Zacks Investment Research·6d ago
Booz Allen Hamilton (BAH) Dips More Than Broader Market: What You Should KnowThe latest trading day saw Booz Allen Hamilton (BAH) settling at $78.41, representing a -2.06% change from its previous close.
Booz Allen Hamilton is navigating a deliberate pivot toward higher-margin work, evidenced by a 52.3% gross margin in 2027Q1, yet this strategic shift has coincided with four consecutive quarters of revenue decline, including a 6.4% YoY drop in 2026Q4. The comp...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 6.4% YoY in 2026Q4, marking the fourth consecutive quarter of decline, yet gross margin improved to 52.3% in 2027Q1, indicating a shift toward higher-value work while operating margin held near 10%.
BAH is trading below historic P/E levels, with trailing and forward P/E ratios of 13.21 and 14.84 respectively, making it an attractive investment opportunity.
47 hedge fund portfolios held BAH at the end of the second quarter, indicating significant institutional interest despite not being among the top 30 most popular stocks.
Multiple bullish theses on BAH have been highlighted, including from Caffeinated Memos's Substack and Value investing subreddit, suggesting positive sentiment among analysts.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 24, 2026 | $1.81+21.5% vs $1.49 | $2.8B-0.3% vs $2.8B |
Q2 2026 May 22, 2026 | $1.78+34.8% vs $1.32 | $2.8B-2.3% vs $2.9B |
Q1 2026 Jan 23, 2026 | $1.77+30.1% vs $1.36 | $2.6B-4.4% vs $2.7B |
Q4 2025 Oct 24, 2025 | $1.49-1.3% vs $1.51 | $2.9B-2.7% vs $3.0B |
The latest trading day saw Booz Allen Hamilton (BAH) settling at $78.41, representing a -2.06% change from its previous close.
Booz Allen Hamilton (BAH) closed the most recent trading day at $80.06, moving +1.2% from the previous trading session.
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Booz Allen Hamilton Holding Corporation (NYSE: BAH) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 12,900 shares of the business services provider's stock, valued at approximately $783,000. Other hedge funds and other
California State Teachers Retirement System boosted its stake in Booz Allen Hamilton Holding Corporation (NYSE: BAH) by 5,743.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,467,773 shares of the business services provider's stock after acquiring an additional
Benchmark BAH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Booz Allen Hamilton Holding Corporation (BAH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $76.28 | $9.18B | 11.04 | -6.37% | 7.59% | 80.74% | 2.94% | |
| $129.69 | $5.48B | 16.84 | -2.9% | 5.13% | 25.89% | — | |
| $123.31 | $15.51B | 11.08 | 3.07% | 7.67% | 26.38% | — | |
| $613.22 | $13.55B | 25.38 | 10.89% | 5.6% | 12.68% | — | |
| $183.72 | $112.43B | 15.12 | 7.36% | 10.7% | 24.08% | — | |
| $10.93 | $1.77B | 109.30 | -1.76% | 0.99% | 3.73% | — |
Booz Allen Hamilton Holding Corporation (BAH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Booz Allen Hamilton Holding Corporation (BAH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jul 24, 2026·SEC
Jul 24, 2026·SEC
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Booz Allen Hamilton Holding Corporation (BAH) stock FAQ — growth, dividends, profitability & financials explained
Booz Allen Hamilton Holding Corporation (BAH) reported $11.09B in revenue for fiscal year 2026. This represents a 155% increase from $4.35B in 2009.
Booz Allen Hamilton Holding Corporation (BAH) saw revenue decline by 6.4% over the past year.
Yes, Booz Allen Hamilton Holding Corporation (BAH) is profitable, generating $778.0M in net income for fiscal year 2026 (7.6% net margin).
Yes, Booz Allen Hamilton Holding Corporation (BAH) pays a dividend with a yield of 2.94%. This makes it attractive for income-focused investors.
Booz Allen Hamilton Holding Corporation (BAH) has a return on equity (ROE) of 80.7%. This is excellent, indicating efficient use of shareholder capital.
Booz Allen Hamilton Holding Corporation (BAH) generated $1.12B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
