Gartner, Inc. $IT Shares Acquired by Bessemer Group Inc.

Bessemer Group Inc. lifted its holdings in shares of Gartner, Inc. (NYSE:IT) by 23.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 911,560 shares of the information technology services provider’s stock after acquiring an additional 171,276 shares during the period. Bessemer Group Inc.’s holdings in Gartner were worth $239,621,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in Gartner during the second quarter worth approximately $394,133,000. AQR Capital Management LLC raised its stake in Gartner by 304.5% during the 2nd quarter. AQR Capital Management LLC now owns 660,186 shares of the information technology services provider’s stock worth $266,860,000 after acquiring an additional 496,957 shares in the last quarter. Sustainable Growth Advisers LP lifted its position in Gartner by 71.7% in the second quarter. Sustainable Growth Advisers LP now owns 1,161,513 shares of the information technology services provider’s stock valued at $469,507,000 after acquiring an additional 485,188 shares during the last quarter. Pacer Advisors Inc. boosted its stake in Gartner by 150.6% in the third quarter. Pacer Advisors Inc. now owns 712,252 shares of the information technology services provider’s stock valued at $187,230,000 after acquiring an additional 428,089 shares in the last quarter. Finally, Qube Research & Technologies Ltd grew its holdings in shares of Gartner by 98.6% during the second quarter. Qube Research & Technologies Ltd now owns 682,062 shares of the information technology services provider’s stock worth $275,703,000 after purchasing an additional 338,615 shares during the last quarter. 91.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. William Blair reissued an “outperform” rating on shares of Gartner in a research report on Tuesday, October 21st. Weiss Ratings restated a “sell (d+)” rating on shares of Gartner in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft set a $204.00 price target on shares of Gartner in a research note on Wednesday. Morgan Stanley reduced their target price on shares of Gartner from $275.00 to $200.00 and set an “equal weight” rating for the company in a report on Wednesday. Finally, UBS Group set a $180.00 price objective on Gartner in a research note on Wednesday. Four equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Gartner currently has a consensus rating of “Hold” and a consensus target price of $235.30.

Gartner Price Performance

Shares of IT opened at $157.63 on Thursday. The firm has a market capitalization of $11.36 billion, a PE ratio of 16.33 and a beta of 1.06. The stock’s 50 day moving average is $234.23 and its two-hundred day moving average is $248.33. Gartner, Inc. has a twelve month low of $139.18 and a twelve month high of $546.21. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 4.42.

Gartner (NYSE:IT) last posted its quarterly earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share for the quarter, beating analysts’ consensus estimates of $3.50 by $0.44. The firm had revenue of $1.75 billion for the quarter, compared to the consensus estimate of $1.75 billion. Gartner had a return on equity of 83.48% and a net margin of 11.22%.The company’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period in the previous year, the business earned $5.45 earnings per share. Gartner has set its FY 2026 guidance at 12.300- EPS. Research analysts anticipate that Gartner, Inc. will post 12.5 earnings per share for the current year.

Insider Activity at Gartner

In related news, Director Stephen G. Pagliuca purchased 43,300 shares of Gartner stock in a transaction dated Wednesday, December 10th. The stock was bought at an average cost of $229.57 per share, for a total transaction of $9,940,381.00. Following the transaction, the director owned 111,613 shares in the company, valued at approximately $25,622,996.41. The trade was a 63.38% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP John J. Rinello sold 220 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $229.57, for a total value of $50,505.40. Following the completion of the sale, the senior vice president owned 3,046 shares in the company, valued at approximately $699,270.22. This represents a 6.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 2.30% of the company’s stock.

Key Headlines Impacting Gartner

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Q4 beat on the headline numbers — Gartner reported $3.94 EPS (above $3.50 est.) with revenue roughly in line and modest y/y growth; management also expanded the share‑repurchase program, a direct capital‑return positive. Press Release / Slide Deck
• Positive Sentiment: Analyst/coverage pieces argue Gartner’s subscription-heavy model, high renewal rates and role in tech decision‑making create resilience vs. a full fundamental deterioration — a reason some investors view current weakness as a buying opportunity. How Gartner Stock Rises To $200
• Neutral Sentiment: Detailed earnings/transcript coverage is available for investors who want call color on contract trends, retention and consulting pipeline — useful for modeling recovery timing. Zacks: Earnings Outpace Estimates
• Neutral Sentiment: Other coverage aggregates results and metrics (revenue +2.2% y/y, ROE high, margins) — these items help quantify the beat but don’t overcome the guidance miss. MarketBeat: Earnings Summary
• Negative Sentiment: Guidance disappointed: FY2026 EPS guidance (around $12.30) and revenue guidance came in below consensus, signaling slower demand — management flagged customers “slowing and deferring” spending as they evaluate shifting AI priorities. Reuters: Downbeat Annual Results
• Negative Sentiment: Analyst cuts and downgrades accelerated the stock drop — Wells Fargo cut its PT to $150 and moved to underweight; Morgan Stanley trimmed its PT to $200 and maintained a hold. Those updates increase downward pressure on sentiment. Benzinga: Analyst Price Target Moves TipRanks: Hold Stance Coverage
• Negative Sentiment: Market reaction: coverage notes a rapid, large intraday selloff as investors exited amid weak forward commentary and headlines on deferred customer spending — momentum and higher volume are likely to keep near‑term volatility elevated. MarketWatch: Why IT Stocks Got Slammed

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.