Booz Allen Hamilton (NYSE:BAH) Releases Earnings Results, Beats Expectations By $0.32 EPS

Booz Allen Hamilton (NYSE:BAH) issued its earnings results on Friday. The business services provider reported $1.81 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.32, FiscalAI reports. The business had revenue of $1.97 billion during the quarter, compared to analysts’ expectations of $2.81 billion. Booz Allen Hamilton had a net margin of 7.59% and a return on equity of 76.07%. The company’s quarterly revenue was down 4.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.48 earnings per share. Booz Allen Hamilton updated its FY 2027 guidance to 6.000-6.35 EPS.

Here are the key takeaways from Booz Allen Hamilton’s conference call:

• Booz Allen reaffirmed full-year guidance, but said results are expected to be back-half weighted and near-term pressured by civil revenue declines and a cautious government funding environment.
• National security remains the growth engine, with first-quarter revenue up 1% and funded backlog up 23%, while management expects mid-single-digit growth for the fiscal year.
• Civil business remains under pressure, as revenue fell 16% year over year and the company expects another double-digit sequential decline in Q2 before conditions improve later in the year.
• Profitability and cash flow were strong, with adjusted EBITDA margin rising to 11.9%, adjusted EPS up 22%, and free cash flow of $261 million for the quarter.
• Cyber and defense tech are key strategic priorities, supported by rising demand for agentic AI-driven cyber tools, a strong OTA pipeline, and the planned acquisition of Ultra I&C Mission Solutions to expand defense tech capabilities.

Booz Allen Hamilton Trading Up 14.1%

NYSE:BAH traded up $9.27 on Friday, reaching $75.14. The company’s stock had a trading volume of 1,796,043 shares, compared to its average volume of 2,183,218. Booz Allen Hamilton has a 12-month low of $59.50 and a 12-month high of $120.04. The stock has a 50 day moving average price of $70.37 and a 200 day moving average price of $78.32. The firm has a market cap of $9.00 billion, a price-to-earnings ratio of 10.89, a price-to-earnings-growth ratio of 3.42 and a beta of 0.36. The company has a quick ratio of 1.78, a current ratio of 1.78 and a debt-to-equity ratio of 3.55.

Booz Allen Hamilton Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Wednesday, June 10th were given a $0.59 dividend. The ex-dividend date was Wednesday, June 10th. This represents a $2.36 dividend on an annualized basis and a yield of 3.1%. Booz Allen Hamilton’s payout ratio is currently 34.25%.

Analyst Ratings Changes

BAH has been the subject of a number of recent research reports. Stifel Nicolaus set a $110.00 price objective on shares of Booz Allen Hamilton and gave the company a “buy” rating in a report on Tuesday, May 26th. BNP Paribas Exane assumed coverage on Booz Allen Hamilton in a report on Wednesday, May 27th. They set a “neutral” rating and a $80.00 target price on the stock. Bank of America dropped their price target on Booz Allen Hamilton from $90.00 to $75.00 and set an “underperform” rating for the company in a research report on Monday. Truist Financial cut their price target on Booz Allen Hamilton from $85.00 to $70.00 and set a “hold” rating for the company in a report on Friday, July 10th. Finally, Cantor Fitzgerald reduced their price objective on Booz Allen Hamilton from $160.00 to $140.00 and set an “overweight” rating on the stock in a research report on Thursday. Three analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Reduce” and a consensus target price of $84.46.

Institutional Trading of Booz Allen Hamilton

A number of hedge funds and other institutional investors have recently modified their holdings of BAH. Rakuten Securities Inc. lifted its position in shares of Booz Allen Hamilton by 414.6% during the second quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock worth $26,000 after purchasing an additional 199 shares in the last quarter. PenderFund Capital Management Ltd. purchased a new position in shares of Booz Allen Hamilton in the 4th quarter valued at about $30,000. Fulcrum Asset Management LLP purchased a new position in shares of Booz Allen Hamilton in the 3rd quarter valued at about $32,000. Transamerica Financial Advisors LLC acquired a new position in shares of Booz Allen Hamilton during the second quarter worth about $41,000. Finally, Larson Financial Group LLC increased its stake in shares of Booz Allen Hamilton by 365.6% during the third quarter. Larson Financial Group LLC now owns 433 shares of the business services provider’s stock worth $43,000 after buying an additional 340 shares during the period. 91.82% of the stock is owned by institutional investors and hedge funds.

Booz Allen Hamilton Company Profile

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.