William Blair Issues Pessimistic Forecast for BAH Earnings

Key Points

• William Blair has revised its Q3 2026 earnings per share estimate for Booz Allen Hamilton from $1.69 to $1.51, indicating a negative outlook for the business services provider.
• The consensus full-year EPS estimate for Booz Allen Hamilton currently stands at $6.44, down from previous projections.
• Despite the downgrades, Booz Allen Hamilton maintains an "Outperform" rating from William Blair, suggesting that analysts still see potential in the stock.

Booz Allen Hamilton Holding Corporation (NYSE:BAH - Free Report) - Investment analysts at William Blair cut their Q3 2026 earnings per share (EPS) estimates for Booz Allen Hamilton in a research note issued on Thursday, September 25th. William Blair analyst L. Dipalma now forecasts that the business services provider will post earnings per share of $1.51 for the quarter, down from their prior 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, Q1 2027 earnings at $1.45 EPS, Q3 2027 earnings at $1.56 EPS and FY2027 earnings at $6.27 EPS.

Booz Allen Hamilton (NYSE:BAH - Get Free Report) last released its earnings results on Friday, July 25th. The business services provider reported $1.48 earnings per share for the quarter, topping analysts' consensus estimates of $1.45 by $0.03. The business had revenue of $2.92 billion for 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%.The business's revenue was down .6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.38 earnings per share. Booz Allen Hamilton has set its FY 2026 guidance at 6.200-6.550 EPS.

Several other research firms also recently weighed in on BAH. UBS Group set a $119.00 price objective on Booz Allen Hamilton and gave the company a "neutral" rating in a report on Monday, July 28th. JPMorgan Chase & Co. lifted their price objective on Booz Allen Hamilton from $115.00 to $122.00 and gave the company an "underweight" rating in a report on Monday, July 28th. Finally, Stifel Nicolaus lifted their price objective on Booz Allen Hamilton from $112.00 to $119.00 and gave the company a "hold" rating in a report on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $134.00.

Booz Allen Hamilton Stock Performance

BAH stock opened at $98.99 on Monday. 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 business has a 50-day moving average price of $107.05 and a 200 day moving average price of $109.37. The company has a market capitalization of $12.20 billion, a P/E ratio of 12.16, a PEG ratio of 1.57 and a beta of 0.45. Booz Allen Hamilton has a 1-year low of $96.96 and a 1-year high of $190.59.

Institutional Trading of Booz Allen Hamilton

Large investors have recently added to or reduced their stakes in the stock. Personal CFO Solutions LLC raised its stake in Booz Allen Hamilton by 3.5% during the 1st quarter. Personal CFO Solutions LLC now owns 2,739 shares of the business services provider's stock worth $286,000 after buying an additional 92 shares during the period. Roundview Capital LLC raised its stake in Booz Allen Hamilton by 0.3% during the 2nd quarter. Roundview Capital LLC now owns 37,258 shares of the business services provider's stock worth $3,880,000 after buying an additional 99 shares during the period. Raiffeisen Bank International AG raised its stake in Booz Allen Hamilton by 4.9% during the 1st quarter. Raiffeisen Bank International AG now owns 2,137 shares of the business services provider's stock worth $225,000 after buying an additional 100 shares during the period. Creative Financial Designs Inc. ADV raised its stake in Booz Allen Hamilton by 26.7% during the 2nd quarter. Creative Financial Designs Inc. ADV now owns 493 shares of the business services provider's stock worth $51,000 after buying an additional 104 shares during the period. Finally, MassMutual Private Wealth & Trust FSB raised its stake in Booz Allen Hamilton by 74.5% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 246 shares of the business services provider's stock worth $26,000 after buying an additional 105 shares during the period. 91.82% of the stock is currently owned by hedge funds and other institutional investors.

Booz Allen Hamilton Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, August 29th. Shareholders of record on Thursday, August 14th were issued a $0.55 dividend. This represents a $2.20 annualized dividend and a yield of 2.2%. The ex-dividend date was Thursday, August 14th. Booz Allen Hamilton's dividend payout ratio is presently 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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