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David G Fubini Takes Money Off The Table, Sells $1.01M In Leidos Holdings Stock

Published 15/03/2024, 15:02
© Reuters.  David G Fubini Takes Money Off The Table, Sells $1.01M In Leidos Holdings Stock
LDOS
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Benzinga - by Benzinga Insights, Benzinga Staff Writer.

David G Fubini, Director at Leidos Holdings (NYSE:LDOS), executed a substantial insider sell on March 14, according to an SEC filing.

What Happened: Fubini's decision to sell 7,874 shares of Leidos Holdings was revealed in a Form 4 filing with the U.S. Securities and Exchange Commission on Thursday. The total value of the sale is $1,006,968.

Monitoring the market, Leidos Holdings's shares down by 0.27% at $127.45 during Friday's morning.

Get to Know Leidos Holdings Better Leidos Holdings Inc is a technology, engineering, and science company that provides services and solutions in the defense, intelligence, civil, and health markets, both domestically and internationally. Company customer includes the U.S. Department of Defense ("DoD"), the U.S. Intelligence Community, the U.S. Department of Homeland Security ("DHS"), the Federal Aviation Administration ("FAA"), the Department of Veterans Affairs ("VA"), and many other U.S. civilian, state and local government agencies, etc. The company is engaged in three reportable segments; Defense Solutions, Civil, and Health. Defense Solutions provides technologically latest services, solutions, and products to a broad customer base. It generates key revenue from Defense Solutions.

A Deep Dive into Leidos Holdings's Financials Revenue Growth: Over the 3 months period, Leidos Holdings showcased positive performance, achieving a revenue growth rate of 7.65% as of 31 December, 2023. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.

Interpreting Earnings Metrics:

  • Gross Margin: With a low gross margin of 14.95%, the company exhibits below-average profitability, signaling potential struggles in cost efficiency compared to its industry peers.

  • Earnings per Share (EPS): Leidos Holdings's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 1.67.

Debt Management: Leidos Holdings's debt-to-equity ratio stands notably higher than the industry average, reaching 1.24. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.

Valuation Metrics: A Closer Look

  • Price to Earnings (P/E) Ratio: Leidos Holdings's current Price to Earnings (P/E) ratio of 88.74 is higher than the industry average, indicating that the stock may be overvalued according to market sentiment.

  • Price to Sales (P/S) Ratio: The P/S ratio of 1.14 is lower than the industry average, implying a discounted valuation for Leidos Holdings's stock in relation to sales performance.

  • EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation & Amortization): Leidos Holdings's EV/EBITDA ratio, surpassing industry averages at 22.91, positions it with an above-average valuation in the market.

Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.

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Why Pay Attention to Insider Transactions Insightful as they may be, insider transactions should be considered alongside a thorough examination of other investment criteria.

In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.

Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock.

Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors.

Breaking Down the Significance of Transaction Codes Investors prefer focusing on transactions that take place in the open market, indicated in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S indicates a sale. Transaction code C indicates the conversion of an option, and transaction code A indicates grant, award or other acquisition of securities from the company.

Check Out The Full List Of Leidos Holdings's Insider Trades.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Read the original article on Benzinga

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