Booz Allen Hamilton Holding Corporation $BAH Shares Sold by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. lowered its stake in Booz Allen Hamilton Holding Corporation (NYSE:BAH) by 61.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 4,103 shares of the business services provider’s stock after selling 6,649 shares during the period. YHB Investment Advisors Inc.’s holdings in Booz Allen Hamilton were worth $346,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Ellsworth Advisors LLC bought a new stake in Booz Allen Hamilton in the fourth quarter valued at about $2,320,000. Nisa Investment Advisors LLC lifted its holdings in Booz Allen Hamilton by 7,180.0% during the 4th quarter. Nisa Investment Advisors LLC now owns 1,456 shares of the business services provider’s stock worth $123,000 after buying an additional 1,436 shares during the last quarter. Fifth Third Wealth Advisors LLC acquired a new position in shares of Booz Allen Hamilton in the 4th quarter worth approximately $305,000. Allspring Global Investments Holdings LLC grew its position in shares of Booz Allen Hamilton by 8.5% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 2,545,572 shares of the business services provider’s stock worth $216,094,000 after acquiring an additional 199,590 shares in the last quarter. Finally, Vaughan Nelson Investment Management L.P. bought a new stake in shares of Booz Allen Hamilton in the 4th quarter valued at approximately $45,327,000. Institutional investors and hedge funds own 91.82% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on BAH. Wells Fargo & Company initiated coverage on Booz Allen Hamilton in a research report on Wednesday. They set an “equal weight” rating and a $85.00 price target on the stock. Stifel Nicolaus boosted their target price on shares of Booz Allen Hamilton from $106.00 to $115.00 and gave the company a “hold” rating in a research note on Monday, January 26th. Weiss Ratings cut shares of Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 23rd. Jefferies Financial Group reduced their price target on shares of Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating on the stock in a research report on Thursday, December 18th. Finally, UBS Group reaffirmed a “neutral” rating and issued a $97.00 price target on shares of Booz Allen Hamilton in a report on Tuesday, January 27th. One analyst has rated the stock with a Buy rating, ten have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Reduce” and a consensus target price of $95.25.

Trending Headlines about Booz Allen Hamilton

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

• Positive Sentiment: Analyst/investor bullish view — A recent Seeking Alpha piece argues current weakness is “momentary” and highlights the firm’s long-term fundamentals tied to government contracts and AI/cyber momentum. Booz Allen Hamilton: Undeterred By What I See As Momentary Weakness
• Positive Sentiment: Earnings and guidance support — BAH topped EPS estimates and provided FY2026 guidance, which investors view as evidence of underlying profitability and cash flow that justify the stock move (supports dividend capacity and valuation recovery).
• Neutral Sentiment: Wells Fargo coverage initiation — Wells Fargo initiated coverage with an “equal weight” / $85 price target, signaling neutral near-term expectations but offering analyst attention and a modest upside framework. Wells Fargo initiates coverage of Booz Allen Hamilton Holding (BAH) with equal-weight recommendation
• Neutral Sentiment: Wells Fargo/WF note reiteration — Coverage also appeared via market outlets citing an “equal weight” / $85 target; this is neither a clear buy nor sell signal but adds to mixed analyst positioning. Zacks.com
• Neutral Sentiment: Analyst commentary on stability and risks — A Zacks note emphasizes BAH’s government backlog and AI/cyber initiatives as stabilizers while flagging rising costs and competitive bidding as ongoing risks. BAH’s Government Contracts and Innovation Support Stability
• Neutral Sentiment: Sector/dividend context — A Benzinga roundup mentioned dividend-focused screening that included industrials; not BAH-specific guidance but relevant for income investors considering the stock’s yield profile. Wall Street’s Most Accurate Analysts Spotlight On 3 Industrials Stocks Delivering High-Dividend Yields
• Negative Sentiment: Price-target cut at Citigroup — Citigroup lowered its BAH price target from $109 to $87 and moved to “neutral,” reducing upside expectations and creating near-term selling pressure. Benzinga
• Negative Sentiment: Narrative shift on valuation/cyber exposure — A Yahoo Finance piece discusses a valuation reset and changing investor views on Booz Allen’s cyber exposure, signaling skepticism that could cap rerating absent clearer revenue recovery. How The Booz Allen Hamilton (BAH) Narrative Is Shifting On Cyber Exposure And Valuation Reset

Booz Allen Hamilton Trading Up 3.4%

Shares of NYSE:BAH opened at $83.06 on Friday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 3.76. The company’s 50-day moving average price is $81.44 and its 200 day moving average price is $87.94. The company has a market cap of $10.02 billion, a PE ratio of 12.34, a P/E/G ratio of 4.61 and a beta of 0.35. Booz Allen Hamilton Holding Corporation has a fifty-two week low of $73.93 and a fifty-two week high of $130.91.

Booz Allen Hamilton (NYSE:BAH) last posted its earnings results on Friday, January 23rd. The business services provider reported $1.77 EPS for the quarter, topping the consensus estimate of $1.26 by $0.51. The firm had revenue of $2.62 billion during the quarter, compared to analysts’ expectations of $2.74 billion. Booz Allen Hamilton had a net margin of 7.35% and a return on equity of 76.79%. Booz Allen Hamilton’s quarterly revenue was down 10.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.55 EPS. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. Sell-side analysts anticipate that Booz Allen Hamilton Holding Corporation will post 6.44 earnings per share for the current year.

Booz Allen Hamilton Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Friday, February 13th were given a $0.59 dividend. The ex-dividend date was Friday, February 13th. This represents a $2.36 annualized dividend and a yield of 2.8%. This is an increase from Booz Allen Hamilton’s previous quarterly dividend of $0.55. Booz Allen Hamilton’s payout ratio is 35.07%.

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.