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

Booz Allen Hamilton (NYSE:BAH) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 5.950-6.150 for the period, compared to the consensus 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.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Bank of America lowered shares of Booz Allen Hamilton from a “buy” rating to an “underperform” rating and set a $90.00 price target on the stock. in a research report on Friday, October 24th. Stifel Nicolaus set a $106.00 price target on Booz Allen Hamilton in a research note on Friday, October 24th. UBS Group reduced their price objective on shares of Booz Allen Hamilton from $115.00 to $93.00 and set a “neutral” rating on the stock in a report on Monday, October 27th. Weiss Ratings lowered shares of Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 12th. Finally, 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 note on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Booz Allen Hamilton has a consensus rating of “Hold” and a consensus price target of $110.08.

Booz Allen Hamilton Stock Up 6.8%

Shares of Booz Allen Hamilton stock traded up $6.49 during trading on Friday, hitting $102.25. 6,128,526 shares of the stock were exchanged, compared to its average volume of 2,235,662. The stock has a market cap of $12.40 billion, a price-to-earnings ratio of 15.61, a price-to-earnings-growth ratio of 1.68 and a beta of 0.34. The firm’s 50-day moving average price is $87.92 and its 200 day moving average price is $97.34. The company has a debt-to-equity ratio of 3.89, a current ratio of 1.76 and a quick ratio of 1.76. Booz Allen Hamilton has a 12-month low of $79.23 and a 12-month high of $137.68.

Booz Allen Hamilton (NYSE:BAH) last announced its quarterly earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share for the quarter, beating analysts’ consensus estimates of $1.26 by $0.51. The firm 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%. Booz Allen Hamilton’s quarterly revenue was down 10.2% compared to the same quarter last year. During the same period in the previous year, the company earned $1.55 earnings per share. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. As a group, analysts forecast that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Booz Allen Hamilton news, CEO Horacio Rozanski purchased 23,800 shares of the firm’s stock in a transaction on Thursday, October 30th. The shares were purchased at an average cost of $84.66 per share, with a total value of $2,014,908.00. Following the purchase, the chief executive officer owned 687,745 shares in the company, valued at approximately $58,224,491.70. This represents a 3.58% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Insiders own 0.91% of the company’s stock.

Key Stories 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)

Institutional Trading of Booz Allen Hamilton

Several large investors have recently bought and sold shares of BAH. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake 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 valued at $2,737,000 after acquiring an additional 4,870 shares during the period. NewEdge Advisors LLC boosted its position in Booz Allen Hamilton by 365.0% during the 1st 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 period. Sivia Capital Partners LLC grew its stake in Booz Allen Hamilton by 53.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,460 shares of the business services provider’s stock worth $464,000 after buying an additional 1,559 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in Booz Allen Hamilton by 132.7% in the second quarter. EverSource Wealth Advisors LLC now owns 1,429 shares of the business services provider’s stock worth $149,000 after buying an additional 815 shares during the period. Finally, Cresset Asset Management LLC lifted its stake in Booz Allen Hamilton by 6.2% in the second quarter. Cresset Asset Management LLC now owns 3,257 shares of the business services provider’s stock valued at $339,000 after buying an additional 191 shares during 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.