Booz Allen Hamilton Holding Corporation $BAH Shares Purchased by Rathbones Group PLC

Key Points

• Rathbones Group PLC raised its stake in Booz Allen by 21.8% in Q3 to 799,265 shares (about 0.66% of the company), valued at roughly $79.9 million.
• Booz Allen beat quarterly EPS estimates ($1.77 vs. $1.26) while revenue fell 10.2% YoY to $2.62 billion, and the company set FY2026 EPS guidance of $5.95–$6.15 (sell-side consensus ~6.44).
• The firm increased its quarterly dividend to $0.59 ($2.36 annual, ~2.9% yield); the stock trades with a P/E of 12.15 and a $9.86 billion market cap, but analysts' consensus rating is "Reduce" with an average price target of $101.25.

Rathbones Group PLC grew its stake in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 21.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 799,265 shares of the business services provider's stock after acquiring an additional 142,968 shares during the period. Rathbones Group PLC owned about 0.66% of Booz Allen Hamilton worth $79,887,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Rakuten Securities Inc. raised its position in shares of Booz Allen Hamilton by 414.6% during the second quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider's stock worth $26,000 after purchasing an additional 199 shares during the period. West Branch Capital LLC lifted its holdings in shares of Booz Allen Hamilton by 58.3% during the third quarter. West Branch Capital LLC now owns 285 shares of the business services provider's stock valued at $28,000 after purchasing an additional 105 shares during the last quarter. Cornerstone Planning Group LLC boosted its position in shares of Booz Allen Hamilton by 244.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 289 shares of the business services provider's stock valued at $29,000 after purchasing an additional 205 shares during the period. Golden State Wealth Management LLC boosted its position in shares of Booz Allen Hamilton by 244.9% in the 2nd quarter. Golden State Wealth Management LLC now owns 338 shares of the business services provider's stock valued at $35,000 after purchasing an additional 240 shares during the period. Finally, Eastern Bank purchased a new position in Booz Allen Hamilton in the 3rd quarter worth about $35,000. 91.82% of the stock is owned by institutional investors.

Booz Allen Hamilton Trading Up 2.5%

Booz Allen Hamilton stock opened at $81.79 on Friday. 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 Holding Corporation has a 12 month low of $73.93 and a 12 month high of $130.91. The company's fifty day simple moving average is $86.42 and its 200-day simple moving average is $91.50. The stock has a market cap of $9.86 billion, a P/E ratio of 12.15, a P/E/G ratio of 4.81 and a beta of 0.37.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last released its quarterly earnings data on Friday, January 23rd. The business services provider reported $1.77 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.26 by $0.51. Booz Allen Hamilton had a return on equity of 76.79% and a net margin of 7.35%.The firm had revenue of $2.62 billion during the quarter, compared to analysts' expectations of $2.74 billion. During the same quarter last year, the firm earned $1.55 earnings per share. The business's revenue for the quarter 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. As a group, sell-side analysts forecast that Booz Allen Hamilton Holding Corporation will post 6.44 EPS for the current fiscal year.

Booz Allen Hamilton Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Friday, February 13th were paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a yield of 2.9%. This is a boost from Booz Allen Hamilton's previous quarterly dividend of $0.55. The ex-dividend date was Friday, February 13th. Booz Allen Hamilton's dividend payout ratio is presently 35.07%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Jefferies Financial Group cut their price objective 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. Citigroup raised their target price on shares of Booz Allen Hamilton from $93.00 to $109.00 and gave the stock a "neutral" rating in a report on Tuesday, January 13th. DA Davidson set a $81.00 target price on shares of Booz Allen Hamilton in a research report on Tuesday, January 27th. Zacks Research upgraded shares of Booz Allen Hamilton from a "strong sell" rating to a "hold" rating in a report on Friday, November 28th. Finally, UBS Group restated a "neutral" rating and issued a $97.00 price target on shares of Booz Allen Hamilton in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Reduce" and an average price target of $101.25.

About Booz Allen Hamilton

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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