BOOZ ALLEN HAMILTON HOLDING CORPORATION
BOOZ ALLEN HAMILTON HOLDING CORPORATION (BAH) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Booz Allen sells consulting and technology to the U.S. government, and the market is treating it as a casualty of federal spending cuts, yet the company ended fiscal 2026 with a record backlog near $38 billion driven by defense, intelligence, cyber, and AI work [Source: Booz Allen fiscal 2026 results, 2026]. • The biggest risk is concentration: nearly all revenue comes from the federal government, and the company's own filing warns that ⟦"cost-cutting initiatives and other efforts to reduce U.
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532 institutional managers reported holding BAH in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 50%. 66 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 7.7M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BAH has cut its share count 10.1% over the past five years, spending $2.35B on repurchases. It pays a dividend, and has for 14 years running, raised 4 years straight; the current rate is $2.24 a share annually. Cash returned over the past three years: $734.38M in dividends and $1.70B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BAH over the trailing three years: 2024: 2 buys totaling $395k; 2025: 2 buys totaling $2.14M. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BAH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +6.1% | -9.7% |
| 2023-10-28 | -3.3% | +9.0% |
| 2024-01-27 | +13.6% | +1.4% |
| 2024-05-25 | +4.0% | -11.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BAH's latest 8-K filings: 2026-06-22 (items 1.01, 7.01, 9.01); 2026-05-22 (items 2.02, 7.01, 9.01); 2026-05-12 (items 5.02, 7.01, 9.01); 2026-04-27 (items 5.02, 7.01, 9.01); 2026-03-02 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.