Triad Investment Management boosted its position in shares of Gartner, Inc. (NYSE:IT – Free Report) by 29.4% during the second quarter, Holdings Channel reports. The firm owned 30,530 shares of the information technology services provider’s stock after buying an additional 6,928 shares during the quarter. Gartner comprises approximately 4.5% of Triad Investment Management’s holdings, making the stock its 10th biggest position. Triad Investment Management’s holdings in Gartner were worth $3,957,000 at the end of the most recent quarter.
Several other large investors also recently bought and sold shares of IT. DV Equities LLC purchased a new position in shares of Gartner in the fourth quarter valued at $25,000. Entrust Financial LLC purchased a new stake in shares of Gartner in the 4th quarter worth about $26,000. Elyxium Wealth LLC acquired a new stake in Gartner in the 4th quarter valued at about $28,000. Osterweis Capital Management Inc. acquired a new stake in Gartner in the 2nd quarter valued at about $48,000. Finally, Clearstead Trust LLC increased its holdings in Gartner by 351.6% during the 4th quarter. Clearstead Trust LLC now owns 140 shares of the information technology services provider’s stock valued at $35,000 after acquiring an additional 109 shares in the last quarter. Institutional investors and hedge funds own 91.51% of the company’s stock.
Analyst Upgrades and Downgrades
IT has been the subject of a number of research reports. UBS Group lifted their target price on shares of Gartner from $164.00 to $196.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Zacks Research raised shares of Gartner from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 6th. BMO Capital Markets cut their price objective on Gartner from $214.00 to $206.00 and set a “market perform” rating for the company in a research report on Tuesday, August 18th. Royal Bank Of Canada upped their target price on Gartner from $160.00 to $164.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. Finally, Wells Fargo & Company raised their price target on Gartner from $120.00 to $150.00 and gave the stock an “underweight” rating in a research report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $187.30.
Gartner Trading Down 1.7%
Shares of Gartner stock opened at $169.58 on Thursday. Gartner, Inc. has a fifty-two week low of $124.25 and a fifty-two week high of $265.85. The business’s fifty day moving average is $166.61 and its two-hundred day moving average is $157.78. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 46.98. The firm has a market cap of $10.71 billion, a PE ratio of 15.21, a P/E/G ratio of 0.65 and a beta of 0.96.
Gartner (NYSE:IT – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The information technology services provider reported $4.37 EPS for the quarter, beating analysts’ consensus estimates of $3.76 by $0.61. The business had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.65 billion. Gartner had a return on equity of 525.46% and a net margin of 11.99%.The business’s revenue for the quarter was down .6% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.53 earnings per share. Gartner has set its FY 2026 guidance at 14.000- EPS. Analysts anticipate that Gartner, Inc. will post 14.39 earnings per share for the current year.
Gartner News Summary
Here are the key news stories impacting Gartner this week:
- Positive Sentiment: Gartner’s client engagement and contract value remain supportive of its long-term outlook. Contract value reached approximately $5.3 billion, while retention trends and raised 2026 guidance reinforce expectations for durable recurring revenue and profitability. Strong Engagement and Contract Value Strengthen Gartner’s Prospects
- Positive Sentiment: The company’s latest reported quarter exceeded expectations, with earnings of $4.37 per share versus a $3.76 consensus estimate and revenue of $1.68 billion. Its high return on equity, cash generation and valuation metrics may provide some support despite recent volatility.
- Neutral Sentiment: Gartner’s research continues to highlight substantial future demand for AI-related advisory services. It says 85% of functional leaders planned to increase AI spending in 2026, while many organizations are evaluating AI agents, cloud services and new workplace models. These findings support potential future demand but do not necessarily translate into near-term revenue.
- Neutral Sentiment: Brokerage sentiment remains cautious: Gartner carries a consensus “Hold” rating, with several published price targets near or below the current trading range. Gartner Given Consensus Rating of Hold
- Negative Sentiment: The primary pressure is concern over the pace of AI commercialization. Gartner reported that only 22% of organizations had successfully scaled AI across multiple business units, raising fears that cautious implementation could delay spending on Gartner’s research, consulting and advisory offerings. Consulting revenue also declined 8.8% year over year in the latest quarter.
- Negative Sentiment: Recent trading data showed five insider sales and substantially more institutional position reductions than additions. While not proof of deteriorating fundamentals, these signals may reinforce investor caution.
Insiders Place Their Bets
In related news, EVP Yvonne Genovese sold 1,205 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $190.06, for a total value of $229,022.30. Following the sale, the executive vice president directly owned 6,208 shares of the company’s stock, valued at approximately $1,179,892.48. This trade represents a 16.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Akhil Jain sold 700 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $201.73, for a total transaction of $141,211.00. Following the transaction, the executive vice president directly owned 8,130 shares of the company’s stock, valued at $1,640,064.90. This trade represents a 7.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,043 shares of company stock worth $1,172,858 over the last 90 days. Corporate insiders own 2.60% of the company’s stock.
Gartner Profile
Gartner, Inc is a global research and advisory firm that provides insights, advice and tools for leaders in IT, finance, HR, customer service and other business functions. Founded in 1979 and headquartered in Stamford, Connecticut, Gartner specializes in helping organizations make informed decisions about technology, operations and strategy through a combination of published research, advisory services, consulting, executive programs and events.
The company’s offerings include proprietary research reports, market forecasts, and analytical frameworks that are widely used by technology buyers and vendors.
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