Booz Allen Hamilton (NYSE:BAH) Stock Gets Price Target Increase from Citigroup

Key Points

• Citigroup raised Booz Allen Hamilton’s price target from $77 to $88 while maintaining a neutral rating, implying approximately 5% upside from the stock’s current price.
• BAH shares rose 7% to $83.81 in Monday trading. The stock has a consensus “Hold” rating, with analysts’ average price target at $89.29.
• The company exceeded quarterly earnings expectations, reporting $1.76 in EPS versus the $1.48 consensus, although revenue declined 3.9% year over year; management issued fiscal 2027 EPS guidance of $6.50–$6.70.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) had its target price lifted by research analysts at Citigroup from $77.00 to $88.00 in a research report issued to clients and investors on Monday, Benzinga reports. The firm currently has a "neutral" rating on the business services provider's stock. Citigroup's target price indicates a potential upside of 5.00% from the stock's current price.

BAH has been the subject of several other reports. Jefferies Financial Group lowered their price target on Booz Allen Hamilton from $80.00 to $75.00 and set a "hold" rating for the company in a research report on Wednesday, October 7th. BNP Paribas Exane upped their price target on Booz Allen Hamilton from $70.00 to $85.00 and gave the stock a "neutral" rating in a research note on Monday. Cantor Fitzgerald cut their price objective on shares of Booz Allen Hamilton from $160.00 to $140.00 and set an "overweight" rating on the stock in a report on Thursday, July 23rd. Weiss Ratings upgraded Booz Allen Hamilton from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Wednesday. Finally, Wall Street Zen raised Booz Allen Hamilton from a "hold" rating to a "buy" rating in a research note on Monday, October 19th. Five investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company's stock. According to MarketBeat.com, Booz Allen Hamilton presently has a consensus rating of "Hold" and an average target price of $89.29.

Booz Allen Hamilton Stock Up 7.0%

Booz Allen Hamilton stock traded up $5.49 during mid-day trading on Monday, hitting $83.81. The company had a trading volume of 1,055,058 shares, compared to its average volume of 2,063,153. The company has a market capitalization of $10.08 billion, a PE ratio of 13.00, a price-to-earnings-growth ratio of 1.86 and a beta of 0.37. The company has a current ratio of 1.43, a quick ratio of 1.59 and a debt-to-equity ratio of 3.53. Booz Allen Hamilton has a 12 month low of $59.50 and a 12 month high of $109.10. The stock's 50 day moving average price is $74.24 and its two-hundred day moving average price is $73.61.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last posted its quarterly earnings results on Friday, October 23rd. The business services provider reported $1.76 EPS for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analysts' expectations of $2.81 billion. During the same period last year, the firm earned $1.49 earnings per share. The business's quarterly revenue 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. As a group, sell-side 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 institutional investors have recently made changes to their positions in BAH. Signaturefd LLC increased its holdings in Booz Allen Hamilton by 42.2% during the 3rd quarter. Signaturefd LLC now owns 734 shares of the business services provider's stock valued at $51,000 after purchasing an additional 218 shares during the period. Citizens Financial Group Inc. RI purchased a new stake in Booz Allen Hamilton in the 3rd quarter worth $647,000. Fifth Third Wealth Advisors LLC boosted its position in shares of Booz Allen Hamilton by 8.9% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 4,197 shares of the business services provider's stock valued at $291,000 after acquiring an additional 343 shares during the last quarter. OLIO Financial Planning increased its stake in Booz Allen Hamilton by 8.6% in the third quarter. OLIO Financial Planning now owns 8,860 shares of the business services provider's stock worth $615,000 after purchasing an additional 700 shares during the period. Finally, Insight Advisors LLC PA increased its holdings in shares of Booz Allen Hamilton by 3.9% in the 3rd quarter. Insight Advisors LLC PA now owns 5,736 shares of the business services provider's stock valued at $398,000 after acquiring an additional 213 shares during the period. Hedge funds and other institutional investors own 91.82% of the company's stock.

Key Headlines Impacting Booz Allen Hamilton

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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