DAVENPORT & Co LLC Reduces Holdings in Booz Allen Hamilton Holding Corporation $BAH

Key Points

• DAVENPORT & Co LLC cut its Booz Allen stake by 30.7%, selling 25,668 shares and leaving 57,834 shares valued at about $4.90M at quarter-end.
• Booz Allen beat quarterly EPS expectations with $1.77 while revenue fell 10.2% YoY to $2.62B; the company set FY2026 guidance of 5.95–6.15 EPS and raised its quarterly dividend to $0.59 (≈2.9% yield).
• Analyst sentiment is muted—consensus rating is "Reduce" with an average target of $101.25—while the stock trades near $80.38 (12‑month range $73.93–$130.91) and is ~91.8% institutionally owned.

DAVENPORT & Co LLC lowered its position in Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 30.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,834 shares of the business services provider's stock after selling 25,668 shares during the quarter. DAVENPORT & Co LLC's holdings in Booz Allen Hamilton were worth $4,895,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Booz Allen Hamilton by 22.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,167 shares of the business services provider's stock valued at $2,737,000 after acquiring an additional 4,870 shares in the last quarter. NewEdge Advisors LLC lifted its stake in shares of Booz Allen Hamilton by 365.0% in the first quarter. NewEdge Advisors LLC now owns 11,750 shares of the business services provider's stock worth $1,229,000 after acquiring an additional 9,223 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Booz Allen Hamilton by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 4,460 shares of the business services provider's stock valued at $464,000 after purchasing an additional 1,559 shares during the last quarter. Creative Planning boosted its holdings in Booz Allen Hamilton by 18.7% in the second quarter. Creative Planning now owns 12,457 shares of the business services provider's stock valued at $1,297,000 after purchasing an additional 1,964 shares during the last quarter. Finally, Franklin Resources Inc. grew its stake in Booz Allen Hamilton by 22.9% during the 2nd quarter. Franklin Resources Inc. now owns 154,325 shares of the business services provider's stock valued at $16,070,000 after purchasing an additional 28,798 shares in the last quarter. 91.82% of the stock is owned by hedge funds and other institutional investors.

Booz Allen Hamilton Trading Up 0.3%

Shares of NYSE BAH opened at $80.38 on Friday. Booz Allen Hamilton Holding Corporation has a 12-month low of $73.93 and a 12-month high of $130.91. The company has a market cap of $9.69 billion, a price-to-earnings ratio of 11.94, a price-to-earnings-growth ratio of 4.70 and a beta of 0.37. 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 stock's 50 day simple moving average is $83.07 and its 200 day simple moving average is $88.75.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last issued its quarterly earnings data on Friday, January 23rd. The business services provider reported $1.77 EPS for the quarter, topping analysts' consensus estimates of $1.26 by $0.51. The firm had revenue of $2.62 billion during the quarter, compared to the consensus estimate of $2.74 billion. Booz Allen Hamilton had a return on equity of 76.79% and a net margin of 7.35%.The firm's revenue was down 10.2% on a year-over-year basis. During the same period in the prior year, the business earned $1.55 EPS. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. Equities research analysts expect that Booz Allen Hamilton Holding Corporation will post 6.44 EPS for the current year.

Booz Allen Hamilton Increases Dividend

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

Analyst Upgrades and Downgrades

BAH has been the topic of several analyst reports. UBS Group restated a "neutral" rating and set a $97.00 price objective on shares of Booz Allen Hamilton in a report on Tuesday, January 27th. Stifel Nicolaus increased their target price on Booz Allen Hamilton from $106.00 to $115.00 and gave the company a "hold" rating in a research note on Monday, January 26th. DA Davidson set a $81.00 price target on shares of Booz Allen Hamilton in a research note on Tuesday, January 27th. William Blair reaffirmed an "outperform" rating on shares of Booz Allen Hamilton in a report on Tuesday, March 3rd. Finally, Truist Financial set a $98.00 price objective on shares of Booz Allen Hamilton in a research note on Friday, January 23rd. Two analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Reduce" and an average target price of $101.25.

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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