SG Americas Securities LLC Grows Stock Position in Booz Allen Hamilton Holding Corporation $BAH

Key Points

• SG Americas Securities boosted its stake in Booz Allen (NYSE:BAH) by 333.4% in Q4, adding 174,005 shares to hold 226,194 shares (about 0.19% of the company) valued at ~$19.08 million, while institutional investors own 91.82% of the stock.
• Booz Allen beat Q4 EPS estimates ($1.77 vs. $1.26) despite revenue falling 10.2% year-over-year, and set FY2026 guidance of 5.95–6.15 EPS with analysts projecting about 6.44 EPS for the year.
• The company raised its quarterly dividend to $0.59 (annualized $2.36, ~3.0% yield), and analyst coverage is mixed—average rating "Reduce" with an average price target of $101.25 (2 Buy, 9 Hold, 4 Sell).

SG Americas Securities LLC boosted its holdings in Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) by 333.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 226,194 shares of the business services provider's stock after buying an additional 174,005 shares during the period. SG Americas Securities LLC owned 0.19% of Booz Allen Hamilton worth $19,082,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of BAH. Rakuten Securities Inc. boosted its position in shares of Booz Allen Hamilton by 414.6% in the second quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider's stock worth $26,000 after acquiring an additional 199 shares during the last quarter. West Branch Capital LLC increased its position in 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 worth $28,000 after purchasing an additional 105 shares during the last quarter. Cornerstone Planning Group LLC increased its position in Booz Allen Hamilton by 244.0% during the third quarter. Cornerstone Planning Group LLC now owns 289 shares of the business services provider's stock worth $29,000 after purchasing an additional 205 shares during the last quarter. Fulcrum Asset Management LLP purchased a new position in Booz Allen Hamilton during the third quarter worth approximately $32,000. Finally, Aventura Private Wealth LLC purchased a new position in Booz Allen Hamilton during the fourth quarter worth approximately $27,000. Institutional investors and hedge funds own 91.82% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on BAH shares. Truist Financial set a $98.00 price objective on shares of Booz Allen Hamilton in a research note on Friday, January 23rd. William Blair reaffirmed an "outperform" rating on shares of Booz Allen Hamilton in a research report on Tuesday, March 3rd. Jefferies Financial Group lowered their price target on Booz Allen Hamilton from $100.00 to $95.00 and set a "hold" rating for the company in a research report on Thursday, December 18th. Citigroup upped their price target on Booz Allen Hamilton from $93.00 to $109.00 and gave the stock a "neutral" rating in a research note on Tuesday, January 13th. Finally, Zacks Research upgraded Booz Allen Hamilton from a "strong sell" rating to a "hold" rating in a report on Friday, November 28th. Two investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, Booz Allen Hamilton currently has an average rating of "Reduce" and an average price target of $101.25.

Booz Allen Hamilton Stock Performance

Shares of BAH stock opened at $78.47 on Friday. 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 has a market cap of $9.46 billion, a PE ratio of 11.66, a P/E/G ratio of 4.71 and a beta of 0.37. The company's fifty day simple moving average is $82.68 and its 200-day simple moving average is $88.59. Booz Allen Hamilton Holding Corporation has a 52 week low of $73.93 and a 52 week high of $130.91.

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

Booz Allen Hamilton Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 13th were paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 3.0%. This is an increase from Booz Allen Hamilton's previous quarterly dividend of $0.55. The ex-dividend date was Friday, February 13th. Booz Allen Hamilton's payout ratio is 35.07%.

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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