SAIC will consolidate five business groups into three effective January 31, 2026, to optimize operations and enhance growth.
Quiver AI Summary
Science Applications International Corporation (SAIC) has announced a restructuring plan that will consolidate its five existing business groups into three: Army Navy (ANG), Air Force, Space and Intelligence (AFSI), and Civilian. This reorganization, aimed at optimizing operations and enhancing customer focus for growth and shareholder value creation, will take effect on January 31, 2026. Current leaders of the respective divisions will oversee the new groups, while some executives will depart the company to pursue other opportunities. Interim CEO Jim Reagan emphasized that these changes are intended to better position SAIC to capitalize on growth opportunities and align investments more closely with market needs, ultimately improving service delivery to customers.
Potential Positives
- The consolidation of five business groups into three aims to optimize operations and enhance customer focus.
- The restructuring is designed to position the company for future growth and shareholder value creation.
- The new organizational structure will allow for faster, more flexible, and efficient service delivery to customers.
Potential Negatives
- The departure of key executives, including the Executive Vice Presidents of Army and Space & Intelligence, may signal instability or loss of leadership that could impact the company's strategic direction.
- Consolidating five business groups into three could raise concerns about operational efficiency and the ability to effectively cater to distinct customer needs across those segments.
- The emphasis on restructuring for growth and shareholder value creation may imply the company is currently underperforming or facing challenges that necessitate such drastic changes.
FAQ
What changes are being made to SAIC's business groups?
SAIC is consolidating its five business groups into three: Army Navy, Air Force Space and Intelligence, and Civilian.
When will the new organizational structure take effect?
The restructured organization will be effective on January 31, 2026.
Who will lead the new business groups at SAIC?
Barbara Supplee will lead ANG, Vinnie DiFronzo will lead AFSI, and Srini Attili will continue leading the Civilian Business Group.
What is the purpose of SAIC's restructuring?
The restructuring aims to optimize operations, enhance customer focus, and drive growth and shareholder value creation.
Will any executive leaders depart SAIC due to this restructuring?
Yes, Josh Jackson, Lauren Knausenberger, and David Ray will depart SAIC to pursue other opportunities.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SAIC Congressional Stock Trading
Members of Congress have traded $SAIC stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SAIC stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 2 purchases worth up to $30,000 on 09/11, 06/11 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SAIC Insider Trading Activity
$SAIC insiders have traded $SAIC stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SAIC stock by insiders over the last 6 months:
- SRINIVAS ATTILI (EVP, Civilian) has made 2 purchases buying 200 shares for an estimated $19,937 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SAIC Hedge Fund Activity
We have seen 182 institutional investors add shares of $SAIC stock to their portfolio, and 242 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 786,037 shares (+35.5%) to their portfolio in Q3 2025, for an estimated $78,108,496
- BOSTON PARTNERS removed 531,288 shares (-25.6%) from their portfolio in Q2 2025, for an estimated $59,828,341
- CITADEL ADVISORS LLC removed 523,949 shares (-97.6%) from their portfolio in Q2 2025, for an estimated $59,001,896
- AQR CAPITAL MANAGEMENT LLC added 347,456 shares (+36.3%) to their portfolio in Q2 2025, for an estimated $39,127,020
- SQUAREPOINT OPS LLC removed 344,466 shares (-78.3%) from their portfolio in Q2 2025, for an estimated $38,790,316
- MILLENNIUM MANAGEMENT LLC removed 316,448 shares (-96.5%) from their portfolio in Q2 2025, for an estimated $35,635,209
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 278,838 shares (-30.9%) from their portfolio in Q3 2025, for an estimated $27,708,132
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SAIC Analyst Ratings
Wall Street analysts have issued reports on $SAIC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 09/08/2025
- Stifel issued a "Buy" rating on 06/24/2025
- Wells Fargo issued a "Overweight" rating on 06/04/2025
To track analyst ratings and price targets for $SAIC, check out Quiver Quantitative's $SAIC forecast page.
$SAIC Price Targets
Multiple analysts have issued price targets for $SAIC recently. We have seen 8 analysts offer price targets for $SAIC in the last 6 months, with a median target of $112.5.
