BOOZ ALLEN HAMILTON HOLDING CORPORATION
boothcheck covers BOOZ ALLEN HAMILTON HOLDING CORPORATION (BAH) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Roughly 59% of revenue comes from cost-reimbursable contracts, where the government pays documented costs plus a fee, so the business carries little pricing risk and correspondingly thin margins. • Backlog stood at $38.2 billion at the end of fiscal 2026 against $11.2 billion of annual revenue, with a trailing twelve-month book-to-bill of 1.1x, yet the 10-K states that ⟦the slowed procurement environment and reductions in contract value have had a negative effect on our ability to convert back
Is BAH overvalued? See what's priced in →
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: 2026-08-24 (items 8.01, 9.01); 2026-08-04 (items 1.01, 2.03, 8.01, 9.01); 2026-07-24 (items 5.07, 9.01); 2026-07-24 (items 2.02, 7.01, 9.01); 2026-06-22 (items 1.01, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.