William Blair Issues Negative Outlook for BAH Earnings

Key Points

• William Blair has lowered its Q3 2026 earnings per share (EPS) estimate for Booz Allen Hamilton to $1.51, down from a prior forecast of $1.69, while maintaining an "Outperform" rating on the stock.
• Consensus estimates for Booz Allen Hamilton's FY2026 earnings have been revised down to $6.02 EPS, and future quarterly earnings projections have also been adjusted.
• Several analysts have downgraded Booz Allen Hamilton's stock recently, reflecting a shift in market sentiment, with the company holding a consensus rating of "Hold" and a price target of $129.45.

Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) - Equities research analysts at William Blair decreased their Q3 2026 earnings per share (EPS) estimates for shares of Booz Allen Hamilton in a note issued to investors on Monday, October 20th. William Blair analyst L. Dipalma now anticipates that the business services provider will post earnings per share of $1.51 for the quarter, down from their previous forecast of $1.69. 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 $1.61 EPS, FY2026 earnings at $6.02 EPS, Q1 2027 earnings at $1.45 EPS, Q2 2027 earnings at $1.60 EPS, Q3 2027 earnings at $1.56 EPS, Q4 2027 earnings at $1.67 EPS and FY2027 earnings at $6.27 EPS.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last announced its earnings results on Friday, July 25th. The business services provider reported $1.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.45 by $0.03. The business had revenue of $2.92 billion during the quarter, compared to analyst estimates of $2.96 billion. Booz Allen Hamilton had a return on equity of 73.05% and a net margin of 8.70%.Booz Allen Hamilton's revenue for the quarter was down .6% compared to the same quarter last year. During the same period last year, the company earned $1.38 EPS. Booz Allen Hamilton has set its FY 2026 guidance at 6.200-6.550 EPS.

Several other research analysts have also issued reports on BAH. Cowen lowered Booz Allen Hamilton from a "buy" rating to a "hold" rating in a research report on Friday. TD Cowen reiterated a "hold" rating and set a $105.00 price target (down from $125.00) on shares of Booz Allen Hamilton in a report on Friday, October 17th. Zacks Research downgraded Booz Allen Hamilton from a "hold" rating to a "strong sell" rating in a report on Tuesday, October 14th. UBS Group set a $119.00 price target on Booz Allen Hamilton and gave the stock a "neutral" rating in a report on Monday, July 28th. Finally, Stifel Nicolaus increased their price target on Booz Allen Hamilton from $112.00 to $119.00 and gave the stock a "hold" rating in a report on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat, Booz Allen Hamilton has a consensus rating of "Hold" and a consensus price target of $129.45.

Booz Allen Hamilton Stock Down 0.2%

Shares of NYSE:BAH opened at $100.70 on Wednesday. The firm has a market cap of $12.41 billion, a P/E ratio of 12.37, a P/E/G ratio of 1.58 and a beta of 0.42. The company has a quick ratio of 1.78, a current ratio of 1.78 and a debt-to-equity ratio of 3.66. Booz Allen Hamilton has a 12-month low of $95.00 and a 12-month high of $190.59. The business has a fifty day simple moving average of $103.52 and a 200 day simple moving average of $108.37.

Booz Allen Hamilton Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 29th. Stockholders of record on Thursday, August 14th were paid a $0.55 dividend. The ex-dividend date was Thursday, August 14th. This represents a $2.20 annualized dividend and a dividend yield of 2.2%. Booz Allen Hamilton's dividend payout ratio (DPR) is currently 27.03%.

Institutional Trading of Booz Allen Hamilton

Several large investors have recently made changes to their positions in BAH. Norges Bank acquired a new stake in shares of Booz Allen Hamilton in the 2nd quarter valued at about $168,069,000. Wellington Management Group LLP grew its stake in shares of Booz Allen Hamilton by 603.1% in the 1st quarter. Wellington Management Group LLP now owns 1,446,414 shares of the business services provider's stock valued at $151,266,000 after buying an additional 1,240,689 shares during the period. Primecap Management Co. CA grew its stake in shares of Booz Allen Hamilton by 2,011.8% in the 2nd quarter. Primecap Management Co. CA now owns 1,267,058 shares of the business services provider's stock valued at $131,939,000 after buying an additional 1,207,058 shares during the period. AQR Capital Management LLC grew its stake in shares of Booz Allen Hamilton by 288.4% in the 1st quarter. AQR Capital Management LLC now owns 1,622,132 shares of the business services provider's stock valued at $168,491,000 after buying an additional 1,204,446 shares during the period. Finally, Allspring Global Investments Holdings LLC grew its stake in shares of Booz Allen Hamilton by 187.5% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 1,566,826 shares of the business services provider's stock valued at $168,136,000 after buying an additional 1,021,809 shares during the period. 91.82% of the stock is currently owned by institutional investors and hedge funds.

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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