Matthew Calderone, the Executive Vice President and Chief Financial Officer of Booz Allen (NYSE:BAH) Hamilton Holding Corp (NYSE:BAH), recently sold a portion of his holdings in the company. According to a filing with the Securities and Exchange Commission, Calderone sold 4,065 shares of Class A Common Stock on October 24 at a price of $165 per share, totaling approximately $670,725. This transaction was conducted under a Rule 10b5-1 trading plan, which Calderone adopted on June 5, 2024. Following the sale, Calderone retains ownership of 29,618 shares, which includes restricted stock units.
In other recent news, consultancy firm Booz Allen Hamilton reported robust growth in its second quarter for fiscal year 2025, with substantial revenue increases across its civil, defense, and intelligence sectors. The company's growth strategy, VOLT, a record $41 billion backlog, and a notable $115 million insurance recovery contributed to this performance. The company also announced a quarterly dividend.
Booz Allen Hamilton has raised its guidance for fiscal year 2025 due to these developments. Financial highlights include a $200 million boost from payroll modernization and a reduced provision for claimed costs, leading to a $122 million revenue increase in Q2. Adjusted EBITDA reached $364 million, up 25% year-over-year, with net income increasing by 129% to $390 million.
Despite facing re-compete risks and contract churn, including the loss of the Advana contract and a Department of Veterans Affairs contract to Deloitte, Booz Allen maintains a strong demand environment and a qualified pipeline of over $20 billion. The company's operating model allows for quick adaptation to client needs amid shifting priorities. These are among the recent developments in the company's operations.
InvestingPro Insights
While Matthew Calderone's recent stock sale might raise eyebrows, a closer look at Booz Allen Hamilton's financial metrics and market performance reveals a company on solid footing. According to InvestingPro data, BAH's market capitalization stands at $23.69 billion, reflecting its significant presence in the consulting industry.
The company's financial health appears robust, with revenue growth of 13.94% over the last twelve months as of Q1 2025, and an impressive quarterly revenue growth of 18.01% in Q2 2025. This growth trajectory aligns with an InvestingPro Tip indicating that BAH has maintained dividend payments for 13 consecutive years, demonstrating consistent financial stability.
Moreover, BAH's stock has shown remarkable performance, with a 57.22% total return over the past year and a 30.55% return in the last three months. This strong momentum is further supported by another InvestingPro Tip suggesting that the stock is trading near its 52-week high, which could explain the timing of Calderone's sale.
Investors should note that BAH operates with a moderate level of debt and its liquid assets exceed short-term obligations, as highlighted by InvestingPro Tips. These factors contribute to the company's financial flexibility and ability to weather potential economic headwinds.
For those seeking a more comprehensive analysis, InvestingPro offers 16 additional tips on Booz Allen Hamilton, providing deeper insights into the company's financial health and market position.
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