Allianz Asset Management GmbH Buys 27,497 Shares of Gartner, Inc. $IT

Allianz Asset Management GmbH increased its stake in shares of Gartner, Inc. (NYSE:IT) by 28.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 122,662 shares of the information technology services provider’s stock after purchasing an additional 27,497 shares during the quarter. Allianz Asset Management GmbH owned approximately 0.16% of Gartner worth $32,244,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Sequoia Financial Advisors LLC lifted its stake in shares of Gartner by 1.8% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,725 shares of the information technology services provider’s stock valued at $697,000 after acquiring an additional 31 shares during the last quarter. Verdence Capital Advisors LLC increased its holdings in Gartner by 2.6% in the 2nd quarter. Verdence Capital Advisors LLC now owns 1,333 shares of the information technology services provider’s stock worth $539,000 after purchasing an additional 34 shares in the last quarter. Apollon Wealth Management LLC raised its position in Gartner by 4.2% in the second quarter. Apollon Wealth Management LLC now owns 965 shares of the information technology services provider’s stock valued at $390,000 after purchasing an additional 39 shares during the last quarter. Phoenix Financial Ltd. boosted its stake in shares of Gartner by 5.4% during the second quarter. Phoenix Financial Ltd. now owns 806 shares of the information technology services provider’s stock valued at $326,000 after purchasing an additional 41 shares in the last quarter. Finally, Penserra Capital Management LLC grew its holdings in shares of Gartner by 12.3% during the second quarter. Penserra Capital Management LLC now owns 410 shares of the information technology services provider’s stock worth $165,000 after purchasing an additional 45 shares during the last quarter. Institutional investors and hedge funds own 91.51% of the company’s stock.

Gartner News Summary

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Gartner says global IT spending will top $6 trillion in 2026 and forecasts ~10.8% IT spending growth next year, underscoring a large addressable market that supports multi-year subscription revenue potential. Article Title
• Positive Sentiment: Zacks published a note saying earnings outlooks have improved in their broader earnings trends report, which could point to analyst revisions helping future sentiment if Gartner’s guidance holds. Article Title
• Positive Sentiment: Analysis pieces note Gartner’s subscription-heavy revenue model, strong renewal rates and central role in vendor selection — features that tend to provide resilience through cycles. This supports the case for a recovery if execution and guidance improve. Article Title
• Neutral Sentiment: The full Q4 2025 earnings call transcript is available for investors to review management’s color on revenue composition, contract growth and guidance details. Use it to verify commentary behind the numbers and guidance. Article Title
• Neutral Sentiment: Morgan Stanley lowered its price target (from $275 to $200) and kept an equal-weight/hold stance — a sign of reduced optimism but not an outright sell call. This typically tempers near-term upside expectations. Article Title
• Neutral Sentiment: TipRanks/analyst coverage reiterates a cautious stance citing slowing contract growth and AI-related headwinds; useful context but not a new rating shock. Article Title
• Negative Sentiment: Law firm Levi & Korsinsky has opened an investigation into Gartner for potential securities-law violations related to non-GAAP disclosures — a development that increases regulatory/legal risk and can pressure sentiment while unresolved. Article Title
• Negative Sentiment: Wells Fargo cut its price target to $150 and moved to an underweight rating, signaling expectations for limited upside and adding selling pressure from a prominent sell-side firm. Article Title
• Negative Sentiment: Market commentary (e.g., Seeking Alpha) highlights negative sentiment post-quarter that could keep downward pressure on recovery until signs of improving contract growth and clearer AI positioning appear. Article Title

Insiders Place Their Bets

In related news, Director Stephen G. Pagliuca acquired 43,300 shares of Gartner stock in a transaction dated Wednesday, December 10th. The stock was bought at an average price of $229.57 per share, with a total value of $9,940,381.00. Following the transaction, the director directly owned 111,613 shares in the company, valued at $25,622,996.41. This represents a 63.38% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP John J. Rinello sold 220 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $229.57, for a total transaction of $50,505.40. Following the transaction, the senior vice president directly owned 3,046 shares in the company, valued at approximately $699,270.22. This represents a 6.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 2.30% of the company’s stock.

Gartner Price Performance

IT stock opened at $151.78 on Friday. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 4.42. The firm has a market cap of $10.94 billion, a price-to-earnings ratio of 15.73 and a beta of 1.06. The company’s fifty day simple moving average is $232.64 and its 200 day simple moving average is $247.66. Gartner, Inc. has a 12-month low of $139.18 and a 12-month high of $544.93.

Gartner (NYSE:IT) last announced its quarterly earnings data on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.50 by $0.44. Gartner had a return on equity of 83.48% and a net margin of 11.22%.The company had revenue of $1.75 billion for the quarter, compared to the consensus estimate of $1.75 billion. During the same period in the previous year, the business earned $5.45 EPS. The firm’s revenue was up 2.2% compared to the same quarter last year. Gartner has set its FY 2026 guidance at 12.300- EPS. On average, analysts expect that Gartner, Inc. will post 12.5 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on IT shares. Barclays dropped their price objective on shares of Gartner from $260.00 to $180.00 and set an “equal weight” rating for the company in a report on Thursday. Robert W. Baird set a $240.00 price target on shares of Gartner in a research note on Wednesday. BMO Capital Markets reiterated a “market perform” rating on shares of Gartner in a report on Thursday. Morgan Stanley reduced their price objective on shares of Gartner from $275.00 to $200.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Gartner in a research report on Thursday, January 22nd. Four research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $203.70.

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.