Sidoti Has Optimistic Outlook of Southland Q1 Earnings

Southland Holdings, Inc. (NASDAQ:SLND) – Equities research analysts at Sidoti increased their Q1 2026 earnings per share (EPS) estimates for Southland in a research report issued to clients and investors on Wednesday, April 1st. Sidoti analyst J. Romero now forecasts that the company will earn ($0.45) per share for the quarter, up from their prior forecast of ($1.13). The consensus estimate for Southland’s current full-year earnings is ($2.68) per share. Sidoti also issued estimates for Southland’s Q2 2026 earnings at ($0.33) EPS, Q3 2026 earnings at ($0.14) EPS, Q4 2026 earnings at ($0.13) EPS, FY2026 earnings at ($1.05) EPS, Q1 2027 earnings at ($0.29) EPS, Q2 2027 earnings at ($0.05) EPS, Q3 2027 earnings at ($0.02) EPS and FY2027 earnings at ($0.34) EPS.

Separately, Zacks Research downgraded Southland from a “hold” rating to a “strong sell” rating in a research note on Thursday, March 26th. One research analyst has rated the stock with a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average target price of $4.00.

Southland Stock Performance

Shares of Southland stock opened at $1.30 on Friday. The business’s 50 day moving average price is $1.35 and its 200 day moving average price is $2.98. The company has a market cap of $70.35 million, a price-to-earnings ratio of -0.58 and a beta of 0.85. The company has a debt-to-equity ratio of 2.00, a quick ratio of 1.48 and a current ratio of 1.48. Southland has a one year low of $0.65 and a one year high of $5.34.

Insiders Place Their Bets

In related news, COO Walter Timothy Winn bought 29,177 shares of the stock in a transaction on Tuesday, March 31st. The stock was bought at an average price of $1.47 per share, with a total value of $42,890.19. Following the completion of the purchase, the chief operating officer directly owned 1,950,721 shares in the company, valued at $2,867,559.87. This represents a 1.52% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 76.80% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Southland

Several large investors have recently made changes to their positions in SLND. Strs Ohio purchased a new position in shares of Southland during the 3rd quarter worth approximately $57,000. AQR Capital Management LLC acquired a new position in Southland during the first quarter worth $42,000. Rhumbline Advisers boosted its position in shares of Southland by 49.3% during the first quarter. Rhumbline Advisers now owns 14,080 shares of the company’s stock worth $42,000 after buying an additional 4,649 shares during the period. Jane Street Group LLC acquired a new stake in shares of Southland in the second quarter valued at $103,000. Finally, Dimensional Fund Advisors LP acquired a new stake in shares of Southland in the third quarter valued at $111,000. 2.85% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Southland

Here are the key news stories impacting Southland this week:

• Positive Sentiment: COO insider purchase — Southland COO Walter Timothy Winn bought 29,177 shares at about $1.47 (increasing his stake ~1.5%), signaling management conviction and providing a short‑term confidence boost to holders. Insider Buying: Southland COO Buys 29,177 Shares of Stock
• Positive Sentiment: Institutional accumulation — several funds (Gendell, Vanguard, State Street, Dimensional, Goldman Sachs) increased positions in recent quarters, which can provide buying support and liquidity for the low‑float name. MarketBeat SLND overview
• Neutral Sentiment: Sidoti raised some near‑term estimates — the firm revised Q1 2026 and FY2026 estimates higher (less negative), narrowing expected losses for 2026; that mitigates but does not reverse broader cuts. Sidoti estimates (MarketBeat)
• Negative Sentiment: Multiple Sidoti cuts to 2026–2027 quarters and FY2027 — Sidoti lowered EPS forecasts across Q2–Q4 2026 and multiple 2027 quarters and cut FY2027 materially (from +$0.17 to -$0.34), implying weaker near‑term profitability and raising downside risk for the stock. This is the primary negative driver for the share price. Sidoti estimates (MarketBeat)
• Negative Sentiment: Zacks downgrade — Zacks moved SLND from “hold” to “strong sell,” adding negative third‑party sentiment that can discourage buyers and pressure the stock. MarketBeat SLND overview (Zacks note)

Southland Company Profile

Southland Holdings, Inc engages in specialty infrastructure construction business in North America and internationally. The company operates through two segments, Civil and Transportation. The Civil segment designs and constructs water pipelines, pump stations, lift stations, water and wastewater treatment plants, concrete and structural steel, outfall, and tunneling. The Transportation segment designs and constructs bridges, roadways, marine, dredging, ship terminals and piers, and specialty structures and facilities, as well as convention centers, sports stadiums, marine facilities, and ferris wheels.