Asset Management One Reduces Stake in Booz Allen Hamilton by 3.7%

Asset Management One Co. Ltd. has decreased its holdings in Booz Allen Hamilton Holding Corporation (NYSE: BAH) by 3.7% during the second quarter, as reported in its recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor now holds 50,944 shares of the business services provider after selling 1,945 shares during this period. The current value of Asset Management One’s stake in Booz Allen Hamilton is approximately $5,305,000.

Several other institutional investors have also recently adjusted their positions in Booz Allen Hamilton. Personal CFO Solutions LLC increased its stake by 3.5% in the first quarter, acquiring an additional 92 shares for a total of 2,739 shares, valued at $286,000. Similarly, Roundview Capital LLC raised its position by 0.3%, bringing its total to 37,258 shares, worth $3,880,000. Raiffeisen Bank International AG boosted its holdings by 4.9%, now owning 2,137 shares valued at $225,000, while Intrust Bank NA increased its stake by 2.6%, resulting in 4,544 shares worth $475,000. Sequoia Financial Advisors LLC also raised its position by 1.9% during the same quarter.

The ownership of Booz Allen Hamilton’s stock remains heavily concentrated among institutional investors, with 91.82% of the shares held by hedge funds and other institutional entities.

Recent Analyst Ratings and Company Performance

Booz Allen Hamilton has recently come under scrutiny from analysts, with Zacks Research downgrading the stock from a “hold” rating to a “strong sell” on October 14. JPMorgan Chase & Co. has also lowered its price target from $122.00 to $90.00 and designated it as “underweight.” TD Cowen maintained a “hold” rating but adjusted its target price down to $105.00, while Bank of America downgraded the company from “buy” to “underperform” with a price objective of $90.00.

Currently, one analyst has rated Booz Allen Hamilton as a “Strong Buy,” two have issued a “Buy” rating, nine have designated it as a “Hold,” and four have given it a “Sell” rating. According to MarketBeat data, the stock has an average rating of “Hold” and a consensus target price of $117.42.

Booz Allen Hamilton opened at $85.50 on October 24, with a market capitalization of $10.37 billion. The firm reported earnings of $1.49 per share for the quarter, aligning with analysts’ expectations. Revenue came in at $2.89 billion, falling short of the projected $2.99 billion. The company experienced an 8.1% decrease in revenue year-over-year, compared to $1.81 earnings per share in the same quarter last year. Booz Allen Hamilton has provided FY 2026 guidance with an expected earnings range of $5.450 to $5.650 per share.

Dividend Announcement and Company Overview

In addition to the recent stock adjustments, Booz Allen Hamilton has announced a quarterly dividend of $0.55, set to be paid on December 2. Shareholders on record as of November 14 will be eligible for this dividend, which represents an annualized yield of 2.6%.

Booz Allen Hamilton Holding Corporation operates in the management and technology consulting space, offering services such as analytics, engineering, digital solutions, and cyber services to various clients, including governments and corporations both in the United States and internationally. The company remains focused on advancing its capabilities in areas such as artificial intelligence and quantum computing.

As the market continues to react to recent developments, Booz Allen Hamilton’s strategic adjustments and investor sentiments will be critical in shaping its future performance.