Brokers Set Expectations for DLH's Q4 Earnings (NASDAQ:DLHC)

Key Points

• Noble Financial has raised its Q4 2025 earnings per share estimate for DLH Holdings Corp. from $0.02 to $0.03, while the full-year earnings consensus remains at ($0.13) per share.
• Wall Street Zen downgraded DLH from a "buy" to a "hold" rating in May, indicating a shift in confidence among analysts.
• Recent institutional trading shows significant increases in holdings for hem 63.6% by JPMorgan Chase and over 313.4% by Millennium Management, suggesting growing institutional interest in DLH stock.

DLH Holdings Corp. (NASDAQ:DLHC - Free Report) - Research analysts at Noble Financial lifted their Q4 2025 earnings per share estimates for DLH in a report released on Monday, August 11th. Noble Financial analyst J. Gomes now expects that the business services provider will post earnings of $0.03 per share for the quarter, up from their previous forecast of $0.02. The consensus estimate for DLH's current full-year earnings is ($0.13) per share. Noble Financial also issued estimates for DLH's FY2026 earnings at ($0.28) EPS.

DLH (NASDAQ:DLHC - Get Free Report) last issued its quarterly earnings results on Wednesday, August 6th. The business services provider reported $0.02 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.02. DLH had a return on equity of 4.08% and a net margin of 1.27%. The firm had revenue of $83.34 million for the quarter, compared to analyst estimates of $83.00 million.

Separately, Wall Street Zen lowered DLH from a "buy" rating to a "hold" rating in a research note on Saturday, May 17th.

DLH Stock Performance

DLHC traded down $0.07 on Wednesday, hitting $5.50. 53,080 shares of the stock traded hands, compared to its average volume of 56,426. DLH has a 52 week low of $2.72 and a 52 week high of $11.42. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 1.09. The firm has a market capitalization of $79.15 million, a PE ratio of 17.19 and a beta of 1.25. The business has a fifty day moving average price of $5.63 and a two-hundred day moving average price of $5.03.

Insider Transactions at DLH

In related news, major shareholder Mink Brook Asset Management Ll acquired 47,882 shares of the stock in a transaction dated Friday, June 27th. The shares were bought at an average cost of $5.50 per share, for a total transaction of $263,351.00. Following the purchase, the insider owned 1,672,443 shares in the company, valued at approximately $9,198,436.50. This trade represents a 2.95% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders bought 238,595 shares of company stock worth $1,295,558 in the last 90 days. Insiders own 15.30% of the company's stock.

Institutional Investors Weigh In On DLH

Several large investors have recently modified their holdings of DLHC. Mink Brook Asset Management LLC bought a new stake in shares of DLH in the 4th quarter valued at approximately $10,991,000. RBF Capital LLC bought a new stake in shares of DLH in the 2nd quarter valued at approximately $1,314,000. Minerva Advisors LLC grew its stake in shares of DLH by 20.2% in the 1st quarter. Minerva Advisors LLC now owns 1,018,397 shares of the business services provider's stock valued at $4,125,000 after purchasing an additional 170,805 shares during the period. Millennium Management LLC grew its stake in shares of DLH by 313.4% in the 4th quarter. Millennium Management LLC now owns 69,733 shares of the business services provider's stock valued at $560,000 after purchasing an additional 52,864 shares during the period. Finally, Strs Ohio bought a new stake in shares of DLH in the 1st quarter valued at approximately $185,000. 67.25% of the stock is currently owned by institutional investors.

About DLH

DLH Holdings Corp. provides technology-enabled business process outsourcing, program management solutions, and public health research and analytics services in the United States. It offers digital transformation and cyber security solutions, including artificial intelligence and machine learning, cloud enablement, cybersecurity ecosystem, big data analytics, and modeling and simulation to the National Institutes of Health (NIH), the Defense Health Agency, Tele-medicine and Advanced Technology Research Center, and US Navy Naval Information Warfare Center (NIWC).