AGF Management Ltd. Takes Position in Gartner, Inc. $IT

AGF Management Ltd. acquired a new position in shares of Gartner, Inc. (NYSE:IT) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 13,735 shares of the information technology services provider’s stock, valued at approximately $3,611,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Addison Advisors LLC purchased a new stake in shares of Gartner in the second quarter valued at $27,000. True Wealth Design LLC increased its position in Gartner by 1,130.8% during the 3rd quarter. True Wealth Design LLC now owns 160 shares of the information technology services provider’s stock worth $42,000 after purchasing an additional 147 shares in the last quarter. Chilton Capital Management LLC acquired a new position in Gartner in the 2nd quarter valued at about $47,000. Versant Capital Management Inc lifted its holdings in Gartner by 1,284.6% in the 3rd quarter. Versant Capital Management Inc now owns 180 shares of the information technology services provider’s stock valued at $47,000 after purchasing an additional 167 shares in the last quarter. Finally, Osterweis Capital Management Inc. acquired a new stake in shares of Gartner during the 2nd quarter worth about $48,000. Hedge funds and other institutional investors own 91.51% of the company’s stock.

Gartner Stock Performance

NYSE IT opened at $159.36 on Wednesday. The company has a debt-to-equity ratio of 4.42, a current ratio of 0.88 and a quick ratio of 0.88. Gartner, Inc. has a 1-year low of $139.18 and a 1-year high of $584.01. The firm has a market capitalization of $11.49 billion, a P/E ratio of 13.98 and a beta of 1.06. The business’s 50-day simple moving average is $235.70 and its 200-day simple moving average is $248.97.

Gartner (NYSE:IT) last posted 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 firm had revenue of $1.75 billion during the quarter, compared to the consensus estimate of $1.75 billion. Gartner had a net margin of 13.71% and a return on equity of 92.12%. The company’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.45 EPS. Gartner has set its FY 2026 guidance at 12.300- EPS. Equities analysts predict that Gartner, Inc. will post 12.5 EPS for the current year.

Insider Activity at Gartner

In related news, EVP Claire Herkes sold 367 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $231.56, for a total transaction of $84,982.52. Following the completion of the sale, the executive vice president directly owned 4,074 shares of the company’s stock, valued at approximately $943,375.44. This represents a 8.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP John J. Rinello sold 220 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $229.57, for a total value of $50,505.40. Following the completion of the transaction, the senior vice president directly owned 3,046 shares in the company, valued at $699,270.22. This trade represents a 6.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 3.60% of the company’s stock.

Gartner News Roundup

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Q4 results: EPS beat estimates and revenue was roughly in line; Insights & Conferences showed solid growth, which helped offset year‑over‑year EPS decline. Gartner (IT) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Board actions: company expanded share‑repurchase authorization, a cash return move that can support the stock over time. Gartner Reports Mixed 2025 Results, Expands Share Repurchases
• Neutral Sentiment: Company remains influential in industry research (Magic Quadrant / Peer Insights coverage continues to shape vendor positioning) — useful long‑term but not a catalyst for the intraday move. Volante Technologies named a Leader in Gartner® Magic Quadrant
• Neutral Sentiment: Earnings call transcript and slides are available for detail; management commentary is the key read for guidance context. Gartner Q4 2025 Earnings Call Transcript
• Negative Sentiment: Weaker FY2026 outlook: Gartner cut its full‑year EPS and revenue targets below Street estimates (FY26 EPS guidance ~12.30 vs. consensus ~13.53; revenue guidance below consensus), directly weighing on valuation expectations. Gartner forecasts downbeat annual results on slowing demand at consulting unit
• Negative Sentiment: Management tone: executives warned customers are “slowing and deferring everything possible” as firms sort through AI strategies — this defensive posture signals near‑term revenue weakness, especially in consulting. Why Gartner and other IT stocks got slammed on Tuesday
• Negative Sentiment: Market reaction and sentiment pieces: analysts and commentators highlight the gap between a headline beat and disappointing forward guidance/ tone — explaining the rapid sell‑off despite the quarter beating estimates. Why Gartner Stock Fell 31% This Morning

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on IT shares. Morgan Stanley cut their price objective on shares of Gartner from $281.00 to $275.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 17th. William Blair reissued an “outperform” rating on shares of Gartner in a research note on Tuesday, October 21st. Wells Fargo & Company decreased their price objective on Gartner from $231.00 to $218.00 and set an “underweight” rating on the stock in a report on Wednesday, November 5th. Barclays lowered their price objective on Gartner from $270.00 to $260.00 and set an “equal weight” rating for the company in a research report on Wednesday, November 5th. Finally, UBS Group increased their target price on Gartner from $256.00 to $270.00 and gave the stock a “neutral” rating in a research report on Friday, January 9th. Four investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Gartner presently has a consensus rating of “Hold” and a consensus target price of $309.67.

Gartner Company 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.