Booz Allen Hamilton (NYSE:BAH) Shares Gap Up After Earnings Beat

Booz Allen Hamilton Holding Corporation (NYSE:BAH)’s stock price gapped up before the market opened on Friday following a better than expected earnings announcement. The stock had previously closed at $95.76, but opened at $106.10. Booz Allen Hamilton shares last traded at $102.6910, with a volume of 820,482 shares traded.

The business services provider reported $1.77 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.52. The company had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $2.74 billion. Booz Allen Hamilton had a return on equity of 71.87% and a net margin of 7.06%.Booz Allen Hamilton’s revenue was down 10.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.55 EPS.

Key Headlines Impacting Booz Allen Hamilton

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

• Positive Sentiment: Q3 EPS beat — Booz Allen reported $1.77 EPS vs. Street estimates near $1.25–$1.27, a clear upside that drove the initial rally. Booz Allen Stock Surges Back From DOGE Doldrums on Earnings Beat
• Positive Sentiment: Company raised profit outlook — Management said cost-cutting actions are beginning to boost margins and raised the FY profit outlook, supporting forward expectations for earnings improvement. Booz Allen Boosts Profit Outlook as Cost Cuts Take Hold
• Positive Sentiment: Liquidity and insider buying — Quarterly results showed stronger cash generation and higher cash balances, and CEO Horacio Rozanski made an insider purchase, which can be read as management confidence. Booz Allen Hamilton (BAH) Releases Q3 2026 Earnings: Revenue Miss, EPS Beats and Liquidity Improves
• Neutral Sentiment: Official earnings release and materials — Company filed preliminary results and provided slides/press release for the quarter; useful for modeling but nothing new beyond the beat/miss details. Booz Allen Hamilton Announces Third Quarter Fiscal Year 2026 Results
• Negative Sentiment: Revenue miss and YoY decline — Revenue fell to roughly $2.6B (down ~10% YoY) and missed consensus (around $2.7–2.78B); top-line weakness and compressed operating profit margin temper the EPS beat. Booz Allen Hamilton (BAH) Releases Q3 2026 Earnings: Revenue Miss, EPS Beats and Liquidity Improves
• Negative Sentiment: Analyst skepticism remains — The consensus analyst stance is essentially “hold” with several recent sell/underweight calls and a median price target near $95, which may limit upside despite the beat. Booz Allen Hamilton Holding Corporation (NYSE:BAH) Receives Average Recommendation of “Hold” from Analysts

Analyst Ratings Changes

Several research firms recently weighed in on BAH. Citigroup raised 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. TD Cowen lowered Booz Allen Hamilton from a “buy” rating to a “hold” rating in a research note on Friday, October 17th. Truist Financial set a $90.00 price target on Booz Allen Hamilton in a report on Friday, October 24th. Zacks Research upgraded shares of Booz Allen Hamilton from a “strong sell” rating to a “hold” rating in a research report on Friday, November 28th. Finally, Weiss Ratings cut shares of Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $109.46.

Insider Activity

In related news, CEO Horacio Rozanski purchased 23,800 shares of the firm’s stock in a transaction on Thursday, October 30th. The stock was purchased at an average cost of $84.66 per share, with a total value of $2,014,908.00. Following the completion of the purchase, the chief executive officer owned 687,745 shares in the company, valued at approximately $58,224,491.70. This trade represents a 3.58% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.91% of the stock is owned by insiders.

Institutional Investors Weigh In On Booz Allen Hamilton

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Rakuten Securities Inc. grew its stake 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. West Branch Capital LLC boosted its holdings in shares of Booz Allen Hamilton by 58.3% during the 3rd quarter. West Branch Capital LLC now owns 285 shares of the business services provider’s stock valued at $28,000 after buying an additional 105 shares in the last quarter. Cornerstone Planning Group LLC grew its position in shares of Booz Allen Hamilton by 244.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 289 shares of the business services provider’s stock worth $29,000 after buying an additional 205 shares during the period. Fulcrum Asset Management LLP bought a new position in shares of Booz Allen Hamilton in the 3rd quarter worth about $32,000. Finally, Aventura Private Wealth LLC purchased a new position in Booz Allen Hamilton during the 4th quarter valued at about $27,000. 91.82% of the stock is currently owned by institutional investors.

Booz Allen Hamilton Price Performance

The firm has a market cap of $12.53 billion, a P/E ratio of 15.76, a price-to-earnings-growth ratio of 1.68 and a beta of 0.34. The company has a debt-to-equity ratio of 3.89, a current ratio of 1.76 and a quick ratio of 1.76. The firm’s 50 day moving average is $87.92 and its 200 day moving average is $97.34.

About Booz Allen Hamilton

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.