Janus Henderson Group PLC Boosts Stock Position in Booz Allen Hamilton Holding Corporation $BAH

Key Points

• Janus Henderson increased its Booz Allen Hamilton position by 56.1% in the first quarter, adding 21,457 shares for a total holding worth approximately $4.66 million. Institutional investors collectively own 91.82% of BAH shares.
• Booz Allen Hamilton reported quarterly EPS of $1.81, exceeding estimates of $1.49, but revenue fell 4.2% year over year to $1.97 billion and missed consensus expectations. The company guided to fiscal 2027 EPS of $6.00–$6.35.
• The company declared a quarterly dividend of $0.59 per share, equivalent to an annualized $2.36 payout and a 3.2% yield. Analysts remain cautious, with an average “Reduce” rating and an $84.08 price target.

Janus Henderson Group PLC grew its holdings in shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 56.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,733 shares of the business services provider's stock after buying an additional 21,457 shares during the quarter. Janus Henderson Group PLC's holdings in Booz Allen Hamilton were worth $4,661,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of BAH. Rakuten Securities Inc. increased its position in Booz Allen Hamilton by 414.6% during the second quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider's stock valued at $26,000 after acquiring an additional 199 shares during the last quarter. Activest Wealth Management boosted its stake in shares of Booz Allen Hamilton by 141.3% during the 4th quarter. Activest Wealth Management now owns 304 shares of the business services provider's stock worth $26,000 after purchasing an additional 178 shares during the period. Torren Management LLC purchased a new position in shares of Booz Allen Hamilton during the 4th quarter worth about $26,000. Fulcrum Asset Management LLP bought a new position in Booz Allen Hamilton during the 3rd quarter valued at about $32,000. Finally, PenderFund Capital Management Ltd. bought a new position in Booz Allen Hamilton during the 4th quarter valued at about $30,000. Institutional investors own 91.82% of the company's stock.

Booz Allen Hamilton Stock Up 2.8%

Shares of BAH stock opened at $73.94 on Friday. The company has a current ratio of 1.60, a quick ratio of 1.59 and a debt-to-equity ratio of 3.26. The stock has a market cap of $8.89 billion, a P/E ratio of 11.63, a P/E/G ratio of 3.73 and a beta of 0.34. The stock has a 50 day moving average of $69.14 and a 200 day moving average of $76.73. Booz Allen Hamilton Holding Corporation has a twelve month low of $59.50 and a twelve month high of $114.48.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last announced its quarterly earnings results on Friday, July 24th. The business services provider reported $1.81 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.49 by $0.32. Booz Allen Hamilton had a net margin of 7.01% and a return on equity of 76.71%. The firm had revenue of $1.97 billion for the quarter, compared to the consensus estimate of $2.81 billion. During the same period in the prior year, the firm posted $1.48 earnings per share. The firm's quarterly revenue was down 4.2% compared to the same quarter last year. Booz Allen Hamilton has set its FY 2027 guidance at 6.000-6.35 EPS. As a group, sell-side analysts expect that Booz Allen Hamilton Holding Corporation will post 6.3 EPS for the current year.

Booz Allen Hamilton Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be paid a $0.59 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $2.36 dividend on an annualized basis and a yield of 3.2%. Booz Allen Hamilton's dividend payout ratio (DPR) is currently 37.11%.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Citigroup decreased their price objective on shares of Booz Allen Hamilton from $88.00 to $69.00 and set a "neutral" rating for the company in a research note on Wednesday, July 1st. TD Cowen reduced their price target on shares of Booz Allen Hamilton from $85.00 to $70.00 and set a "hold" rating for the company in a report on Tuesday, July 7th. Jefferies Financial Group set a $85.00 price objective on Booz Allen Hamilton in a research note on Monday, May 11th. Bank of America lowered their target price on shares of Booz Allen Hamilton from $90.00 to $75.00 and set an "underperform" rating for the company in a research note on Monday, July 20th. Finally, Stifel Nicolaus set a $110.00 price target on Booz Allen Hamilton and gave the stock a "buy" rating in a report on Tuesday, May 26th. Three research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Reduce" and an average price target of $84.08.

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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