Continuum Advisory LLC lowered its holdings in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 96.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,484 shares of the business services provider’s stock after selling 42,772 shares during the period. Continuum Advisory LLC’s holdings in Booz Allen Hamilton were worth $90,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in the business. Rakuten Securities Inc. boosted its holdings in shares of Booz Allen Hamilton by 414.6% during the 2nd quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock worth $26,000 after buying an additional 199 shares in the last quarter. PenderFund Capital Management Ltd. acquired a new stake in shares of Booz Allen Hamilton during the 4th quarter worth approximately $30,000. Fulcrum Asset Management LLP bought a new stake in shares of Booz Allen Hamilton in the 3rd quarter valued at $32,000. Versant Capital Management Inc lifted its position in shares of Booz Allen Hamilton by 1,122.9% during the 2nd quarter. Versant Capital Management Inc now owns 587 shares of the business services provider’s stock valued at $36,000 after acquiring an additional 539 shares during the period. Finally, Transamerica Financial Advisors LLC acquired a new position in shares of Booz Allen Hamilton during the 2nd quarter valued at $41,000. 91.82% of the stock is currently owned by institutional investors.
Booz Allen Hamilton Price Performance BAH stock opened at $72.94 on Tuesday. The company has a debt-to-equity ratio of 3.26, a quick ratio of 1.59 and a current ratio of 1.60. The business has a 50-day simple moving average of $70.52 and a two-hundred day simple moving average of $74.82. The company has a market capitalization of $8.77 billion, a P/E ratio of 11.47, a price-to-earnings-growth ratio of 3.76 and a beta of 0.36. Booz Allen Hamilton Holding Corporation has a 52-week low of $59.50 and a 52-week high of $109.10.
Booz Allen Hamilton (NYSE:BAH – Get Free Report) last issued its quarterly earnings data on Friday, July 24th. The business services provider reported $1.81 EPS for the quarter, topping the consensus estimate of $1.49 by $0.32. Booz Allen Hamilton had a return on equity of 76.71% and a net margin of 7.01%.The firm had revenue of $1.97 billion during the quarter, compared to the consensus estimate of $2.81 billion. During the same period in the prior year, the business posted $1.48 earnings per share. The company’s quarterly revenue was down 4.2% compared to the same quarter last year. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.35 EPS. Research analysts expect that Booz Allen Hamilton Holding Corporation will post 6.33 EPS for the current fiscal year. Booz Allen Hamilton Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Friday, August 14th were given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date of this dividend was Friday, August 14th. Booz Allen Hamilton’s dividend payout ratio (DPR) is presently 37.11%.
Analyst Ratings Changes A number of research firms have recently issued reports on BAH. Cantor Fitzgerald cut their price objective on shares of Booz Allen Hamilton from $160.00 to $140.00 and set an “overweight” rating on the stock in a research report on Thursday, July 23rd. Bank of America reduced their price objective on Booz Allen Hamilton from $90.00 to $75.00 and set an “underperform” rating for the company in a research note on Monday, July 20th. The Goldman Sachs Group lowered their target price on Booz Allen Hamilton from $74.00 to $65.00 and set a “sell” rating on the stock in a research report on Tuesday, July 14th. Citigroup cut their target price on Booz Allen Hamilton from $88.00 to $69.00 and set a “neutral” rating on the stock in a report on Wednesday, July 1st. Finally, Truist Financial decreased their price target on shares of Booz Allen Hamilton from $85.00 to $70.00 and set a “hold” rating for the company in a research note on Friday, July 10th. Three analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $83.69.
Check Out Our Latest Stock Analysis on Booz Allen Hamilton
(Free Report)
Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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In the latest trading session, Booz Allen Hamilton (BAH - Free Report) closed at $73.17, marking a -2.93% move from the previous day. The stock's change was less than the S&P 500's daily gain of 0.46%. Meanwhile, the Dow gained 0.56%, and the Nasdaq, a tech-heavy index, added 0.45%.
Coming into today, shares of the defense contractor had gained 2.43% in the past month. In that same time, the Business Services sector gained 1.36%, while the S&P 500 gained 2%.
The investment community will be closely monitoring the performance of Booz Allen Hamilton in its forthcoming earnings report. The company is forecasted to report an EPS of $1.43, showcasing a 4.03% downward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $2.8 billion, indicating a 3.09% decrease compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $6.25 per share and revenue of $11.45 billion. These totals would mark changes of -3.99% and +2.08%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Booz Allen Hamilton. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.56% higher within the past month. Booz Allen Hamilton presently features a Zacks Rank of #3 (Hold).
With respect to valuation, Booz Allen Hamilton is currently being traded at a Forward P/E ratio of 12.07. This expresses a discount compared to the average Forward P/E of 16.11 of its industry.
One should further note that BAH currently holds a PEG ratio of 3.94. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As of the close of trade yesterday, the Consulting Services industry held an average PEG ratio of 1.06.
The Consulting Services industry is part of the Business Services sector. This industry, currently bearing a Zacks Industry Rank of 51, finds itself in the top 21% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Booz Allen has released a new report, The Offensive Frontier: AI as the Attacker, based on its Cyber Weapon Index (CWI), whichtests the capabilities of rapidly advancing AI models and assesses how those capabilities are actively reshaping the offensive cyber threat landscape.
Booz Allen tested 18 advanced U.S. and Chinese AI models and confirmed that a leading frontier model can now autonomously execute end-to-end intrusion, from gaining initial access to taking full control of a network without human guidance. This finding marks a critical shift from AI-assisted hacking to autonomous cyber operations.
Key takeaways and recommendations from the report include:
Sophisticated attacks are becoming more accessible: As the cost, time, and expertise required to launch advanced cyberattacks collapse, capabilities once limited to nation-states and highly sophisticated actors are becoming available to criminal and non-state actors on demand.Critical infrastructure is exposed now. The report calls for enforceable, sector-specific deadlines requiring operators to demonstrate readiness against AI-enabled attacks - helping ensure the U.S. and its critical organizations can harness AI faster and more effectively than our adversaries.The model is no longer the unit of risk. The system is. When paired with attack harnesses, tools, memory, and autonomy that guides its actions, even models short of the frontier can cause significant real-world harm.Counter AI turns autonomy into a liability. The same autonomy that gives AI attackers an advantage creates vulnerabilities defenders can exploit - disrupting how autonomous systems see, trust, and act to slow attacks and regain critical action time. In Booz Allen testing, coordinated Counter AI playbooks reduced autonomous attacker success by more than 95%.To help organizations defend against these emerging threats, Booz Allen has introduced Vellox Labs™ Guile, a Counter AI product designed to disrupt autonomous attacks by shaping what AI attackers see and trust, ultimately degrading their ability to successfully execute an attack. As autonomous threats advance, Guile adapts with them, learning from real threats and leveraging the latest frontier AI models to evolve its defenses in real time and safeguard critical assets.
Looking Ahead: Countering the Threat
The rise of AI-powered attacks requires defenders to develop new ways to disrupt autonomous attacks and regain time. Booz Allen takes a unified approach to cyber defense, assessing the autonomous threat through our CWI, defining how defenders can take back control through Counter AI, and putting that approach into action through Vellox Labs™ Guile to protect mission-critical operations.
Read Booz Allen's full report here: The Offensive Frontier: AI as the Attacker
About Booz Allen Hamilton
Booz Allen is an advanced technology company. We build commercial-grade products and solutions for America’s most critical defense, civil, and national security priorities. For more information, visit www.boozallen.com. (NYSE: BAH)
BAHPR-CO
View source version on businesswire.com: https://www.businesswire.com/news/home/20260902152109/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
[url="]Booz Allen Hamilton[/url] (NYSE: BAH) has completed its [url="]previously announced[/url] $720 million acquisition of the Ultra I&C Mission Solutions bus
MCLEAN, Va.--(BUSINESS WIRE)---- $BAH #defensetech--Booz Allen has completed its previously announced acquisition of the Ultra I&C Mission Solutions business.
Key Takeaways Booz Allen's government contracts, AI investments and efficiency efforts support long-term growth.BAH's fiscal 2027 revenues are expected to rise 2%, while EPS is projected to decline 4.5%.Booz Allen faces competition, pricing pressure, and lengthy bidding processes for government contracts. Booz Allen Hamilton’s (BAH - Free Report) decades-long relationship with the U.S. government remains a key strength. Its mission-critical work across defense, intelligence and cybersecurity requires high levels of trust and confidentiality, creating formidable barriers to entry. Multi-year contracts and frequent renewals provide revenue visibility and reduce exposure to broader economic volatility. These strengths have helped BAH’s revenues witness a 7.4% CAGR from fiscal 2021 through fiscal 2026.
Government Ties, AI & Efficiency Drive BAHBooz Allen continues to improve operational efficiency through cost controls, disciplined project management and workforce adjustments based on demand. Investments in digital transformation and data-driven solutions should further streamline operations while enhancing client offerings.
AI and cybersecurity provide another important growth avenue. Rising demand for secure digital infrastructure, cloud solutions and automation should create opportunities for Booz Allen to deepen its presence in government technology projects.
Shareholder returns are another positive. BAH spent $598 million on share repurchases in fiscal 2026 after $812 million in fiscal 2025. Dividend payments reached $276 million in fiscal 2026, highlighting management’s commitment to returning capital.
Muted Estimates & Competition Raise CautionNear-term estimates present a less encouraging picture. The Zacks Consensus Estimate for fiscal 2027 revenues is pegged at $11.44 billion, indicating growth of just 2%. The consensus EPS estimate of $6.22 suggests a 4.5% decline. Current-quarter revenues and EPS are expected to fall 2.8% and 2%, respectively.
Moreover, fierce competition for government contracts, lengthy bidding processes, and pricing pressure could make it difficult to balance growth and profitability. BAH’s stable government-focused business model may also limit the rapid growth sought by momentum investors.
What Should Investors Do With BAH?The outlook improves for fiscal 2028, with revenues and EPS expected to rise 4.7% and 8%, respectively. Booz Allen’s dependable contract base, AI and cybersecurity investments, operational discipline and shareholder-friendly policies support its long-term prospects. However, subdued near-term earnings expectations and competitive pressures warrant patience.
Given this balanced risk-reward picture, BAH currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Thomson Reuters Corporation (TRI - Free Report) .
Veralto Corporation carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 6.6%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Thomson Reuters also has a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 15.3%. TRI’s earnings beat estimates in each of the trailing four quarters, with the surprise being 2.7%, on average.
Morgan Brennan speaks exclusively with Booz Allen CEO Horacio Rozanski about identifying and containing growing cyber risks, and factoring in AI policy & regulation into a company's business model.
California State Teachers Retirement System trimmed its position in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 27.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 144,921 shares of the business services provider’s stock after selling 55,432 shares during the period. California State Teachers Retirement System owned 0.12% of Booz Allen Hamilton worth $11,308,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Rakuten Securities Inc. grew its stake in Booz Allen Hamilton by 414.6% during the 2nd quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 199 shares during the last quarter. Activest Wealth Management raised its stake in shares of Booz Allen Hamilton by 141.3% in the fourth quarter. Activest Wealth Management now owns 304 shares of the business services provider’s stock worth $26,000 after purchasing an additional 178 shares during the last quarter. Torren Management LLC acquired a new stake in shares of Booz Allen Hamilton during the fourth quarter worth about $26,000. Fulcrum Asset Management LLP acquired a new stake in shares of Booz Allen Hamilton during the third quarter worth about $32,000. Finally, PenderFund Capital Management Ltd. purchased a new stake in Booz Allen Hamilton in the fourth quarter valued at approximately $30,000. Hedge funds and other institutional investors own 91.82% of the company’s stock.
