CACI International Inc Class A (CACI)

Over the past six months, CACI International, Inc.'s stock price has increased by 38.17%. This performance was influenced by contract awards, including a $73 million contract to modernize the Department of the Air Force's network and a $180 million contract for network operations for the Air Force - Pacific Air Forces. The company's fiscal 2026 first-quarter results outpaced analyst expectations, with double-digit earnings growth and record contract wins, leading to bullish fiscal year 2026 guidance. Truist Securities raised its price target on CACI International to $735.00. Changes in institutional ownership, such as Rhumbline Advisers lowering its position and other institutions increasing their stakes, also influenced the stock price.

CACI International, Inc.'s business is generally not seasonal, though revenues can be affected by vacations and holidays impacting labor sales. Variations may occur with major contract expirations. Demand for CACI's products and services is broadly consistent due to the long-term objectives of government agencies, with strong government demand for IT modernization and global uncertainty expected to contribute to continued spending and consistent growth.

CACI International, Inc. is a multinational professional services and IT company headquartered in Reston, Virginia, primarily serving the U.S. federal government across defense, homeland security, intelligence, and healthcare. CACI provides a broad range of information solutions and services, including business systems, cybersecurity, intelligence services, and IT modernization. The company is also involved in developing electronic warfare jamming-resistant drones and optical communication technology.

CACI International, Inc. is headquartered in Reston, Virginia, and operates through subsidiaries across North America and Europe, maintaining 14 office locations globally. The vast majority of its total revenues come from domestic operations.

CACI International, Inc. has maintained a strong brand reputation, being named to Forbes' inaugural list of America's Most Trusted Companies for 2025 and recognized as a Fortune World's Most Admired Company for the eighth consecutive year. Forbes recognized CACI as one of America's Best Companies for 2025, and it was named a Top Workplace USA for the fifth consecutive year. CACI President and CEO John Mengucci was named 'Executive of the Year' by the Northern Virginia Chamber and Professional Services Council, and CACI joined the Fortune 500 list for 2025.

CACI International, Inc. has a diverse ownership structure, with institutional investors holding approximately 60.49% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Morgan Stanley. Individual investors hold about 10% of the stock, while insiders own approximately 1.02%. Blue Harbour Group LP is a significant individual shareholder, holding 10.62% of the company's shares.