Booz Allen Hamilton (NYSE:BAH) Shares Gap Up After Better-Than-Expected Earnings

Shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH) gapped up prior to trading on Friday after the company announced better than expected quarterly earnings. 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 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.51. Booz Allen Hamilton had a return on equity of 71.87% and a net margin of 7.06%.The company had revenue of $1.85 billion for the quarter, compared to analyst estimates of $2.74 billion. During the same period in the previous year, the company posted $1.55 EPS. The firm’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.

Booz Allen Hamilton News Summary

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)

Wall Street Analyst Weigh In

BAH has been the subject of a number of recent analyst reports. 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. Weiss Ratings lowered Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 12th. TD Cowen lowered Booz Allen Hamilton from a “buy” rating to a “hold” rating in a report on Friday, October 17th. Stifel Nicolaus set a $106.00 target price on shares of Booz Allen Hamilton in a research note on Friday, October 24th. Finally, JPMorgan Chase & Co. cut their price target on shares of Booz Allen Hamilton from $122.00 to $90.00 and set an “underweight” rating for the company in a research note on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $110.08.

Insiders Place Their Bets

In related news, CEO Horacio Rozanski purchased 23,800 shares of Booz Allen Hamilton stock in a transaction that occurred on Thursday, October 30th. The shares were bought at an average price of $84.66 per share, for a total transaction of $2,014,908.00. Following the completion of the transaction, the chief executive officer directly owned 687,745 shares of the company’s stock, valued at $58,224,491.70. This represents a 3.58% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.91% of the stock is owned by corporate insiders.

Institutional Trading of Booz Allen Hamilton

Hedge funds have recently modified their holdings of the business. Roundview Capital LLC grew its holdings in Booz Allen Hamilton by 0.3% during the 2nd quarter. Roundview Capital LLC now owns 37,258 shares of the business services provider’s stock valued at $3,880,000 after buying an additional 99 shares during the last quarter. Greenleaf Trust lifted its position in shares of Booz Allen Hamilton by 5.2% in the third quarter. Greenleaf Trust now owns 2,082 shares of the business services provider’s stock valued at $208,000 after acquiring an additional 102 shares in the last quarter. Creative Financial Designs Inc. ADV boosted its stake in shares of Booz Allen Hamilton by 26.7% during the second quarter. Creative Financial Designs Inc. ADV now owns 493 shares of the business services provider’s stock valued at $51,000 after acquiring an additional 104 shares during the last quarter. West Branch Capital LLC increased its position in 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 worth $28,000 after purchasing an additional 105 shares in the last quarter. Finally, Security National Bank of SO Dak raised its stake in Booz Allen Hamilton by 0.6% in the 3rd quarter. Security National Bank of SO Dak now owns 18,184 shares of the business services provider’s stock valued at $1,817,000 after purchasing an additional 110 shares during the last quarter. Institutional investors own 91.82% of the company’s stock.

Booz Allen Hamilton Stock Performance

The company has a market capitalization of $12.40 billion, a PE ratio of 15.19, a price-to-earnings-growth ratio of 1.80 and a beta of 0.34. The stock’s fifty day simple moving average is $88.30 and its 200-day simple moving average is $97.21. The company has a debt-to-equity ratio of 3.89, a quick ratio of 1.76 and a current ratio of 1.76.

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.