Booz Allen Hamilton Price Performance Shares of NYSE BAH opened at $71.24 on Tuesday. The company has a debt-to-equity ratio of 3.26, a current ratio of 1.60 and a quick ratio of 1.59. The stock has a market capitalization of $8.57 billion, a price-to-earnings ratio of 11.20, a PEG ratio of 3.62 and a beta of 0.34. The firm’s 50 day simple moving average is $69.59 and its 200-day simple moving average is $77.23. Booz Allen Hamilton Holding Corporation has a 12 month low of $59.50 and a 12 month high of $114.48.
Booz Allen Hamilton (NYSE:BAH – Get Free Report) last posted its earnings results on Friday, July 24th. The business services provider reported $1.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.32. The firm had revenue of $1.97 billion during the quarter, compared to analysts’ expectations of $2.81 billion. Booz Allen Hamilton had a net margin of 7.01% and a return on equity of 76.71%. The business’s revenue was down 4.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.48 EPS. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.35 EPS. Analysts expect that Booz Allen Hamilton Holding Corporation will post 6.3 EPS for the current year.
Booz Allen Hamilton Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $0.59 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 3.3%. Booz Allen Hamilton’s dividend payout ratio is 37.11%.
Wall Street Analyst Weigh In BAH has been the topic of several research reports. Cantor Fitzgerald cut their price target on shares of Booz Allen Hamilton from $160.00 to $140.00 and set an “overweight” rating on the stock in a report on Thursday, July 23rd. TD Cowen dropped their price objective on shares of Booz Allen Hamilton from $85.00 to $70.00 and set a “hold” rating on the stock in a report on Tuesday, July 7th. Citigroup cut their price objective on shares of Booz Allen Hamilton from $88.00 to $69.00 and set a “neutral” rating on the stock in a research note on Wednesday, July 1st. JPMorgan Chase & Co. reduced their target price on shares of Booz Allen Hamilton from $97.00 to $85.00 and set an “underweight” rating for the company in a report on Tuesday, May 26th. Finally, The Goldman Sachs Group decreased their target price on shares of Booz Allen Hamilton from $74.00 to $65.00 and set a “sell” rating for the company in a research report on Tuesday, July 14th. Three equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Reduce” and an average target price of $84.08.
View Our Latest Research Report on BAH
Booz Allen Hamilton Profile (Free Report)
Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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Key Takeaways BAH shares gained 11.9% in a month as earnings, contract execution and estimates improved.National Security backlog rose 15.2%, while quarterly funding climbed 17% and book-to-bill hit 1.5.Civil revenues fell 16.4%, while modest growth guidance and 2.7 leverage support a measured view. Shares of Booz Allen Hamilton Holding Corporation (BAH - Free Report) have gained 11.9% over the past month, offering investors a sharp rebound after a difficult stretch. The move follows improving earnings signals and stronger contract activity.
Image Source: Zacks Investment Research
The question is whether better execution and national security demand can extend the recovery. Weakness in the Civil and Commercial business, investment requirements and leverage still argue for a measured view.
Why BAH’s One-Month Rally MattersThe recent gain contrasts with BAH’s 9.5% decline over the past three months and 36.5% drop over the past 52 weeks. That divergence suggests expectations may be improving, but it does not erase the caution reflected in the longer-term trend.
A one-month rebound can become more durable when earnings estimates, contract awards and operating performance move in the same direction. BAH has shown progress in those areas, though the recovery remains early.
BAH’s Earnings Momentum Supports the MoveBooz Allen’s fiscal first-quarter adjusted earnings beat the Zacks Consensus Estimate by 21.5%. Earnings of $1.81 per share rose 22.3% year over year, while adjusted EBITDA increased 7.4% and the adjusted EBITDA margin expanded 130 basis points to 11.9%.
Management credited strong contract execution for profit above expectations. Positive estimate revisions add another favorable signal, indicating that analysts have become more constructive about near-term earnings.
National Security Demand Could Help BAHNational Security revenues increased 1.3% year over year to $2.03 billion. Funded backlog rose 15.2%, quarterly funding climbed 17% and the quarterly book-to-bill ratio reached 1.5, providing support for management’s expectation of better second-half growth.
New defense, intelligence, cyber and advanced technology work could strengthen that trajectory. CACI International Inc (CACI - Free Report) also targets national security missions through software and technology capabilities, making it a relevant peer for assessing federal demand. Leidos Holdings, Inc. (LDOS - Free Report) serves national security customers with digital and mission solutions, including cyber and intelligence work.
Civil Weakness Could Cap BAH’s UpsideCivil and Commercial revenues fell 16.4% to $772 million. Management expects another sequential double-digit decline, which could keep consolidated revenue growth uneven even if National Security improves.
Contract roll-offs, fewer program starts and smaller follow-on awards remain the main pressure points. The mix shift has not prevented margin expansion, but persistent top-line weakness would make continued profit growth harder to sustain.
BAH’s Valuation Leaves Room for DebateBAH trades at 10.91X forward earnings, below its sub-industry, sector and five-year median. That discount may appeal to value-focused investors, particularly if earnings and backlog trends continue to improve.
The lower multiple also reflects real concerns. Fiscal 2027 revenue guidance calls for growth of only 0-4%, planned capital expenditures total about $220 million and the net leverage ratio stands at 2.7. Strategic investment could support future growth, but it also raises execution demands.
BAH’s Mixed Signals Favor a Balanced ViewThe bottom line is that BAH’s rebound has support from better profitability, estimate revisions and national security demand, but Civil weakness and modest revenue guidance limit the case for chasing the stock after its recent gain.
BAH currently carries a Zacks Rank #3 (Hold), along with a Value Score of A, Growth Score of A, Momentum Score of A and VGM Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Style Scores point to favorable value, growth and momentum characteristics, while the neutral Zacks Rank suggests investors may prefer to wait for clearer evidence that the recovery can broaden and persist.
Key Takeaways BAH trades at 10.91X forward earnings, with a 0.73 PEG ratio and a 0.72 price-to-sales ratio.Backlog reached $39.48 billion, while free cash flow surged 171.9% to $261 million.Civil revenues fell 16.4%, while debt, leverage and acquisition execution temper the stock's appeal. Booz Allen Hamilton Holding Corporation (BAH - Free Report) offers a mixed investment setup. Its valuation is discounted, cash generation is improving and government demand remains recurring, but weak Civil revenues and modest near-term growth limit the appeal.
The central question is whether the current price already compensates investors for uneven execution. The numbers support patience rather than a decisive buy or sell call.
BAH’s Low Multiples Strengthen the Value CaseBAH trades at 10.91X forward earnings, with a PEG ratio of 0.73 and a price-to-sales ratio of 0.72. Each measure is below the corresponding consulting-industry and broader-market benchmark, giving valuation-focused investors a clear reason to examine the stock.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
The discount is meaningful because it spans earnings, expected growth and revenues rather than relying on one metric. Science Applications International Corporation (SAIC - Free Report) , another government technology integrator serving defense, space, intelligence and civilian markets, provides a useful peer reference for assessing how investors price federal-services exposure.
Uneven Revenue Growth Keeps BAH in CheckFiscal first-quarter revenues declined 4.2% year over year to $2.8 billion even as adjusted earnings increased 22.3% to $1.81 per share. Margin improvement and contract execution supported profits, but the top line remained under pressure.
National Security revenues rose 1.3% to $2.03 billion, showing resilience in the company’s largest customer group. Civil and Commercial revenues fell 16.4% to $772 million, demonstrating why stronger earnings do not remove growth concerns.
Backlog and Cash Flow Support BAH’s OutlookTotal backlog reached $39.48 billion and the quarterly book-to-bill ratio was 1.5X. Those figures indicate that awards exceeded quarterly revenues and provide visibility into work that may convert into future sales.
Free cash flow climbed 171.9% to $261 million, helped by strong collections. Leidos Holdings, Inc. (LDOS - Free Report) also operates across national security, health and critical infrastructure, underscoring the recurring-contract and mission-demand characteristics that can support cash generation in this market.
Debt and Execution Risks Temper BAH’s AppealBAH carried total debt of $3.94 billion, a net leverage ratio of 2.7 and a debt-to-capital ratio of 76.5%. Those levels reduce flexibility if operating conditions weaken or investment returns take longer to develop.
The company must also integrate acquisitions, fund strategic initiatives and preserve margins while bidding competitively for government work. The Defy Security acquisition and planned Ultra Mission Solutions transaction can expand capabilities, but they add integration and capital-allocation demands.
BAH’s Guidance Sets a Modest Growth BarManagement maintained fiscal 2027 revenue guidance of $11.2 billion to $11.7 billion, implying growth of 0% to 4%. The range reflects a cautious sales outlook and assumes stronger performance later in the year.
Adjusted earnings are projected at $6.00 to $6.35 per share, with adjusted EBITDA of $1.24 billion to $1.29 billion and a margin of about 11%. Meeting those targets will require National Security momentum and profitability to offset continued Civil weakness.
BAH’s Rank and Style Scores Point to PatienceThe bottom line is that BAH’s low valuation, backlog and cash flow create a credible value case, but uneven revenues, leverage and acquisition execution argue against treating the discount as an automatic buying signal.
BAH currently carries a Zacks Rank #3 (Hold), which supports a measured stance. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Its Value Score of A, Growth Score of A, Momentum Score of A and VGM Score of A strengthen the stock’s fundamental and trading profile, yet the neutral rank suggests that waiting for clearer revenue execution may be prudent.
Dimensional Fund Advisors LP grew its holdings in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 12.6% in the first quarter, according to its most recent filing with the SEC. The firm owned 1,352,790 shares of the business services provider’s stock after acquiring an additional 151,166 shares during the quarter. Dimensional Fund Advisors LP owned about 1.12% of Booz Allen Hamilton worth $105,567,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently modified their holdings of BAH. Activest Wealth Management increased its holdings in shares of Booz Allen Hamilton by 141.3% during the fourth quarter. Activest Wealth Management now owns 304 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 178 shares during the period. Torren Management LLC bought a new stake in shares of Booz Allen Hamilton during the fourth quarter valued at about $26,000. Rakuten Securities Inc. lifted its holdings in Booz Allen Hamilton by 414.6% in the second quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock worth $26,000 after purchasing an additional 199 shares during the period. PenderFund Capital Management Ltd. acquired a new stake in Booz Allen Hamilton in the fourth quarter worth about $30,000. Finally, Fulcrum Asset Management LLP bought a new position in Booz Allen Hamilton in the 3rd quarter valued at about $32,000. Institutional investors own 91.82% of the company’s stock.
Wall Street Analyst Weigh In Several research firms have commented on BAH. Jefferies Financial Group set a $85.00 target price on shares of Booz Allen Hamilton in a research note on Monday, May 11th. Weiss Ratings cut shares of Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, July 8th. Stifel Nicolaus set a $110.00 price objective on shares of Booz Allen Hamilton and gave the company a “buy” rating in a research note on Tuesday, May 26th. Cantor Fitzgerald dropped their target price on Booz Allen Hamilton from $160.00 to $140.00 and set an “overweight” rating on the stock in a report on Thursday, July 23rd. Finally, Truist Financial dropped their target price on Booz Allen Hamilton from $85.00 to $70.00 and set a “hold” rating on the stock in a report on Friday, July 10th. Three equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $84.08.
