Booz Allen Hamilton Holding Corporation Class A (BAH)

Booz Allen Hamilton's stock price has declined significantly, roughly cut in half since November 2024. On January 26, 2026, the U.S. Treasury Department terminated all contracts with Booz Allen Hamilton due to the Charles Littlejohn data breach, causing the stock to drop nearly 11% and leading to plans for layoffs of approximately 2,500 employees. Despite these challenges, the company reaffirmed its financial guidance for fiscal year 2026 and reported Q3 FY2026 earnings exceeding EPS forecasts, resulting in a pre-market stock surge of 12.26%.

Demand seasonality for Booz Allen Hamilton is influenced by the federal government's fiscal year, which runs from October 1 to September 30. The fourth quarter (July-September) is the busiest due to the "spending season," while the fall (October-December) involves contract reviews. Winter (January-March) is for strategy refinement, and spring (April-June) sees federal agencies solidifying procurement needs.

Booz Allen Hamilton Holding Corporation is an American management and technology consulting company that provides services to governments, corporations, and non-profit organizations. The company operates in the Industrials sector, offering consulting, analysis, and engineering services, including cybersecurity to the U.S. Security and Exchange Commission. Nearly all of its revenue comes from U.S. government contracts.

Booz Allen Hamilton's global headquarters is located in McLean, Virginia, but will relocate to Reston, Virginia, in Fall 2027. The company has over 80 offices globally, including numerous locations in the United States such as San Diego, Washington D.C., and Atlanta. These offices support specialized consulting services tailored to regional industries and government clients.

Booz Allen Hamilton's brand reputation has been significantly impacted by the Charles Littlejohn data breach. The U.S. Treasury Department terminated all contracts with the company due to inadequate data safeguards, leading to a loss of confidence in the firm's ability to screen and vet contractors. This event has resulted in heightened government scrutiny and concerns among investors about regulatory risk.

Booz Allen Hamilton Holding Company is primarily owned by its public shareholders, with institutional investors holding approximately 91.82% of the stock. Major institutional shareholders include Vanguard Group Inc. and BlackRock Inc. Explorer Manager LLC is the largest individual shareholder, owning 79.32% of the company.