Booz Allen Hamilton (NYSE:BAH) Releases 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.

Booz Allen Hamilton Stock Up 6.8%

Shares of BAH opened at $102.25 on Friday. 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 stock has a market capitalization of $12.40 billion, a price-to-earnings ratio of 15.19, a price-to-earnings-growth ratio of 1.80 and a beta of 0.34. Booz Allen Hamilton has a 1 year low of $79.23 and a 1 year high of $137.68. The business’s 50 day simple moving average is $88.30 and its 200-day simple moving average is $97.21.

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, topping the consensus estimate of $1.26 by $0.51. Booz Allen Hamilton had a net margin of 7.06% and a return on equity of 71.87%. The company had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $2.74 billion. During the same quarter in the previous year, the business posted $1.55 earnings per share. Booz Allen Hamilton’s quarterly revenue was down 10.2% on a year-over-year basis. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. As a group, equities analysts expect that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

BAH has been the subject of a number of analyst reports. UBS Group lowered their price target on shares of 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 lowered Booz Allen Hamilton from a “buy” rating to a “hold” rating in a research note on Friday, October 17th. Zacks Research raised Booz Allen Hamilton from a “strong sell” rating to a “hold” rating in a research report on Friday, November 28th. Jefferies Financial Group lowered their price target on Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating for the company in a research report on Thursday, December 18th. Finally, Bank of America lowered shares of Booz Allen Hamilton from a “buy” rating to an “underperform” rating and set a $90.00 price objective for the company. in a research note on Friday, October 24th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Booz Allen Hamilton has an average rating of “Hold” and an average price target of $110.08.

Insider Buying and Selling

In other Booz Allen Hamilton news, CEO Horacio Rozanski bought 23,800 shares of Booz Allen Hamilton stock in a transaction on Thursday, October 30th. The shares were acquired at an average price of $84.66 per share, for a total transaction of $2,014,908.00. Following the completion of the purchase, the chief executive officer directly 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 filing with the Securities & Exchange Commission, which is available at this link. 0.91% of the stock is owned by company insiders.

More 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)

Institutional Investors Weigh In On Booz Allen Hamilton

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Sivia Capital Partners LLC raised its holdings in shares of Booz Allen Hamilton by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 4,460 shares of the business services provider’s stock valued at $464,000 after acquiring an additional 1,559 shares in the last quarter. NewEdge Advisors LLC increased 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. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Booz Allen Hamilton by 22.9% in the 1st 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 purchasing an additional 4,870 shares in the last quarter. Ieq Capital LLC lifted its position in shares of Booz Allen Hamilton by 35.8% in the 2nd quarter. Ieq Capital LLC now owns 97,671 shares of the business services provider’s stock worth $10,171,000 after purchasing an additional 25,773 shares during the period. Finally, Main Street Financial Solutions LLC bought a new position in shares of Booz Allen Hamilton during the second quarter valued at approximately $397,000. Institutional investors 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.