Jefferies Financial Group Has Lowered Expectations for CACI International (NYSE:CACI) Stock Price

Key Points

• Jefferies cut its price target on CACI from $690 to $645 and kept a "hold" rating, implying about a 19.26% upside from the current share price.
• Despite Jefferies' cut, the analyst consensus is largely positive — MarketBeat shows a "Moderate Buy" average rating with an average target of $637.73, and several brokers (JPMorgan, Truist, Stifel, UBS) have raised targets into the $700–$800 range.
• CACI beat quarterly EPS estimates ($6.81 vs. $6.41) but missed revenue expectations, issued FY2026 EPS guidance of 28.25–28.92, and its stock trades around $540.83 with a market cap near $11.95 billion.

CACI International (NYSE:CACI - Get Free Report) had its price target dropped by equities researchers at Jefferies Financial Group from $690.00 to $645.00 in a research report issued to clients and investors on Monday,Benzinga reports. The brokerage currently has a "hold" rating on the information technology services provider's stock. Jefferies Financial Group's target price would suggest a potential upside of 19.26% from the stock's current price.

Other analysts have also issued reports about the stock. JPMorgan Chase & Co. boosted their target price on shares of CACI International from $645.00 to $700.00 and gave the company an "overweight" rating in a research report on Tuesday, February 3rd. Truist Financial set a $800.00 price target on shares of CACI International in a report on Thursday, January 22nd. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of CACI International in a report on Monday, December 29th. Stifel Nicolaus lifted their price target on shares of CACI International from $670.00 to $765.00 and gave the company a "buy" rating in a report on Thursday, January 22nd. Finally, UBS Group lifted their price target on shares of CACI International from $752.00 to $787.00 and gave the company a "buy" rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $637.73.

CACI International Stock Performance

NYSE CACI traded up $6.34 during trading hours on Monday, hitting $540.83. 183,862 shares of the company's stock traded hands, compared to its average volume of 279,609. The business's fifty day moving average price is $591.38 and its two-hundred day moving average price is $579.25. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.71. The firm has a market capitalization of $11.95 billion, a P/E ratio of 23.18, a P/E/G ratio of 1.77 and a beta of 0.62. CACI International has a 52 week low of $409.62 and a 52 week high of $683.50.

CACI International (NYSE:CACI - Get Free Report) last announced its earnings results 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. The company had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.28 billion. CACI International had a net margin of 5.77% and a return on equity of 15.93%. The firm's quarterly revenue was up 5.7% compared to the same quarter last year. During the same period in the previous year, the business posted $5.95 earnings per share. CACI International has set its FY 2026 guidance at 28.250-28.920 EPS. Equities research analysts predict that CACI International will post 23.94 EPS for the current year.

Insider Activity at CACI International

In other news, Director Debora A. Plunkett sold 220 shares of the business's stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $603.30, for a total value of $132,726.00. Following the transaction, the director owned 2,428 shares of the company's stock, valued at approximately $1,464,812.40. The trade was a 8.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP J William Koegel, Jr. sold 2,000 shares of the business's stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $615.06, for a total transaction of $1,230,120.00. Following the completion of the transaction, the executive vice president directly owned 25,931 shares in the company, valued at $15,949,120.86. This trade represents a 7.16% decrease in their position. The SEC filing for this sale provides additional information. 1.10% of the stock is owned by insiders.

Hedge Funds Weigh In On CACI International

Several hedge funds have recently modified their holdings of CACI. Elyxium Wealth LLC purchased a new position in shares of CACI International in the fourth quarter worth $29,000. Eagle Bay Advisors LLC purchased a new position in shares of CACI International in the fourth quarter worth $35,000. Root Financial Partners LLC purchased a new position in shares of CACI International in the third quarter worth $38,000. V Square Quantitative Management LLC purchased a new position in shares of CACI International in the fourth quarter worth $39,000. Finally, Los Angeles Capital Management LLC purchased a new position in shares of CACI International in the fourth quarter worth $54,000. Hedge funds and other institutional investors own 86.43% of the company's stock.

About CACI International

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.

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