Here are some recent targets:
- Sheila Kahyaoglu from Jefferies set a target price of $115.0 on 09/10/2025
- Seth Seifman from JP Morgan set a target price of $115.0 on 09/08/2025
- Gavin Parsons from Goldman Sachs set a target price of $91.0 on 09/08/2025
- Jonathan Siegmann from Stifel set a target price of $128.0 on 09/05/2025
- Gavin Parsons from UBS set a target price of $110.0 on 09/05/2025
- Tobey Sommer from Truist Securities set a target price of $110.0 on 07/24/2025
- David Strauss from Barclays set a target price of $105.0 on 06/09/2025
Full Release
Highlights:
- Five existing business groups will be consolidated into three business groups
- The consolidated business groups are Army Navy (ANG); Air Force, Space and Intelligence (AFSI); and Civilian
- The restructured organization is aimed at optimizing the company’s operations and customer focus for growth and shareholder value creation
- The new organizational structure will be effective January 31, 2026
RESTON, Va., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Science Applications International Corporation (NASDAQ: SAIC ), a premier Fortune 500® company driving our nation's digital transformation across the defense, space, intelligence, and civilian markets, today announced a strategic organizational restructuring intended to ensure the Company is well positioned to capitalize on opportunities for growth and shareholder value creation, while remaining focused on delivering near-term operational results.
Effective January 31, 2026, the company’s five current business groups will be consolidated into three. The current Army and Navy business groups will be combined into a new Army Navy Business Group (ANG) and the Air Force & Combatant Commands, and the Space and Intelligence business groups will become the Air Force, Space and Intelligence Business Group (AFSI). The Civilian Business Group will remain in its present form.
As part of the organizational realignment, SAIC will restructure its Chief Innovation Office to ensure closer alignment with its business groups and the markets it serves.
“We’re making these changes to ensure that we are well positioned to capitalize on opportunities for growth and value creation, and to align our investments more closely with those opportunities,” said Interim SAIC Chief Executive Officer Jim Reagan. “By optimizing our organization for speed, flexibility and efficiency, we expect that we will be able to better serve our customers and accelerate growth.”
The three consolidated business groups will be led by current SAIC executive vice presidents. Barbara Supplee will lead ANG, Vinnie DiFronzo will lead AFSI, and Srini Attili will continue to lead the Civilian Business Group. Josh Jackson, Executive Vice President, Army, and David Ray, Executive Vice President, Space and Intelligence, along with Chief Innovation Officer, Lauren Knausenberger, will depart SAIC to pursue other opportunities.
“On behalf of myself and the SAIC Board of Directors, I want to express our deep gratitude to Josh Jackson, Lauren Knausenberger, and David Ray, and thank them for their significant contributions and dedication to advancing SAIC’s mission,” Reagan added.
About SAIC
SAIC® is a premier Fortune 500 mission integrator focused on advancing the power of technology and innovation to serve and protect our world. Our robust portfolio of offerings across the defense, space, civilian and intelligence markets includes secure high-end solutions in mission IT, enterprise IT, engineering services and professional services. We integrate emerging technology, rapidly and securely, into mission critical operations that modernize and enable critical national imperatives.
We are approximately 24,000 strong; driven by mission, united by purpose, and inspired by opportunities. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $7.5 billion. For more information, visit saic.com . For ongoing news, please visit our newsroom .
Investor Relations Contact:
Joe DeNardi
[email protected]
Media Contacts:
Kara Ross
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Forward-Looking Statements
Certain statements in this release contain or are based on “forward-looking” information within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by words such as “expects,” “intends,” “plans,” “anticipates,” “believes,” “estimates,” “guidance,” and similar words or phrases. Forward-looking statements in this release may include, among others, estimates of future revenues, operating income, earnings, earnings per share, charges, total contract value, backlog, outstanding shares and cash flows, as well as statements about SAIC’s ability to realize growth opportunities as a result of the new organizational structure. Such statements are not guarantees of future performance and involve risk, uncertainties and assumptions, and actual results may differ materially from the guidance and other forward-looking statements made in this release as a result of various factors. Risks, uncertainties and assumptions that could cause or contribute to these material differences include those discussed in the “Risk Factors,” “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and “Legal Proceedings” sections of our Annual Report on Form 10-K, as updated in any subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission (the “SEC”), which may be viewed or obtained through the Investor Relations section of our website at saic.com or on the SEC’s website at sec.gov. Due to such risks, uncertainties and assumptions you are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. SAIC expressly disclaims any duty to update any forward-looking statement provided in this release to reflect subsequent events, actual results or changes in SAIC’s expectations. SAIC also disclaims any duty to comment upon or correct information that may be contained in reports published by investment analysts or others.