Sei Investments Co. Trims Stock Holdings in IonQ, Inc. $IONQ

Key Points

• Sei Investments cut its IonQ stake by 35.3% in the first quarter, selling 30,198 shares and retaining 55,463 shares valued at approximately $1.6 million. Institutional investors collectively own 41.42% of IonQ.
• IonQ insiders have also been selling: insiders sold 9,329 shares worth about $513,216 over the past 90 days, while company insiders retain just 0.55% ownership.
• Analyst sentiment remains positive with a “Moderate Buy” consensus and an average price target of $69.92. IonQ recently exceeded quarterly revenue and earnings expectations, reporting $80.05 million in revenue and a narrower-than-expected loss, though it remains unprofitable and faces dilution concerns.

Sei Investments Co. lowered its position in shares of IonQ, Inc. (NYSE:IONQ - Free Report) by 35.3% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 55,463 shares of the company's stock after selling 30,198 shares during the quarter. Sei Investments Co.'s holdings in IonQ were worth $1,599,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in IONQ. Accent Capital Management LLC increased its holdings in shares of IonQ by 171.8% in the fourth quarter. Accent Capital Management LLC now owns 587 shares of the company's stock valued at $26,000 after purchasing an additional 371 shares during the period. PeakShares LLC acquired a new position in IonQ in the 1st quarter worth approximately $29,000. Beaird Harris Wealth Management LLC increased its holdings in IonQ by 117.4% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 500 shares of the company's stock worth $31,000 after buying an additional 270 shares during the period. MWA Asset Management purchased a new position in IonQ during the 1st quarter worth approximately $32,000. Finally, EverSource Wealth Advisors LLC raised its position in IonQ by 50.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 831 shares of the company's stock worth $36,000 after buying an additional 279 shares during the last quarter. Hedge funds and other institutional investors own 41.42% of the company's stock.

Insider Activity

In other IonQ news, insider John W. Raymond sold 3,815 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $55.01, for a total transaction of $209,863.15. Following the transaction, the insider owned 80,148 shares in the company, valued at approximately $4,408,941.48. This represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Gabrielle B. Toledano sold 2,757 shares of the firm's stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $55.01, for a total value of $151,662.57. Following the completion of the sale, the director directly owned 11,154 shares in the company, valued at approximately $613,581.54. The trade was a 19.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 9,329 shares of company stock worth $513,216 in the last ninety days. Company insiders own 0.55% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on IONQ. Wedbush assumed coverage on shares of IonQ in a report on Monday, August 3rd. They issued an "outperform" rating and a $75.00 price objective on the stock. Benchmark reissued a "buy" rating and set a $60.00 target price on shares of IonQ in a report on Thursday, August 6th. Cantor Fitzgerald restated an "overweight" rating and set a $70.00 target price on shares of IonQ in a research report on Thursday, August 6th. Rosenblatt Securities restated a "buy" rating and set a $100.00 target price on shares of IonQ in a research report on Thursday, August 6th. Finally, Northland Securities upped their price target on shares of IonQ from $55.00 to $70.00 and gave the company an "outperform" rating in a report on Monday, June 22nd. Nine investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $69.92.

IonQ Stock Performance

Shares of NYSE IONQ opened at $42.47 on Tuesday. The company's fifty day moving average price is $47.43 and its 200 day moving average price is $43.21. IonQ, Inc. has a 1 year low of $25.89 and a 1 year high of $84.64. The company has a market capitalization of $15.85 billion, a PE ratio of -9.11 and a beta of 3.28.

IonQ (NYSE:IONQ - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported ($0.33) earnings per share for the quarter, beating analysts' consensus estimates of ($0.56) by $0.23. The company had revenue of $80.05 million during the quarter, compared to analysts' expectations of $66.47 million. IonQ had a negative net margin of 553.27% and a negative return on equity of 21.75%. The firm's revenue for the quarter was up 286.7% on a year-over-year basis. During the same quarter in the previous year, the company earned ($0.70) earnings per share. On average, equities analysts expect that IonQ, Inc. will post -2.26 EPS for the current year.

Key Headlines Impacting IonQ

Here are the key news stories impacting IonQ this week:

• Positive Sentiment: Quarterly results exceeded expectations. IonQ reported second-quarter revenue of $80.05 million, well above the $66.47 million analyst consensus, while its $0.33 per-share loss was narrower than the expected $0.56 loss. Revenue increased 286.7% year over year, reinforcing the company’s rapid-growth narrative. Quantum earnings Q2 2026
• Positive Sentiment: Revenue visibility is improving. International deployments, multiproduct sales and rising remaining performance obligations could provide additional growth and revenue upside in future periods. IONQ Sees Favorable Q2 Revenue Trends
• Positive Sentiment: Government and national-security contracts broaden IonQ’s opportunity. A $28 million DARPA extension supports production of optical atomic clocks, while a National Reconnaissance Office contract through Capella adds commercial synthetic-aperture radar work. These awards could strengthen IonQ’s position in critical infrastructure and defense markets. IonQ’s DARPA and NRO Contracts
• Neutral Sentiment: Wall Street sentiment remains favorable, but investors are cautioned against relying solely on ratings. IonQ’s average brokerage recommendation suggests the stock may merit consideration, although analyst optimism can be an unreliable indicator of future performance. Should You Invest in IonQ Based on Bullish Wall Street Views?
• Negative Sentiment: Share dilution is the key overhang. Despite results that surpassed expectations and progress on its technical roadmap, additional shares can reduce existing investors’ ownership and limit the benefit of future growth. IonQ also remains unprofitable, with analysts expecting a sizable full-year loss. The SkyWater acquisition may improve strategic positioning but adds execution and integration considerations. IonQ Demolishes Expectations—Share Dilution a Chink in the Armor

IonQ Company Profile

IonQ, Inc engages in the development of general-purpose quantum computing systems in the United States. It sells access to quantum computers of various qubit capacities. The company makes access to its quantum computers through cloud platforms, such as Amazon Web Services (AWS) Amazon Braket, Microsoft's Azure Quantum, and Google's Cloud Marketplace, as well as through its cloud service. It also provides contracts associated with the design, development, and construction of specialized quantum computing hardware systems; maintenance and support services; and consulting services related to co-developing algorithms on quantum computing systems.

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