Booz Allen Hamilton (NYSE:BAH) Coverage Initiated by Analysts at Wells Fargo & Company

Key Points

• Wells Fargo initiated coverage on Booz Allen with an "equal weight" rating and a $85 price target (about 9% upside), while the broader analyst consensus averages a "Reduce" rating and a $97.08 target.
• Booz Allen beat Q results on EPS ($1.77 vs. $1.26 expected) but missed on revenue ($2.62B, down 10.2% YoY); the company set FY2026 guidance of $5.95–$6.15 EPS versus a sell-side average forecast of $6.44.
• Institutional ownership is very high at 91.82%, with major funds like Vanguard, T. Rowe Price, Primecap and State Street significantly increasing their stakes in the latest quarter.

Analysts at Wells Fargo & Company started coverage on shares of Booz Allen Hamilton (NYSE:BAH - Get Free Report) in a report issued on Wednesday. The brokerage set an "equal weight" rating and a $85.00 price target on the business services provider's stock. Wells Fargo & Company's price objective points to a potential upside of 9.03% from the company's previous close.

Several other brokerages have also weighed in on BAH. Stifel Nicolaus increased their price objective on Booz Allen Hamilton from $106.00 to $115.00 and gave the stock a "hold" rating in a research report on Monday, January 26th. DA Davidson set a $81.00 target price on shares of Booz Allen Hamilton in a research report on Tuesday, January 27th. Truist Financial set a $98.00 price target on shares of Booz Allen Hamilton in a research report on Friday, January 23rd. William Blair reissued an "outperform" rating on shares of Booz Allen Hamilton in a research report on Tuesday, March 3rd. 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 research note on Thursday, December 18th. One equities research analyst has rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Reduce" and an average target price of $97.08.

Booz Allen Hamilton Stock Performance

NYSE:BAH opened at $77.96 on Wednesday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 3.76. The company's 50-day moving average price is $82.00 and its 200-day moving average price is $88.02. Booz Allen Hamilton has a twelve month low of $73.93 and a twelve month high of $130.91. The company has a market cap of $9.40 billion, a P/E ratio of 11.58, a P/E/G ratio of 4.63 and a beta of 0.37.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last issued its earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share for the quarter, topping the consensus estimate of $1.26 by $0.51. The business had revenue of $2.62 billion for the quarter, compared to analysts' expectations of $2.74 billion. Booz Allen Hamilton had a return on equity of 76.79% and a net margin of 7.35%.The business's revenue for the quarter was down 10.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.55 EPS. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. On average, sell-side analysts forecast that Booz Allen Hamilton will post 6.44 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Booz Allen Hamilton

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in shares of Booz Allen Hamilton by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 13,946,447 shares of the business services provider's stock valued at $1,176,522,000 after buying an additional 227,141 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its stake in 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 buying an additional 1,811,906 shares during the last quarter. First Trust Advisors LP increased its position in Booz Allen Hamilton by 36.0% during the fourth quarter. First Trust Advisors LP now owns 4,856,528 shares of the business services provider's stock worth $409,697,000 after buying an additional 1,285,475 shares during the period. Primecap Management Co. CA lifted its stake in Booz Allen Hamilton by 135.2% in the fourth quarter. Primecap Management Co. CA now owns 4,666,298 shares of the business services provider's stock valued at $393,649,000 after buying an additional 2,682,460 shares during the last quarter. Finally, State Street Corp lifted its stake in 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. 91.82% of the stock is owned by institutional investors and hedge funds.

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.

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