Get Our Latest Stock Analysis on Booz Allen Hamilton
Booz Allen Hamilton Price Performance NYSE:BAH opened at $73.07 on Wednesday. The company has a quick ratio of 1.78, a current ratio of 1.60 and a debt-to-equity ratio of 3.26. The business’s 50-day moving average price is $70.23 and its 200 day moving average price is $77.96. Booz Allen Hamilton Holding Corporation has a 52-week low of $59.50 and a 52-week high of $114.48. The firm has a market cap of $8.79 billion, a P/E ratio of 11.49, a PEG ratio of 3.74 and a beta of 0.36.
Booz Allen Hamilton (NYSE:BAH – Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The business services provider reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.32. Booz Allen Hamilton had a net margin of 7.01% and a return on equity of 76.71%. The company had revenue of $1.97 billion during the quarter, compared to the consensus estimate of $2.81 billion. During the same period in the prior year, the company earned $1.48 EPS. Booz Allen Hamilton’s revenue was down 4.2% on a year-over-year basis. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.35 EPS. As a group, sell-side analysts predict that Booz Allen Hamilton Holding Corporation will post 6.27 earnings per share for the current fiscal year.
Booz Allen Hamilton Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be issued a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date is Friday, August 14th. Booz Allen Hamilton’s payout ratio is presently 37.11%.
Booz Allen Hamilton Company Profile (Free Report)
Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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Booz Allen Hamilton Holding Corporation (NYSE: BAH) (âBooz Allenâ) announced that its wholly-owned subsidiary, Booz Allen Hamilton Inc. (the âIssuerâ),
MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton Holding Corporation (NYSE: BAH) (“Booz Allen”) announced that its wholly-owned subsidiary, Booz Allen Hamilton Inc. (the “Issuer”), has priced $700,000,000 aggregate principal amount of its 5.375% Senior Notes due 2030 and $500,000,000 aggregate principal amount of its 5.900% Senior Notes due 2034 (together, the “Notes”). The offering is expected to close on August 4, 2026, subject to the satisfaction of certain closing conditions. Booz Allen wi.
Key Takeaways BAH's adjusted EPS rose 22.3% y/y to $1.81, while revenues fell 4.2% y/y to $2.80 billion.The adjusted EBITDA margin expanded 130 basis points, lifting adjusted EBITDA by 7.4% y/y to $334 million.National Security grew 1.3% y/y, but Civil and Commercial revenues declined 16.4% y/y. Booz Allen Hamilton Holding Corporation (BAH - Free Report) reported first-quarter fiscal 2027 adjusted earnings of $1.81 per share, which beat the Zacks Consensus Estimate by 21.5% and rose 22.3% year over year, driven by stronger profitability, a lower tax rate, a reduced share count and an unrealized investment gain.
Revenues of $2.80 billion matched the consensus estimate but declined 4.2% year over year. The top line reflected continued weakness in Civil, while National Security grew. The quarterly book-to-bill ratio was 1.5X.
The reported results did not impress investors. Moreover, the absence of second-quarter guidance and weak fiscal 2027 guidance disappointed the market, as the stock has declined 1.2% since the earnings release on July 24.
Booz Allen guided fiscal 2027 adjusted earnings to be between $6.00 and $6.35 per share, with the midpoint of $6.175 being lower than the Zacks Consensus Estimate of $6.20 per share.
The company’s fiscal 2027 revenue guidance ranges from $11.2 billion to $11.7 billion, implying 0-4% growth. However, the midpoint ($11.45 billion) of the guided range is lower than the Zacks Consensus Estimate of $11.46 billion.
BAH's Margins Expand on Contract ExecutionAdjusted EBITDA increased 7.4% year over year to $334 million. The adjusted EBITDA margin expanded 130 basis points to 11.9%, reflecting improved contract execution, favorable timing of investment spending and early shifts toward outcomes-based fixed-price work.
Adjusted net income rose 17.9% to $217 million. The quarter also included a $19 million pretax unrealized gain on a venture investment, which supported adjusted earnings growth alongside a lower tax rate and a reduced share count.
Booz Allen's National Security Business AdvancesNational Security revenues increased 1.3% year over year to $2.03 billion. Management cited healthy demand, improving funding and stronger hiring activity as the company ramps up new work across defense, intelligence, cyber and advanced technology missions.
Civil and Commercial revenues fell 16.4% to $772 million. The decline reflected prior-year contract reductions, lower Treasury-related work, fewer new program starts and smaller follow-on contracts. Management expects another sequential double-digit decline in Civil revenues in the second quarter before pressures begin to ease later in the year.
BAH's Backlog Signals Improving FundingFunded backlog increased 15.2% year over year to $4.66 billion, while total backlog rose 3.2% to $39.48 billion. The trailing 12-month book-to-bill ratio was 1.1X.
The company also reported that funding increased 17% year over year in the quarter. Its pipeline of other transaction authority opportunities, which can provide faster and more flexible government procurement, grew 18%. Fixed-price contracts represented 21% of revenues, up from 18% a year earlier.
Booz Allen Steps Up Strategic InvestmentBooz Allen deployed $447 million in capital during the quarter. Of this amount, $324 million went toward the Defy acquisition and venture investments, while $123 million was returned to shareholders through dividends and share repurchases.
The company expects to close its acquisition of Ultra I&C Mission Solutions in the second quarter. Management believes the transaction will broaden its defense technology portfolio across command-and-control software, ruggedized edge computing and encryption management.
BAH Generates Robust Cash FlowNet cash provided by operating activities increased 136.1% year over year to $281 million. Free cash flow surged 171.9% to $261 million, supported by strong collections and favorable timing.
BAH ended the quarter with $540 million in cash and $2.0 billion in total liquidity. Total debt was $3.94 billion, while the net leverage ratio was 2.7X. Days sales outstanding increased seven days to 80 due to the revenue-recognition profile of the Defy business.
Booz Allen’s Other Fiscal 2027 OutlookAdjusted EBITDA is projected between $1.24 billion and $1.29 billion, with an adjusted EBITDA margin of approximately 11%.
Free cash flow is forecasted to be between $825 million and $925 million. Management continues to expect growth to be weighted toward the second half, with National Security accelerating as new work ramps up.
The company expects second-quarter growth and profitability to face pressure from Civil contract roll-offs and the end of some higher-margin programs. It anticipates backloaded investment spending while maintaining a cautious view of the government funding and award environment.
Currently, Booz Allen carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings SnapshotsWaste Connections, Inc. (WCN - Free Report) reported impressive second-quarter 2026 results. WCN’s adjusted earnings of $1.50 per share outpaced the consensus mark by 11.1% and rose 16.3% from the year-ago quarter. WCN’s total revenues of $2.56 billion surpassed the consensus mark by 1.1% and increased 6.4% year over year.
Rollins, Inc. (ROL - Free Report) posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BAH over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton (NYSE: BAH) today announced an expansion of its powerful suite of AI-powered cyber defense products. Now generally available, Vellox Ranger™ provides automated, environment-specific threat detections—developed on Booz Allen's proprietary agentic AI framework—that identify exploitable paths and vulnerabilities based on the actual state of an enterprise's infrastructure. This automation helps protect the systems that matter most and reduces the ri.
Ending the week on a bullish note, shares of defense contractor Booz Allen Hamilton (BAH +10.11%) ripped higher today after the defense contractor reported strong first-quarter 2027 financial results and fiscal 2027 guidance before the opening bell rang.
Shares of Booz Allen climbed 10.1% today, paring back an earlier gain of 15.7%.
Image source: Getty Images.
Beating analysts' expectations on the bottom line isn't the only thing investors are celebrating Coming up just short of analysts' top-line estimates of $2.81 billion, Booz Allen reported Q1 sales of $2.8 billion. At the bottom of the income statement, however, Booz Allen crushed expectations, reporting adjusted earnings per share (EPS) of $1.81 -- notably higher than the $1.49 that analysts had anticipated.
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On the cash flow statement, investors found another sign of the company's strong recent performance. During the first quarter of 2027, Booz Allen generated free cash flow of $261 million, a year-over-year increase of 172%.
In addition to the Q1 2027 financial results, Booz Allen provided 2027 revenue guidance of $11.2 billion to $11.7 billion, as well as adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance of $1.24 billion to $1.29 billion. Should the company achieve the midpoints of both of these metrics, it will represent year-over-year revenue and adjusted EBITDA growth of 2.2% and 2.8%, respectively.
Booz Allen stock is sitting in the bargain bin Trading at 7 times operating cash flow, Booz Allen shares are trading at a steep discount to their five-year average cash flow multiple of 16. Between the stock's attractive price tag, the company's strong Q1 2027 financial performance, and management's encouraging outlook for the remainder of the fiscal year, investors seeking a leading defense stock would be well-served to consider Booz Allen stock right now.
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Booz Allen Hamilton. The Motley Fool has a disclosure policy.
Booz Allen Hamilton Holding Corporation (BAH) Q1 2027 Earnings Call July 24, 2026 8:00 AM EDT
Company Participants
Dustin Darensbourg - Director & Head of Investor Relations
Horacio Rozanski - CEO & Chair
Kristine Anderson - COO & President
Troy Lahr - Executive VP & CFO
Conference Call Participants
Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division
Colin Canfield - Cantor Fitzgerald & Co., Research Division
Gavin Parsons - UBS Investment Bank, Research Division
Louie Dipalma - William Blair & Company L.L.C., Research Division
Scott Mikus - Melius Research LLC
Matthew Akers - BNP Paribas, Research Division
Seth Seifman - JPMorgan Chase & Co, Research Division
Tobey Sommer - Truist Securities, Inc., Research Division
Sheila Kahyaoglu - Jefferies LLC, Research Division
John Godyn - Citigroup Inc., Research Division
Presentation
Operator
Good morning. Thank you for standing by, and welcome to Booz Allen Hamilton's Earnings Call covering First Quarter Fiscal Year 2027 Results. [Operator Instructions] I'd now like to turn the call over to the Head of Investor Relations, Dustin Darensbourg. Please go ahead.
Dustin Darensbourg
Director & Head of Investor Relations
Good morning, and thank you for joining us for Booz Allen's First Quarter Fiscal Year 2027 Earnings Call. We hope you've had an opportunity to read the press release we issued earlier this morning. We have also provided presentation slides on our website and are now on Slide 2. With me today to talk about our business and financial results are Horacio Rozanski, our Chairman and Chief Executive Officer; Kristine Martin Anderson, President and Chief Operating Officer; and Troy Lahr, Executive Vice President and Chief Financial Officer.
As shown in the disclaimer on Slide 3, some of the items we will discuss this morning are forward-looking and may relate to future events and as such, involve known and unknown risks, uncertainties and other factors that may cause our actual results
Booz Allen Hamilton (BAH - Free Report) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.48 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +21.48%. A quarter ago, it was expected that this defense contractor would post earnings of $1.32 per share when it actually produced earnings of $1.78, delivering a surprise of +34.85%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Booz Allen, which belongs to the Zacks Consulting Services industry, posted revenues of $2.8 billion for the quarter ended June 2026, in line with the Zacks Consensus Estimate. This compares to year-ago revenues of $2.92 billion. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Booz Allen shares have lost about 21.9% since the beginning of the year versus the S&P 500's gain of 8.2%.
What's Next for Booz Allen?While Booz Allen has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Booz Allen was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.58 on $2.87 billion in revenues for the coming quarter and $6.31 on $11.41 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consulting Services is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Information Services Group (III - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This market advisory service company is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of +12.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Information Services Group's revenues are expected to be $62.75 million, up 1.9% from the year-ago quarter.
U.S. stocks were mixed, with the Dow Jones index gaining around 0.2% on Friday.
Shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH) rose sharply following upbeat quarterly earnings.
