Mitsubishi UFJ Trust & Banking Corp Raises Holdings in Booz Allen Hamilton Holding Corporation $BAH

Mitsubishi UFJ Trust & Banking Corp lifted its holdings in Booz Allen Hamilton Holding Corporation (NYSE:BAH) by 30.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 151,664 shares of the business services provider’s stock after buying an additional 35,560 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned 0.13% of Booz Allen Hamilton worth $15,159,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Rakuten Securities Inc. boosted its position in shares of Booz Allen Hamilton by 414.6% during the 2nd quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock worth $26,000 after purchasing an additional 199 shares in the last quarter. West Branch Capital LLC lifted its stake in shares of Booz Allen Hamilton by 58.3% in the third quarter. West Branch Capital LLC now owns 285 shares of the business services provider’s stock valued at $28,000 after purchasing an additional 105 shares during the period. Golden State Wealth Management LLC lifted its stake in shares of Booz Allen Hamilton by 244.9% in the second quarter. Golden State Wealth Management LLC now owns 338 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 240 shares during the period. Eastern Bank purchased a new stake in Booz Allen Hamilton during the third quarter worth about $35,000. Finally, Trust Co. of Toledo NA OH acquired a new position in Booz Allen Hamilton during the second quarter worth about $39,000. Hedge funds and other institutional investors own 91.82% of the company’s stock.

Booz Allen Hamilton News Roundup

Here are the key news stories impacting Booz Allen Hamilton this week:

• Positive Sentiment: Board approved a quarterly dividend increase to $0.59 per share (7.3% raise), supporting income investors and signaling confidence in cash flow.
• Positive Sentiment: Stifel raised its price target to $115 from $106, citing valuation upside; analyst support can cushion the stock if fundamentals stabilize. Stifel price target raise
• Positive Sentiment: Launched Vellox Reverser (malware‑defense automation) broadly; new cybersecurity products support revenue diversification and tie into key government spending themes. Vellox Reverser GA
• Neutral Sentiment: Recurring government contracts and investments in AI/cyber provide steady demand but rising costs and competition are pressuring margins — a mixed read for medium‑term profitability. Recurring contracts analysis
• Neutral Sentiment: Technically the stock had recently crossed above its 200‑day moving average, which is a longer‑term bullish sign but now being retested amid news flow. 200‑day MA note
• Negative Sentiment: The U.S. Treasury Department canceled contracts with Booz Allen after a former contractor leaked tax records, a development that raises near‑term revenue risk, reputational damage and potential contract scrutiny across other agencies. Treasury cancels contracts
• Negative Sentiment: Q3 results: EPS beat but revenue missed and revenue was down ~10% year‑over‑year; Booz Allen trimmed parts of its FY‑2026 sales outlook, which contributed to the selloff as investors focus on top‑line traction and margin pressure. Q3 earnings & revenue miss

Insider Buying and Selling

In other Booz Allen Hamilton news, CEO Horacio Rozanski purchased 23,800 shares of the business’s stock in a transaction on Thursday, October 30th. The stock was bought at an average cost of $84.66 per share, for a total transaction of $2,014,908.00. Following the acquisition, the chief executive officer owned 687,745 shares of the company’s stock, valued at approximately $58,224,491.70. The trade was a 3.58% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.91% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. UBS Group reissued a “neutral” rating and set a $97.00 price target on shares of Booz Allen Hamilton in a research note on Tuesday. Bank of America downgraded Booz Allen Hamilton from a “buy” rating to an “underperform” rating and set a $90.00 target price on the stock. in a research report on Friday, October 24th. Jefferies Financial Group lowered their target price on Booz Allen Hamilton from $100.00 to $95.00 and set a “hold” rating on the stock in a report on Thursday, December 18th. The Goldman Sachs Group cut their price target on Booz Allen Hamilton from $93.00 to $80.00 and set a “sell” rating for the company in a research note on Monday, October 27th. Finally, Zacks Research upgraded shares of Booz Allen Hamilton from a “strong sell” rating to a “hold” rating in a research report on Friday, November 28th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, nine have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Booz Allen Hamilton currently has a consensus rating of “Hold” and a consensus price target of $108.93.

Booz Allen Hamilton Stock Down 4.8%

Shares of NYSE:BAH opened at $89.44 on Wednesday. The company has a quick ratio of 1.76, a current ratio of 1.76 and a debt-to-equity ratio of 3.89. The company has a market capitalization of $10.79 billion, a P/E ratio of 13.29, a P/E/G ratio of 1.68 and a beta of 0.34. Booz Allen Hamilton Holding Corporation has a 52-week low of $79.23 and a 52-week high of $135.78. The stock’s fifty day simple moving average is $88.72 and its 200-day simple moving average is $96.92.

Booz Allen Hamilton (NYSE:BAH) last announced its earnings results on Friday, January 23rd. The business services provider reported $1.77 earnings per share for the quarter, beating the consensus estimate of $1.26 by $0.51. Booz Allen Hamilton had a net margin of 7.35% and a return on equity of 76.86%. The firm had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $2.74 billion. During the same quarter in the previous year, the company posted $1.55 EPS. The firm’s revenue for the quarter was down 10.2% on a year-over-year basis. Booz Allen Hamilton has set its FY 2026 guidance at 5.950-6.150 EPS. As a group, equities research analysts forecast that Booz Allen Hamilton Holding Corporation will post 6.44 earnings per share for the current fiscal year.

Booz Allen Hamilton Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 2.6%. This is an increase from Booz Allen Hamilton’s previous quarterly dividend of $0.55. The ex-dividend date is Friday, February 13th. Booz Allen Hamilton’s dividend payout ratio (DPR) is 32.69%.

Booz Allen Hamilton Company Profile

Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.

Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.