Cwm LLC Increases Stock Position in Gartner, Inc. $IT

Key Points

• Cwm LLC increased its stake in Gartner by 86.4% in Q4 to 57,684 shares, representing about 0.08% of the company and valued at roughly $14.55 million.
• Gartner reported an EPS beat ($3.94 vs. $3.50) and set FY2026 guidance of 12.30 EPS, but the stock faces increased legal uncertainty after multiple securities‑fraud class action filings.
• Analysts are mixed: the consensus rating is "Hold" with a $185.30 target, while individual price targets range widely (roughly $170–$240) and the broker breakdown is 3 Buy / 6 Hold / 2 Sell.

Cwm LLC boosted its stake in shares of Gartner, Inc. (NYSE:IT - Free Report) by 86.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,684 shares of the information technology services provider's stock after buying an additional 26,734 shares during the quarter. Cwm LLC owned 0.08% of Gartner worth $14,553,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the stock. Brighton Jones LLC acquired a new position in Gartner during the fourth quarter worth $309,000. Sivia Capital Partners LLC acquired a new position in Gartner during the second quarter worth $336,000. Cresset Asset Management LLC lifted its stake in Gartner by 15.2% during the second quarter. Cresset Asset Management LLC now owns 1,446 shares of the information technology services provider's stock worth $585,000 after purchasing an additional 191 shares in the last quarter. Sei Investments Co. lifted its stake in Gartner by 9.2% during the second quarter. Sei Investments Co. now owns 91,205 shares of the information technology services provider's stock worth $36,867,000 after purchasing an additional 7,678 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in Gartner by 111.5% during the second quarter. The Manufacturers Life Insurance Company now owns 95,301 shares of the information technology services provider's stock worth $38,523,000 after purchasing an additional 50,251 shares in the last quarter. Hedge funds and other institutional investors own 91.51% of the company's stock.

Analyst Ratings Changes

IT has been the topic of a number of recent research reports. BMO Capital Markets reiterated a "market perform" rating on shares of Gartner in a research note on Thursday, February 5th. Royal Bank Of Canada set a $175.00 price target on shares of Gartner in a research note on Wednesday, February 4th. Truist Financial cut their price target on shares of Gartner from $300.00 to $170.00 and set a "buy" rating on the stock in a research note on Friday, February 6th. The Goldman Sachs Group reiterated a "buy" rating and set a $220.00 price target on shares of Gartner in a research note on Thursday, February 5th. Finally, Robert W. Baird set a $240.00 price target on shares of Gartner in a research note on Wednesday, February 4th. Three research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $185.30.

Gartner Price Performance

Shares of IT opened at $154.52 on Friday. Gartner, Inc. has a twelve month low of $139.18 and a twelve month high of $451.73. The firm's fifty day simple moving average is $157.13 and its 200-day simple moving average is $207.91. The firm has a market capitalization of $10.89 billion, a price-to-earnings ratio of 16.01, a PEG ratio of 0.95 and a beta of 1.05. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 9.30.

Gartner (NYSE:IT - Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The information technology services provider reported $3.94 EPS for the quarter, beating analysts' consensus estimates of $3.50 by $0.44. Gartner had a return on equity of 102.20% and a net margin of 11.22%.The business had revenue of $1.75 billion for the quarter, compared to the consensus estimate of $1.75 billion. During the same quarter in the prior year, the business posted $5.45 EPS. The business's revenue for the quarter was up 2.2% on a year-over-year basis. Gartner has set its FY 2026 guidance at 12.300- EPS. Equities analysts forecast that Gartner, Inc. will post 12.5 EPS for the current fiscal year.

Key Gartner News

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Gartner is running its Finance Symposium/Xpo in London (June 8–9), an investor/client event that highlights Gartner’s ongoing advisory/research revenue model and helps maintain client engagement—supportive for recurring services and brand. Gartner Announces Gartner Finance Symposium/Xpo 2026 in London
• Positive Sentiment: Gartner research continues to be cited in industry whitepapers and vendor materials, underscoring the firm’s influence on enterprise buying decisions and content monetization. Get the Gartner Report: Use Agile, Adaptive, AI-Ready (3A) Data Security Governance to Secure Shadow AI
• Neutral Sentiment: A MarketWatch post notes a vendor (Robin) was named a Leader in Gartner’s 2026 Magic Quadrant for Workplace Experience—reflects reach of Gartner research but is not a direct revenue driver for Gartner. Robin named a Leader in the 2026 Gartner(R) Magic Quadrant(TM) for Workplace Experience Applications
• Neutral Sentiment: Coverage of Gartner commentary on AI (e.g., caution that AI isn’t a silver‑bullet for mainframe exits) signals ongoing analyst influence on tech strategy but is informational rather than material. Gartner: AI is not a silver bullet for mainframe exit
• Negative Sentiment: Multiple law firms have filed or solicited investors for a securities‑fraud class action alleging misstatements about consulting outlook and contract values; lead‑plaintiff motions are due May 18, 2026—this cluster of litigation notices increases legal uncertainty and could pressure the stock. Sources include Schall Law Firm, Gross Law Firm, Faruqi & Faruqi, Levi & Korsinsky and others. IT Investors Have Opportunity to Lead Gartner, Inc. Securities Fraud Lawsuit with the Schall Law Firm IT Shareholder Alert: May 18, 2026 Lead Plaintiff Deadline in Gartner, Inc. Securities Class Action Lawsuit — The Gross Law Firm IT UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Gartner (IT) Investors of Securities Class Action Deadline on May 18, 2026 IT Investor Alert: Gartner, Inc. Securities Fraud Lawsuit - Investors With Losses May Seek to Lead the Class Action After Claims Company Inflated Consulting Outlook: SueWallSt

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.

Want to see what other hedge funds are holding IT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Gartner, Inc. (NYSE:IT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.