Booz Allen Hamilton posted adjusted earnings of $1.81 per share, beating market estimates of $1.49 per share. The company’s sales came in at $2.800 billion versus estimates of $2.820 billion.
Booz Allen Hamilton shares surged 13.1% to $74.51 on Friday.
Here are some other big stocks recording gains in today’s session.
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The Pentagon's AI Pivot Supercharges Defense StocksBooz Allen Hamilton NYSE: BAH reported first-quarter fiscal 2027 revenue of $2.8 billion, down 4.2% from a year earlier, as growth in its national security portfolio was offset by continued weakness in civil work. The government-services company said profitability and cash flow exceeded its expectations and reaffirmed its full-year guidance.
Adjusted EBITDA rose to $334 million, producing an adjusted EBITDA margin of 11.9%, up 130 basis points year over year. Adjusted diluted earnings per share increased 22% to $1.81. Chief Financial Officer Troy Lahr said earnings benefited from profit growth, a lower tax rate, fewer shares outstanding and a $19 million pretax unrealized gain on a venture investment.
Get Booz Allen Hamilton alerts:
Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?Free cash flow was $261 million in the quarter, supported by strong collections and favorable timing, according to Lahr. Days sales outstanding increased by seven days year over year to 80 days, which the company attributed to revenue-recognition treatment related to its Defy business. Booz Allen expects DSO to remain above its historical level.
National Security Growth Offsets Civil Pressure National security revenue grew 1% year over year in the first quarter, while civil revenue declined 16%. Lahr said the company expects national security revenue to grow at a mid-single-digit rate for the full fiscal year, with stronger growth in the second half as new work ramps up.
Booz Allen Hamilton Earnings: 3 Bullish Signals for BAH StockCivil revenue continued to face pressure from the roll-off of larger contracts, prior contract reductions, Treasury-related impacts and fewer new program starts after a slower award environment last year. The company also said some recompete awards are transitioning to follow-on contracts with smaller scopes and shorter performance periods.
Booz Allen expects another sequential double-digit decline in civil revenue in the second quarter as additional contracts end, though management expects those pressures to ease gradually in the second half. President and COO Kristine Martin Anderson said the company still expects civil revenue to decline by a high-single-digit percentage for the year, an improvement from the prior year.
“Demand is strengthening, and we are winning work,” Anderson said of the civil portfolio, pointing to an expanding pipeline and efforts to bring the company’s cyber and defense technology solutions into civil agencies.
Funding trends improved during the quarter. Chairman and CEO Horacio Rozanski said funding was up 17% year over year, while Anderson said funding rose about 18% in both civil and national security. Funded backlog increased 15% to $4.7 billion, while total backlog rose 3% to more than $39 billion. The company’s book-to-bill ratio was 1.5 times in the quarter and 1.1 times on a trailing 12-month basis.
National security funded backlog increased 23%, and management said it is accelerating hiring to support anticipated growth. Anderson noted that the company is facing some supply constraints in recruiting personnel with security clearances.
Government Contracting Changes and Funding Uncertainty Management said the market remains uneven despite improving funding. Rozanski cited the midterm election year, potential continuing resolutions, the National Defense Authorization Act, possible reconciliation legislation and potential supplemental funding as factors that could affect the government funding environment later in the year.
The company is also preparing for a government push toward fixed-price and outcomes-based contracts. Anderson said recent guidance directs agencies to use firm fixed-price contracting as the default for new contracts unless an exception is approved. Booz Allen welcomed the shift, saying it could improve alignment between costs, accountability and mission results while offering more flexibility in delivery.
“Early indications are positive,” Rozanski said, while adding that the transition will take time because existing contracts do not convert immediately. Lahr said the company’s first-quarter profitability benefited in part from early shifts toward outcomes-based fixed-price contracting.
Anderson also said Booz Allen’s pipeline of other transaction authority opportunities increased 18% year over year. The company has been placing technology offerings on government marketplaces including Tradewind, Aeris and Platform One, which management said can provide faster procurement channels.
Cyber, Defense Technology and Ultra Acquisition Rozanski highlighted cyber and defense technology as the company’s primary growth vectors. He said agentic artificial intelligence is changing the cyber threat environment by enabling more autonomous attacks and that Booz Allen is expanding Vellox, its suite of agentic cyber products. He cited the company’s zero-trust capabilities and its Ranger product, which is designed to help organizations identify and remediate vulnerabilities at AI speed.
In defense technology, the company is focusing on command-and-control software, edge computing, resilient communications and autonomy. Booz Allen expects to close its acquisition of Ultra I&C Mission Solutions during the second quarter. The business brings products spanning command-and-control software, ruggedized edge computing and encryption management.
Lahr said Ultra is expected to deliver strong double-digit revenue growth for the next several years and EBITDA margins above 20%, though he did not provide a revenue run rate. Booz Allen plans to update guidance after the transaction closes.
The company deployed $447 million during the quarter, including $324 million for the Defy acquisition and venture investments, along with $123 million for dividends and share repurchases. It ended the quarter with $540 million in cash, $2 billion in total liquidity and net leverage of 2.7 times trailing-12-month adjusted EBITDA.
Booz Allen said it will continue pursuing a balanced capital-allocation strategy, including shareholder returns, venture investments and acquisitions that can accelerate its cyber and defense technology businesses.
About Booz Allen Hamilton (NYSE:BAH)Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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California Public Employees Retirement System lowered its stake in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 29.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 228,652 shares of the business services provider’s stock after selling 97,081 shares during the period. California Public Employees Retirement System owned 0.19% of Booz Allen Hamilton worth $17,842,000 at the end of the most recent quarter.
Several other institutional investors have also bought and sold shares of BAH. Allspring Global Investments Holdings LLC increased its position in Booz Allen Hamilton by 1.8% in the first quarter. Allspring Global Investments Holdings LLC now owns 2,590,848 shares of the business services provider’s stock worth $208,226,000 after buying an additional 45,276 shares during the last quarter. Aware Super Pty Ltd as trustee of Aware Super purchased a new position in shares of Booz Allen Hamilton during the 1st quarter valued at $2,133,000. Geneos Wealth Management Inc. lifted its position in shares of Booz Allen Hamilton by 51.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 14,577 shares of the business services provider’s stock valued at $1,137,000 after buying an additional 4,967 shares during the last quarter. Principal Financial Group Inc. grew its stake in shares of Booz Allen Hamilton by 4.3% during the 1st quarter. Principal Financial Group Inc. now owns 271,251 shares of the business services provider’s stock worth $21,166,000 after acquiring an additional 11,254 shares during the period. Finally, Midwest Trust Co increased its holdings in Booz Allen Hamilton by 2.5% in the 1st quarter. Midwest Trust Co now owns 127,381 shares of the business services provider’s stock worth $9,940,000 after acquiring an additional 3,104 shares during the last quarter. Hedge funds and other institutional investors own 91.82% of the company’s stock.
Wall Street Analyst Weigh In BAH has been the subject of a number of research reports. JPMorgan Chase & Co. cut their target price on shares of Booz Allen Hamilton from $97.00 to $85.00 and set an “underweight” rating for the company in a research report on Tuesday, May 26th. BNP Paribas Exane initiated coverage on shares of Booz Allen Hamilton in a report on Wednesday, May 27th. They issued a “neutral” rating and a $80.00 price objective for the company. Wells Fargo & Company began coverage on shares of Booz Allen Hamilton in a report on Wednesday, April 1st. They set an “equal weight” rating and a $85.00 target price on the stock. UBS Group restated a “neutral” rating and set a $83.00 target price on shares of Booz Allen Hamilton in a research report on Tuesday, May 26th. Finally, Weiss Ratings lowered Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, July 8th. Three investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, Booz Allen Hamilton has an average rating of “Reduce” and a consensus target price of $84.46.
Check Out Our Latest Stock Analysis on Booz Allen Hamilton
Booz Allen Hamilton Price Performance Shares of NYSE:BAH opened at $65.88 on Friday. The company has a 50 day moving average of $70.37 and a 200 day moving average of $78.32. The stock has a market cap of $7.89 billion, a P/E ratio of 9.56, a P/E/G ratio of 3.42 and a beta of 0.36. Booz Allen Hamilton Holding Corporation has a 12 month low of $59.50 and a 12 month high of $120.04. The company has a current ratio of 1.78, a quick ratio of 1.78 and a debt-to-equity ratio of 3.55.
Booz Allen Hamilton (NYSE:BAH – Get Free Report) last posted its earnings results on Friday, May 22nd. The business services provider reported $1.78 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.46. The business had revenue of $1.91 billion for the quarter, compared to analyst estimates of $2.87 billion. Booz Allen Hamilton had a net margin of 7.59% and a return on equity of 76.07%. Booz Allen Hamilton’s revenue was down 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.61 EPS. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.350 EPS. As a group, sell-side analysts forecast that Booz Allen Hamilton Holding Corporation will post 6.31 EPS for the current fiscal year.
Booz Allen Hamilton Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Wednesday, June 10th were given a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a yield of 3.6%. The ex-dividend date was Wednesday, June 10th. Booz Allen Hamilton’s payout ratio is presently 34.25%.
Booz Allen Hamilton Profile (Free Report)
Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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MCLEAN, Va.--(BUSINESS WIRE)---- $BAH #earnings--Booz Allen Hamilton (NYSE: BAH) today announced preliminary results for the first quarter fiscal year 2027.
Booz Allen Hamilton reported lower fiscal first-quarter profit and revenue, but the company maintained its outlook and said it is seeing accelerating demand across parts of the business.
Booz Allen Hamilton (NYSE:BAH) held its 2026 annual meeting of stockholders on July 22, with shareholders approving the company’s three management proposals and rejecting a shareholder proposal seeking to expand the right to act by written consent.
The virtual meeting was led by Jacob Bernstein, Booz Allen’s Deputy General Counsel and Secretary, and Horacio Rozanski, the company’s Chairman and Chief Executive Officer. Bernstein said a quorum was present and that notice of the meeting and proxy materials had been mailed beginning June 11 to stockholders of record as of June 1.
Shareholders Approve Management Proposals Rozanski said the board recommended that stockholders vote in favor of management proposals one, two and three, and against proposal four, which had been submitted by a stockholder. The transcript did not detail the substance of the first three proposals beyond noting that they were outlined in the company’s proxy statement.
After voting closed, Bernstein said the Inspector of Election had completed a preliminary tabulation. He reported that proposals one, two and three had been “duly approved” by stockholders, while proposal four had not been approved. Bernstein said the final vote tabulation would be filed with the Securities and Exchange Commission within four business days.
Written Consent Proposal Rejected Proposal four was presented by John Chevedden, a private investor and shareholder proponent. Chevedden asked shareholders to support a proposal requesting that Booz Allen’s board take steps to permit shareholders to act by written consent with the minimum number of votes required to authorize an action at a meeting where all shareholders entitled to vote were present and voting.
Chevedden argued that the right to act by written consent would allow shareholders to put forward proposals on a timely basis without waiting for the next annual meeting. He said written consent is designed for issues with broad shareholder support and requires formal backing from a majority of all shares outstanding.
“Many companies incorrectly give the impression that written consent gives too much influence to a minority,” Chevedden said, adding that, in his view, a minority’s role would be limited to initiating a proposal capable of attracting broad support.
CEO Cites Technology Shifts and Market Uncertainty Following the formal portion of the meeting, Rozanski offered remarks on Booz Allen’s market positioning and operating environment. He said “American technology leadership has never been more important” and described Booz Allen’s work as focused on national security, homeland defense and essential civilian services.
