Booz Allen Hamilton Holding Corporation (NYSE:BAH – Get Free Report) traded up 4.6% on Monday after the company announced better than expected quarterly earnings. The stock traded as high as $82.93 and last traded at $81.9490. Approximately 176,335 shares changed hands during trading, a decline of 91% from the average session volume of 2,059,244 shares. The stock had previously closed at $78.32.
The business services provider reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.28. The firm had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.81 billion. Booz Allen Hamilton had a return on equity of 75.00% and a net margin of 7.14%. Booz Allen Hamilton’s revenue for the quarter was down 3.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.49 EPS. Booz Allen Hamilton has set its FY 2027 guidance at 6.500-6.700 EPS.
Booz Allen Hamilton Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 4th. Investors of record on Thursday, November 12th will be issued a $0.59 dividend. This represents a $2.36 annualized dividend and a yield of 2.9%. The ex-dividend date is Thursday, November 12th. Booz Allen Hamilton’s payout ratio is presently 37.11%.
Key Booz Allen Hamilton News
Here are the key news stories impacting Booz Allen Hamilton this week:
- Positive Sentiment: Earnings and guidance improved: Booz Allen reported quarterly adjusted EPS of $1.76, exceeding the $1.48 consensus estimate, despite revenue falling 3.9% year over year to $2.78 billion. Management raised full-year fiscal 2027 EPS guidance to $6.50–$6.70, supporting the investment case. Booz Allen raises EPS guidance as backlog reaches $41 billion
- Positive Sentiment: Backlog and pipeline provide visibility: Contract backlog reached approximately $41 billion, while the national-security qualified pipeline grew more than 20% year over year. National-security fixed-price contracts also increased by three percentage points, potentially supporting future margins and growth. Booz Allen Hamilton: 3 Key Takeaways for Long-Term Investors
- Positive Sentiment: TD Cowen turned bullish: The firm upgraded BAH from Hold to Buy and assigned a $95 price target, indicating confidence that the stock’s valuation and earnings outlook offer upside. TD Cowen upgrade
- Neutral Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.59 per share, or $2.36 annualized, representing an approximately 3% yield. This supports income appeal but is unlikely to be the primary catalyst for the session.
- Neutral Sentiment: Analyst coverage of the earnings call highlighted key questions surrounding government-contracting demand, AI-related competitive pressures, margins and the pace of revenue recovery. Five analyst questions from the earnings call
- Negative Sentiment: Analyst disagreement remains a risk: BofA Securities lowered its price target to $68, below the prevailing market valuation, reflecting concern about the revenue decline, government-spending changes or execution risks. BofA lowers Booz Allen price target
Wall Street Analysts Forecast Growth
A number of equities analysts have commented on the company. Truist Financial raised Booz Allen Hamilton from a “hold” rating to a “buy” rating and increased their target price for the company from $70.00 to $85.00 in a report on Thursday, October 8th. Wall Street Zen raised Booz Allen Hamilton from a “hold” rating to a “buy” rating in a research note on Monday, October 19th. Citigroup lowered their price target on Booz Allen Hamilton from $82.00 to $77.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 7th. Cantor Fitzgerald dropped their price target on Booz Allen Hamilton from $160.00 to $140.00 and set an “overweight” rating for the company in a research report on Thursday, July 23rd. Finally, The Goldman Sachs Group reduced their price objective on Booz Allen Hamilton from $74.00 to $65.00 and set a “sell” rating for the company in a research note on Tuesday, July 14th. Five research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Booz Allen Hamilton currently has a consensus rating of “Hold” and a consensus price target of $87.57.
Check Out Our Latest Research Report on Booz Allen Hamilton
Hedge Funds Weigh In On Booz Allen Hamilton
Hedge funds have recently added to or reduced their stakes in the stock. Axiom Investment Management LLC acquired a new stake in shares of Booz Allen Hamilton in the first quarter valued at approximately $44,000. Versant Capital Management Inc lifted its stake in shares of Booz Allen Hamilton by 1,122.9% in the 2nd quarter. Versant Capital Management Inc now owns 587 shares of the business services provider’s stock worth $36,000 after acquiring an additional 539 shares during the period. Root Financial Partners LLC purchased a new stake in shares of Booz Allen Hamilton in the third quarter valued at about $49,000. Signaturefd LLC boosted its holdings in shares of Booz Allen Hamilton by 42.2% in the third quarter. Signaturefd LLC now owns 734 shares of the business services provider’s stock valued at $51,000 after acquiring an additional 218 shares in the last quarter. Finally, IFP Advisors Inc increased its stake in shares of Booz Allen Hamilton by 24.8% during the second quarter. IFP Advisors Inc now owns 1,377 shares of the business services provider’s stock worth $84,000 after acquiring an additional 274 shares during the period. 91.82% of the stock is currently owned by hedge funds and other institutional investors.
Booz Allen Hamilton Trading Up 5.5%
The company has a debt-to-equity ratio of 3.53, a current ratio of 1.43 and a quick ratio of 1.59. The business’s 50 day moving average price is $74.24 and its 200-day moving average price is $73.61. The firm has a market capitalization of $9.94 billion, a price-to-earnings ratio of 12.79, a price-to-earnings-growth ratio of 1.86 and a beta of 0.37.
About Booz Allen Hamilton
Booz Allen Hamilton Holding Corporation is a management and technology consulting company that provides services primarily to governments, defense and intelligence organizations, and commercial clients. The company helps organizations address complex challenges involving strategy, technology modernization, cybersecurity, data and analytics, artificial intelligence, engineering, and mission operations.
Its government-related work spans defense, national security, intelligence, civil government, and health markets.
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