Booz Allen Hamilton Holding Corporation $BAH Shares Purchased by Strs Ohio

Strs Ohio lifted its holdings in Booz Allen Hamilton Holding Corporation (NYSE:BAH) by 13.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 82,906 shares of the business services provider’s stock after purchasing an additional 9,921 shares during the quarter. Strs Ohio’s holdings in Booz Allen Hamilton were worth $8,286,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in Booz Allen Hamilton by 0.5% in the second quarter. Vanguard Group Inc. now owns 13,137,237 shares of the business services provider’s stock valued at $1,367,980,000 after purchasing an additional 65,496 shares during the period. AQR Capital Management LLC lifted its position in shares of Booz Allen Hamilton by 58.2% during the 2nd quarter. AQR Capital Management LLC now owns 2,565,792 shares of the business services provider’s stock valued at $264,251,000 after buying an additional 943,660 shares in the last quarter. Geode Capital Management LLC grew its stake in Booz Allen Hamilton by 1.6% in the 2nd quarter. Geode Capital Management LLC now owns 2,417,306 shares of the business services provider’s stock valued at $251,000,000 after acquiring an additional 37,519 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in Booz Allen Hamilton by 49.7% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,345,982 shares of the business services provider’s stock worth $240,698,000 after acquiring an additional 779,156 shares in the last quarter. Finally, Bank of America Corp DE raised its position in Booz Allen Hamilton by 14.7% during the second quarter. Bank of America Corp DE now owns 2,297,416 shares of the business services provider’s stock worth $239,230,000 after acquiring an additional 293,603 shares during the period. Hedge funds and other institutional investors own 91.82% of the company’s stock.

Insider Transactions at Booz Allen Hamilton

In related news, CEO Horacio Rozanski bought 23,800 shares of the business’s stock in a transaction on Thursday, October 30th. The stock was acquired 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 directly owned 687,745 shares of the company’s stock, valued at $58,224,491.70. The trade was a 3.58% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.91% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms have issued reports on BAH. JPMorgan Chase & Co. decreased their price objective on shares of Booz Allen Hamilton from $122.00 to $90.00 and set an “underweight” rating on the stock in a report on Monday, October 27th. The Goldman Sachs Group reduced their price target on shares of Booz Allen Hamilton from $93.00 to $80.00 and set a “sell” rating for the company in a research report on Monday, October 27th. Citigroup lifted their price objective on Booz Allen Hamilton from $93.00 to $109.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Jefferies Financial Group cut their price objective on Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating for the company in a research note on Thursday, December 18th. Finally, Weiss Ratings downgraded Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, Booz Allen Hamilton presently has a consensus rating of “Hold” and an average price target of $110.08.

Key Booz Allen Hamilton News

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)

Booz Allen Hamilton Stock Up 6.8%

Shares of NYSE BAH opened at $102.25 on Monday. The stock has a market cap of $12.40 billion, a PE ratio of 15.19, a P/E/G ratio of 1.80 and a beta of 0.34. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 3.89. Booz Allen Hamilton Holding Corporation has a 12-month low of $79.23 and a 12-month high of $137.68. The company has a 50-day moving average of $88.30 and a 200 day moving average of $97.14.

Booz Allen Hamilton (NYSE:BAH) last issued its earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share for the quarter, topping the consensus estimate of $1.26 by $0.51. Booz Allen Hamilton had a return on equity of 76.86% and a net margin of 7.35%.The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $2.74 billion. During the same period in the previous year, the firm posted $1.55 EPS. The business’s revenue for the quarter was down 10.2% compared to the same quarter last year. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. As a group, sell-side analysts predict that Booz Allen Hamilton Holding Corporation will post 6.44 EPS for the current fiscal year.

Booz Allen Hamilton 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.