Booz Allen Hamilton (NYSE:BAH) Given New $87.00 Price Target at Citigroup

Booz Allen Hamilton (NYSE:BAH) had its price objective trimmed by Citigroup from $109.00 to $87.00 in a research report released on Thursday morning,Benzinga reports. The firm currently has a neutral rating on the business services provider’s stock.

BAH has been the subject of several other reports. Weiss Ratings lowered shares of Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 23rd. Wells Fargo & Company initiated coverage on shares of Booz Allen Hamilton in a research report on Wednesday. They issued an “equal weight” rating and a $85.00 price target on the stock. DA Davidson set a $81.00 price objective on Booz Allen Hamilton in a research report on Tuesday, January 27th. Stifel Nicolaus raised their price objective 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. Finally, Jefferies Financial Group decreased 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 investment analyst has rated the stock with a Buy rating, ten have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, Booz Allen Hamilton presently has a consensus rating of “Reduce” and a consensus price target of $95.25.

Booz Allen Hamilton Price Performance

NYSE:BAH opened at $83.06 on Thursday. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 3.76. The business’s 50-day moving average price is $81.44 and its 200 day moving average price is $87.94. Booz Allen Hamilton has a 52-week low of $73.93 and a 52-week high of $130.91. The firm has a market cap of $10.02 billion, a P/E ratio of 12.34, a PEG ratio of 4.61 and a beta of 0.35.

Booz Allen Hamilton (NYSE:BAH) last issued its quarterly earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share for the quarter, beating analysts’ consensus estimates of $1.26 by $0.51. The company had revenue of $2.62 billion during the quarter, compared to the consensus estimate of $2.74 billion. Booz Allen Hamilton had a net margin of 7.35% and a return on equity of 76.79%. Booz Allen Hamilton’s revenue was down 10.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.55 EPS. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. As a group, sell-side analysts predict that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Booz Allen Hamilton Increases Dividend

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

Hedge Funds Weigh In On Booz Allen Hamilton

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. EJMK Ventures LLC acquired a new stake in shares of Booz Allen Hamilton in the fourth quarter worth $268,000. T. Rowe Price Investment Management Inc. grew its holdings in shares of Booz Allen Hamilton by 38.4% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 6,528,226 shares of the business services provider’s stock valued at $550,722,000 after buying an additional 1,811,906 shares in the last quarter. Invesco Ltd. raised its position in Booz Allen Hamilton by 13.0% during the fourth quarter. Invesco Ltd. now owns 822,044 shares of the business services provider’s stock valued at $69,348,000 after buying an additional 94,434 shares during the period. Strive Financial Group LLC purchased a new stake in Booz Allen Hamilton in the 4th quarter worth about $367,000. Finally, State of Tennessee Department of Treasury purchased a new stake in Booz Allen Hamilton in the 4th quarter worth about $3,083,000. Institutional investors and hedge funds own 91.82% of the company’s stock.

Booz Allen Hamilton News Summary

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.