Gartner, Inc. $IT Stock Acquired by Assenagon Asset Management S.A.

Key Points

• Assenagon Asset Management increased its Gartner stake by 80.7% in the third quarter, holding 127,110 shares valued at approximately $23.7 million. Institutional investors collectively own 91.51% of the company.
• Gartner recently beat quarterly earnings expectations, reporting $4.37 in EPS versus the $3.76 consensus and $1.68 billion in revenue. However, revenue declined 0.6% year over year.
• Analysts maintain a broadly cautious outlook, with a consensus “Hold” rating and an average price target of $189.60, while insiders have sold 6,043 shares worth about $1.17 million over the past 90 days.

Assenagon Asset Management S.A. raised its holdings in Gartner, Inc. (NYSE:IT - Free Report) by 80.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 127,110 shares of the information technology services provider's stock after acquiring an additional 56,762 shares during the quarter. Assenagon Asset Management S.A. owned about 0.20% of Gartner worth $23,711,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Curated Wealth Partners LLC bought a new position in shares of Gartner in the 3rd quarter valued at approximately $238,000. Family Office Research LLC acquired a new stake in Gartner in the 3rd quarter worth approximately $225,000. NorthCrest Asset Manangement LLC lifted its holdings in Gartner by 34.4% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 3,875 shares of the information technology services provider's stock worth $757,000 after purchasing an additional 991 shares during the last quarter. Perpetual Ltd lifted its holdings in Gartner by 7.2% in the 3rd quarter. Perpetual Ltd now owns 3,383 shares of the information technology services provider's stock worth $631,000 after purchasing an additional 227 shares during the last quarter. Finally, Riversedge Advisors LLC bought a new stake in Gartner during the third quarter worth approximately $271,000. 91.51% of the stock is owned by institutional investors.

Gartner Trading Down 0.1%

IT stock opened at $205.21 on Monday. Gartner, Inc. has a 1-year low of $124.25 and a 1-year high of $261.10. The firm has a market cap of $12.96 billion, a P/E ratio of 18.40, a P/E/G ratio of 0.77 and a beta of 0.98. The business's 50 day moving average is $188.73 and its 200-day moving average is $163.46. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 46.98.

Gartner (NYSE:IT - Get Free Report) 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 analysts' expectations of $1.65 billion. Gartner had a return on equity of 525.46% and a net margin of 11.99%. Gartner's quarterly revenue was down .6% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.53 EPS. Gartner has set its FY 2026 guidance at 14.000- EPS. Equities analysts anticipate that Gartner, Inc. will post 14.39 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have commented on the company. The Goldman Sachs Group increased their price target on Gartner from $162.00 to $181.00 and gave the company a "neutral" rating in a report on Wednesday, August 5th. Zacks Research downgraded Gartner from a "strong-buy" rating to a "hold" rating in a research note on Monday, October 5th. UBS Group raised their target price on Gartner from $196.00 to $208.00 and gave the company a "neutral" rating in a report on Monday, October 5th. Royal Bank Of Canada raised their target price on Gartner from $160.00 to $164.00 and gave the company a "sector perform" rating in a report on Wednesday, August 5th. Finally, Truist Financial set a $205.00 price target on Gartner in a research report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Gartner has a consensus rating of "Hold" and an average price target of $189.60.

Key Gartner News

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Analyst price-target increase supports the stock. BMO Capital Markets raised its price target for Gartner, suggesting continued confidence in the company’s earnings outlook and valuation. Gartner previously exceeded quarterly EPS and revenue expectations, although revenue remained slightly below the prior-year period. Gartner Stock Gets Price Target Increase from BMO Capital Markets
• Positive Sentiment: Gartner’s research remains highly visible across enterprise software. Multiple vendors—including Gong, Outreach, Interact Software, Akeneo, Inriver and Fantasy—were recognized as Leaders or notable providers in Gartner’s 2026 research. These announcements reinforce Gartner’s brand, research relevance and potential demand for advisory and consulting services. Outreach Named a Leader
• Positive Sentiment: AI and cybersecurity coverage may support longer-term demand. Gartner is receiving attention for its research on AI-agent adoption, quantum-computing risks and vulnerability management, areas that could encourage businesses to seek strategic guidance and technology services. Gartner Quantum Threat Report
• Neutral Sentiment: The stock’s decline appears more related to market positioning than a new company-specific setback. Gartner trades well above its 200-day moving average, following a strong recovery from its 52-week low, which may encourage profit-taking or valuation-related caution. Its reported P/E ratio remains moderate, but investors may be waiting for the next earnings update. Gong Named a Leader
• Negative Sentiment: Gartner’s warning on AI infrastructure is pressuring related technology stocks and may create near-term sentiment volatility. Gartner forecasts that more than 80% of neocloud providers could lose independent operations by 2030 and that up to $3.5 trillion of AI infrastructure spending could face write-down risk. While the warning enhances Gartner’s research credibility, investors may focus on whether slower or more disciplined AI spending could eventually temper consulting demand. Gartner Forecasts AI Infrastructure Write-Downs

Insider Activity

In related news, EVP Akhil Jain sold 700 shares of Gartner stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $201.73, for a total transaction of $141,211.00. Following the completion of the transaction, the executive vice president directly owned 8,130 shares of the company's stock, valued at $1,640,064.90. This trade represents a 7.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Anne Fuchs sold 860 shares of the business's stock in a transaction that occurred 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 directly owned 8,097 shares in the company, valued at $1,492,277.10. The trade was a 9.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,043 shares of company stock worth $1,172,858. Company insiders own 2.60% of the company's stock.

Gartner Company Profile

Gartner, Inc is a global research and advisory firm that provides business leaders with insights, analysis and guidance on technology, digital transformation and related business strategies. The company serves organizations across industries, including corporations, government agencies and technology providers.

Gartner's offerings include subscription-based research, consulting services, benchmarking and measurement tools, executive programs, and conferences and other events. Its research covers areas such as information technology, cybersecurity, cloud computing, artificial intelligence, data and analytics, human resources, finance, supply chains and customer experience.

Founded in 1979 by Gideon Gartner, the company has expanded its operations internationally and serves clients across North America, Europe, Asia-Pacific, Latin America, the Middle East and Africa.

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