Booz Allen Hamilton Gains After Earnings Beat, Higher FY2027 Outlook, and Analyst Upgrade

Booz Allen Hamilton (BAH) is up 6.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a combination of stronger-than-expected fiscal second-quarter earnings and a higher full-year profit outlook, followed by a fresh analyst upgrade on Monday. Investors also appear encouraged by backlog growth and signs that national security demand remains healthy even as the civil business stays soft.

Details:

Booz Allen said adjusted diluted EPS rose to $1.76 in fiscal Q2, up 18.1% from a year earlier, while adjusted net income increased 15.3%.

The company raised fiscal 2027 adjusted EPS guidance to $6.50 to $6.70 from $6.00 to $6.35, and lifted the low end of adjusted EBITDA guidance.

Total backlog increased 1.9% to $41 billion, and the quarterly book-to-bill ratio was 1.5x, suggesting solid contract momentum.

Monday’s move was likely amplified by a TD Cowen upgrade to Buy, which highlighted improving funded backlog, better civilian sales trends, and margin expansion potential.

Sources:

Booz Allen Hamilton, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BAH Insider Trading Activity

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

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

DENNIS METZFIELD (VP, PAO & Controller) sold 469 shares for an estimated $36,544

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$BAH Hedge Fund Activity

We have seen 284 institutional investors add shares of $BAH stock to their portfolio, and 279 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,993,220 shares (+inf%) to their portfolio in Q2 2026, for an estimated $242,268,657
AQR CAPITAL MANAGEMENT LLC added 3,072,138 shares (+345.3%) to their portfolio in Q2 2026, for an estimated $186,386,612
JPMORGAN CHASE & CO added 2,873,404 shares (+inf%) to their portfolio in Q2 2026, for an estimated $174,329,420
MORGAN STANLEY removed 2,122,048 shares (-55.4%) from their portfolio in Q2 2026, for an estimated $128,744,652
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 2,042,269 shares (-78.8%) from their portfolio in Q2 2026, for an estimated $123,904,460
QUBE RESEARCH & TECHNOLOGIES LTD added 1,590,925 shares (+inf%) to their portfolio in Q2 2026, for an estimated $96,521,419
PRIMECAP MANAGEMENT CO/CA/ added 1,567,846 shares (+32.5%) to their portfolio in Q2 2026, for an estimated $95,121,216

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$BAH Government Contracts

We have seen $7,034,912,978 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: $427,385,397
TASK ORDER AWARD: $327,383,951
AFRL SHADOW RAPTOR: $242,826,658
NEW TO - EHRM PMO IO SUPPORT: $219,653,712
AWARD OF TASK ORDER 47QFCA23F0058 FOR DATA MODERNIZATION ACCELERATOR FOR CDC (DMAC).: $206,713,400

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$BAH Price Targets

Multiple analysts have issued price targets for $BAH recently. We have seen 4 analysts offer price targets for $BAH in the last 6 months, with a median target of $77.5.

Here are some recent targets:

Gautam Khanna from TD Cowen set a target price of $70.0 on 07/07/2026
John Godyn from Citigroup set a target price of $69.0 on 07/01/2026
Jonathan Siegmann from Stifel set a target price of $110.0 on 05/26/2026
Seth Seifman from JP Morgan set a target price of $85.0 on 05/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.