Triad Investment Management Invests $2.75 Million in Gartner, Inc. $IT

Key Points

• Triad Investment Management bought 10,906 shares of Gartner (NYSE:IT) in Q4 — about $2.75 million, representing ~2.8% of Triad’s holdings and the stock is ~91.5% institutionally owned.
• Gartner is under legal and sentiment pressure from multiple securities‑fraud class action filings (May 18, 2026 lead‑plaintiff deadline) and a high‑profile sale by Generation Investment Management citing AI disruption concerns.
• Gartner beat Q4 EPS ($3.94 vs. $3.50) with roughly flat revenue, set FY2026 guidance near $12.30 EPS (analysts ~12.5), but the stock is trading down and the consensus rating is "Hold" with an average target of $188.30.

Triad Investment Management bought a new stake in Gartner, Inc. (NYSE:IT - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 10,906 shares of the information technology services provider's stock, valued at approximately $2,751,000. Gartner comprises approximately 2.8% of Triad Investment Management's holdings, making the stock its 16th biggest holding.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC purchased a new position in shares of Gartner in the 4th quarter valued at about $309,000. Sivia Capital Partners LLC purchased a new stake in Gartner during the second quarter worth approximately $336,000. New York State Common Retirement Fund boosted its holdings in Gartner by 6.6% in the second quarter. New York State Common Retirement Fund now owns 46,083 shares of the information technology services provider's stock valued at $18,628,000 after purchasing an additional 2,847 shares in the last quarter. Lido Advisors LLC boosted its holdings in Gartner by 75.6% in the second quarter. Lido Advisors LLC now owns 5,540 shares of the information technology services provider's stock valued at $2,239,000 after purchasing an additional 2,386 shares in the last quarter. Finally, Westerkirk Capital Inc. purchased a new position in Gartner in the second quarter valued at approximately $1,169,000. 91.51% of the stock is currently owned by institutional investors and hedge funds.

Key Gartner News

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Gartner announced its Gartner Finance Symposium/Xpo 2026 (May 27–29, National Harbor) focused on AI‑driven finance themes — underscores ongoing customer engagement and event monetization opportunities. Gartner Finance Symposium/Xpo 2026
• Neutral Sentiment: Multiple law firms are issuing routine reminders about the May 18, 2026 lead‑plaintiff deadline for the class period (Feb 4, 2025–Feb 2, 2026). These notices are procedural but signal ongoing shareholder mobilization; ultimate financial exposure depends on litigation outcomes. Rosen Law Firm Notice
• Negative Sentiment: Several firms (including Kahn Swick & Foti, Pomerantz, Robbins Geller and others) have publicized a securities‑fraud class action alleging inadequate risk disclosures and linking the suit to Gartner’s reduced guidance and a large prior stock decline — litigation raises potential settlement costs, management distraction and reputational risk. KSF Class Action Notice
• Negative Sentiment: Generation Investment Management disclosed it sold Gartner citing fear of AI disruption — a high‑profile fund exit can amplify negative sentiment and pressure the stock if other investors share the concern about competitive/technology risk. Generation Investment Management Sale

Gartner Trading Down 2.3%

IT opened at $154.76 on Thursday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 9.30. Gartner, Inc. has a 52 week low of $139.18 and a 52 week high of $451.73. The business's 50 day moving average is $168.82 and its two-hundred day moving average is $216.77. The firm has a market cap of $10.90 billion, a price-to-earnings ratio of 16.04, a price-to-earnings-growth ratio of 1.59 and a beta of 1.05.

Gartner (NYSE:IT - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.50 by $0.44. The business had revenue of $1.75 billion for the quarter, compared to analyst estimates of $1.75 billion. Gartner had a net margin of 11.22% and a return on equity of 102.20%. The company's revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period last year, the firm posted $5.45 earnings per share. Gartner has set its FY 2026 guidance at 12.300- EPS. On average, research analysts predict that Gartner, Inc. will post 12.5 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Royal Bank Of Canada set a $175.00 price objective on shares of Gartner in a research report on Wednesday, February 4th. Wells Fargo & Company dropped their target price on shares of Gartner from $150.00 to $140.00 and set an "underweight" rating on the stock in a research report on Friday, March 27th. 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 reissued a "buy" rating and issued a $220.00 price target on shares of Gartner in a research report on Thursday, February 5th. Finally, BMO Capital Markets restated a "market perform" rating on shares of Gartner in a research note on Thursday, February 5th. Three analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $188.30.

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.

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