Rozanski pointed to several technology and market trends, including the development of “agentic” artificial intelligence, increasingly autonomous cyber threats and the convergence of powerful technologies. He also said the government is placing greater emphasis on speed, commercial technology, outcome-based acquisition and accountability.
“Booz Allen has been advocating, preparing, and investing for these types of changes for years,” Rozanski said. He added that the company believes those shifts will be positive for the country, its customers, Booz Allen and its stockholders over time, while acknowledging that large-scale changes can create near-term uncertainty and disruption.
Fiscal 2026 Described as Challenging Rozanski said fiscal 2026, which ended March 31, reflected that uncertainty. He described the year as challenging, with results shaped by “significant market changes and a highly dynamic macro environment.”
He said the company focused on execution, investment and strategic transformation during the period. “As a result, Booz Allen is stronger than we were a year ago,” Rozanski said. “We are more focused, more agile, and better positioned to lead in a market defined by speed, accountability, and technology-driven outcomes.”
Rozanski said Booz Allen believes its investments in artificial intelligence, cyber, defense technology and next-generation technologies will drive “substantial shareholder value in the medium term.”
No stockholder questions were submitted during the meeting’s question-and-answer period, Bernstein said. Ernst & Young representatives Jill Wheeler and Caitlin Bell were present and available to respond to questions concerning the company’s financial statements, according to Rozanski.
About Booz Allen Hamilton (NYSE:BAH) Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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The Pentagon's AI Pivot Supercharges Defense StocksBooz Allen Hamilton NYSE: BAH held its 2026 annual meeting of stockholders on July 22, with shareholders approving the company’s three management proposals and rejecting a shareholder proposal seeking to expand the right to act by written consent.
The virtual meeting was led by Jacob Bernstein, Booz Allen’s Deputy General Counsel and Secretary, and Horacio Rozanski, the company’s Chairman and Chief Executive Officer. Bernstein said a quorum was present and that notice of the meeting and proxy materials had been mailed beginning June 11 to stockholders of record as of June 1.
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Shareholders Approve Management Proposals Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?Rozanski said the board recommended that stockholders vote in favor of management proposals one, two and three, and against proposal four, which had been submitted by a stockholder. The transcript did not detail the substance of the first three proposals beyond noting that they were outlined in the company’s proxy statement.
After voting closed, Bernstein said the Inspector of Election had completed a preliminary tabulation. He reported that proposals one, two and three had been “duly approved” by stockholders, while proposal four had not been approved. Bernstein said the final vote tabulation would be filed with the Securities and Exchange Commission within four business days.
Written Consent Proposal Rejected Booz Allen Hamilton Earnings: 3 Bullish Signals for BAH StockProposal four was presented by John Chevedden, a private investor and shareholder proponent. Chevedden asked shareholders to support a proposal requesting that Booz Allen’s board take steps to permit shareholders to act by written consent with the minimum number of votes required to authorize an action at a meeting where all shareholders entitled to vote were present and voting.
Chevedden argued that the right to act by written consent would allow shareholders to put forward proposals on a timely basis without waiting for the next annual meeting. He said written consent is designed for issues with broad shareholder support and requires formal backing from a majority of all shares outstanding.
“Many companies incorrectly give the impression that written consent gives too much influence to a minority,” Chevedden said, adding that, in his view, a minority’s role would be limited to initiating a proposal capable of attracting broad support.
CEO Cites Technology Shifts and Market Uncertainty Following the formal portion of the meeting, Rozanski offered remarks on Booz Allen’s market positioning and operating environment. He said “American technology leadership has never been more important” and described Booz Allen’s work as focused on national security, homeland defense and essential civilian services.
Rozanski pointed to several technology and market trends, including the development of “agentic” artificial intelligence, increasingly autonomous cyber threats and the convergence of powerful technologies. He also said the government is placing greater emphasis on speed, commercial technology, outcome-based acquisition and accountability.
“Booz Allen has been advocating, preparing, and investing for these types of changes for years,” Rozanski said. He added that the company believes those shifts will be positive for the country, its customers, Booz Allen and its stockholders over time, while acknowledging that large-scale changes can create near-term uncertainty and disruption.
Fiscal 2026 Described as Challenging Rozanski said fiscal 2026, which ended March 31, reflected that uncertainty. He described the year as challenging, with results shaped by “significant market changes and a highly dynamic macro environment.”
He said the company focused on execution, investment and strategic transformation during the period. “As a result, Booz Allen is stronger than we were a year ago,” Rozanski said. “We are more focused, more agile, and better positioned to lead in a market defined by speed, accountability, and technology-driven outcomes.”
Rozanski said Booz Allen believes its investments in artificial intelligence, cyber, defense technology and next-generation technologies will drive “substantial shareholder value in the medium term.”
No stockholder questions were submitted during the meeting’s question-and-answer period, Bernstein said. Ernst & Young representatives Jill Wheeler and Caitlin Bell were present and available to respond to questions concerning the company’s financial statements, according to Rozanski.
About Booz Allen Hamilton (NYSE:BAH)Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Bank of New York Mellon Corp reduced its holdings in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 9.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,110,596 shares of the business services provider’s stock after selling 117,297 shares during the period. Bank of New York Mellon Corp owned 0.92% of Booz Allen Hamilton worth $86,660,000 at the end of the most recent reporting period.
Several other hedge funds have also bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Booz Allen Hamilton by 22.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,167 shares of the business services provider’s stock worth $2,737,000 after purchasing an additional 4,870 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of Booz Allen Hamilton by 365.0% during the first quarter. NewEdge Advisors LLC now owns 11,750 shares of the business services provider’s stock valued at $1,229,000 after purchasing an additional 9,223 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Booz Allen Hamilton by 53.7% during the second quarter. Sivia Capital Partners LLC now owns 4,460 shares of the business services provider’s stock valued at $464,000 after purchasing an additional 1,559 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of Booz Allen Hamilton by 132.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,429 shares of the business services provider’s stock worth $149,000 after purchasing an additional 815 shares in the last quarter. Finally, Cresset Asset Management LLC boosted its position in shares of Booz Allen Hamilton by 6.2% in the 2nd quarter. Cresset Asset Management LLC now owns 3,257 shares of the business services provider’s stock worth $339,000 after purchasing an additional 191 shares in the last quarter. Institutional investors own 91.82% of the company’s stock.
Booz Allen Hamilton Trading Down 0.9% Shares of BAH stock opened at $63.94 on Wednesday. The company has a current ratio of 1.78, a quick ratio of 1.78 and a debt-to-equity ratio of 3.55. Booz Allen Hamilton Holding Corporation has a 12-month low of $59.50 and a 12-month high of $120.04. The stock has a market capitalization of $7.66 billion, a P/E ratio of 9.28, a P/E/G ratio of 3.64 and a beta of 0.36. The firm’s 50 day moving average is $70.63 and its 200 day moving average is $78.59.
Booz Allen Hamilton (NYSE:BAH – Get Free Report) last released its quarterly earnings results on Friday, May 22nd. The business services provider reported $1.78 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.46. The firm had revenue of $1.91 billion for the quarter, compared to analysts’ expectations of $2.87 billion. Booz Allen Hamilton had a return on equity of 76.07% and a net margin of 7.59%.The company’s revenue was down 5.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.61 EPS. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.350 EPS. Research analysts expect that Booz Allen Hamilton Holding Corporation will post 6.31 earnings per share for the current year.
Booz Allen Hamilton Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Wednesday, June 10th were given a dividend of $0.59 per share. The ex-dividend date of this dividend was Wednesday, June 10th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 3.7%. Booz Allen Hamilton’s payout ratio is presently 34.25%.
Wall Street Analysts Forecast Growth A number of research analysts recently weighed in on BAH shares. 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 report on Tuesday, July 14th. Jefferies Financial Group set a $85.00 target price on Booz Allen Hamilton in a report on Monday, May 11th. BNP Paribas Exane began coverage on Booz Allen Hamilton in a research note on Wednesday, May 27th. They issued a “neutral” rating and a $80.00 target price on the stock. Citigroup reduced their price target on Booz Allen Hamilton from $88.00 to $69.00 and set a “neutral” rating for the company in a report on Wednesday, July 1st. Finally, TD Cowen dropped their price target on shares of Booz Allen Hamilton from $85.00 to $70.00 and set a “hold” rating on the stock in a research note on Tuesday, July 7th. Two analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus price target of $79.83.
View Our Latest Report on Booz Allen Hamilton
Booz Allen Hamilton Profile (Free Report)
Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
Further Reading Five stocks we like better than Booz Allen Hamilton Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding BAH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report).
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MCLEAN, Va.--(BUSINESS WIRE)--As federal agencies rapidly adopt agentic AI systems capable of acting autonomously, a new Booz Allen survey released today reveals a growing gap between deployment and trust. The findings are featured in the latest issue of Velocity, Booz Allen's regular publication exploring emerging technology and mission innovation. This edition focuses specifically on how AI is transforming the mission and cyber technology stack and outlines the systems-level approach organiza.
As federal agencies rapidly adopt agentic AI systems capable of acting autonomously, a new [url="]Booz Allen[/url] survey released today reveals a growing gap
In the latest close session, Booz Allen Hamilton (BAH - Free Report) was down 1.06% at $64.52. This change lagged the S&P 500's 0.19% loss on the day. Elsewhere, the Dow saw a downswing of 0.59%, while the tech-heavy Nasdaq depreciated by 0.05%.
Heading into today, shares of the defense contractor had lost 1.73% over the past month, lagging the Business Services sector's gain of 4.14% and the S&P 500's gain of 0.55%.
The upcoming earnings release of Booz Allen Hamilton will be of great interest to investors. The company's earnings report is expected on July 24, 2026. In that report, analysts expect Booz Allen Hamilton to post earnings of $1.49 per share. This would mark year-over-year growth of 0.68%. Simultaneously, our latest consensus estimate expects the revenue to be $2.8 billion, showing a 4.24% drop compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $6.27 per share and revenue of $11.41 billion. These totals would mark changes of -3.69% and +1.74%, respectively, from last year.
It is also important to note the recent changes to analyst estimates for Booz Allen Hamilton. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.58% higher. Right now, Booz Allen Hamilton possesses a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Booz Allen Hamilton has a Forward P/E ratio of 10.4 right now. This signifies a discount in comparison to the average Forward P/E of 13.18 for its industry.
Meanwhile, BAH's PEG ratio is currently 3.7. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As the market closed yesterday, the Consulting Services industry was having an average PEG ratio of 1.08.
The Consulting Services industry is part of the Business Services sector. With its current Zacks Industry Rank of 165, this industry ranks in the bottom 33% of all industries, numbering over 250.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH – Get Free Report) have earned an average recommendation of “Reduce” from the fourteen ratings firms that are covering the firm, Marketbeat Ratings reports. Four investment analysts have rated the stock with a sell recommendation, eight have issued a hold recommendation and two have issued a buy recommendation on the company. The average 1 year price target among analysts that have updated their coverage on the stock in the last year is $81.0833.
Several research analysts have recently issued reports on the stock. Weiss Ratings cut shares of Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, July 8th. JPMorgan Chase & Co. dropped their price target on shares of Booz Allen Hamilton from $97.00 to $85.00 and set an “underweight” rating for the company in a research report on Tuesday, May 26th. Truist Financial cut their price target on shares of Booz Allen Hamilton from $85.00 to $70.00 and set a “hold” rating on the stock in a report on Friday, July 10th. The Goldman Sachs Group decreased their price objective on shares of Booz Allen Hamilton from $74.00 to $65.00 and set a “sell” rating on the stock in a research report on Tuesday. Finally, Citigroup lowered their price objective on shares of Booz Allen Hamilton from $88.00 to $69.00 and set a “neutral” rating for the company in a research note on Wednesday, July 1st.
