Callan Family Office LLC Invests $419,000 in Gartner, Inc. $IT

Callan Family Office LLC acquired a new stake in Gartner, Inc. (NYSE:IT) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 3,234 shares of the information technology services provider’s stock, valued at approximately $419,000.

Several other institutional investors and hedge funds also recently made changes to their positions in IT. BlackRock Inc. bought a new stake in Gartner in the second quarter worth $676,246,000. Capital International Investors grew its stake in shares of Gartner by 28.3% during the fourth quarter. Capital International Investors now owns 4,004,093 shares of the information technology services provider’s stock valued at $1,010,153,000 after buying an additional 884,250 shares during the last quarter. State Street Corp grew its stake in shares of Gartner by 2.8% during the third quarter. State Street Corp now owns 3,510,206 shares of the information technology services provider’s stock valued at $922,728,000 after buying an additional 96,809 shares during the last quarter. Independent Franchise Partners LLP increased its holdings in shares of Gartner by 3.5% in the fourth quarter. Independent Franchise Partners LLP now owns 3,308,566 shares of the information technology services provider’s stock worth $834,685,000 after buying an additional 112,439 shares during the period. Finally, Morgan Stanley increased its holdings in shares of Gartner by 5.8% in the fourth quarter. Morgan Stanley now owns 2,495,575 shares of the information technology services provider’s stock worth $629,585,000 after buying an additional 136,233 shares during the period. Institutional investors own 91.51% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently weighed in on IT. UBS Group increased their target price on Gartner from $164.00 to $196.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Wells Fargo & Company lifted their price target on Gartner from $120.00 to $150.00 and gave the stock an “underweight” rating in a research note on Wednesday, August 5th. Truist Financial set a $205.00 price objective on Gartner in a research report on Wednesday, August 5th. BMO Capital Markets dropped their price objective on Gartner from $214.00 to $206.00 and set a “market perform” rating for the company in a research note on Tuesday, August 18th. Finally, Weiss Ratings raised Gartner from a “sell (d)” rating to a “sell (d+)” rating in a research note on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $187.30.

Gartner Stock Down 1.4%

NYSE IT opened at $193.00 on Thursday. Gartner, Inc. has a 1 year low of $124.25 and a 1 year high of $265.85. The stock has a market capitalization of $12.19 billion, a PE ratio of 17.31, a PEG ratio of 0.68 and a beta of 0.94. The company has a debt-to-equity ratio of 46.98, a current ratio of 0.88 and a quick ratio of 0.88. The business’s 50-day moving average is $155.00 and its 200 day moving average is $155.69.

Gartner (NYSE:IT) last announced its earnings results on Tuesday, August 4th. The information technology services provider reported $4.37 EPS for the quarter, beating analysts’ consensus estimates of $3.76 by $0.61. The company had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.65 billion. Gartner had a return on equity of 525.46% and a net margin of 11.99%.The firm’s revenue for the quarter was down .6% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.53 earnings per share. Gartner has set its FY 2026 guidance at 14.000- EPS. Sell-side analysts forecast that Gartner, Inc. will post 14.42 earnings per share for the current year.

Key Gartner News

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Recent performance and buybacks support confidence: Gartner shares have gained about 28% over the past three months, helped by consistent earnings beats, relatively steady revenue, and expanded share repurchases. The company’s latest quarterly results also exceeded consensus estimates for both earnings and revenue. Gartner Stock Gains 28% in 3 Months: Here’s What You Should Know
• Neutral Sentiment: AI guidance reinforces Gartner’s market relevance: Gartner is advising businesses to use sandboxes to control and test AI agents. The guidance may support the company’s thought-leadership profile, but the article does not announce a new contract or material financial impact. Gartner: Deploy sandboxes to rein in AI agents
• Neutral Sentiment: Industry research highlights growth opportunities: Gartner forecasts that memory semiconductor sales could quadruple this year, indicating strong technology spending and potential demand for related research and advisory services. However, this is an industry forecast rather than company-specific guidance. Gartner: Memory semiconductor sales to quadruple this year
• Negative Sentiment: Executive insider sale may pressure sentiment: Consulting EVP Akhil Jain sold 700 Gartner shares for approximately $141,211 at an average price of $201.73, reducing his direct holdings by 7.93%. While insider sales can be routine, investors may interpret the transaction as a cautious signal. Akhil Jain Gartner insider transaction
• Negative Sentiment: Shareholder investigation adds legal overhang: Bernstein Liebhard LLP is investigating whether Gartner directors and officers breached fiduciary duties. The announcement is an allegation and does not establish wrongdoing, but it introduces potential legal and reputational risk for shareholders. Gartner Shareholder Investigation Alert

Insider Transactions at Gartner

In other news, Director Anne Sutherland Fuchs sold 860 shares of the firm’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $184.30, for a total value of $158,498.00. Following the completion of the sale, the director directly owned 8,097 shares of the company’s stock, valued at approximately $1,492,277.10. This trade represents a 9.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, 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 sale, the executive vice president directly owned 8,130 shares in the company, valued at $1,640,064.90. The trade was a 7.93% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 2,765 shares of company stock valued at $528,731. Company insiders own 2.60% of the company’s stock.

Gartner 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.