Allianz Asset Management Adds $92M in CACI International Inc ($CACI)

Allianz Asset Management has significantly increased its position in CACI International Inc (NYSE: CACI), according to a recent Form 13F filing with the SEC. The firm added 177,223 shares, boosting its stake by a staggering 2539% to a total of 184,203 shares. The value of this holding is approximately $95.68 million as of the filing date on May 11, 2026.

What Changed in Allianz Asset Management's CACI International Position

Allianz Asset Management's decision to increase its holdings in CACI International reflects a substantial vote of confidence in the company. Previously, the firm held just 6,980 shares. The recent addition of 177,223 shares brings its total to 184,203 shares, marking a massive increase of over 2500%. The reported value of this position is approximately $95.68 million.

Other Institutional Activity in CACI International

Several other institutional investors have also adjusted their positions in CACI International. BlackRock, Inc. grew its holdings by 61,909 shares, ending with 2,088,133 shares worth about $1.14 billion. Meanwhile, Morgan Stanley reduced its position by 427,668 shares, resulting in a total of 1,216,380 shares valued at $661.55 million. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both established new positions, each holding 992,882 and 946,849 shares, valued at $540 million and $515 million, respectively. FMR LLC increased its stake by 56,323 shares to 783,666 shares, worth $426.21 million.

CACI International Stock Snapshot

Shares of CACI International (NYSE: CACI) are currently trading near $519.40. The company has a market capitalization of approximately $11.47 billion and a P/E ratio of 21.46. CACI's stock has experienced a 52-week low of $439.67 and a high of $683.50. The 50-day moving average is $518.49, while the 200-day moving average is $555.27. The firm maintains a current ratio of 1.61 and a quick ratio of 1.32, with a debt-to-equity ratio of 131.22.

Recent Earnings

CACI International reported revenue of $9.16 billion, reflecting a growth rate of 8.5%. The company's net profit margin stands at 5.86%, with a return on equity of 13.45%. Earnings per share (EPS) were reported at $24.20. The next earnings report is scheduled for August 5, 2026.

Insider Buying and Selling at CACI International Inc

Recent insider activity at CACI International included several transactions. Deette Gray, President of US Operations, sold 4,512 shares on April 26, 2026, at an average price of $516.54. Additionally, Gray bought 10,636 shares on the same day. Lisa Disbrow purchased 52 shares on April 16, 2026, while Philip Nolan sold 84 shares on April 14, 2026. Scott Morrison acquired 84 shares on the same day.

Analysts Set New Price Targets

Analysts have recently set new price targets for CACI International. On May 18, 2026, Citigroup maintained a "hold" rating with a price target of $555. TD Cowen maintained a "buy" rating with a target of $625 on April 24, 2026. Jefferies maintained a "hold" rating with a target of $645 on April 13, 2026. Wells Fargo initiated coverage with a "buy" rating and a $725 target on April 1, 2026. The consensus recommendation for CACI is "buy," with an average target price of $676.71 based on 14 analyst opinions.

About CACI International

CACI International Inc, headquartered in Reston, Virginia, provides technology and expertise solutions. Operating in sectors like intelligence and defense, the company offers a range of services including IT, cyber solutions, and engineering support. Led by CEO John S. Mengucci, CACI employs about 27,000 people worldwide.

Bottom Line

Allianz Asset Management's substantial increase in its stake in CACI International indicates strong institutional interest in the company. While 13F filings are backward-looking, they provide valuable insights into institutional investment trends. With a solid market position and active insider and analyst interest, CACI remains a key player in the technology services sector.