Cyndeo Wealth Partners 13F: New $9.4M Stake in BAH

Cyndeo Wealth Partners has opened a new position in Booz Allen Hamilton Holding Corporation (BAH) by acquiring 134,956 shares valued at approximately $9.37 million in a filing on October 16, 2026. This marks the fund's initial stake in the company, which operates in the consulting services industry, focusing on technology solutions for government and commercial clients. As of October 16, Booz Allen Hamilton's shares traded recently at $73.95.

What Changed in Cyndeo Wealth Partners' Booz Allen Position

Cyndeo Wealth Partners took a new buy position, adding 134,956 shares to its holdings. This is a brand-new investment for the firm, reflecting a valuation of around $9.37 million.

Other Institutional Activity in Booz Allen Hamilton

Several other funds have also adjusted their positions in Booz Allen Hamilton recently. Blackrock Inc. grew its holdings by 781,553 shares, ending with 13,266,423 shares worth about $985.2 million. Primecap Management Company added 1,567,775 shares, bringing its total to 6,397,644 shares valued at approximately $475.1 million. Meanwhile, Vanguard Portfolio Management LLC reduced its stake by 514,083 shares, holding 7,358,547 shares now worth around $546.4 million.

Booz Allen Hamilton Holding Corporation Stock Down 0.7%

Booz Allen Hamilton's shares have recently traded at $73.95, which is below both its 50-day moving average of $74.51 and its 200-day moving average of $77.16. The stock is also approximately 32.2% below its 52-week high of $109.1, demonstrating a challenging price performance in recent months.

Recent Earnings

For the trailing twelve months, Booz Allen Hamilton reported total revenue of about $11.09 billion, with an earnings per share (EPS) of $6.36. The company has a net margin of 7.0% and a return on equity of 68.6%. The next earnings announcement is scheduled for October 23, 2026.

Dividend

Booz Allen Hamilton has an annual dividend rate of $2.36 per share, yielding about 3.17%. The company's dividend payout ratio stands at 35.8%.

Insider Buying and Selling at Booz Allen Hamilton Holding Corporation

In recent insider transactions, Dennis Metzfield, an officer at Booz Allen Hamilton, sold 350 shares at an average price of $78.59 on February 26, 2026, totaling about $27,506. He also sold 469 shares at an average price of $77.92 on August 13, 2026, for a total value of approximately $36,544.

Analysts Set New Price Targets

Analysts have mixed views on Booz Allen Hamilton. On October 8, 2026, Truist Securities upgraded its rating to 'Buy' with a price target of $85.00. Earlier, on October 6, TD Cowen maintained a 'Hold' rating with a target of $77.00. The mean price target stands at $84.38 based on 13 analyst opinions, suggesting a consensus rating of 'Hold'.

About Booz Allen Hamilton

Booz Allen Hamilton Holding Corporation is a technology and consulting firm based in McLean, Virginia. It offers services in artificial intelligence, cybersecurity, and other technology solutions tailored for government agencies and commercial clients.

Bottom Line

The filing reflects Cyndeo Wealth Partners' holdings as of the reporting period and may not represent the fund's current position. Investors should monitor upcoming earnings on October 23, 2026, for the latest insights into Booz Allen Hamilton's performance. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.