Triad Investment Management Acquires 6,928 Shares of Gartner, Inc. $IT

Triad Investment Management increased its holdings in shares of Gartner, Inc. (NYSE:IT) by 29.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,530 shares of the information technology services provider’s stock after purchasing an additional 6,928 shares during the quarter. Gartner makes up approximately 4.5% of Triad Investment Management’s portfolio, making the stock its 10th biggest position. Triad Investment Management’s holdings in Gartner were worth $3,957,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Oppenheimer Asset Management Inc. acquired a new stake in Gartner during the 2nd quarter worth $2,872,000. Wedge Capital Management L L P NC boosted its stake in Gartner by 34.1% in the second quarter. Wedge Capital Management L L P NC now owns 54,196 shares of the information technology services provider’s stock valued at $7,025,000 after acquiring an additional 13,776 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of Gartner by 60.1% during the first quarter. Bank of America Corp DE now owns 773,771 shares of the information technology services provider’s stock worth $122,519,000 after purchasing an additional 290,499 shares during the last quarter. Brighton Jones LLC purchased a new position in shares of Gartner during the fourth quarter worth about $309,000. Finally, Mattern Capital Management LLC acquired a new stake in shares of Gartner during the first quarter worth about $1,385,000. 91.51% of the stock is owned by institutional investors and hedge funds.

Gartner Price Performance

Shares of NYSE:IT opened at $169.58 on Thursday. Gartner, Inc. has a 52 week low of $124.25 and a 52 week high of $265.85. The company has a 50-day moving average price of $166.61 and a 200 day moving average price of $157.78. The company has a market cap of $10.71 billion, a P/E ratio of 15.21, a PEG ratio of 0.65 and a beta of 0.96. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 46.98.

Gartner (NYSE:IT) last issued its earnings results on Tuesday, August 4th. The information technology services provider reported $4.37 earnings per share (EPS) for the quarter, topping 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 company’s revenue for the quarter was down .6% on a year-over-year basis. During the same period in the prior year, the business posted $3.53 EPS. Gartner has set its FY 2026 guidance at 14.000- EPS. Research analysts predict 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 other Gartner news, Director Anne Fuchs sold 860 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $184.30, for a total value of $158,498.00. Following the completion of the transaction, the director owned 8,097 shares in the company, valued at approximately $1,492,277.10. This represents a 9.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Robin Kranich sold 3,278 shares of the business’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $196.50, for a total transaction of $644,127.00. Following the sale, the executive vice president owned 20,358 shares in the company, valued at $4,000,347. The trade was a 13.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 6,043 shares of company stock worth $1,172,858. Insiders own 2.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on IT shares. UBS Group boosted their target price on Gartner from $164.00 to $196.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Zacks Research upgraded Gartner from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 6th. BMO Capital Markets cut their price target on Gartner from $214.00 to $206.00 and set a “market perform” rating on the stock in a research report on Tuesday, August 18th. Royal Bank Of Canada boosted their price objective 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, Morgan Stanley set a $177.00 price objective on Gartner in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $187.30.

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.