What smart money is saying about CACI International Inc.
3 funds in our archive have pitched CACI International Inc., most recently AMG River Road Mid Cap Value Fund in June 2025.
CACI International Inc, together with its subsidiaries, provides expertise and technology to enterprise and mission customers in support of national security missions and government modernization/transformation in the intelligence, defense, and federal civilian sectors. It operates in two segments, Domestic Operations and International Operations. The Domestic Operations segment offers information solutions and services to the U.S. federal government agencies and commercial enterprises in the areas, such as digital solutions, C4ISR, cyber and space, engineering services, enterprise IT, and mission support. The International Operations segment provides a range of IT services, proprietary data, and software products to the commercial and government customers in the United Kingdom, continental Europe, and internationally. The company designs, implements, protects, and manages secure enterprise IT solutions. It also offers software-defined, full-spectrum cyber, electronic warfare, and counter-unmanned aircraft system solutions; and platform integration and modernization and sustainment, as well as system engineering, naval architecture, training and simulation, and logistics engineering. In addition, the company provides enterprise cloud solutions for classified and unclassified networks; and intelligence support that ensures continuous advances in collection, analysis, and dissemination to optimize decision-making. CACI International Inc was founded in 1962 and is headquartered in Reston, Virginia.
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Position history
Between Q4 2024 and Q3 2026, 10 fund letters reported a position in CACI International Inc., with 3 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q2 2025 | 5 | 3 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 4 moves
- September 2026
Listed in Tributary Capital Management Small/Mid Cap Strategy’s reported holdings.
CACI International Inc. - September 2026
“Finally, we sold CACI in September after the shares rallied on its fiscal fourth-quarter report.”
CACI International Inc. - September 2026
“CACI International Inc., a provider of national security technology and mission expertise to U.S. defense, intelligence, and civilian agencies, rose after reporting fiscal fourth-quarter earnings well ahead of expectations and issuing an initial fiscal 2027 earnings outlook above expectations. Strong growth in funded backlog — the portion of contract value for which funding has been appropriated — lends support to that outlook. During the quarter, the company also won new work in counter- drone defense and in mission support for U.S. Central Command. We believe CACI’s long-standing customer relationships, security-cleared workforce, and growing mix of software-defined technology could allow it to benefit from sustained national security spending priorities.”
CACI International Inc. “CACI International, a defense-focused IT and network services provider, faced pressure from softer quarterly bookings, hampered by a 76-day Department of Homeland Security work stoppage that concluded April 30, 2026.”
CACI International Inc.- June 2026
Listed in Homestead Advisers Funds’s reported holdings.
CACI International Inc. - New positionAMG River Road Small Mid Cap Value FundJune 2025
Listed in AMG River Road Small Mid Cap Value Fund’s reported holdings.
CACI International Inc. - June 2025
“CACI International (CACI) provides information technology products and services, predominantly to the United States federal government. In its last fiscal year, the company received 74% of its revenues from the U.S. Department of Defense while another 21% of its revenues came from federal civilian institutions, including various intelligence agencies. The company currently benefits from bipartisan support for defense and security initiatives and is an important part of many mission-critical efforts. The share price has performed well recently as concerns over government efficiency efforts and possible funding cuts appear to have been overblown with respect to the capabilities and services CACI provides. We believe CACI should continue to create value for our shareholders as it executes on its customers’ existing programs while benefiting from a growing set of future opportunities.”
CACI International Inc. - New positionAMG River Road Focused Absolute Value FundJune 2025
Listed in AMG River Road Focused Absolute Value Fund’s reported holdings.
CACI International Inc. - June 2025
“CACI International (CACI) provides information technology products and services, predominantly to the United States federal government. In its last fiscal year, the company received 74% of its revenues from the U.S. Department of Defense while another 21% of its revenues came from federal civilian institutions, including various intelligence agencies. The company currently benefits from bipartisan support for defense and security initiatives and is an important part of many mission-critical efforts. The share price has performed well recently as concerns over government efficiency efforts and possible funding cuts appear to have been overblown with respect to the capabilities and services CACI provides. We believe CACI should continue to create value for our shareholders as it executes on its customers’ existing programs while benefiting from a growing set of future opportunities.”
CACI International Inc. - New positionAMG River Road Mid Cap Value FundJune 2025
“The second table highlights average position size, weighted average discount to value, and weighted average security conviction (1.0=highest, 5.0=lowest) by sector. The largest new position added during the quarter was CACI International Inc. (Cl A) (CACI).”
CACI International Inc.
Fund coverage · 3 theses
- AMG River Road Mid Cap Value FundJune 2025
CACI International Inc. is a leading provider of technology services for national security and government modernization, experiencing strong growth and financial stability despite recent market sell-offs.
Read the full thesis CACI International is a key provider of IT products and services to the U.S. government, primarily benefiting from strong bipartisan support and a solid revenue stream from defense and intelligence contracts, leading to favorable share price performance and promising growth prospects.
Read the full thesis- AMG River Road Mid Cap Value FundDecember 2024
CACI International Inc. is a leading provider of technology services for national security, poised for growth despite market overreactions to government efficiency recommendations.
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