Read Our Latest Stock Report on BAH
Booz Allen Hamilton Price Performance BAH opened at $65.31 on Friday. The stock’s 50 day simple moving average is $71.31 and its 200 day simple moving average is $79.02. The company has a debt-to-equity ratio of 3.55, a current ratio of 1.78 and a quick ratio of 1.78. Booz Allen Hamilton has a 1 year low of $59.50 and a 1 year high of $120.04. The firm has a market cap of $7.82 billion, a price-to-earnings ratio of 9.48, a PEG ratio of 3.64 and a beta of 0.36.
Booz Allen Hamilton (NYSE:BAH – Get Free Report) last announced its quarterly earnings results on Friday, May 22nd. The business services provider reported $1.78 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.46. Booz Allen Hamilton had a return on equity of 76.07% and a net margin of 7.59%.The business had revenue of $1.91 billion for the quarter, compared to analysts’ expectations of $2.87 billion. During the same period in the previous year, the firm earned $1.61 EPS. The business’s quarterly revenue was down 5.9% on a year-over-year basis. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.350 EPS. As a group, analysts predict that Booz Allen Hamilton will post 6.24 earnings per share for the current year.
Booz Allen Hamilton Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Wednesday, June 10th were issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 3.6%. The ex-dividend date was Wednesday, June 10th. Booz Allen Hamilton’s payout ratio is currently 34.25%.
Institutional Investors Weigh In On Booz Allen Hamilton Institutional investors and hedge funds have recently bought and sold shares of the business. Activest Wealth Management raised its holdings in shares of Booz Allen Hamilton by 141.3% during the fourth quarter. Activest Wealth Management now owns 304 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 178 shares in the last quarter. Torren Management LLC purchased a new position in Booz Allen Hamilton during the 4th quarter valued at $26,000. Rakuten Securities Inc. increased its position in Booz Allen Hamilton by 414.6% during the 2nd quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 199 shares during the period. Aventura Private Wealth LLC bought a new position in Booz Allen Hamilton in the 4th quarter worth $27,000. Finally, PenderFund Capital Management Ltd. bought a new position in Booz Allen Hamilton in the 4th quarter worth $30,000. Hedge funds and other institutional investors own 91.82% of the company’s stock.
About Booz Allen Hamilton (Get Free Report)
Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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Booz Allen Hamilton (BAH - Free Report) closed at $63.56 in the latest trading session, marking a -1.91% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.02%, and the Nasdaq, a tech-heavy index, added 0.9%.
The stock of defense contractor has fallen by 13.08% in the past month, lagging the Business Services sector's gain of 3.64% and the S&P 500's gain of 1.27%.
Market participants will be closely following the financial results of Booz Allen Hamilton in its upcoming release. The company plans to announce its earnings on July 24, 2026. In that report, analysts expect Booz Allen Hamilton to post earnings of $1.49 per share. This would mark year-over-year growth of 0.68%. Simultaneously, our latest consensus estimate expects the revenue to be $2.8 billion, showing a 4.24% drop compared to the year-ago quarter.
BAH's full-year Zacks Consensus Estimates are calling for earnings of $6.24 per share and revenue of $11.41 billion. These results would represent year-over-year changes of -4.15% and +1.74%, respectively.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Booz Allen Hamilton. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.18% higher. Currently, Booz Allen Hamilton is carrying a Zacks Rank of #3 (Hold).
In terms of valuation, Booz Allen Hamilton is presently being traded at a Forward P/E ratio of 10.38. For comparison, its industry has an average Forward P/E of 12.77, which means Booz Allen Hamilton is trading at a discount to the group.
We can additionally observe that BAH currently boasts a PEG ratio of 3.69. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Consulting Services industry currently had an average PEG ratio of 1.05 as of yesterday's close.
The Consulting Services industry is part of the Business Services sector. This industry, currently bearing a Zacks Industry Rank of 107, finds itself in the top 44% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Booz Allen Hamilton (BAH - Free Report) closed the most recent trading day at $60.67, moving -2.19% from the previous trading session. This change lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow saw an upswing of 0.26%, while the tech-heavy Nasdaq appreciated by 1.52%.
Heading into today, shares of the defense contractor had lost 26.2% over the past month, lagging the Business Services sector's loss of 0.14% and the S&P 500's loss of 1.82%.
The upcoming earnings release of Booz Allen Hamilton will be of great interest to investors. The company's earnings report is expected on July 24, 2026. The company's earnings per share (EPS) are projected to be $1.49, reflecting a 0.68% increase from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $2.8 billion, indicating a 4.24% decline compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates project earnings of $6.23 per share and a revenue of $11.41 billion, demonstrating changes of -4.3% and +1.74%, respectively, from the preceding year.
Any recent changes to analyst estimates for Booz Allen Hamilton should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, there's been a 0.43% fall in the Zacks Consensus EPS estimate. Booz Allen Hamilton presently features a Zacks Rank of #3 (Hold).
Looking at valuation, Booz Allen Hamilton is presently trading at a Forward P/E ratio of 9.95. Its industry sports an average Forward P/E of 11.13, so one might conclude that Booz Allen Hamilton is trading at a discount comparatively.
Investors should also note that BAH has a PEG ratio of 3.54 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Consulting Services industry currently had an average PEG ratio of 0.9 as of yesterday's close.
The Consulting Services industry is part of the Business Services sector. This group has a Zacks Industry Rank of 181, putting it in the bottom 26% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Accelerating secure AI deployment for U.S. agencies and commercial enterprises
MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton (NYSE: BAH) today announced a new partnership with OpenAI to promote advanced AI innovation across national security and critical infrastructure missions. With OpenAI, Booz Allen will share mission and model insights that enable faster, more secure deployment of AI solutions tailored to defense, intelligence, and commercial operations.
"Keeping pace with fast‑moving frontier models is mission‑critical for our customers... Our partnership gives agencies and enterprises the edge to move faster and drive AI adoption across the most complex operating environments." -Bryce Pippert, Booz Allen
Share“Keeping pace with fast-moving frontier models is mission-critical for our customers. They need the best AI ready for real-world operations. Our partnership gives agencies and enterprises the edge to move faster and drive AI adoption across the most complex operating environments,” said Bryce Pippert, executive vice president leading ventures and partnerships at Booz Allen.
The partnership creates a powerful feedback loop between model developers and frontline practitioners, enabling both organizations to move at the speed of technological change while delivering scalable AI that meets the highest standards for security, reliability, and impact.
“AI is only as strong as the environment it runs in. Our partnership with Booz Allen brings secure AI to the frontlines of national security missions and beyond,” said Joe Larson, vice president, OpenAI for Government.
The partnership expands on existing collaboration between the companies, giving Booz Allen engineers new access to OpenAI’s roadmap insights, technical enablement, and training resources. This builds on the multi-tier AI upskilling programs, digital badging, and Technical Experience Groups (TXGs) that connect Booz Allen’s top technical talent with emerging mission needs to accelerate secure AI deployment for customers.
About Booz Allen Hamilton
Booz Allen is an advanced technology company. We build commercial-grade products and solutions for America’s most critical defense, civil, and national security priorities. For more information, visit www.boozallen.com. (NYSE: BAH)
MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton (NYSE: BAH) today announced that it has entered into a definitive agreement with the Cobham Ultra Group, an Advent portfolio company, to acquire its Ultra I&C Mission Solutions business (Ultra Mission Solutions) for $720 million. Ultra Mission Solutions is a defense technology business specializing in mission‑critical software, encryption, and edge‑compute products.
"By integrating Ultra Mission Solutions into our robust portfolio, we are further strengthening our ability to rapidly build and field the commercial products that will keep America ahead,” said Horacio Rozanski, Chairman and CEO of Booz Allen.
Share As global threats intensify, commercial technologies have become increasingly central to modern warfighting. The U.S. and its allies require solutions that seamlessly integrate this wave of new technologies to generate operational utility on the battlefield. Together, Booz Allen and Ultra Mission Solutions will provide an enhanced set of products to unlock this advantage for national security missions at greater speed and scale.
“Technological superiority is essential to U.S. national security, and maintaining our advantage requires a relentless focus on speed and outcomes,” said Horacio Rozanski, Chairman and CEO of Booz Allen. “Booz Allen is strategically investing to accelerate delivery of our defense tech products into national security missions. Now, by integrating Ultra Mission Solutions into our robust portfolio, we are further strengthening our ability to rapidly build and field the commercial products that will keep America ahead.”
For years, both Booz Allen and Ultra Mission Solutions have been focused on building products and capabilities that help warfighters integrate, secure, and operationalize technology at the edge and across domains. Booz Allen’s portfolio of AI-driven battle management, resilient communications, and edge infrastructure solutions—including the Modular Detachment Kit (MDK), EdgeXtend™ and Sit(x)®—will expand with Ultra Solutions’ mission-ready tech stack. Ultra Mission Solutions’ core offerings, including Apex, ADSI®, ACTS™, Rain™, and Knox™, unify command and control (C2), edge compute, secure data movement, and encryption into a modular architecture capable of operating in contested or disconnected environments. These solutions will now integrate into a unified platform available to national security clients worldwide.
“We are investing in reliable, scalable solutions that help unite the defense technology ecosystem. This combination provides a foundation for our continued investment to harness advantage from commercial technology innovation,” said Steve Escaravage, president of Booz Allen’s defense technology business.
The acquisition will enable increased product integration and commercially available solutions accessible through outcomes-based procurement, Foreign Military Sales (FMS), and other go-to-market channels.
“Our customers operate where failure isn't an option, and meeting that standard has always defined our work,” said Mladen Brkic, president of Ultra Mission Solutions. “As part of Booz Allen, we'll bring greater scale and investment to our employees, products and the critical technologies customers rely on in the most contested conditions and wherever the mission demands it.”
Booz Allen expects revenue from this acquisition to grow at a strong double-digit rate for the next several years with EBITDA margins well above 20%. The transaction is expected to close in the second quarter of Booz Allen’s fiscal year 2027 (ending September 30, 2026) and is subject to customary closing conditions. Following the closing of the transaction, Ultra Mission Solutions will operate as a wholly owned subsidiary of Booz Allen.
“Ultra Mission Solutions has established itself as a trusted partner to the U.S. military and its allies with a portfolio of capabilities designed for the next generation of national security missions,” said Mike Marshall, managing director at Advent. “We are proud to have invested in those leading-edge solutions and are confident that Booz Allen is the right home to scale that vision further."
Booz Allen retained Jefferies LLC as exclusive financial advisor, PwC as accounting and tax advisor, King & Spalding LLP as legal advisor, and Renaissance Strategic Advisors as strategic industry advisor. Ultra Mission Solutions and Advent retained Baird as exclusive financial advisor, KPMG as accounting and tax advisor, and Latham & Watkins LLP as legal advisor.
About Booz Allen Hamilton
Booz Allen is an advanced technology company. We build commercial-grade products and solutions for America’s most critical defense, civil, and national security priorities. For more information, visit www.boozallen.com. (NYSE: BAH)
About Ultra Mission Solutions
Ultra I&C Mission Solutions (Ultra Mission Solutions) is a defense technology business that develops mission-critical software, edge-compute, and encryption products that help warfighters integrate, secure, and operationalize data at the tactical edge. The business operates across three lines of business—Mission Software, Edge Compute, and Encryption Management—delivering AI-enabled command and control (C2), ruggedized multifunction processors, and modular encryption-management solutions for U.S. Army, Air Force, Navy, and allied programs. An independent, U.S.-owned enterprise with over 100 years of heritage, Ultra Mission Solutions employs approximately 220 people, including roughly 135 specialized engineers, across five U.S. facilities, with its headquarters in Austin, Texas.
