Insider Trading Wed 12/11/24

Notable purchases -- CEO and Directors add to AVDL; notable sales -- Senior Vice President / CIO active in KR

Buyers

• AVDL Chief Executive Officer and two (2) Directors bought 33,279 Ordinary Shares combined at $9.80 - $10.19 worth approximately $330K.
• BAH Director bought 690 shares of Class A Common Stock at $145.66 worth approximately $101K.
• CTGO Director bought 10,000 shares at $11.99 - $12.20 worth approximately $121K.
• ESQ Director bought 640 shares worth approximately $50K.
• MYE Interim President / Chief Executive Officer bought 15,000 shares at $11.33 - $12.41 worth approximately $179K.
• NRDY Chief Executive Officer bought another 168,361 shares of Class A Common Stock at $1.52 - $1.60 worth approximately $266K.
• PBF 10% owner Control Empresarial de Capitales S.A. de C.V. bought another 137,000 shares at $29.875 - $30.01 worth approximately $4.1 mln.
• PETS 10% owner Nina Capital bought 40,000 shares at $5.48 - $5.62 worth approximately $222K.
• UAMY Director bought 70,000 shares at $1.458 worth approximately $102K.

Sellers

• BGNE 10% owner Baker Bros. sold 1,037,017 American Depositary Shares worth more than $194 mln.
• DYN Director sold 136,112 shares at $29.00 - $29.66 worth approximately $4.0 mln.
• GTI Directors (2) sold 630,000 Class A Ordinary Shares combined worth approximately $1.4 mln.
• HNVR Directors (2) sold 7,500 shares combined at $25.50 - $25.53 worth approximately $191K.
• KR Senior Vice President and CIO sold 20,000 shares at $58.214 - $58.61 worth approximately $1.2 mln.
• LAD Chief Administrative Officer sold 267 shares at $379.50 worth approximately $101K.
• RNGR Director (managing member of Bayou Well Holdings Company) sold 137,865 shares at $15.51 - $16.26 worth approximately $2.2 mln.
• TROW Vice President sold 4,047 shares at $122.66 - $123.99 worth approximately $499K.
• VTOL Director sold 2,973 shares at $35.49 worth approximately $106K.

-=Booz Allen Hamilton (BAH) reported earnings on Fri 1 Feb 2019 (b/o)

Booz Allen Hamilton beats by $0.13, beats on revs; raises FY19 guidance; increases dividend

• Reports Q3 (Dec) earnings of $0.72 per share, excluding non-recurring items, $0.13 better than the S&P Capital IQ Consensus of $0.59; revenues rose 13.1% year/year to $1.66 bln vs the $1.6 bln S&P Capital IQ Consensus.
• Total backlog increased by 22.7 percent over the prior year period to $20.5 billion, and the Book-to-Bill ratio for the third quarter was 0.45x. As of December 31, 2018, headcount was more than 1,050 higher than the prior year, and increased by nearly 460 since the end of the prior quarter.
• Co raises guidance for FY19, sees EPS of $2.65-2.75 (Prior $2.55-2.65), excluding non-recurring items, vs. $2.64 S&P Capital IQ Consensus; sees FY19 revs of $6.60-6.67 bln (+7-8% -- previously saw +6-8%) vs. $6.63 bln S&P Capital IQ Consensus.
• Reflecting strong performance, the Company declared a $0.04 cent increase in its quarterly dividend, to $0.23 per share.

-=Booz Allen (BAH) reported earnings on Tue 29 May 2018 (b/o)

Booz Allen Hamilton beats by $0.06, misses on revs; guides FY19 EPS in-line, revs in-line 

• Reports Q4 (Mar) earnings of $0.52 per share, $0.06 better than the Capital IQ Consensus of $0.46; revenues rose 3.4% year/year to $1.64 bln vs the $1.67 bln Capital IQ Consensus.
• Co issues in-line guidancefor FY19, sees EPS of $2.35-2.50 vs. $2.42 Capital IQ Consensus Estimate; sees FY19 revs of $6.54-6.67 bln vs. $6.55 bln Capital IQ Consensus Estimate.

