Quantitative Investment Management LLC Purchases New Stake in IonQ, Inc. $IONQ

Quantitative Investment Management LLC acquired a new position in IonQ, Inc. (NYSE:IONQ) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 197,700 shares of the company’s stock, valued at approximately $12,158,000. IonQ accounts for approximately 1.7% of Quantitative Investment Management LLC’s investment portfolio, making the stock its 14th biggest position. Quantitative Investment Management LLC owned approximately 0.06% of IonQ at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in shares of IonQ by 18.5% during the third quarter. Vanguard Group Inc. now owns 29,354,706 shares of the company’s stock worth $1,805,314,000 after purchasing an additional 4,587,260 shares during the period. Geode Capital Management LLC boosted its holdings in shares of IonQ by 15.2% in the 2nd quarter. Geode Capital Management LLC now owns 5,338,456 shares of the company’s stock valued at $229,422,000 after buying an additional 705,301 shares during the period. State Street Corp grew its position in shares of IonQ by 15.1% during the 2nd quarter. State Street Corp now owns 5,255,681 shares of the company’s stock valued at $225,837,000 after buying an additional 688,663 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of IonQ by 12.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,008,001 shares of the company’s stock valued at $184,992,000 after buying an additional 333,653 shares during the last quarter. Finally, Norges Bank acquired a new stake in IonQ during the second quarter worth about $114,767,000. Institutional investors own 41.42% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 target price on shares of IonQ in a report on Thursday, February 26th. Morgan Stanley set a $37.00 target price on IonQ in a report on Thursday, February 26th. Cantor Fitzgerald reissued an “overweight” rating on shares of IonQ in a report on Monday, February 9th. Jefferies Financial Group assumed coverage on IonQ in a research report on Tuesday, December 16th. They set a “buy” rating and a $100.00 price objective for the company. Finally, Mizuho assumed coverage on IonQ in a research note on Thursday, December 11th. They set an “outperform” rating and a $90.00 price objective for the company. Nine research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, IonQ presently has an average rating of “Moderate Buy” and an average price target of $69.45.

IonQ Trading Down 3.5%

NYSE IONQ opened at $33.06 on Friday. IonQ, Inc. has a 52 week low of $18.81 and a 52 week high of $84.64. The stock has a market cap of $12.12 billion, a price-to-earnings ratio of -13.28 and a beta of 2.61. The company has a 50-day moving average price of $40.41 and a two-hundred day moving average price of $50.05.

Insider Activity

In other news, Director Kathryn K. Chou sold 5,000 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $55.00, for a total transaction of $275,000.00. Following the completion of the transaction, the director directly owned 60,839 shares in the company, valued at approximately $3,346,145. The trade was a 7.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Robert T. Cardillo sold 5,165 shares of the stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $39.44, for a total value of $203,707.60. Following the completion of the transaction, the insider directly owned 112,291 shares of the company’s stock, valued at $4,428,757.04. This trade represents a 4.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 10,781 shares of company stock valued at $497,804. Insiders own 5.20% of the company’s stock.

IonQ News Summary

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Landmark University of Cambridge collaboration to establish the IonQ Quantum Innovation Centre to commercialize quantum research, expand IP and deploy advanced systems — strengthens IonQ’s academic/commercial pipeline and UK presence. Read More.
• Positive Sentiment: Planned deployment of a 256‑qubit system into the Cambridge research ecosystem signals product progress and makes IonQ’s hardware roadmap more tangible for researchers and customers. Read More.
• Positive Sentiment: Deepening federal / security work (ARLIS collaboration on quantum Zero Trust architecture) increases IonQ’s relevance for government contracts and secure-use cases. Read More.
• Positive Sentiment: Bullish media/analyst commentary argues IonQ’s cost and performance advantages could drive faster growth and mean the company may outperform longer term — supportive sentiment for investors focused on fundamentals. Read More.
• Neutral Sentiment: Management presentation/transcript from the 2026 Cantor Global Technology & Industrial Growth Conference is available for investors looking for updated strategy, KPIs and product roadmaps. Read More.
• Neutral Sentiment: General market roundups have included IonQ among names moving recently; useful for monitoring short-term volatility but not a direct catalyst. Read More.
• Negative Sentiment: IonQ filed a prospectus supplement enabling the resale of more than 2.5 million common shares by a major stockholder — this creates potential near-term share-supply pressure and likely contributed to intraday selling. Read More.
• Negative Sentiment: Coverage notes the stock has fallen more steeply than the broader market in the recent tech sell-off (cited ~25.6% YTD underperformance), reflecting macro tech spending uncertainty that can delay enterprise quantum adoption. Read More.

IonQ Profile

IonQ, Inc engages in the development of general-purpose quantum computing systems in the United States. It sells access to quantum computers of various qubit capacities. The company makes access to its quantum computers through cloud platforms, such as Amazon Web Services (AWS) Amazon Braket, Microsoft’s Azure Quantum, and Google’s Cloud Marketplace, as well as through its cloud service. It also provides contracts associated with the design, development, and construction of specialized quantum computing hardware systems; maintenance and support services; and consulting services related to co-developing algorithms on quantum computing systems.