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

Investivoq PriceTracker

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 Insider Trades

    $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 Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq 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 Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq 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 Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq 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 Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.