Booz Allen Hamilton (NYSE:BAH) Stock Gets Price Target Increase from BNP Paribas Exane

Key Points

• BNP Paribas Exane raised Booz Allen Hamilton’s price target from $70 to $85 while maintaining a neutral rating, implying about 1% upside from the prior close.
• Analyst sentiment remains mixed: the stock has a consensus “Hold” rating and an average target price of $88.50, with recent targets ranging from $68 to $140.
• Booz Allen beat quarterly earnings expectations with EPS of $1.76 versus a $1.48 consensus estimate, although revenue declined 3.9% year over year to $2.78 billion.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) had its price target hoisted by analysts at BNP Paribas Exane from $70.00 to $85.00 in a report issued on Monday, Benzinga reports. The brokerage currently has a "neutral" rating on the business services provider's stock. BNP Paribas Exane's price target suggests a potential upside of 1.03% from the stock's previous close.

Other equities analysts also recently issued research reports about the stock. Bank of America reiterated an "underperform" rating on shares of Booz Allen Hamilton in a report on Monday. Citigroup reduced their target price on shares of Booz Allen Hamilton from $82.00 to $77.00 and set a "neutral" rating on the stock in a report on Wednesday, October 7th. Jefferies Financial Group cut their price target on Booz Allen Hamilton from $80.00 to $75.00 and set a "hold" rating on the stock in a research report on Wednesday, October 7th. Cantor Fitzgerald reduced their target price on Booz Allen Hamilton from $160.00 to $140.00 and set an "overweight" rating for the company in a report on Thursday, July 23rd. Finally, National Bank Financial set a $95.00 price target on shares of Booz Allen Hamilton in a report on Monday. Five investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Booz Allen Hamilton currently has a consensus rating of "Hold" and a consensus target price of $88.50.

Booz Allen Hamilton Stock Performance

NYSE:BAH traded up $5.82 during mid-day trading on Monday, hitting $84.14. 945,950 shares of the company traded hands, compared to its average volume of 2,062,823. Booz Allen Hamilton has a one year low of $59.50 and a one year high of $109.10. The stock's fifty day moving average price is $74.24 and its 200-day moving average price is $73.61. The company has a quick ratio of 1.59, a current ratio of 1.43 and a debt-to-equity ratio of 3.53. The firm has a market cap of $10.12 billion, a price-to-earnings ratio of 13.07, a price-to-earnings-growth ratio of 1.86 and a beta of 0.37.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last posted its quarterly earnings data on Friday, October 23rd. The business services provider reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.48 by $0.28. Booz Allen Hamilton had a return on equity of 75.00% and a net margin of 7.14%. The business had revenue of $2.78 billion during the quarter, compared to analyst estimates of $2.81 billion. During the same period last year, the company earned $1.49 EPS. The company's revenue for the quarter was down 3.9% on a year-over-year basis. Booz Allen Hamilton has set its FY 2027 guidance at 6.500-6.700 EPS. Research analysts anticipate that Booz Allen Hamilton will post 6.40 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Booz Allen Hamilton

Several hedge funds and other institutional investors have recently added to or reduced their stakes in BAH. Allspring Global Investments Holdings LLC grew its position in Booz Allen Hamilton by 1.8% in the first quarter. Allspring Global Investments Holdings LLC now owns 2,590,848 shares of the business services provider's stock worth $208,226,000 after buying an additional 45,276 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Booz Allen Hamilton by 12.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,352,790 shares of the business services provider's stock worth $105,567,000 after buying an additional 151,166 shares during the period. Bank of America Corp DE increased its position in Booz Allen Hamilton by 2.6% during the first quarter. Bank of America Corp DE now owns 1,117,280 shares of the business services provider's stock worth $87,181,000 after acquiring an additional 28,462 shares during the period. Copeland Capital Management LLC lifted its position in Booz Allen Hamilton by 292.5% in the third quarter. Copeland Capital Management LLC now owns 807,353 shares of the business services provider's stock worth $56,047,000 after purchasing an additional 601,677 shares during the period. Finally, Diamond Hill Capital Management LLC Investment Advisor bought a new stake in Booz Allen Hamilton in the second quarter valued at $51,325,000. Institutional investors 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: Earnings beat and higher guidance: Fiscal Q2 adjusted EPS was $1.76, well above the $1.48 consensus estimate, while adjusted EPS grew 18% year over year despite a 3.9% revenue decline. Management raised full-year EPS guidance to $6.50–$6.70. Booz Allen raises EPS guidance as backlog reaches $41 billion
• Positive Sentiment: Backlog and pipeline support visibility: Booz Allen reported a $41 billion backlog, while its national-security qualified pipeline grew more than 20% year over year. A greater mix of firm-fixed-price national-security contracts may also support future profitability. Booz Allen Hamilton: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Upgrade from TD Cowen: TD Cowen upgraded BAH from Hold to Buy and assigned a $95 price target, signaling improved confidence in the company’s earnings and longer-term growth prospects. TD Cowen Upgrades Booz Allen Hamilton Holding to Buy
• Neutral Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.59 per share, equivalent to $2.36 annually and a yield of approximately 3%, providing income support for shareholders.
• Neutral Sentiment: Analyst views are mixed: Brokerage consensus stands near $85.62, but BofA Securities lowered its price target to $68, highlighting continued uncertainty around government-contracting demand and revenue growth. Booz Allen Hamilton Price Target Lowered at BofA Securities
• Negative Sentiment: Sales remain a concern: Quarterly revenue fell year over year, reflecting pressure from government-contracting changes and uncertainty about civil-sector volumes. Investors will watch whether the stronger pipeline converts into reported revenue and sustained growth.

Booz Allen Hamilton Company Profile

Booz Allen Hamilton Holding Corporation is a management and technology consulting company that provides services primarily to governments, defense and intelligence organizations, and commercial clients. The company helps organizations address complex challenges involving strategy, technology modernization, cybersecurity, data and analytics, artificial intelligence, engineering, and mission operations.

Its government-related work spans defense, national security, intelligence, civil government, and health markets.

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