About Advent
Advent is a leading global private equity investor committed to working in partnership with management teams, entrepreneurs, and founders to help transform businesses. With 16 offices across five continents, we oversee more than USD $100 billion in assets under management* and have made 448 investments across 44 countries. Since our founding in 1984, we have developed specialist market expertise across our five core sectors: business & financial services, consumer, healthcare, industrial, and technology. This approach is bolstered by our deep sub-sector knowledge, which informs every aspect of our investment strategy, from sourcing opportunities to working in partnership with management to execute value creation plans.
Advent has a long-established investment strategy in the defense sector, where it has consistently backed businesses supporting national security priorities. Since 2020, Advent has invested more than $15 billion enterprise value across the global defense sector, including investments in Cobham, Ultra Electronics, Vantor, and Attalon.
*Assets under management (AUM) as of December 31, 2025. AUM includes assets attributable to Advent advisory clients as well as employee and third-party co-investment vehicles.
Forward-Looking Statements
Certain statements contained in this release include “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Examples of forward-looking statements include statements that do not directly relate to any historical or current fact. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “could,” “should,” “forecasts,” “expects,” “intends,” “plans,” “anticipates,” “projects,” “outlook,” “believes,” “estimates,” “predicts,” “potential,” “continue,” “preliminary,” or the negative of these terms or other comparable terminology. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we can give you no assurance these expectations will prove to have been correct.
These forward-looking statements relate to future events or our future financial performance and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to differ materially from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. A number of important factors could cause actual results to differ materially from those contained in or implied by these forward-looking statements, including those factors discussed in our filings with the Securities and Exchange Commission (SEC), including our Annual Report on Form 10-K for the fiscal year ended March 31, 2026, which can be found at the SEC’s website at www.sec.gov. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by the foregoing cautionary statements. All such statements speak only as of the date made and, except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
Booz Allen Hamilton (BAH - Free Report) ended the recent trading session at $63.33, demonstrating a -4.57% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.37%. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq decreased by 1.33%.
Heading into today, shares of the defense contractor had lost 15.66% over the past month, lagging the Business Services sector's loss of 1.59% and the S&P 500's gain of 2.02%.
The upcoming earnings release of Booz Allen Hamilton will be of great interest to investors. The company's earnings report is expected on July 24, 2026. The company is predicted to post an EPS of $1.49, indicating a 0.68% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $2.8 billion, showing a 4.24% drop compared to the year-ago quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.23 per share and a revenue of $11.41 billion, representing changes of -4.3% and +1.74%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Booz Allen Hamilton. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.07% higher. Currently, Booz Allen Hamilton is carrying a Zacks Rank of #3 (Hold).
In the context of valuation, Booz Allen Hamilton is at present trading with a Forward P/E ratio of 10.65. This valuation marks a discount compared to its industry average Forward P/E of 10.91.
One should further note that BAH currently holds a PEG ratio of 3.79. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Consulting Services industry currently had an average PEG ratio of 0.86 as of yesterday's close.
The Consulting Services industry is part of the Business Services sector. Currently, this industry holds a Zacks Industry Rank of 195, positioning it in the bottom 21% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
On June 22, 2026, Booz Allen Hamilton Holding Corp BAH shares fell 4.6% to $63.33. The stock has experienced significant volatility, trading within a 52-week range of $62.59 to $120.05. This recent decline adds to a year-to-date drop of 23.8% and a steep 34.9% decrease over the past year.
GF Value™ verdict: Current price of $63.33 is 54.7% undervalued compared to GF Value™ of $139.86.GF Score™ of 71/100 indicates an above-average performance relative to peers.Most notable signal: The financial strength rank is 5/10, suggesting moderate stability. Is BAH Overvalued or Undervalued? Booz Allen Hamilton's current share price of $63.33 is significantly below the estimated GF Value™ of $139.86, indicating that the stock may be undervalued by approximately 54.7%. This margin of safety presents a potential opportunity for investors who may be looking for undervalued stocks. GF Valuation categorizes BAH as "Significantly Undervalued," which could suggest that the market has not fully recognized the intrinsic value of the company. However, prospective investors should exercise caution, as such a large discrepancy could also indicate underlying issues that may not yet be evident.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Thus, while the significant undervaluation suggests potential upside, it is essential to analyze the company's fundamentals to understand the reasons behind the current market sentiment.
How Does BAH's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)9.2x23.9x Forward P/E10.1xN/A The current P/E (TTM) of 9.2x is significantly lower than its 5-year median P/E of 23.9x, suggesting that BAH is trading at a much lower valuation compared to its historical averages. This aligns with the GF Value™ assessment, which indicates that the stock is undervalued. Such a low P/E ratio may attract value-focused investors, but it also raises questions about the company’s growth prospects and market positioning.
What Does BAH's GF Score™ Tell Us? MetricRating GF Score™71 Financial Strength5/10 Profitability9/10 Growth9/10 Valuation2/10 Momentum1/10 The GF Score™ of 71/100 reflects a solid performance, particularly in profitability and growth, where it scores 9/10, indicating strong earnings and revenue generation capabilities. However, the valuation rank of 2/10 shows that the stock is currently undervalued, and the momentum rank of 1/10 suggests recent price weakness. Overall, while BAH demonstrates strong profitability and growth metrics, the valuation and momentum scores highlight potential areas of concern for investors.
What Are Insiders Doing with BAH Stock? There have been no insider transactions in the last three months, indicating a lack of insider buying or selling activity. This absence of transactions may signal that insiders do not anticipate significant changes in stock performance or are waiting for clearer signals from the market before making moves. The lack of insider activity can sometimes be interpreted as a neutral sentiment regarding the stock's future performance.
What This Means for Investors Based on the GF Value™ assessment, Booz Allen Hamilton Holding Corp BAH appears to be undervalued at its current price of $63.33. This significant discrepancy from the GF Value™ of $139.86 suggests potential upside for the company, but investors should remain cautious and consider the broader market conditions and the company's fundamental performance before making any investment decisions.
For the complete analysis, visit the Booz Allen Hamilton Holding Corp BAH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is BAH's GF Score™?
BAH has a GF Score™ of 71/100, indicating an above-average performance relative to its peers and suggesting potential for long-term returns.
Is BAH overvalued or undervalued?
BAH is currently undervalued, with a GF Value™ of $139.86 compared to the market price of $63.33, suggesting significant upside potential.
What is BAH's P/E ratio?
BAH's current P/E (TTM) is 9.2x, which is 62% below its 5-year median P/E of 23.9x, indicating that the stock is trading at a significantly lower valuation compared to its historical levels.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BAH.CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
On June 17, 2026, Booz Allen Hamilton Holding Corp BAH shares fell 3.9%, currently priced at $71.10. Over the past year, the stock has seen a 52-week range between $68.84 and $120.05, reflecting significant volatility.
GF Value™ verdict: Current price of $71.10 versus GF Value™ of $139.80 indicates a 49.1% upside.GF Score™ of 76/100 signifies above-average performance across key metrics.Most notable signal: No insider transactions in the last 3 months suggest stable insider sentiment. Is BAH Overvalued or Undervalued? According to the GF Value™, Booz Allen Hamilton Holding Corp BAH is currently significantly undervalued, with a current price of $71.10 compared to an estimated fair value of $139.80. This represents a substantial margin of safety of 49.1%, which implies that there may be an opportunity for investors if the stock price aligns with its intrinsic value in the future. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the stock is undervalued, it is essential to approach this opportunity with caution. The significant price decline over the last year, down 28.6%, may reflect underlying issues within the company or the broader market conditions. Investors should consider these factors before making any decisions.
How Does BAH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 10.3x 23.9x Forward P/E 11.3x N/A The current P/E (TTM) of 10.3x is significantly below its 5-year median of 23.9x, indicating that the stock is trading at a much lower valuation compared to its historical trend. This P/E analysis aligns with the GF Value™ verdict, reinforcing the view that BAH is undervalued and presents a potential opportunity for investors.
What Does BAH's GF Score™ Tell Us? Metric Rating GF Score™ 76 Financial Strength 5/10 Profitability 9/10 Growth 9/10 Valuation 4/10 Momentum 1/10 The GF Score™ of 76/100 indicates that Booz Allen Hamilton Holding Corp has strong fundamentals, particularly in profitability (9/10) and growth (9/10). However, the company's financial strength is average at 5/10, and its momentum ranks the lowest at 1/10, suggesting that the stock has struggled recently in terms of price performance. The combination of these scores indicates a solid business but highlights areas where improvement is needed, especially in terms of momentum.
What Are Insiders Doing with BAH Stock? There have been no insider transactions in the last 3 months for Booz Allen Hamilton Holding Corp. This lack of activity can suggest that insiders are either confident in the company's current valuation or may be waiting for more favorable conditions before buying or selling shares. The absence of insider movement can sometimes indicate stability, but it may also reflect a lack of urgency or optimism regarding future performance.
What This Means for Investors Based on the GF Value™ analysis, Booz Allen Hamilton Holding Corp BAH is currently undervalued with a significant margin of safety. The company's strong profitability and growth rankings further support this assessment, although the weak momentum and average financial strength warrant careful consideration. Overall, BAH presents an intriguing opportunity for investors looking for value in the current market.
For the complete analysis, visit the Booz Allen Hamilton Holding Corp BAH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is BAH's GF Score™?
BAH's GF Score™ is 76/100, indicating above-average performance based on key financial metrics, suggesting strong potential for long-term returns.
Is BAH overvalued or undervalued?
BAH is currently undervalued according to the GF Value™, with a significant margin of safety of 49.1% compared to its fair value estimate.
What is BAH's P/E ratio?
BAH's P/E (TTM) ratio is 10.3x, which is significantly lower than its 5-year median of 23.9x, indicating that the stock is trading at a much cheaper valuation historically.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
In the latest close session, Booz Allen Hamilton (BAH - Free Report) was down 3.69% at $74.55. This change lagged the S&P 500's 1.65% gain on the day. On the other hand, the Dow registered a gain of 0.92%, and the technology-centric Nasdaq increased by 3.07%.
The defense contractor's stock has climbed by 6.52% in the past month, exceeding the Business Services sector's loss of 1.04% and the S&P 500's gain of 0.48%.
The investment community will be paying close attention to the earnings performance of Booz Allen Hamilton in its upcoming release. The company is slated to reveal its earnings on July 24, 2026. On that day, Booz Allen Hamilton is projected to report earnings of $1.49 per share, which would represent year-over-year growth of 0.68%. Meanwhile, the latest consensus estimate predicts the revenue to be $2.81 billion, indicating a 4% decrease compared to the same quarter of the previous year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $6.23 per share and a revenue of $11.44 billion, signifying shifts of -4.3% and +1.97%, respectively, from the last year.
Investors should also pay attention to any latest changes in analyst estimates for Booz Allen Hamilton. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.07% higher. Booz Allen Hamilton is holding a Zacks Rank of #3 (Hold) right now.
In terms of valuation, Booz Allen Hamilton is currently trading at a Forward P/E ratio of 12.42. This represents a discount compared to its industry average Forward P/E of 12.56.
One should further note that BAH currently holds a PEG ratio of 4.42. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As of the close of trade yesterday, the Consulting Services industry held an average PEG ratio of 0.96.
