Booz Allen Hamilton (NYSE:BAH) Upgraded at Wells Fargo & Company

Wells Fargo & Company upgraded shares of Booz Allen Hamilton (NYSE:BAH) to a hold rating in a research note issued to investors on Tuesday morning,Zacks.com reports.

Several other equities research analysts have also commented on BAH. Stifel Nicolaus boosted their price target on Booz Allen Hamilton from $106.00 to $115.00 and gave the stock a “hold” rating in a research note on Monday, January 26th. Weiss Ratings downgraded Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 23rd. Truist Financial set a $98.00 price objective on Booz Allen Hamilton in a report on Friday, January 23rd. UBS Group reiterated a “neutral” rating and set a $97.00 target price on shares of Booz Allen Hamilton in a research report on Tuesday, January 27th. Finally, Jefferies Financial Group lowered their target price on Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating on the stock in a report on Thursday, December 18th. One analyst has rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus price target of $95.25.

Booz Allen Hamilton Stock Performance

Shares of BAH opened at $83.06 on Tuesday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 3.76. Booz Allen Hamilton has a 52-week low of $73.93 and a 52-week high of $130.91. The company has a 50-day simple moving average of $81.44 and a 200-day simple moving average of $87.94. The company has a market capitalization of $10.02 billion, a PE ratio of 12.34, a P/E/G ratio of 4.61 and a beta of 0.35.

Booz Allen Hamilton (NYSE:BAH) last released 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 76.79%. The firm had revenue of $2.62 billion for the quarter, compared to the consensus estimate of $2.74 billion. During the same quarter in the previous year, the firm earned $1.55 earnings per share. The firm’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. Equities research analysts predict that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Booz Allen Hamilton Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 13th were issued a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.8%. This is a positive change from Booz Allen Hamilton’s previous quarterly dividend of $0.55. The ex-dividend date of this dividend was Friday, February 13th. Booz Allen Hamilton’s payout ratio is presently 35.07%.

Institutional Trading of Booz Allen Hamilton

A number of large investors have recently made changes to their positions in the stock. Primecap Management Co. CA raised its stake in Booz Allen Hamilton by 135.2% in the 4th quarter. Primecap Management Co. CA now owns 4,666,298 shares of the business services provider’s stock valued at $393,649,000 after purchasing an additional 2,682,460 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its stake in shares of Booz Allen Hamilton by 38.4% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 6,528,226 shares of the business services provider’s stock worth $550,722,000 after purchasing an additional 1,811,906 shares during the last quarter. Norges Bank purchased a new stake in shares of Booz Allen Hamilton during the fourth quarter worth about $143,749,000. State Street Corp raised its position in shares of Booz Allen Hamilton by 53.2% in the fourth quarter. State Street Corp now owns 4,402,897 shares of the business services provider’s stock valued at $371,428,000 after buying an additional 1,528,739 shares during the last quarter. Finally, First Trust Advisors LP raised its position in shares of Booz Allen Hamilton by 36.0% in the fourth quarter. First Trust Advisors LP now owns 4,856,528 shares of the business services provider’s stock valued at $409,697,000 after buying an additional 1,285,475 shares during the last quarter. Institutional investors and hedge funds own 91.82% of the company’s stock.

Key Booz Allen Hamilton News

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

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.