Y Intercept Hong Kong Ltd Sells 25,955 Shares of Booz Allen Hamilton Holding Corporation $BAH

Y Intercept Hong Kong Ltd cut its stake in Booz Allen Hamilton Holding Corporation (NYSE:BAH) by 30.0% in the third quarter, HoldingsChannel.com reports. The fund owned 60,631 shares of the business services provider’s stock after selling 25,955 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Booz Allen Hamilton were worth $6,060,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Booz Allen Hamilton by 0.5% during the second quarter. Vanguard Group Inc. now owns 13,137,237 shares of the business services provider’s stock valued at $1,367,980,000 after purchasing an additional 65,496 shares during the period. AQR Capital Management LLC boosted its position in shares of Booz Allen Hamilton by 58.2% during the second quarter. AQR Capital Management LLC now owns 2,565,792 shares of the business services provider’s stock worth $264,251,000 after purchasing an additional 943,660 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Booz Allen Hamilton by 1.6% in the 2nd quarter. Geode Capital Management LLC now owns 2,417,306 shares of the business services provider’s stock valued at $251,000,000 after buying an additional 37,519 shares during the period. Allspring Global Investments Holdings LLC increased its position in shares of Booz Allen Hamilton by 49.7% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 2,345,982 shares of the business services provider’s stock valued at $240,698,000 after buying an additional 779,156 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of Booz Allen Hamilton by 14.7% in the 2nd quarter. Bank of America Corp DE now owns 2,297,416 shares of the business services provider’s stock valued at $239,230,000 after buying an additional 293,603 shares in the last quarter. Institutional investors own 91.82% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Weiss Ratings lowered Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, January 12th. Jefferies Financial Group dropped their price target on Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating on the stock in a research report on Thursday, December 18th. The Goldman Sachs Group decreased their price objective on Booz Allen Hamilton from $93.00 to $80.00 and set a “sell” rating for the company in a research report on Monday, October 27th. Citigroup increased their target price 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, Bank of America lowered shares of Booz Allen Hamilton from a “buy” rating to an “underperform” rating and set a $90.00 price target on the stock. in a research note on Friday, October 24th. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $110.08.

More Booz Allen Hamilton News

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

• Positive Sentiment: EPS beat and stronger-than-expected profitability. BAH reported adjusted EPS above consensus ($1.77 vs. ~ $1.26 consensus), which reassured investors on near-term earnings power. Q3 EPS Beat (Zacks)
• Positive Sentiment: Raised fiscal?2026 profitability outlook driven by cost cuts. Management said cost-saving actions are taking hold and raised the profit outlook, supporting the rally despite soft revenue. Raised 2026 Profitability Outlook (Seeking Alpha)
• Positive Sentiment: Improved cash/liquidity and operational discipline. Company disclosures and reports show material improvement in operating cash and cash on hand, which lowers execution risk while margins compress. Liquidity Improves (QuiverQuant)
• Neutral Sentiment: Earnings call transcript / investor materials released — useful for parsing forward guidance and segment details, but no headline surprises beyond the outlook. Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Insider buy noted (CEO purchase cited in filings), which can signal management confidence but is a single data point. Insider Purchase (QuiverQuant)
• Negative Sentiment: Revenue missed estimates and remains down year?over?year (revenue ~ $2.6B vs. street ~$2.7–2.8B; ~10% YoY decline), highlighting ongoing demand pressure in government consulting. Revenue Miss & YoY Decline (Barron’s)
• Negative Sentiment: Analyst sentiment remains mixed to cautious (median price targets below current highs; several recent sell/underweight ratings), which could cap upside absent sustained revenue recovery. Analyst Ratings (DefenseWorld/Marketbeat)

Insiders Place Their Bets

In related news, CEO Horacio Rozanski purchased 23,800 shares of the firm’s stock in a transaction on Thursday, October 30th. The stock was purchased at an average cost of $84.66 per share, for a total transaction of $2,014,908.00. Following the completion of the purchase, the chief executive officer directly owned 687,745 shares in the company, valued at $58,224,491.70. This trade represents a 3.58% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.91% of the stock is currently owned by corporate insiders.

Booz Allen Hamilton Stock Performance

Shares of BAH stock opened at $102.25 on Friday. Booz Allen Hamilton Holding Corporation has a 12 month low of $79.23 and a 12 month high of $137.68. The company’s fifty day simple moving average is $88.30 and its 200-day simple moving average is $97.21. The firm has a market cap of $12.40 billion, a PE ratio of 15.19, a P/E/G ratio of 1.80 and a beta of 0.34. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 3.89.

Booz Allen Hamilton (NYSE:BAH) last issued its quarterly earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.26 by $0.51. Booz Allen Hamilton had a net margin of 7.06% and a return on equity of 71.87%. The firm had revenue of $1.85 billion for the quarter, compared to analyst estimates of $2.74 billion. During the same period in the previous year, the business earned $1.55 EPS. The company’s revenue was down 10.2% compared to the same quarter last year. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. Equities research analysts expect that Booz Allen Hamilton Holding Corporation will post 6.44 EPS for the current fiscal year.

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.