Booz Allen Hamilton (NYSE:BAH) Announces Quarterly Earnings Results

Booz Allen Hamilton (NYSE:BAH) announced its quarterly earnings data 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 firm had revenue of $1.97 billion for the quarter, compared to analyst estimates of $2.81 billion. Booz Allen Hamilton had a return on equity of 76.07% and a net margin of 7.59%.The business’s quarterly revenue was down 4.2% compared to the same quarter last year. During the same period last year, the company earned $1.48 EPS. 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 12.7%

Booz Allen Hamilton stock traded up $8.34 during mid-day trading on Friday, hitting $74.21. 1,914,580 shares of the company’s stock were exchanged, compared to its average volume of 2,183,847. The company’s 50 day simple moving average is $70.37 and its 200-day simple moving average is $78.32. The company has a quick ratio of 1.78, a current ratio of 1.78 and a debt-to-equity ratio of 3.55. The firm has a market capitalization of $8.89 billion, a P/E ratio of 10.88, a PEG ratio of 3.42 and a beta of 0.36. Booz Allen Hamilton has a fifty-two week low of $59.50 and a fifty-two week high of $120.04.

Booz Allen Hamilton Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Wednesday, June 10th were paid a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a yield of 3.2%. The ex-dividend date of this dividend was Wednesday, June 10th. Booz Allen Hamilton’s dividend payout ratio (DPR) is presently 34.25%.

Trending Headlines about Booz Allen Hamilton

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

• Positive Sentiment: Booz Allen Hamilton beat Q1 earnings estimates, reporting $1.81 EPS versus the $1.49 consensus, which helped support the stock. Booz Allen Hamilton (BAH) Q1 Earnings Top Estimates
• Positive Sentiment: Management said it is seeing accelerating demand in parts of the business and maintained its full-year outlook, which can reassure investors about the outlook. Booz Allen Profit, Revenue Falls Despite Accelerating Demand
• Neutral Sentiment: The company issued FY 2027 EPS guidance of $6.00-$6.35 and revenue guidance of $11.2 billion-$11.7 billion, roughly in line with expectations, so the outlook was not a major surprise to the market.
• Negative Sentiment: Quarterly revenue came in at $1.97 billion versus the $2.81 billion estimate and fell 4.2% from a year ago, highlighting ongoing top-line weakness. Booz Allen Hamilton Q1 2027 Earnings Call Transcript

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the company. Citigroup cut their price target on Booz Allen Hamilton from $88.00 to $69.00 and set a “neutral” rating on the stock in a research note on Wednesday, July 1st. The Goldman Sachs Group dropped their price objective on Booz Allen Hamilton from $74.00 to $65.00 and set a “sell” rating for the company in a report on Tuesday, July 14th. JPMorgan Chase & Co. cut their target price on Booz Allen Hamilton from $97.00 to $85.00 and set an “underweight” rating on the stock in a research note on Tuesday, May 26th. UBS Group restated a “neutral” rating and set a $83.00 target price on shares of Booz Allen Hamilton in a report on Tuesday, May 26th. Finally, BNP Paribas Exane initiated coverage on Booz Allen Hamilton in a research report on Wednesday, May 27th. They set a “neutral” rating and a $80.00 target price for the company. Three research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Reduce” and a consensus price target of $84.46.

Institutional Investors Weigh In On Booz Allen Hamilton

A number of hedge funds have recently modified their holdings of BAH. Invesco Ltd. lifted its stake in Booz Allen Hamilton by 13.0% in the fourth quarter. Invesco Ltd. now owns 822,044 shares of the business services provider’s stock valued at $69,348,000 after buying an additional 94,434 shares in the last quarter. Strive Financial Group LLC bought a new stake in Booz Allen Hamilton in the 4th quarter valued at $367,000. State of Tennessee Department of Treasury bought a new stake in Booz Allen Hamilton in the 4th quarter valued at $3,083,000. Mackenzie Financial Corp boosted its stake in Booz Allen Hamilton by 27.8% in the 4th quarter. Mackenzie Financial Corp now owns 9,015 shares of the business services provider’s stock worth $766,000 after purchasing an additional 1,961 shares during the period. Finally, XTX Topco Ltd lifted its holdings in shares of Booz Allen Hamilton by 186.0% in the fourth quarter. XTX Topco Ltd now owns 13,612 shares of the business services provider’s stock valued at $1,148,000 after purchasing an additional 8,852 shares in the last quarter. Institutional investors and hedge funds own 91.82% of the company’s stock.

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.