National Pension Service Takes Position in IonQ, Inc. $IONQ

Key Points

• National Pension Service bought 73,376 IonQ shares worth approximately $3.9 million in the second quarter, while institutional investors and hedge funds collectively own 41.42% of the company.
• IonQ reported quarterly revenue of $80.05 million, up 286.7% year over year and above analyst expectations, though it remained unprofitable with a negative net margin of 553.27%.
• Wall Street sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $67.17, despite some analysts lowering targets and concerns about IonQ’s valuation and continued losses.

National Pension Service purchased a new stake in shares of IonQ, Inc. (NYSE:IONQ - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 73,376 shares of the company's stock, valued at approximately $3,908,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. NorthRock Partners LLC acquired a new position in IonQ in the 2nd quarter valued at approximately $241,000. Integrated Wealth Concepts LLC lifted its position in IonQ by 72.4% in the second quarter. Integrated Wealth Concepts LLC now owns 12,786 shares of the company's stock worth $681,000 after purchasing an additional 5,368 shares during the period. NewEdge Advisors LLC boosted its stake in IonQ by 91.9% during the second quarter. NewEdge Advisors LLC now owns 47,500 shares of the company's stock worth $2,530,000 after buying an additional 22,753 shares in the last quarter. Allworth Financial LP increased its holdings in IonQ by 11.0% in the 2nd quarter. Allworth Financial LP now owns 7,538 shares of the company's stock valued at $401,000 after buying an additional 748 shares during the period. Finally, Arizona State Retirement System raised its stake in shares of IonQ by 21.0% in the 2nd quarter. Arizona State Retirement System now owns 97,236 shares of the company's stock valued at $5,179,000 after buying an additional 16,855 shares in the last quarter. Institutional investors and hedge funds own 41.42% of the company's stock.

More IonQ News

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: IonQ raised its 2026 revenue outlook to $450 million–$460 million, with the increase supported partly by its SkyWater acquisition. Higher guidance strengthens the company’s growth narrative, although acquisition-related contributions may limit the organic-growth benefit. IonQ Raises 2026 Revenue Guidance
• Positive Sentiment: IonQ unveiled Superion 256, a 256-qubit quantum processing unit, along with plans for faster chip development and data-center deployment targeted for 2027. The announcement may support expectations for commercial adoption and technological leadership. IonQ Advances Quantum Computing With Superion 256
• Positive Sentiment: Rosenblatt Securities and Needham reiterated Buy ratings, while Cantor Fitzgerald reaffirmed an Overweight rating, indicating that several analysts remain constructive on IonQ’s long-term opportunity. Rosenblatt Reiterates Buy Rating
• Neutral Sentiment: Investor-focused coverage highlighted IonQ’s position in quantum-computing accuracy and its potential to benefit from cybersecurity demand. These articles are largely opinion-based rather than new financial disclosures. If I Could Only Buy One Quantum Computing Stock
• Negative Sentiment: Mizuho analyst Vijay Rakesh cut his price target to $52 from $61 after IonQ’s Analyst Day, despite maintaining a Buy rating. The reduction suggests the updated outlook did not fully satisfy expectations. Why IonQ Stock Is Down
• Negative Sentiment: Critical coverage questioned whether IonQ’s long-term quantum opportunity is sufficiently supported by near-term financial results. IonQ remains unprofitable, and its elevated valuation makes the stock particularly sensitive to execution concerns and changing investor expectations. Why IonQ’s Quantum Story Still Isn’t Convincing

IonQ Stock Up 0.1%

Shares of NYSE:IONQ opened at $36.77 on Monday. The firm has a market cap of $14.01 billion, a P/E ratio of -7.89 and a beta of 3.30. IonQ, Inc. has a 12 month low of $25.89 and a 12 month high of $84.64. The company's 50-day moving average price is $39.92 and its two-hundred day moving average price is $43.80.

IonQ (NYSE:IONQ - Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported ($0.33) earnings per share for the quarter, topping analysts' consensus estimates of ($0.56) by $0.23. IonQ had a negative net margin of 553.27% and a negative return on equity of 22.29%. The company had revenue of $80.05 million during the quarter, compared to the consensus estimate of $66.47 million. During the same period in the previous year, the firm posted ($0.70) earnings per share. The company's revenue was up 286.7% on a year-over-year basis. As a group, equities analysts predict that IonQ, Inc. will post -2.86 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other IonQ news, Director Gabrielle Toledano sold 2,757 shares of the company's stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $55.01, for a total transaction of $151,662.57. Following the transaction, the director owned 11,154 shares of the company's stock, valued at approximately $613,581.54. This represents a 19.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider John Raymond sold 3,815 shares of IonQ stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $55.01, for a total value of $209,863.15. Following the completion of the sale, the insider directly owned 80,148 shares of the company's stock, valued at $4,408,941.48. This trade represents a 4.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 11,736 shares of company stock valued at $602,780. 0.55% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on IONQ shares. Morgan Stanley set a $49.00 price target on shares of IonQ in a research report on Thursday, August 6th. Wall Street Zen downgraded IonQ from a "sell" rating to a "strong sell" rating in a report on Saturday, August 8th. Needham & Company LLC reiterated a "buy" rating and issued a $65.00 price objective on shares of IonQ in a research note on Wednesday, September 9th. Wedbush began coverage on IonQ in a research report on Monday, August 3rd. They set an "outperform" rating and a $75.00 target price for the company. Finally, Rosenblatt Securities reaffirmed a "buy" rating and issued a $100.00 price target on shares of IonQ in a research note on Wednesday, September 9th. Ten investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, IonQ presently has an average rating of "Moderate Buy" and a consensus target price of $67.17.

IonQ Company Profile

IonQ, Inc is a quantum computing company that develops and commercializes quantum computers based on trapped-ion technology. Its systems are designed to perform specialized computations that may be difficult for classical computers, with potential applications in areas such as optimization, materials science, drug discovery, artificial intelligence and financial modeling.

The company provides access to its quantum processors through cloud platforms, including Amazon Web Services' Amazon Braket, Microsoft Azure Quantum and Google Cloud.

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