SCHEDULE: FMR LLC Discloses 4.7% Stake in SAIC
Beneficial Ownership Disclosure
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, disclosing a beneficial ownership of 4.7% of Science Applications International Corp.'s common stock as of December 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson collectively beneficially own 2,138,412.61 shares of Science Applications International Corp. (SAIC) common stock.
- This ownership represents 4.7% of SAIC's outstanding common stock.
- FMR LLC holds sole voting power over 2,132,195.00 shares and sole dispositive power over 2,138,412.61 shares.
- Abigail P. Johnson, as a Director, Chairman, and CEO of FMR LLC, is deemed to share dispositive power over the same 2,138,412.61 shares.
- The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of SAIC.
- FMR LLC is classified as a parent holding company or control person, with subsidiaries like FIAM LLC, Fidelity Management & Research Company LLC, Fidelity Management Trust Company, and Strategic Advisers LLC identified as relevant entities.
- Members of the Johnson family, including Abigail P. Johnson, are the predominant owners of FMR LLC's Series B voting common shares, representing 49% of the voting power.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a moderately positive signal, as a large, reputable institutional investor maintaining a significant stake suggests underlying confidence in the company, even if it's a passive investment.
Positives
- A significant stake by a major investment firm like FMR LLC can signal confidence in Science Applications International Corp.'s long-term prospects.
- The disclosure indicates the shares are held in the ordinary course of business, suggesting a passive investment rather than an activist intent to disrupt management.
Negatives
- The ownership percentage of 4.7% is below the 5% threshold that often triggers more detailed reporting or potential influence, indicating a non-controlling interest.
Risks
- While the filing states no intent to influence control, a large institutional holder like FMR LLC could, in the future, decide to exert influence, potentially leading to strategic shifts or governance challenges for SAIC.
Future Outlook
NA
Management Comments
- FMR LLC and Abigail P. Johnson certify that the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.
Industry Context
StockSavvy.ai notes that the disclosure of a significant stake by a major asset manager like FMR LLC (Fidelity) in a government contractor like SAIC is a common occurrence, reflecting institutional interest in stable, defense-related sectors. This type of filing primarily serves as a transparency mechanism regarding large ownership positions rather than an indicator of specific industry trends or competitive shifts.
Stakeholder Impact
- Shareholders: The presence of a large institutional investor like FMR LLC can provide a degree of stability and confidence, potentially attracting other investors.
- Management: While FMR LLC states no intent to influence control, management should be aware of significant ownership stakes and potential future engagement.
Key Dates
| Date | Description |
|---|---|
| 2023-01-03 | Effective date of Power of Attorney for FMR LLC and its subsidiaries, authorizing Stephanie J. Brown to sign. |
| 2023-01-10 | Date of Schedule 13G filing by FMR LLC where its Power of Attorney (Exhibit 24) was incorporated by reference. |
| 2023-01-26 | Effective date of Power of Attorney for Abigail P. Johnson, authorizing Stephanie J. Brown to sign. |
| 2023-01-31 | Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (Exhibit 24) was incorporated by reference. |
| 2025-12-31 | Date of event which requires filing of this statement, representing the beneficial ownership reporting date. |
| 2026-02-04 | Date of signing and filing of this Schedule 13G Amendment No. 1. |
Recommendation
holdThis Schedule 13G filing primarily serves as a disclosure of beneficial ownership by FMR LLC and Abigail P. Johnson, indicating a 4.7% stake in SAIC. It explicitly states that the shares were acquired and are held in the ordinary course of business, without the intent to influence control. As such, it does not present new fundamental information about SAIC's operational performance, financial health, or strategic direction that would warrant a change in investment thesis. The filing confirms a significant, but passive, institutional interest, which is generally a neutral to slightly positive indicator of market confidence. Therefore, a 'hold' recommendation is appropriate, maintaining existing positions based on SAIC's underlying business fundamentals rather than this ownership disclosure.
Keywords
Science Applications International Corp, SAIC, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Investment Management, Fidelity
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