SG Americas Securities LLC increased its stake in shares of Gartner, Inc. (NYSE:IT – Free Report) by 188.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 61,190 shares of the information technology services provider’s stock after buying an additional 40,004 shares during the quarter. SG Americas Securities LLC’s holdings in Gartner were worth $15,437,000 at the end of the most recent reporting period.
Several other large investors also recently added to or reduced their stakes in IT. Brighton Jones LLC acquired a new stake in shares of Gartner in the 4th quarter worth $309,000. Sivia Capital Partners LLC purchased a new position in shares of Gartner during the 2nd quarter worth $336,000. Russell Investments Group Ltd. boosted its position in shares of Gartner by 7.7% during the 2nd quarter. Russell Investments Group Ltd. now owns 109,784 shares of the information technology services provider’s stock valued at $44,348,000 after acquiring an additional 7,838 shares during the last quarter. Choreo LLC boosted its position in shares of Gartner by 5.3% during the 2nd quarter. Choreo LLC now owns 1,958 shares of the information technology services provider’s stock valued at $791,000 after acquiring an additional 99 shares during the last quarter. Finally, Vinva Investment Management Ltd grew its holdings in shares of Gartner by 20.1% in the second quarter. Vinva Investment Management Ltd now owns 5,100 shares of the information technology services provider’s stock valued at $2,054,000 after purchasing an additional 852 shares during the period. 91.51% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of equities analysts have commented on IT shares. Barclays reduced their target price on shares of Gartner from $260.00 to $180.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. Wells Fargo & Company dropped their price target on shares of Gartner from $150.00 to $140.00 and set an “underweight” rating for the company in a research note on Friday. Deutsche Bank Aktiengesellschaft set a $204.00 price target on shares of Gartner in a report on Wednesday, February 4th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $220.00 price target on shares of Gartner in a research report on Thursday, February 5th. Finally, Royal Bank Of Canada set a $175.00 price objective on Gartner in a report on Wednesday, February 4th. Three analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $188.30.
Gartner Stock Down 0.7%
Shares of IT opened at $155.55 on Friday. The company’s 50-day moving average price is $173.08 and its 200 day moving average price is $218.51. Gartner, Inc. has a 12-month low of $139.18 and a 12-month high of $451.73. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 9.30. The firm has a market cap of $10.96 billion, a P/E ratio of 16.12, a price-to-earnings-growth ratio of 1.56 and a beta of 1.08.
Gartner (NYSE:IT – Get Free Report) last announced its earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share for the quarter, topping the consensus estimate of $3.50 by $0.44. The company had revenue of $1.75 billion during the quarter, compared to analyst estimates of $1.75 billion. Gartner had a net margin of 11.22% and a return on equity of 102.20%. Gartner’s revenue was up 2.2% compared to the same quarter last year. During the same quarter last year, the firm posted $5.45 earnings per share. Gartner has set its FY 2026 guidance at 12.300- EPS. On average, sell-side analysts forecast that Gartner, Inc. will post 12.5 earnings per share for the current year.
Key Stories Impacting Gartner
Here are the key news stories impacting Gartner this week:
- Positive Sentiment: Gartner research: analysts and industry press highlight that large language models (LLMs) could become up to 100x more cost-efficient by 2030 — a structural tailwind for Gartner’s advisory and AI-related services over the medium/long term. Gartner: LLMs to be up to 100X more cost-efficient by 2030
- Neutral Sentiment: UBS trimmed its price target (from $180 to $166) and kept a neutral rating — a modest recalibration of expectations but not a hard downgrade to underweight. UBS lowers Gartner price target to $166 – Benzinga
- Negative Sentiment: Wells Fargo cut its price target to $140 and moved to an “underweight” stance, citing the Iran conflict and its potential to rattle enterprise spending — a clear near-term negative for demand expectations. Gartner Price Target Lowered to $140 by Wells Fargo
- Negative Sentiment: Multiple law firms and plaintiff notices: several firms (PR Newswire / GlobeNewswire / Newsfile releases) are soliciting Gartner shareholders and filing or publicizing a securities class action alleging misrepresentations about consulting outlooks and contract values — increasing legal uncertainty and potential future litigation costs. Gartner shareholders have opportunity to lead securities fraud lawsuit – PR Newswire
- Negative Sentiment: Additional class-action notices from multiple firms (Bronstein, Grossman, Faruqi, Rosen, Pomerantz, Bernstein Liebhard, etc.) emphasize the May 18, 2026 lead-plaintiff deadline and allege investor harm during the Feb 4, 2025–Feb 2, 2026 period — this volume of filings raises near-term headline risk and could pressure sentiment absent clarifying company commentary. Bronstein urges Gartner investors to act – GlobeNewswire
About Gartner
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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