SCHEDULE 13G/A: Morgan Stanley and Affiliates Disclose Significant 8.1% Stake in CACI International

Morgan Stanley, along with its subsidiaries Atlanta Capital Management Company, LLC and Eaton Vance Atlanta Capital SMID-Cap Fund, has disclosed beneficial ownership of 8.1% of CACI International Inc.'s common stock as of March 31, 2025.

Summary

• Morgan Stanley, acting as a parent holding company, beneficially owns an aggregate of 1,815,215 shares of CACI International Inc. common stock, representing 8.1% of the class.
• Atlanta Capital Management Company, LLC, a wholly-owned subsidiary of Morgan Stanley, beneficially owns 1,579,768 shares, equating to 7.0% of the common stock.
• Eaton Vance Atlanta Capital SMID-Cap Fund beneficially owns 1,220,482 shares, which represents 5.4% of the common stock.
• The reporting entities collectively hold shared voting power over 1,658,608 shares and shared dispositive power over 1,750,716 shares through Morgan Stanley.
• All reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of CACI International Inc.

Sentiment

Score: 6

Explanation: The disclosure of a significant institutional stake by a major financial entity like Morgan Stanley is generally a positive signal, indicating confidence. However, as a routine ownership filing, it doesn't provide new operational or financial performance insights, hence a moderately positive score.

Positives

• The disclosure of a significant stake by a major financial institution like Morgan Stanley and its affiliates can signal institutional confidence in CACI International Inc.'s long-term prospects.
• The certification that the shares are held in the ordinary course of business and not for control purposes indicates a passive investment, which may be viewed positively by current management and investors.

Future Outlook

NA

Industry Context

This filing reflects a notable institutional investment in CACI International Inc., a prominent player in the government contracting and information technology services sector. Large ownership stakes by major financial entities like Morgan Stanley are a common feature in this industry, often indicating a strategic belief in the company's market position and future growth potential within its specialized defense and intelligence markets.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, which can influence market perception and liquidity.
• Investors: Offers insight into major institutional positions, potentially signaling confidence in the company's prospects and attracting further investment interest.

Key Dates

Keywords

CACI International Inc, Morgan Stanley, Atlanta Capital Management Company, Eaton Vance Atlanta Capital SMID-Cap Fund, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investment, SEC Filing, Investment Adviser, Investment Company, Parent Holding Company