Teacher Retirement System of Texas Increases Position in Booz Allen Hamilton Holding Corporation $BAH

Teacher Retirement System of Texas boosted its position in Booz Allen Hamilton Holding Corporation (NYSE:BAH) by 84.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 55,277 shares of the business services provider’s stock after acquiring an additional 25,286 shares during the period. Teacher Retirement System of Texas’ holdings in Booz Allen Hamilton were worth $5,525,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Nicholas Company Inc. grew its holdings in Booz Allen Hamilton by 7.2% in the 2nd quarter. Nicholas Company Inc. now owns 57,892 shares of the business services provider’s stock valued at $6,028,000 after buying an additional 3,875 shares during the period. SG Americas Securities LLC grew its holdings in Booz Allen Hamilton by 720.6% in the third quarter. SG Americas Securities LLC now owns 52,189 shares of the business services provider’s stock valued at $5,216,000 after purchasing an additional 45,829 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in Booz Allen Hamilton by 227.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 698,930 shares of the business services provider’s stock valued at $72,780,000 after purchasing an additional 485,425 shares during the period. Renaissance Group LLC increased its position in Booz Allen Hamilton by 2.7% during the second quarter. Renaissance Group LLC now owns 242,586 shares of the business services provider’s stock worth $25,260,000 after purchasing an additional 6,390 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC raised its stake in Booz Allen Hamilton by 49.7% during the third quarter. Allspring Global Investments Holdings LLC now owns 2,345,982 shares of the business services provider’s stock worth $240,698,000 after purchasing an additional 779,156 shares during the period. Hedge funds and other institutional investors own 91.82% of the company’s stock.

Booz Allen Hamilton Price Performance

BAH stock opened at $94.01 on Tuesday. The firm has a market cap of $11.40 billion, a P/E ratio of 13.97, a price-to-earnings-growth ratio of 1.80 and a beta of 0.34. The company has a debt-to-equity ratio of 3.89, a quick ratio of 1.76 and a current ratio of 1.76. Booz Allen Hamilton Holding Corporation has a 1 year low of $79.23 and a 1 year high of $136.40. The stock has a 50-day simple moving average of $88.55 and a 200-day simple moving average of $97.04.

Booz Allen Hamilton (NYSE:BAH) last released 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. The firm had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $2.74 billion. Booz Allen Hamilton had a return on equity of 76.86% and a net margin of 7.35%.Booz Allen Hamilton’s quarterly revenue was down 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.55 EPS. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. On average, equities analysts predict that Booz Allen Hamilton Holding Corporation will post 6.44 earnings per share for the current fiscal year.

Booz Allen Hamilton Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Booz Allen Hamilton’s previous quarterly dividend of $0.55. Booz Allen Hamilton’s dividend payout ratio (DPR) is 32.69%.

Insiders Place Their Bets

In other news, CEO Horacio Rozanski purchased 23,800 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The shares were purchased at an average price of $84.66 per share, with a total value of $2,014,908.00. Following the purchase, the chief executive officer directly owned 687,745 shares of the company’s stock, valued at approximately $58,224,491.70. This represents a 3.58% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.91% of the company’s stock.

Key Booz Allen Hamilton News

Here are the key news stories impacting Booz Allen Hamilton this week:

• Positive Sentiment: Better?than?expected quarterly EPS (reported $1.77 vs. $1.26 est.) and a dividend increase that signals management confidence. Booz Allen Hamilton (NYSE:BAH) Shares Gap Up After Better-Than-Expected Earnings
• Positive Sentiment: Analyst support: Stifel raised its price target from $106 to $115 (hold), suggesting upside versus recent levels. BAH price target raised by Stifel
• Positive Sentiment: New product commercialization: Booz Allen announced general availability of Vellox Reverser to automate malware defense — adds to commercial/cyber offerings. Booz Allen Announces General Availability of Vellox Reverser to Automate Malware Defense
• Neutral Sentiment: Guidance and mix: Management set FY?2026 EPS guidance of $5.95–$6.15 while revenue trends showed a year?over?year decline — upside from margins but revenue weakness tempers the view.
• Neutral Sentiment: Technicals: BAH recently crossed above its 200?day moving average, a longer?term technical positive that may attract buyers if the headline shock fades. Booz Allen (BAH) Crossed Above the 200-Day Moving Average
• Negative Sentiment: Treasury contract cancellations: The U.S. Treasury said it would cancel contracts with Booz Allen after a former contractor stole and leaked tax records (including those of Donald Trump). The decision—and public criticism from the Treasury—creates immediate lost revenue, contract disruption and potential hurdles winning or retaining future federal work. US Treasury Department ends contracts with Booz Allen Hamilton after Trump tax leak
• Negative Sentiment: Legal/reputational risk: Reports note the contractor used broad search methods and pleaded guilty; regulators and agency customers may demand remediation, audits or further contract terms—raising the risk of added penalties or more contract losses. Treasury Cancels Booz Allen — Blames Whistleblower Who Leaked Trump’s Tax Returns

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on BAH shares. UBS Group dropped their price objective on Booz Allen Hamilton from $115.00 to $93.00 and set a “neutral” rating for the company in a report on Monday, October 27th. The Goldman Sachs Group dropped their price target on Booz Allen Hamilton from $93.00 to $80.00 and set a “sell” rating for the company in a research note on Monday, October 27th. Citigroup raised their price objective on Booz Allen Hamilton from $93.00 to $109.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. JPMorgan Chase & Co. dropped their target price on shares of Booz Allen Hamilton from $122.00 to $90.00 and set an “underweight” rating for the company in a research report on Monday, October 27th. Finally, Truist Financial set a $98.00 price target on shares of Booz Allen Hamilton in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $110.77.

About Booz Allen Hamilton

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.