The Consulting Services industry is part of the Business Services sector. This industry currently has a Zacks Industry Rank of 190, which puts it in the bottom 23% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton Holding Corporation (NYSE: BAH), the parent company of advanced technology company Booz Allen Hamilton Inc., will host a conference call at 8 a.m. EDT on Friday, July 24, 2026, to discuss the financial results for the First Quarter of Fiscal 2027 (ending June 30, 2026). A press release containing the results will be issued before the call.
Participants may register for the earnings webcast at investors.boozallen.com. A replay of the webcast will also be available on the site beginning at 11 a.m. EDT on Friday, July 24, 2026, and continuing for 12 months.
About Booz Allen Hamilton
Booz Allen is an advanced technology company that builds products and solutions to accelerate outcomes for government and business. By developing our own tech and co-creating with our commercial partners, we deliver scaled mission-critical products and solutions at speed. Our work advances national priorities, strengthens critical industries, and delivers results that matter. For more information, visit www.boozallen.com. (NYSE: BAH)
MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton Holding Corporation (NYSE: BAH), the parent company of advanced technology company Booz Allen Hamilton Inc., today announced preliminary results for the fourth quarter and full fiscal year 2026.
"We enter FY27 with momentum and are well-positioned for the year ahead," said Horacio Rozanski, Booz Allen Chairman and CEO. "We’re investing in proven growth areas and building tech to create long-term value for our shareholders and our nation.”
Share Booz Allen’s press release is available at:
newsroom.boozallen.com
investors.boozallen.com
Booz Allen’s earnings presentation is available at investors.boozallen.com.
Booz Allen will host a conference call at 8 a.m. EDT on Friday, May 22, 2026, to discuss its financial results. Analysts and institutional investors may participate by registering online at investors.boozallen.com. Participants are requested to register a minimum of 15 minutes before the start of the call.
The conference call will be webcast simultaneously to the public through a link at investors.boozallen.com. A replay of the conference call will also be available on the site beginning at 11 a.m. EDT on Friday, May 22, 2026, and continuing for 12 months.
About Booz Allen Hamilton
Booz Allen is an advanced technology company delivering outcomes with speed for America’s most critical defense, civil, and national security priorities. We build technology solutions using AI, cyber, and other cutting-edge technologies to advance and protect the nation and its citizens. By focusing on outcomes, we enable our people, clients, and their missions to succeed—accelerating the nation to realize our purpose: Empower People to Change the World®.
With global headquarters in McLean, Virginia, our company employs approximately 31,500 people globally as of March 31, 2026, and had revenue of $11.2 billion for the 12 months ended March 31, 2026. To learn more, visit www.boozallen.com. (NYSE: BAH)
Booz Allen Hamilton (BAH - Free Report) came out with quarterly earnings of $1.78 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.61 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +35.02%. A quarter ago, it was expected that this defense contractor would post earnings of $1.26 per share when it actually produced earnings of $1.77, delivering a surprise of +40.48%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Booz Allen, which belongs to the Zacks Consulting Services industry, posted revenues of $2.78 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 3.43%. This compares to year-ago revenues of $2.97 billion. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Booz Allen shares have lost about 9.5% since the beginning of the year versus the S&P 500's gain of 8.8%.
What's Next for Booz Allen?While Booz Allen has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Booz Allen was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.45 on $2.83 billion in revenues for the coming quarter and $6.17 on $11.59 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consulting Services is currently in the bottom 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the broader Zacks Business Services sector, Korn/Ferry (KFY - Free Report) , has yet to report results for the quarter ended April 2026.
This staffing company is expected to post quarterly earnings of $1.37 per share in its upcoming report, which represents a year-over-year change of +3.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Korn/Ferry's revenues are expected to be $739 million, up 3.8% from the year-ago quarter.
The Pentagon's AI Pivot Supercharges Defense StocksBooz Allen Hamilton NYSE: BAH executives said the government technology contractor exited what Chief Executive Horacio Rozanski called its “most challenging year” as a public company with stronger profitability than expected, even as revenue declined because of weakness in its civil business.
On the company’s fiscal fourth-quarter 2026 earnings call, Rozanski said Booz Allen faced “unprecedented headwinds” in civil work and significant changes across its markets, but responded through cost discipline, contract execution and continued investment in cyber, defense technology and artificial intelligence. He said the company is entering fiscal 2027 with “both momentum and focus,” while acknowledging continued uncertainty as federal customers adjust procurement approaches.
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Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?“Despite declining revenue, profitability exceeded our revised expectations,” Rozanski said. “What’s particularly notable is that we delivered this bottom-line performance while continuing to invest for future growth.”
Revenue Declines, But Profitability Tops Expectations Chief Financial Officer Troy Lahr, who joined Booz Allen earlier this month, said fiscal 2026 gross revenue was $11.2 billion, with the year-over-year decline driven by the company’s civil business. Adjusted EBITDA was $1.2 billion, with an adjusted margin of 11%, and adjusted diluted earnings per share were $6.51. Free cash flow totaled $951 million.
Booz Allen Hamilton Earnings: 3 Bullish Signals for BAH StockFor the fourth quarter, revenue declined 6.4% year over year to $2.8 billion. Revenue excluding billable expenses fell approximately 7% from the prior-year period. Lahr said the national security portfolio grew 1.6% year over year in the quarter, supported by demand for intelligence work and partially offset by lower billable expenses for defense customers. Civil revenue declined 23% year over year, which he attributed to the roll-off of the PTEMS contract and reductions on other contracts.
Adjusted EBITDA in the quarter was $309 million, with an adjusted EBITDA margin of 11.1%, up 50 basis points from a year earlier. Adjusted diluted EPS rose roughly 11% year over year to $1.78. Lahr said the increase reflected stronger profitability, a lower tax rate, a reduced share count and $12 million of pre-tax unrealized gains tied to Booz Allen’s ventures portfolio.
Net bookings in the quarter were $2.5 billion, producing a quarterly book-to-bill ratio of 0.9 times and a trailing 12-month book-to-bill ratio of 1.1 times. Backlog ended the fiscal year at $38 billion, up about 3% year over year. Funded backlog increased sequentially to $4.3 billion.
Fiscal 2027 Guidance Calls for Uneven Recovery For fiscal 2027, Booz Allen guided for revenue of $11.2 billion to $11.7 billion. Lahr said recent divestitures and acquisitions are expected to roughly offset each other. The company expects its national security portfolio to grow in the mid-single digits, while civil revenue is projected to decline in the high single digits as the business works through difficult comparisons, particularly in the first half of the year.
Lahr said the first quarter is expected to be the “low point for growth,” with sequential improvement through the year. Adjusted EBITDA is expected to range from $1.24 billion to $1.29 billion, implying an adjusted EBITDA margin of about 11%. Adjusted EPS is expected to be between $6.00 and $6.35. Free cash flow is forecast at $825 million to $925 million, including estimated fiscal 2027 expenditures for the company’s new Reston headquarters. The guidance excludes a previously disclosed $170 million IRS refund, which Lahr said is now expected in fiscal 2028.
During the question-and-answer portion, Lahr said the guidance reflects what Booz Allen sees in the market today and does not assume “edge cases.” Rozanski added that the company is operating in a fluid environment, including potential budget uncertainty tied to an election year.
Civil Business Remains Under Pressure President and Chief Operating Officer Kristine Martin Anderson said Booz Allen’s civil and national security markets remain “bifurcated,” with different near-term dynamics. Civil demand remains below historical levels, but she said the company is seeing acceleration, including a fourth-quarter civil book-to-bill of 1.2 times led by the health business.
Martin Anderson said the volume of civil awards is high, but many recompetes are coming with shorter periods of performance and smaller scopes. She said this means it will take time for improved demand to translate into growth. The business also faces difficult comparisons tied to last year’s contract cuts and reductions in work at Treasury.
In response to an analyst question, Martin Anderson said the company is seeing headwinds from prior-year contract reductions, Treasury-related reductions, smaller recompetes, fewer new starts because of last year’s weak award environment and budget challenges at the Department of Homeland Security. She also cited tailwinds including recent wins, an expanding customer base, a larger pipeline and strong recompete win rates.
Rozanski said Booz Allen is in “close contact” with customers and has had productive conversations following reputational issues raised by an analyst. “We are letting our work speak for itself,” he said, adding that even at Treasury the company is looking for opportunities to “turn the page.”
National Security, Cyber and Defense Tech Drive Optimism Executives repeatedly pointed to national security, cyber and defense technology as the main growth drivers for fiscal 2027 and beyond. Martin Anderson said Booz Allen won $1.7 billion of national security work in the fourth quarter and is well positioned against priorities including cyber and defense tech.
She highlighted increasing demand for AI-enabled cyber solutions, saying Booz Allen supports important cyber missions in national security, defends federal agencies from cyberattacks, serves Fortune 500 companies across all 16 critical infrastructure areas and responds to more than 1,000 cyber incidents a year.
Rozanski said cyber demand is expected to accelerate across national security, civil and commercial markets. He said offensive cyber tools are becoming agentic faster than defensive tools, creating a need for Booz Allen’s cyber offerings, including its Vellox suite. The company is accelerating the release schedule for multiple Vellox products because “the demand is now,” he said.
Martin Anderson also cited Booz Allen’s award of an other transaction authority contract on Golden Dome for America’s Space-Based Interceptor program and the fourth-quarter award of Breakthrough Engineering and Advanced Technology Solutions, or BEATS, a $937 million single-award engineering and technology contract supporting Army modernization priorities.
Procurement Shift and Capital Deployment Rozanski said Booz Allen is preparing for a market in which federal customers buy differently, with more emphasis on speed, commercial solutions and accountability for outcomes. He said the company drove a nearly 90% increase in OTA proposal submissions and about a 50% increase in OTA awards from the prior year.
He said Booz Allen expects productivity gains over time from delayering, “agentifying” its business, moving toward outcome-based and fixed-price work, and monetizing intellectual property. He said those trends should eventually cause revenue growth to outpace headcount growth, and profit growth to outpace revenue growth.
Lahr said Booz Allen deployed $366 million of capital in the fourth quarter, including $219 million in strategic investments through Booz Allen Ventures and venture partnerships, and $147 million in dividends and share repurchases. The company ended the quarter with $728 million in cash, total liquidity of $2.2 billion and a net leverage ratio of 2.6 times trailing 12-month adjusted EBITDA.
Rozanski closed the call by saying Booz Allen is focused on returning to growth while investing in cyber, defense technology, AI, quantum, 6G and related areas. “We’re moving faster, we’re investing with focus, and we’re building the technologies that make America safer and stronger,” he said.
About Booz Allen Hamilton NYSE: BAHBooz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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For the quarter ended March 2026, Booz Allen Hamilton (BAH - Free Report) reported revenue of $2.78 billion, down 6.4% over the same period last year. EPS came in at $1.78, compared to $1.61 in the year-ago quarter.
The reported revenue represents a surprise of -3.43% over the Zacks Consensus Estimate of $2.88 billion. With the consensus EPS estimate being $1.32, the EPS surprise was +35.02%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Booz Allen performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Backlog: $38.19 billion versus the two-analyst average estimate of $40.04 billion.Revenue by Customer Type- U.S. Government- Defense Customers: $1.52 billion versus $1.6 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.Revenue by Customer Type- U.S. Government- Civil Customers: $766 million versus $808.09 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -22.6% change.Revenue by Customer Type- U.S. Government- Intelligence Customers: $499 million versus $477.66 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9% change.View all Key Company Metrics for Booz Allen here>>>
Shares of Booz Allen have returned -3.4% over the past month versus the Zacks S&P 500 composite's +5.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
