Science Applications International Corporation
boothcheck covers Science Applications International Corporation (SAIC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
- At about $101.96 the market pays roughly 12x company-wide operating income, a multiple so low it sits below what even a 5%-a-year operating-profit decline would warrant. The price is not asking for growth, it is barely pricing in continuation. - Return on equity is about 28.5% against a 9.3% cost of equity, and the company is shrinking its share count roughly 6% a year through buybacks. A high-return business bought back at a low multiple is the value setup the numbers describe. - The offset i
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405 institutional managers reported holding SAIC in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 49%. 68 opened new positions that quarter. Held by Vanguard Group, BlackRock, AQR Capital, among others. On the short side, 2.8M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SAIC has cut its share count 24.5% over the past five years, spending $2.01B on repurchases. It pays a dividend, and has paid one every year in our records (13 and counting); the current rate is $1.48 a share annually. Cash returned over the past three years: $220.00M in dividends and $1.49B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SAIC over the trailing three years: 2024: 16 buys totaling $1.02M; 2025: 20 buys totaling $1.13M. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SAIC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-09-08 | -4.5% | +1.9% |
| 2023-12-05 | +9.9% | -2.3% |
| 2024-03-21 | -11.2% | +7.0% |
| 2024-06-04 | -12.9% | +2.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SAIC's latest 8-K filings: 2026-08-28 (items 8.01, 9.01); 2026-08-19 (items 1.01, 2.03, 9.01); 2026-08-10 (items 5.02); 2026-06-08 (items 5.07); 2026-06-01 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.