Booz Allen Hamilton (BAH) Releases Q3 2026 Earnings: Revenue Miss, EPS Beats and Liquidity Improves

Booz Allen Hamilton Holding Corporation (BAH) reported third-quarter 2026 results with revenue of $2.62 billion, down 10.19% year-over-year, missing the consensus revenue estimate of $2.78 billion. Diluted earnings per share were 1.63, up 12.41% year-over-year and above the estimate of 1.30.

Revenue: $2.62 billion (down 10.19% YoY)

Gross profit: $587 million (down 12.78% YoY)

Operating profit: $230 million (down 21.03% YoY)

Net income attributable to common shareholders: $200 million (up 6.98% YoY)

Diluted EPS: 1.63 (up 12.41% YoY)

Cash flow and balance-sheet items showed notable improvement in liquidity even as margins compressed.

Cash from operating activities: $261 million (up 72.86% YoY)

Cash and cash equivalents: $882 million (up 94.47% YoY)

Purchases of property, plant and equipment: $13 million (down 25.41% YoY)

Cost of sales: $2.03 billion (down 9.41% YoY)

Total liabilities: $6.03 billion (up 7.39% YoY)

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Booz Allen Hamilton Holding Corporation Insider Trading Activity

Booz Allen Hamilton Holding Corporation insiders have traded $BAH stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $BAH stock by insiders over the last 6 months:

HORACIO ROZANSKI (President and CEO) purchased 23,800 shares for an estimated $2,014,908

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Booz Allen Hamilton Holding Corporation Hedge Fund Activity

We have seen 336 institutional investors add shares of Booz Allen Hamilton Holding Corporation stock to their portfolio, and 385 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,420,004 shares (+105.4%) to their portfolio in Q3 2025, for an estimated $241,879,399
AQR CAPITAL MANAGEMENT LLC added 1,246,451 shares (+48.6%) to their portfolio in Q3 2025, for an estimated $124,582,777
BLACKROCK, INC. removed 830,906 shares (-8.9%) from their portfolio in Q3 2025, for an estimated $83,049,054
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC removed 818,937 shares (-98.7%) from their portfolio in Q3 2025, for an estimated $81,852,753
WELLINGTON MANAGEMENT GROUP LLP removed 767,497 shares (-33.9%) from their portfolio in Q3 2025, for an estimated $76,711,325
PRIMECAP MANAGEMENT CO/CA/ added 716,780 shares (+56.6%) to their portfolio in Q3 2025, for an estimated $71,642,161
POINT72 ASSET MANAGEMENT, L.P. removed 638,500 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $63,818,075

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Booz Allen Hamilton Holding Corporation Government Contracts

We have seen $6,255,808,592 of award payments to $BAH over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

SERVICE SOLUTIONS FOR MODERNIZATION ANALYSIS READINESS CAPABILITY THREAT AND TRAINING SSMARTT: $389,596,175
NEW TO - EHRM PMO IO SUPPORT: $334,653,712
TRANSFORMATION TWENTY-ONE TOTAL TECHNOLOGY NEXT GENERATION (T4NG) TASK ORDER - BENEFITS INTEGRATED DELIVERY: $301,515,874
CDM DEFEND GROUP BD BRIDGE TASK ORDER: $275,741,545
AWARD OF TASK ORDER 47QFCA23F0058 FOR DATA MODERNIZATION ACCELERATOR FOR CDC (DMAC).: $269,688,246

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Booz Allen Hamilton Holding Corporation Analyst Ratings

Wall Street analysts have issued reports on $BAH in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Underweight" rating on 10/27/2025
Goldman Sachs issued a "Sell" rating on 10/27/2025

To track analyst ratings and price targets for Booz Allen Hamilton Holding Corporation, check out Quiver Quantitative's $BAH forecast page.

Booz Allen Hamilton Holding Corporation Price Targets

Multiple analysts have issued price targets for $BAH recently. We have seen 7 analysts offer price targets for $BAH in the last 6 months, with a median target of $95.0.

Here are some recent targets:

John Godyn from Citigroup set a target price of $109.0 on 01/13/2026
Howard Rubel from Jefferies set a target price of $95.0 on 12/18/2025
Seth Seifman from JP Morgan set a target price of $90.0 on 10/27/2025
Gavin Parsons from UBS set a target price of $93.0 on 10/27/2025
Noah Poponak from Goldman Sachs set a target price of $80.0 on 10/27/2025
Gautam Khanna from TD Cowen set a target price of $105.0 on 10/17/2025
Jonathan Siegmann from Stifel set a target price of $119.0 on 07/28/2025