Stifel Nicolaus Forecasts Strong Price Appreciation for Booz Allen Hamilton (NYSE:BAH) Stock

Booz Allen Hamilton (NYSE:BAH) had its target price lifted by Stifel Nicolaus from $106.00 to $115.00 in a report issued on Monday, MarketBeat.com reports. The brokerage currently has a “hold” rating on the business services provider’s stock. Stifel Nicolaus’ target price suggests a potential upside of 28.57% from the stock’s current price.

Several other analysts also recently weighed in on the stock. TD Cowen downgraded shares of Booz Allen Hamilton from a “buy” rating to a “hold” rating in a research report on Friday, October 17th. Citigroup boosted their price objective on shares of Booz Allen Hamilton from $93.00 to $109.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Truist Financial set a $98.00 target price on Booz Allen Hamilton in a research report on Friday. 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, Weiss Ratings downgraded Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $108.93.

Booz Allen Hamilton Price Performance

Shares of BAH opened at $89.44 on Monday. The company has a 50 day moving average of $88.72 and a two-hundred day moving average of $96.92. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 3.89. Booz Allen Hamilton has a twelve month low of $79.23 and a twelve month high of $135.78. The company has a market cap of $10.79 billion, a price-to-earnings ratio of 13.29, a price-to-earnings-growth ratio of 1.68 and a beta of 0.34.

Booz Allen Hamilton (NYSE:BAH) last posted its quarterly earnings data on Friday, January 23rd. The business services provider reported $1.77 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $2.74 billion. During the same quarter last year, the firm earned $1.55 EPS. The business’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, analysts predict that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Insider Transactions at Booz Allen Hamilton

In other news, CEO Horacio Rozanski purchased 23,800 shares of the company’s 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 owned 687,745 shares in the company, valued at $58,224,491.70. This represents a 3.58% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 0.91% of the company’s stock.

Institutional Investors Weigh In On Booz Allen Hamilton

A number of institutional investors have recently modified their holdings of BAH. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in 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 worth $2,737,000 after purchasing an additional 4,870 shares during the period. NewEdge Advisors LLC increased its position 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 buying an additional 9,223 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of 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 period. CX Institutional lifted its position in shares of Booz Allen Hamilton by 46.6% during the 2nd quarter. CX Institutional now owns 456 shares of the business services provider’s stock valued at $47,000 after buying an additional 145 shares in the last quarter. Finally, Kathmere Capital Management LLC acquired a new stake in Booz Allen Hamilton in the 2nd quarter valued at $253,000. 91.82% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Booz Allen Hamilton

Here are the key news stories impacting Booz Allen Hamilton this week:

• Positive Sentiment: Board approved a quarterly dividend increase to $0.59 per share (7.3% raise), supporting income investors and signaling confidence in cash flow.
• Positive Sentiment: Stifel raised its price target to $115 from $106, citing valuation upside; analyst support can cushion the stock if fundamentals stabilize. Stifel price target raise
• Positive Sentiment: Launched Vellox Reverser (malware‑defense automation) broadly; new cybersecurity products support revenue diversification and tie into key government spending themes. Vellox Reverser GA
• Neutral Sentiment: Recurring government contracts and investments in AI/cyber provide steady demand but rising costs and competition are pressuring margins — a mixed read for medium‑term profitability. Recurring contracts analysis
• Neutral Sentiment: Technically the stock had recently crossed above its 200‑day moving average, which is a longer‑term bullish sign but now being retested amid news flow. 200‑day MA note
• Negative Sentiment: The U.S. Treasury Department canceled contracts with Booz Allen after a former contractor leaked tax records, a development that raises near‑term revenue risk, reputational damage and potential contract scrutiny across other agencies. Treasury cancels contracts
• Negative Sentiment: Q3 results: EPS beat but revenue missed and revenue was down ~10% year‑over‑year; Booz Allen trimmed parts of its FY‑2026 sales outlook, which contributed to the selloff as investors focus on top‑line traction and margin pressure. Q3 earnings & revenue miss

About Booz Allen Hamilton

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.