Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Holdings in Booz Allen Hamilton Holding Corporation $BAH

Key Points

• The Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in Booz Allen Hamilton by 16.1% in Q1, acquiring an additional 9,600 shares to own a total of 69,377 shares worth approximately $7.25 million.
• Booz Allen Hamilton reported earnings of $1.48 per share, exceeding analysts' expectations, despite a 0.6% decline in revenue compared to the previous year.
• The company declared a quarterly dividend of $0.55 per share, representing an annual yield of 2.0% with a payout ratio of 27.03%.

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 16.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 69,377 shares of the business services provider's stock after purchasing an additional 9,600 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund owned about 0.05% of Booz Allen Hamilton worth $7,255,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in BAH. Janus Henderson Group PLC increased its holdings in shares of Booz Allen Hamilton by 179.7% in the fourth quarter. Janus Henderson Group PLC now owns 1,767,129 shares of the business services provider's stock worth $227,425,000 after purchasing an additional 1,135,426 shares during the period. Man Group plc increased its stake in Booz Allen Hamilton by 2,293.2% in the fourth quarter. Man Group plc now owns 1,128,389 shares of the business services provider's stock valued at $145,224,000 after acquiring an additional 1,081,239 shares during the last quarter. Bank of America Corp DE increased its stake in Booz Allen Hamilton by 61.4% in the fourth quarter. Bank of America Corp DE now owns 1,552,217 shares of the business services provider's stock valued at $199,770,000 after acquiring an additional 590,655 shares during the last quarter. Pacer Advisors Inc. bought a new position in Booz Allen Hamilton in the first quarter valued at $59,148,000. Finally, Allspring Global Investments Holdings LLC increased its stake in Booz Allen Hamilton by 2,108.5% in the first quarter. Allspring Global Investments Holdings LLC now owns 545,017 shares of the business services provider's stock valued at $58,513,000 after acquiring an additional 520,339 shares during the last quarter. Institutional investors own 91.82% of the company's stock.

Booz Allen Hamilton Stock Down 0.5%

BAH traded down $0.5420 on Wednesday, hitting $109.0980. The company had a trading volume of 590,070 shares, compared to its average volume of 2,299,847. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.78 and a quick ratio of 1.78. Booz Allen Hamilton Holding Corporation has a 52-week low of $98.95 and a 52-week high of $190.59. The stock has a fifty day simple moving average of $107.24 and a 200-day simple moving average of $111.80. The firm has a market capitalization of $13.45 billion, a P/E ratio of 13.39, a P/E/G ratio of 1.71 and a beta of 0.47.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last issued its quarterly earnings data on Friday, July 25th. The business services provider reported $1.48 EPS for the quarter, topping the consensus estimate of $1.45 by $0.03. Booz Allen Hamilton had a net margin of 8.70% and a return on equity of 73.05%. The business had revenue of $2.92 billion during the quarter, compared to analyst estimates of $2.96 billion. During the same period last year, the business posted $1.38 earnings per share. Booz Allen Hamilton's quarterly revenue was down .6% compared to the same quarter last year. Booz Allen Hamilton has set its FY 2026 guidance at 6.200-6.550 EPS. As a group, equities analysts expect that Booz Allen Hamilton Holding Corporation will post 6.44 EPS for the current fiscal year.

Booz Allen Hamilton Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 29th. Shareholders of record on Thursday, August 14th will be issued a $0.55 dividend. The ex-dividend date is Thursday, August 14th. This represents a $2.20 annualized dividend and a yield of 2.0%. Booz Allen Hamilton's dividend payout ratio (DPR) is 27.03%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on BAH shares. UBS Group set a $119.00 target price on Booz Allen Hamilton and gave the company a "neutral" rating in a research note on Monday, July 28th. Stifel Nicolaus increased their target price on Booz Allen Hamilton from $112.00 to $119.00 and gave the company a "hold" rating in a research note on Monday, July 28th. Barclays reduced their price objective on Booz Allen Hamilton from $140.00 to $120.00 and set an "equal weight" rating on the stock in a research note on Wednesday, May 28th. JPMorgan Chase & Co. raised their price objective on Booz Allen Hamilton from $115.00 to $122.00 and gave the company an "underweight" rating in a research note on Monday, July 28th. Finally, Raymond James Financial reaffirmed a "market perform" rating on shares of Booz Allen Hamilton in a research note on Friday, May 23rd. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $134.00.

Booz Allen Hamilton Profile

Booz Allen Hamilton Holding Corporation provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber services to governments, corporations, and not-for-profit organizations in the United States and internationally. It focuses on artificial intelligence services comprising of machine learning, predictive modeling, automation and decision analytics, and quantum computing.