Booz Allen Hamilton (NYSE:BAH) Issues FY 2026 Earnings Guidance

Booz Allen Hamilton (NYSE:BAH) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 5.950-6.150 for the period, compared to the consensus EPS estimate of 5.620. The company issued revenue guidance of $11.3 billion-$11.4 billion, compared to the consensus revenue estimate of $11.4 billion.

Analyst Ratings Changes

BAH has been the topic of a number of research reports. Jefferies Financial Group cut their price target on Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating for the company in a report on Thursday, December 18th. UBS Group dropped their target price on Booz Allen Hamilton from $115.00 to $93.00 and set a “neutral” rating for the company in a report on Monday, October 27th. TD Cowen downgraded shares of Booz Allen Hamilton from a “buy” rating to a “hold” rating in a report on Friday, October 17th. JPMorgan Chase & Co. reduced their price target on Booz Allen Hamilton from $122.00 to $90.00 and set an “underweight” rating on the stock in a report on Monday, October 27th. Finally, Citigroup boosted their price objective on Booz Allen Hamilton from $93.00 to $109.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, Booz Allen Hamilton currently has a consensus rating of “Hold” and an average price target of $110.08.

Booz Allen Hamilton Stock Up 6.8%

Shares of BAH stock traded up $6.49 during trading hours on Friday, reaching $102.25. 6,128,526 shares of the company’s stock were exchanged, compared to its average volume of 2,235,662. Booz Allen Hamilton has a fifty-two week low of $79.23 and a fifty-two week high of $137.68. The stock’s 50 day moving average is $87.92 and its 200-day moving average is $97.34. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 3.89. The company has a market cap of $12.40 billion, a price-to-earnings ratio of 15.61, a P/E/G ratio of 1.68 and a beta of 0.34.

Booz Allen Hamilton (NYSE:BAH) last posted its quarterly earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.26 by $0.51. The business had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $2.74 billion. Booz Allen Hamilton had a net margin of 7.06% and a return on equity of 71.87%. The business’s quarterly revenue was down 10.2% on a year-over-year basis. During the same quarter last year, the company posted $1.55 earnings per share. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. Analysts predict that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Insider Activity at Booz Allen Hamilton

In other Booz Allen Hamilton news, CEO Horacio Rozanski bought 23,800 shares of the firm’s stock in a transaction that occurred on Thursday, October 30th. The stock was bought at an average cost of $84.66 per share, for a total transaction of $2,014,908.00. Following the completion of the transaction, the chief executive officer directly owned 687,745 shares of the company’s stock, valued at approximately $58,224,491.70. This trade represents a 3.58% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.91% of the stock is owned by company insiders.

Key Headlines Impacting Booz Allen Hamilton

Here are the key news stories impacting Booz Allen Hamilton this week:

• Positive Sentiment: EPS beat and stronger-than-expected profitability. BAH reported adjusted EPS above consensus ($1.77 vs. ~ $1.26 consensus), which reassured investors on near-term earnings power. Q3 EPS Beat (Zacks)
• Positive Sentiment: Raised fiscal‑2026 profitability outlook driven by cost cuts. Management said cost-saving actions are taking hold and raised the profit outlook, supporting the rally despite soft revenue. Raised 2026 Profitability Outlook (Seeking Alpha)
• Positive Sentiment: Improved cash/liquidity and operational discipline. Company disclosures and reports show material improvement in operating cash and cash on hand, which lowers execution risk while margins compress. Liquidity Improves (QuiverQuant)
• Neutral Sentiment: Earnings call transcript / investor materials released — useful for parsing forward guidance and segment details, but no headline surprises beyond the outlook. Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Insider buy noted (CEO purchase cited in filings), which can signal management confidence but is a single data point. Insider Purchase (QuiverQuant)
• Negative Sentiment: Revenue missed estimates and remains down year‑over‑year (revenue ~ $2.6B vs. street ~$2.7–2.8B; ~10% YoY decline), highlighting ongoing demand pressure in government consulting. Revenue Miss & YoY Decline (Barron’s)
• Negative Sentiment: Analyst sentiment remains mixed to cautious (median price targets below current highs; several recent sell/underweight ratings), which could cap upside absent sustained revenue recovery. Analyst Ratings (DefenseWorld/Marketbeat)

Hedge Funds Weigh In On Booz Allen Hamilton

A number of large investors have recently bought and sold shares of BAH. Johnson Financial Group Inc. increased its position in Booz Allen Hamilton by 26.1% during the third quarter. Johnson Financial Group Inc. now owns 600 shares of the business services provider’s stock worth $60,000 after buying an additional 124 shares during the last quarter. Cresset Asset Management LLC boosted its stake in shares of Booz Allen Hamilton by 6.2% during the 2nd quarter. Cresset Asset Management LLC now owns 3,257 shares of the business services provider’s stock worth $339,000 after acquiring an additional 191 shares in the last quarter. Rakuten Securities Inc. increased 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 valued at $26,000 after acquiring an additional 199 shares during the last quarter. Fulcrum Asset Management LLP acquired a new position in shares of Booz Allen Hamilton during the 3rd quarter valued at about $32,000. Finally, Larson Financial Group LLC raised its stake in shares of Booz Allen Hamilton by 365.6% in the 3rd quarter. Larson Financial Group LLC now owns 433 shares of the business services provider’s stock valued at $43,000 after acquiring an additional 340 shares in the last quarter. Institutional investors and hedge funds own 91.82% of the company’s stock.

Booz Allen Hamilton Company Profile

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.