William Blair Has Optimistic Outlook of BAH Q3 Earnings

Key Points

• William Blair has raised its Q3 2026 earnings estimate for Booz Allen Hamilton from $1.51 to $1.69 per share, maintaining an "Outperform" rating on the stock.
• Other analysts have mixed views, with UBS setting a price objective of $119.00 and Zacks downgrading the stock from "hold" to "strong sell."
• Booz Allen Hamilton recently paid a quarterly dividend of $0.55 per share, reflecting an annualized yield of 2.2% and a payout ratio of 27.03%.

Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) - Research analysts at William Blair raised their Q3 2026 earnings estimates for Booz Allen Hamilton in a report released on Thursday, October 16th. William Blair analyst L. Dipalma now anticipates that the business services provider will post earnings of $1.69 per share for the quarter, up from their previous forecast of $1.51. William Blair has a "Outperform" rating on the stock. The consensus estimate for Booz Allen Hamilton's current full-year earnings is $6.44 per share. William Blair also issued estimates for Booz Allen Hamilton's Q4 2026 earnings at $1.86 EPS, FY2026 earnings at $6.44 EPS and FY2027 earnings at $7.09 EPS.

Several other equities research analysts have also commented on the stock. UBS Group set a $119.00 price objective on shares of Booz Allen Hamilton and gave the stock a "neutral" rating in a research note on Monday, July 28th. Zacks Research lowered shares of Booz Allen Hamilton from a "hold" rating to a "strong sell" rating in a research note on Tuesday, October 14th. Weiss Ratings reissued a "hold (c)" rating on shares of Booz Allen Hamilton in a research note on Wednesday, October 8th. JPMorgan Chase & Co. upped their target price on shares of Booz Allen Hamilton from $115.00 to $122.00 and gave the stock an "underweight" rating in a research note on Monday, July 28th. Finally, Cowen downgraded shares of Booz Allen Hamilton from a "buy" rating to a "hold" rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $129.45.

Booz Allen Hamilton Trading Up 0.8%

NYSE:BAH opened at $98.09 on Monday. Booz Allen Hamilton has a one year low of $95.00 and a one year high of $190.59. The company has a debt-to-equity ratio of 3.66, a current ratio of 1.78 and a quick ratio of 1.78. The company's 50-day simple moving average is $103.85 and its 200 day simple moving average is $108.48. The firm has a market capitalization of $12.09 billion, a P/E ratio of 12.05, a PEG ratio of 1.53 and a beta of 0.42.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last posted 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 for the quarter, compared to analyst estimates of $2.96 billion. During the same quarter in the previous year, the firm posted $1.38 earnings per share. Booz Allen Hamilton's quarterly revenue was down .6% on a year-over-year basis. Booz Allen Hamilton has set its FY 2026 guidance at 6.200-6.550 EPS.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BAH. Yousif Capital Management LLC lifted its position in Booz Allen Hamilton by 5.5% during the first quarter. Yousif Capital Management LLC now owns 2,389 shares of the business services provider's stock valued at $250,000 after purchasing an additional 124 shares during the period. Wealth Enhancement Advisory Services LLC lifted its position in Booz Allen Hamilton by 22.0% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 46,929 shares of the business services provider's stock valued at $4,908,000 after purchasing an additional 8,448 shares during the period. Exchange Traded Concepts LLC lifted its position in Booz Allen Hamilton by 1,545.9% during the first quarter. Exchange Traded Concepts LLC now owns 1,613 shares of the business services provider's stock valued at $169,000 after purchasing an additional 1,515 shares during the period. QRG Capital Management Inc. lifted its position in Booz Allen Hamilton by 8.8% during the first quarter. QRG Capital Management Inc. now owns 4,259 shares of the business services provider's stock valued at $445,000 after purchasing an additional 343 shares during the period. Finally, Blue Trust Inc. lifted its position in Booz Allen Hamilton by 76.6% during the first quarter. Blue Trust Inc. now owns 3,633 shares of the business services provider's stock valued at $380,000 after purchasing an additional 1,576 shares during the period. Institutional investors own 91.82% of the company's stock.

Booz Allen Hamilton Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 29th. Investors of record on Thursday, August 14th were given a dividend of $0.55 per share. The ex-dividend date was Thursday, August 14th. This represents a $2.20 dividend on an annualized basis and a yield of 2.2%. Booz Allen Hamilton's dividend payout ratio is 27.03%.

About Booz Allen Hamilton

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.

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