Why Booz Allen Hamilton (BAH) Stock Is Up Today

Booz Allen Hamilton (BAH) is up 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued investor optimism around Booz Allen’s recent strategic moves in defense technology and AI-powered cyber products, rather than a clearly identifiable same-day filing or earnings release. This could be because the market is still reacting to the company’s late-August acquisition closing and its early-September product announcement, both of which support a stronger growth narrative in national security technology.

Details:

Booz Allen completed its $720 million acquisition of Ultra I&C Mission Solutions on August 24, expanding its position in defense software, encryption, edge computing, and mission systems.

The company said the acquisition strengthens offerings used in contested environments and helps scale technology delivery for U.S. and allied defense customers.

On September 2, Booz Allen unveiled a new AI-focused cyber defense offering and released research describing how autonomous AI threats are changing the security landscape.

No major new earnings report or obvious market-moving SEC filing surfaced today, which suggests the gain may reflect ongoing positive digestion of these recent announcements.

Sources:

Booz Allen Hamilton, SEC, Stock Analysis

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 277 institutional investors add shares of $BAH stock to their portfolio, and 406 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
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 1,982,808 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $120,296,961
QUBE RESEARCH & TECHNOLOGIES LTD added 1,590,925 shares (+inf%) to their portfolio in Q2 2026, for an estimated $96,521,419

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 $6,669,061,730 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: $377,105,124
TASK ORDER AWARD: $292,256,958
NEW TO - EHRM PMO IO SUPPORT: $219,653,712
AWARD OF TASK ORDER 47QFCA23F0058 FOR DATA MODERNIZATION ACCELERATOR FOR CDC (DMAC).: $206,713,400
CDM DEFEND GROUP BD BRIDGE TASK ORDER: $176,871,417

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 6 analysts offer price targets for $BAH in the last 6 months, with a median target of $85.0.

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
Tobey Sommer from Truist Securities set a target price of $85.0 on 04/20/2026
David Strauss from Wells Fargo set a target price of $85.0 on 04/01/2026

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.