Why Booz Allen Hamilton stock fell 4.4% today

Booz Allen Hamilton (BAH) is down 4.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued investor caution around Booz Allen’s uneven growth profile rather than a single new headline. This could be because the company’s most recent quarterly update showed lower year-over-year revenue, a sharp drop in its civil and commercial business, and somewhat higher leverage after acquisitions, leaving the stock sensitive ahead of its next earnings report later this month.

Details:

In its latest quarterly update for the period ended June 30, 2026, total revenue fell 4.2% year over year to $2.8 billion.

Civil and commercial revenue declined to $772 million from $923 million a year earlier, while national security revenue was comparatively steadier.

Total backlog still increased to about $39.5 billion, which suggests demand remains solid, but investors may be waiting for stronger conversion of that backlog into growth.

The company also carried net debt of roughly $3.4 billion and a net leverage ratio of 2.7x, which may be getting extra scrutiny after its recent acquisition activity and debt financing.

Sources:

Booz Allen Hamilton Investor Relations, SEC, AP News

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.

$BAH Hedge Fund Activity

We have seen 264 institutional investors add shares of $BAH stock to their portfolio, and 275 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 $6,605,352,266 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: $324,736,087
AFRL SHADOW RAPTOR: $231,247,348
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 5 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

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.