=Booz Allen (BAH) reported earnings on Mon 7 Aug 2017 (b/o)

Booz Allen (NYSE:BAH): Q1 EPS of $0.53 beats by $0.06.
Revenue of $1.49B (+4.9% Y/Y) misses by $30M.

=Booz Allen Hamilton (BAH): DOJ investigating its accounting practices

The U.S. Department of Justice is investigating some of the ways Booz Allen Hamilton Holding (BAH), one of the largest consulting firms in the world, charges the government for services and accounts for costs, the company said in a filing on Thursday that sent its shares down 12 percent after the bell.

The Justice Department informed a Booz Allen unit of the investigation earlier this month, Booz Allen said in the brief regulatory filing, adding that it was cooperating with the government. The company declined to comment beyond the filing and an identical statement it posted on its website.

Headquartered in McLean, Virginia near the Central Intelligence Agency and U.S. capital, Booz Allen generates almost all its revenue from government work. According to its latest annual report, the company receives nearly half of its revenues, $2.7 billion, from defense contracts, and nearly a quarter, $1.3 billion, from intelligence offices such as the National Security Agency (NSA).

It also brings in about $1.6 billion from contracts with Homeland Security, Health and Human Services, Veteran Affairs, Treasury and Justice and other domestic departments.

Booz Allen gained attention for its NSA work. It employed Edward Snowden, who exposed the agency's vast domestic and international surveillance operations by leaking a trove of secret files to news organizations in 2013. Then, for the second time in three years, an employee working under an NSA contract was charged last year with stealing classified information.

In October, the company hired former FBI Director Robert Mueller to conduct an external review of its security practices. But Mueller has since stepped away from that review after being named in May as special counsel to oversee the Federal Bureau of Investigation’s probe of alleged Russian meddling in the 2016 U.S. election.

Booz Allen has come under scrutiny in the past for its work on a U.S. government program of surveilling the global cooperative called the Society for Worldwide Interbank Financial Telecommunication, no-bid contracts it was given by Homeland Security and the high price tag for data software it provided to the National Institutes of Health.

=Booz Allen Hamilton (BAH) reported earnings on Mon 22 May 2017 (b/o)

Booz Allen Hamilton beats by $0.02, beats on revs; guides FY18 EPS in-line, revs above consensus  :

• Reports Q4 (Mar) earnings of $0.45 per share, $0.02 better than the Capital IQ Consensus of $0.43; revenues rose 11.1% year/year to $1.58 bln vs the $1.48 bln Capital IQ Consensus.
• Co issues guidance for FY18, sees EPS of $1.79-1.89 vs. $1.87 Capital IQ Consensus Estimate; sees FY18 revs of +4-7% to ~$6.03-6.20 bln vs. $6.02 bln Capital IQ Consensus Estimate.
• Headcount increased by nearly 720 over the prior year, which includes the employees from the January acquisition of Aquilent.
• Solid awards in fiscal 2017 resulted in a total backlog increase of 15 percent over the prior year and generated an annual book-to-bill ratio of 1.31.
• The fourth quarter book-to-bill ratio was 1.04, the highest ratio for a fourth quarter since the firm became public in 2010.

=Booz Allen Hamilton (BAH) reported earnings on Wed 2 Nov 2016 (b/o)

Booz Allen Hamilton beats by $0.03, reports revs in-line; guides FY17 EPS in-line :

• Reports Q2 (Sep) earnings of $0.46 per share, $0.03 better than the Capital IQ Consensus of $0.43; revenues rose 5.5% year/year to $1.39 bln vs the $1.39 bln Capital IQ Consensus.
• Co issues in-line guidance for FY17, sees EPS of $1.68-1.75 vs. $1.73 Capital IQ Consensus Estimate; Raises the bottom end of the guidance issued on May 18, 2016. For the full year, expects revenue to increase in the range of 3-5% (consensus +4%). 
• Record backlog of $13.6 billion