Booz Allen Hamilton falls on renewed caution after analyst target cuts and lingering civil revenue concerns

Booz Allen Hamilton (BAH) is down 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to a fresh round of analyst price-target reductions and a re-focus on recent revenue pressure in the company’s civil-oriented work. With no major new company announcement surfacing today, the move looks sentiment-driven rather than event-driven.

Details:

Shares slid about 5% in Wednesday trading, with volume well below typical levels, suggesting the move may have been driven by incremental de-risking rather than a broad capitulation.

A major bank recently initiated coverage with an “equal weight” stance and an $85 target, reinforcing the idea that upside may be capped until growth re-accelerates.

Another firm cut its price target to $85 from $98 while keeping a hold-equivalent view, which may have pressured the stock as investors reassessed valuation and near-term catalysts.

In its latest quarterly update, the company posted a year-over-year revenue decline while raising EPS guidance, a mix that can still weigh on the multiple if investors prioritize top-line momentum.

Sources:

MarketBeat, StreetInsider, Booz Allen Hamilton Investor Relations

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 2 times in the past 6 months. Of those trades, 1 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:

HORACIO ROZANSKI (President and CEO) purchased 23,800 shares for an estimated $2,014,908
DENNIS METZFIELD (VP, PAO & Controller) sold 350 shares for an estimated $27,506

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

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$BAH Hedge Fund Activity

We have seen 252 institutional investors add shares of $BAH stock to their portfolio, and 451 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. added 4,988,614 shares (+58.7%) to their portfolio in Q4 2025, for an estimated $420,839,477
PRIMECAP MANAGEMENT CO/CA/ added 2,682,460 shares (+135.2%) to their portfolio in Q4 2025, for an estimated $226,292,325
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 1,978,319 shares (+23795.0%) to their portfolio in Q1 2026, for an estimated $154,368,231
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,906,127 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $160,800,873
AQR CAPITAL MANAGEMENT LLC removed 1,875,683 shares (-49.2%) from their portfolio in Q4 2025, for an estimated $158,232,617
QUBE RESEARCH & TECHNOLOGIES LTD removed 1,675,783 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $141,369,053
STATE STREET CORP added 1,528,739 shares (+53.2%) to their portfolio in Q4 2025, for an estimated $128,964,422

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

$BAH Government Contracts

We have seen $6,477,827,780 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: $417,706,432
NEW TO - EHRM PMO IO SUPPORT: $334,653,712
TASK ORDER AWARD: $294,372,007
TRANSFORMATION TWENTY-ONE TOTAL TECHNOLOGY NEXT GENERATION (T4NG) TASK ORDER - BENEFITS INTEGRATED DELIVERY: $267,438,861
CDM DEFEND GROUP BD BRIDGE TASK ORDER: $245,006,227

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

$BAH 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 $BAH, check out Quiver Quantitative's $BAH forecast page.

$BAH Price Targets

Multiple analysts have issued price targets for $BAH recently. We have seen 8 analysts offer price targets for $BAH in the last 6 months, with a median target of $88.5.

Here are some recent targets:

Tobey Sommer from Truist Securities set a target price of $85.0 on 04/20/2026
John Godyn from Citigroup set a target price of $87.0 on 04/02/2026
David Strauss from Wells Fargo set a target price of $85.0 on 04/01/2026
Jonathan Siegmann from Stifel set a target price of $115.0 on 01/26/2026
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

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.