PHILLIP · award
SEWARD WILLIAM J · award
KOSCHEL WILLIAMS ENA · award
SCOTT KIMBERLY THOMPSON · award
SHIH GRANT · award
KERVIN ANGELA · award
MCKEE LYNN B · award
GOETZ WILLIAM W · award
BOUCHARD ANDRE CHARLES · award
HOLLOMAN JAMES PHILLIP · award
JOKINEN TRACY C · award
WHITNEY MARY ANNE G · award
BURKE RICHARD L JR · award
PERTZ DOUGLAS A · award
MEISTER KEITH A · award
JANZEN KELLY C. · award
JOHNSON BRYAN R. · award
KOSCHEL WILLIAMS ENA · award
MCKEE LYNN B · award
GOETZ WILLIAM W · award
HOLLOMAN JAMES PHILLIP · award
JOKINEN TRACY C · award
WHITNEY MARY ANNE G · award
BURKE RICHARD L JR · award
PERTZ DOUGLAS A · award
MEISTER KEITH A · award
JOHNSON BRYAN R. · award
SEWARD WILLIAM J · award
KOSCHEL WILLIAMS ENA · award
SCOTT KIMBERLY THOMPSON · award
SHIH GRANT · award
KERVIN ANGELA · award
MCKEE LYNN B · award
GOETZ WILLIAM W · award
DILLON RICKY T · award
HOLLOMAN JAMES PHILLIP · award
JOKINEN TRACY C · award
WHITNEY MARY ANNE G · award
BURKE RICHARD L JR · award
PERTZ DOUGLAS A · award
DONOVAN TIMOTHY R · award
MEISTER KEITH A · award
JOHNSON BRYAN R. · award
SEWARD WILLIAM J · award
SCOTT KIMBERLY THOMPSON · award
SHIH GRANT · award
KERVIN ANGELA · award
DILLON RICKY T · award
DONOVAN TIMOTHY R · award
JOHNSON BRYAN R. · award
KOSCHEL WILLIAMS ENA · award
SCOTT KIMBERLY THOMPSON · award
SHIH GRANT · award
KERVIN ANGELA · award
GOETZ WILLIAM W · award
DILLON RICKY T · award
HOLLOMAN JAMES PHILLIP · award
JOKINEN TRACY C · award
WHITNEY MARY ANNE G · award
BURKE RICHARD L JR · award
KOSCHEL WILLIAMS ENA · award
DONOVAN TIMOTHY R · award
MEISTER KEITH A · award
MCKEE LYNN B · award
SEWARD WILLIAM J · award
GOETZ WILLIAM W · award
KOSCHEL WILLIAMS ENA · award
SCOTT KIMBERLY THOMPSON · award
SHIH GRANT · award
KERVIN ANGELA · award
DILLON RICKY T · award
HOLLOMAN JAMES PHILLIP · award
JOKINEN TRACY C · award
WHITNEY MARY ANNE G · award
BURKE RICHARD L JR · award
JOHNSON BRYAN R. · award
PERTZ DOUGLAS A · award
DONOVAN TIMOTHY R · award
MCKEE LYNN B · award
MEISTER KEITH A · award
PERTZ DOUGLAS A · buy · $913,761
CORVEX MANAGEMENT, L.P. · buy · $1,202,000
SHIH GRANT · buy · $9,600
CORVEX MANAGEMENT, L.P. · buy · $1,217,000
CORVEX MANAGEMENT, L.P. · buy · $1,250,000
CORVEX MANAGEMENT, L.P. · buy · $1,460,994
DILLON RICKY T · buy · $201,321
analyst rating 1
William Blair up → Outperform 1d ago
15 signals · latest 2h ago

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