Sidoti Weighs in on Southland’s Q1 Earnings (NASDAQ:SLND)

Southland Holdings, Inc. (NASDAQ:SLND) – Stock analysts at Sidoti upped their Q1 2026 earnings per share (EPS) estimates for Southland in a report released on Wednesday, April 1st. Sidoti analyst J. Romero now expects that the company will post earnings of ($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 report on Thursday, March 26th. One analyst has rated the stock with a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Southland currently has an average rating of “Reduce” and a consensus target price of $4.00.

Southland Price Performance

SLND opened at $1.30 on Friday. The company has a quick ratio of 1.48, a current ratio of 1.48 and a debt-to-equity ratio of 2.00. The business’s fifty day simple moving average is $1.35 and its 200 day simple moving average is $2.97. Southland has a 52 week low of $0.65 and a 52 week high of $5.34. The firm has a market cap of $70.35 million, a P/E ratio of -0.58 and a beta of 0.85.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. AQR Capital Management LLC bought a new stake in shares of Southland during the first quarter valued at approximately $42,000. Rhumbline Advisers raised its stake in Southland by 49.3% during the 1st quarter. Rhumbline Advisers now owns 14,080 shares of the company’s stock valued at $42,000 after acquiring an additional 4,649 shares in the last quarter. Strs Ohio acquired a new position in Southland during the 3rd quarter worth $57,000. Goldman Sachs Group Inc. grew its stake in shares of Southland by 18.2% in the first quarter. Goldman Sachs Group Inc. now owns 30,613 shares of the company’s stock worth $92,000 after purchasing an additional 4,724 shares in the last quarter. Finally, Jane Street Group LLC bought a new position in shares of Southland in the second quarter worth $103,000. Institutional investors own 2.85% of the company’s stock.

Insider Buying and Selling at Southland

In other Southland news, COO Walter Timothy Winn acquired 29,177 shares of the company’s stock in a transaction that occurred on Tuesday, March 31st. The shares were purchased at an average price of $1.47 per share, for a total transaction 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. The trade was a 1.52% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 76.80% of the stock is currently owned by corporate insiders.

Key Stories Impacting 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)

About Southland

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.