Insider Activity Spotlight: CACI International Inc.
What the Sale Means for CACI’s Shareholder Base On February 10, 2026, EVP and General Counsel William Koegel sold 2,000 shares of CACI common stock at an average price of $615.06—slightly above the closing price of $572.83 that day. The transaction, while modest relative to the company’s $12.7 billion market cap, signals a short‑term liquidity need or a routine portfolio adjustment. For investors, the sale does not materially alter ownership percentages; Koegel’s post‑transaction holdings fall to 25,931 shares, a 0.2 % stake in the broader share pool. Nonetheless, any sale by a top executive invites scrutiny, especially when the company is approaching a 52‑week high of $683.50.
How Recent Insider Movements Shape Investor Sentiment A broader look at CACI’s insider activity shows a pattern of frequent buying and selling by senior management. From early October 2025 to mid‑January 2026, several executives—including the CEO, CFO, and several directors—executed a series of modest trades. The cumulative volume of these trades amounts to only a few thousand shares, suggesting that insiders are not aggressively divesting. However, the timing of these moves—coinciding with quarterly earnings releases and contract award announcements—may be interpreted as confidence in upcoming revenue growth from government contracts. The current sentiment score of –49 and a buzz of 95.99 % indicate that social‑media chatter around the sale is unusually intense yet largely negative, perhaps reflecting short‑term volatility concerns rather than a long‑term shift in company fundamentals.
What the Transaction Signals for CACI’s Future The sale’s price ($615.06) is roughly 7 % above the day’s close, implying that Koegel was able to secure a favorable execution window. This may suggest that insiders have access to timely market information or that they anticipate a short‑term price uptick. From a strategic perspective, the transaction does not flag any red flags for CACI’s governance or financial health. The company’s robust revenue base, diversified client mix across U.S. and European government contracts, and solid P/E of 26.77 reinforce its resilience. Investors should view the sale as a routine liquidity move rather than a signal of impending distress.
A Profile of William Koegel, EVP, General Counsel Koegel’s insider history is characterized by a mix of share purchases and sales, often aligned with key corporate milestones. His most recent trades in October 2025 included both a sizable purchase of 2,943 shares and a sale of 1,444 shares, reflecting a balanced approach to portfolio management. Koegel typically engages in smaller, incremental transactions—never exceeding 5,000 shares in a single filing—suggesting a long‑term holding strategy rather than speculative trading. His trading patterns show a preference for buying when the stock is near its 52‑week low, and selling when the price approaches historical highs, which aligns with a disciplined risk‑management philosophy.
Bottom Line for Investors The 2,000‑share sale by William Koegel is a routine move that does not materially affect CACI’s ownership structure or financial trajectory. The company’s ongoing contract pipeline and steady earnings growth, coupled with a P/E in the mid‑20s, keep it firmly positioned within the IT services sector. Investors should monitor insider activity for emerging patterns but can remain confident in CACI’s strategic outlook and governance stability.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-10 | Koegel J William JR (EVP, General Counsel) | Sell | 2,000.00 | 615.06 | CACI Common Stock |
