Booz Allen Hamilton (NYSE:BAH) Price Target Raised to $115.00 at Stifel Nicolaus

Booz Allen Hamilton (NYSE:BAH) had its target price hoisted by Stifel Nicolaus from $106.00 to $115.00 in a research note issued to investors on Monday, Marketbeat reports. Stifel Nicolaus currently has a hold rating on the business services provider’s stock.

Several other equities research analysts have also issued reports on the stock. Truist Financial set a $98.00 target price on shares of Booz Allen Hamilton in a research note on Friday. Citigroup increased their price target on Booz Allen Hamilton from $93.00 to $109.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Weiss Ratings cut Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 12th. Bank of America lowered Booz Allen Hamilton from a “buy” rating to an “underperform” rating and set a $90.00 target price on the stock. in a research report on Friday, October 24th. Finally, TD Cowen cut shares of Booz Allen Hamilton from a “buy” rating to a “hold” rating in a research note on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $110.77.

Booz Allen Hamilton Trading Down 8.0%

Shares of NYSE:BAH opened at $94.01 on Monday. 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 has a 12-month low of $79.23 and a 12-month high of $136.40. The business has a 50 day moving average of $88.55 and a two-hundred day moving average of $97.04. The company has a market capitalization of $11.40 billion, a PE ratio of 13.97, a PEG ratio of 1.80 and a beta of 0.34.

Booz Allen Hamilton (NYSE:BAH) last issued its quarterly earnings data on Friday, January 23rd. The business services provider reported $1.77 EPS for the quarter, topping analysts’ consensus estimates of $1.26 by $0.51. Booz Allen Hamilton had a net margin of 7.35% and a return on equity of 76.86%. The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $2.74 billion. During the same quarter last year, the company earned $1.55 EPS. The business’s 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 forecast that Booz Allen Hamilton will post 6.44 EPS for the current year.

Booz Allen Hamilton Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Friday, February 13th will be paid a $0.59 dividend. This is an increase from Booz Allen Hamilton’s previous quarterly dividend of $0.55. This represents a $2.36 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Friday, February 13th. Booz Allen Hamilton’s payout ratio is 32.69%.

Insiders Place Their Bets

In other Booz Allen Hamilton news, CEO Horacio Rozanski acquired 23,800 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The stock was bought at an average price of $84.66 per share, with a total value of $2,014,908.00. Following the purchase, the chief executive officer owned 687,745 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.91% of the company’s stock.

Institutional Investors Weigh In On Booz Allen Hamilton

Large investors have recently made changes to their positions in the stock. Rakuten Securities Inc. lifted its position in Booz Allen Hamilton by 414.6% during the second quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock worth $26,000 after buying an additional 199 shares in the last quarter. Aventura Private Wealth LLC acquired a new stake in shares of Booz Allen Hamilton in the 4th quarter worth $27,000. West Branch Capital LLC raised its holdings in shares of 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 acquiring an additional 105 shares during the period. Cornerstone Planning Group LLC boosted its position in shares of Booz Allen Hamilton by 244.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 289 shares of the business services provider’s stock valued at $29,000 after acquiring an additional 205 shares during the last quarter. Finally, Fulcrum Asset Management LLP purchased a new stake in shares of Booz Allen Hamilton in the third quarter valued at about $32,000. 91.82% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Booz Allen Hamilton

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

• Positive Sentiment: Better‑than‑expected quarterly EPS (reported $1.77 vs. $1.26 est.) and a dividend increase that signals management confidence. Booz Allen Hamilton (NYSE:BAH) Shares Gap Up After Better-Than-Expected Earnings
• Positive Sentiment: Analyst support: Stifel raised its price target from $106 to $115 (hold), suggesting upside versus recent levels. BAH price target raised by Stifel
• Positive Sentiment: New product commercialization: Booz Allen announced general availability of Vellox Reverser to automate malware defense — adds to commercial/cyber offerings. Booz Allen Announces General Availability of Vellox Reverser to Automate Malware Defense
• Neutral Sentiment: Guidance and mix: Management set FY‑2026 EPS guidance of $5.95–$6.15 while revenue trends showed a year‑over‑year decline — upside from margins but revenue weakness tempers the view.
• Neutral Sentiment: Technicals: BAH recently crossed above its 200‑day moving average, a longer‑term technical positive that may attract buyers if the headline shock fades. Booz Allen (BAH) Crossed Above the 200-Day Moving Average
• Negative Sentiment: Treasury contract cancellations: The U.S. Treasury said it would cancel contracts with Booz Allen after a former contractor stole and leaked tax records (including those of Donald Trump). The decision—and public criticism from the Treasury—creates immediate lost revenue, contract disruption and potential hurdles winning or retaining future federal work. US Treasury Department ends contracts with Booz Allen Hamilton after Trump tax leak
• Negative Sentiment: Legal/reputational risk: Reports note the contractor used broad search methods and pleaded guilty; regulators and agency customers may demand remediation, audits or further contract terms—raising the risk of added penalties or more contract losses. Treasury Cancels Booz Allen — Blames Whistleblower Who Leaked Trump’s Tax Returns

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.