Booz Allen Hamilton Holding Corporation $BAH Holdings Decreased by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. lessened its stake in Booz Allen Hamilton Holding Corporation (NYSE:BAH) by 61.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,103 shares of the business services provider’s stock after selling 6,649 shares during the quarter. YHB Investment Advisors Inc.’s holdings in Booz Allen Hamilton were worth $346,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Booz Allen Hamilton by 22.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,167 shares of the business services provider’s stock worth $2,737,000 after buying an additional 4,870 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Booz Allen Hamilton by 365.0% in the first quarter. NewEdge Advisors LLC now owns 11,750 shares of the business services provider’s stock valued at $1,229,000 after acquiring an additional 9,223 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Booz Allen Hamilton by 53.7% during 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 during the period. Arrowstreet Capital Limited Partnership raised its holdings in Booz Allen Hamilton by 227.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 698,930 shares of the business services provider’s stock worth $72,780,000 after purchasing an additional 485,425 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in Booz Allen Hamilton by 132.7% during the second quarter. EverSource Wealth Advisors LLC now owns 1,429 shares of the business services provider’s stock worth $149,000 after purchasing an additional 815 shares in the last quarter. Institutional investors and hedge funds own 91.82% of the company’s stock.

Booz Allen Hamilton News Roundup

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

Wall Street Analysts Forecast Growth

BAH has been the subject of a number of research reports. DA Davidson set a $81.00 price target on Booz Allen Hamilton in a research note on Tuesday, January 27th. UBS Group reiterated a “neutral” rating and set a $97.00 price target on shares of Booz Allen Hamilton in a research report on Tuesday, January 27th. 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 report on Thursday, December 18th. Weiss Ratings cut Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 23rd. Finally, William Blair reaffirmed an “outperform” rating on shares of Booz Allen Hamilton in a report on Tuesday, March 3rd. One research analyst has rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, Booz Allen Hamilton presently has a consensus rating of “Reduce” and an average price target of $95.25.

Booz Allen Hamilton Trading Up 3.4%

Shares of BAH opened at $83.06 on Friday. The business’s 50-day moving average price is $81.44 and its 200 day moving average price is $87.94. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 3.76. The stock has a market capitalization of $10.02 billion, a P/E 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 1-year low of $73.93 and a 1-year high of $130.91.

Booz Allen Hamilton (NYSE:BAH) last announced 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 company 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%. The business’s revenue for the quarter was down 10.2% on a year-over-year basis. During the same period last year, the company posted $1.55 earnings per share. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. Analysts expect that Booz Allen Hamilton Holding Corporation will post 6.44 earnings per share for the current year.

Booz Allen Hamilton Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Friday, February 13th were paid a $0.59 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $2.36 dividend on an annualized basis and a yield of 2.8%. This is a positive change from Booz Allen Hamilton’s previous quarterly dividend of $0.55. Booz Allen Hamilton’s dividend payout ratio (DPR) 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.