935 Shares in CACI International, Inc. $CACI Bought by Campbell & CO Investment Adviser LLC

Campbell & CO Investment Adviser LLC bought a new stake in shares of CACI International, Inc. (NYSE:CACI) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 935 shares of the information technology services provider’s stock, valued at approximately $466,000.

A number of other institutional investors and hedge funds also recently modified their holdings of CACI. SG Americas Securities LLC grew its position in shares of CACI International by 158.4% during the 3rd quarter. SG Americas Securities LLC now owns 5,364 shares of the information technology services provider’s stock valued at $2,675,000 after buying an additional 3,288 shares during the last quarter. Fort Washington Investment Advisors Inc. OH boosted its stake in CACI International by 14.2% in the third quarter. Fort Washington Investment Advisors Inc. OH now owns 51,194 shares of the information technology services provider’s stock valued at $25,535,000 after acquiring an additional 6,351 shares during the period. Segall Bryant & Hamill LLC grew its holdings in shares of CACI International by 53.4% during the second quarter. Segall Bryant & Hamill LLC now owns 59,546 shares of the information technology services provider’s stock valued at $28,386,000 after purchasing an additional 20,729 shares during the last quarter. FWL Investment Management LLC raised its position in shares of CACI International by 26.9% during the 2nd quarter. FWL Investment Management LLC now owns 17,321 shares of the information technology services provider’s stock worth $8,257,000 after purchasing an additional 3,671 shares during the period. Finally, Studio Investment Management LLC lifted its holdings in shares of CACI International by 23.0% in the 2nd quarter. Studio Investment Management LLC now owns 3,556 shares of the information technology services provider’s stock worth $1,695,000 after purchasing an additional 664 shares during the last quarter. 86.43% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting CACI International

Here are the key news stories impacting CACI International this week:

• Positive Sentiment: Q2 EPS beat expectations — CACI delivered $6.81 EPS vs. consensus $6.41, reflecting margin improvement and operating leverage that drove the beat. Earnings Beat
• Positive Sentiment: Company raised FY‑2026 EPS guidance — management set guidance of $28.25–$28.92, above consensus, signaling confidence in forward margins and cash flow; this helped offset worries about top-line execution. Guidance Raise
• Positive Sentiment: Analysts are revising views and some raised price targets after the quarter, which supports near‑term buying interest. Analyst Reaction
• Neutral Sentiment: Revenue grew year‑over‑year (5.7%), indicating demand expansion, though growth is modest; this is supportive but not a catalyst by itself. Revenue Growth
• Neutral Sentiment: Earnings call / transcript and slide deck provide management detail on wins, contract timing and cost drivers — useful for investors assessing sustainability of margins. Earnings Call Transcript
• Negative Sentiment: Revenue missed the quarter’s consensus ($2.22B reported vs. ~$2.28B expected), which raises questions about timing of contract revenue and near‑term organic growth. Revenue Miss

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. TD Cowen reaffirmed a “buy” rating on shares of CACI International in a research report on Friday, October 24th. Citigroup increased their price objective on shares of CACI International from $642.00 to $683.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. UBS Group cut their price objective on shares of CACI International from $759.00 to $752.00 and set a “buy” rating on the stock in a research report on Thursday, January 15th. Truist Financial set a $800.00 target price on shares of CACI International in a research report on Thursday. Finally, JPMorgan Chase & Co. lifted their price target on CACI International from $575.00 to $645.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Eleven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $647.45.

CACI International Stock Up 3.3%

CACI International stock opened at $653.34 on Friday. CACI International, Inc. has a 52 week low of $318.60 and a 52 week high of $663.63. The stock has a market cap of $14.43 billion, a price-to-earnings ratio of 27.97, a PEG ratio of 2.30 and a beta of 0.58. The company’s 50-day moving average price is $586.09 and its two-hundred day moving average price is $533.79. The company has a current ratio of 1.54, a quick ratio of 1.54 and a debt-to-equity ratio of 0.67.

CACI International (NYSE:CACI) last posted its quarterly earnings data on Wednesday, January 21st. The information technology services provider reported $6.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.41 by $0.40. CACI International had a net margin of 5.77% and a return on equity of 16.20%. The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.28 billion. During the same period last year, the firm posted $5.95 earnings per share. The business’s revenue was up 5.7% on a year-over-year basis. CACI International has set its FY 2026 guidance at 28.250-28.920 EPS. On average, analysts expect that CACI International, Inc. will post 23.94 EPS for the current fiscal year.

CACI International Profile

CACI International Inc is a leading provider of information solutions and services to the U.S. federal government, with a primary focus on defense, intelligence, homeland security and federal civilian agencies. The company delivers advanced technology and domain expertise to support mission-critical operations, offering capabilities in areas such as data analytics, cyber security, network integration, enterprise IT modernization and logistics support. By integrating software, hardware and professional services, CACI helps clients enhance situational awareness, improve decision making and maintain critical infrastructure resilience.

Founded in 1962 and headquartered in Arlington, Virginia, CACI has evolved from a small consulting operation into a global enterprise.