Noble Financial Analysts Reduce Earnings Estimates for DLH

DLH Holdings Corp. (NASDAQ:DLHC) – Analysts at Noble Financial reduced their Q2 2026 EPS estimates for DLH in a research report issued to clients and investors on Wednesday, February 11th. Noble Financial analyst J. Gomes now anticipates that the business services provider will post earnings of ($0.16) per share for the quarter, down from their previous forecast of ($0.08). The consensus estimate for DLH’s current full-year earnings is ($0.13) per share. Noble Financial also issued estimates for DLH’s Q3 2026 earnings at ($0.11) EPS, Q4 2026 earnings at ($0.10) EPS, FY2026 earnings at ($0.46) EPS and FY2027 earnings at ($0.28) EPS.

DLH (NASDAQ:DLHC) last announced its earnings results on Monday, February 9th. The business services provider reported ($0.09) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.02). DLH had a negative return on equity of 0.95% and a negative net margin of 0.33%.The company had revenue of $68.89 million for the quarter, compared to the consensus estimate of $70.15 million.

Several other research firms have also recently weighed in on DLHC. Weiss Ratings reissued a “sell (d)” rating on shares of DLH in a report on Wednesday, January 21st. Zacks Research cut DLH from a “hold” rating to a “strong sell” rating in a research report on Wednesday, December 17th. Two investment analysts have rated the stock with a Sell rating, Based on data from MarketBeat, DLH presently has a consensus rating of “Sell”.

DLH Trading Down 2.8%

Shares of NASDAQ:DLHC opened at $5.56 on Friday. DLH has a 12-month low of $2.72 and a 12-month high of $8.10. The business has a 50 day moving average of $5.74 and a 200-day moving average of $5.74. The company has a quick ratio of 1.00, a current ratio of 0.97 and a debt-to-equity ratio of 1.03. The stock has a market cap of $80.56 million, a PE ratio of -79.42 and a beta of 1.60.

Institutional Investors Weigh In On DLH

A number of large investors have recently bought and sold shares of the company. Bank of America Corp DE increased its holdings in DLH by 31.9% in the 4th quarter. Bank of America Corp DE now owns 7,679 shares of the business services provider’s stock valued at $62,000 after buying an additional 1,855 shares during the period. Vanguard Group Inc. boosted its position in shares of DLH by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 494,618 shares of the business services provider’s stock worth $2,795,000 after acquiring an additional 5,735 shares in the last quarter. Minerva Advisors LLC increased its stake in DLH by 0.5% in the third quarter. Minerva Advisors LLC now owns 1,116,802 shares of the business services provider’s stock valued at $6,310,000 after acquiring an additional 6,059 shares during the last quarter. Jane Street Group LLC acquired a new position in DLH during the fourth quarter valued at approximately $58,000. Finally, Qube Research & Technologies Ltd acquired a new position in DLH during the second quarter valued at approximately $73,000. 67.25% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at DLH

In related news, major shareholder Mink Brook Asset Management Ll bought 13,577 shares of DLH stock in a transaction dated Thursday, February 12th. The shares were bought at an average cost of $5.50 per share, with a total value of $74,673.50. Following the acquisition, the insider owned 1,950,129 shares in the company, valued at $10,725,709.50. This trade represents a 0.70% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. In the last ninety days, insiders acquired 64,133 shares of company stock worth $352,732. Corporate insiders own 12.80% of the company’s stock.

DLH News Summary

Here are the key news stories impacting DLH this week:

• Positive Sentiment: Management outlined plans to reduce debt and improve margins, citing greater clarity in the federal budget as a tailwind for contract stability and margin recovery. This could help ease leverage concerns and support profitability if execution proceeds as described. DLH outlines plans for debt reduction and margin improvement amid federal budget clarity
• Neutral Sentiment: Short-interest reports flagged a “significant increase” but the published figures show 0 shares (and NaN changes), indicating a data or reporting anomaly. Because the data are inconsistent, there’s no clear short-squeeze signal or fresh bearish pressure from short sellers at this time. DLH Holdings (NASDAQ:DLHC) MarketBeat
• Negative Sentiment: Noble Financial issued a series of estimate reductions: they lowered FY2026 and FY2027 EPS forecasts significantly (FY2026 to -$0.46 from -$0.35; FY2027 to -$0.28 from -$0.03) and cut Q2/Q3 2026 estimates while slightly raising Q4 2026. The net effect is a materially weaker earnings outlook, which is pressuring the stock. DLH Holdings (NASDAQ:DLHC) MarketBeat
• Negative Sentiment: Recent analyst and media coverage includes cautionary pieces focused on weak returns on capital and profitability metrics, reinforcing investor skepticism around DLH’s ability to generate returns while carrying elevated leverage. That negative framing likely amplifies selling pressure. Be Wary Of DLH Holdings (NASDAQ:DLHC) And Its Returns On Capital

DLH Company Profile

DLH Holdings Corp. (NASDAQ: DLHC) is a provider of mission-driven professional services primarily to federal government agencies and select commercial clients. The company designs and delivers tailored solutions across a range of critical mission areas, including program and project management, consulting, technical assistance, and administrative support. Through its Healthcare Solutions offerings, DLH also specializes in supporting clinical and allied health staffing needs for federal health agencies and health systems.

Operating under its Federal Solutions segment, DLH partners with agencies such as the Department of Veterans Affairs, Department of Defense, Department of Homeland Security, and the Department of Health and Human Services.