Gartner (NYSE:IT) EVP Yvonne Genovese Sells 1,205 Shares

Gartner, Inc. (NYSE:IT) EVP Yvonne Genovese sold 1,205 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $190.06, for a total value of $229,022.30. Following the completion of the sale, the executive vice president directly owned 6,208 shares of the company’s stock, valued at approximately $1,179,892.48. The trade was a 16.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Gartner Stock Down 3.9%

IT stock opened at $179.88 on Thursday. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 46.98. The firm has a market capitalization of $12.04 billion, a PE ratio of 16.13, a PEG ratio of 0.62 and a beta of 0.94. Gartner, Inc. has a 1-year low of $124.25 and a 1-year high of $265.85. The business’s 50 day simple moving average is $147.34 and its 200 day simple moving average is $156.52.

Gartner (NYSE:IT) last announced its quarterly earnings results on Tuesday, August 4th. The information technology services provider reported $4.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.76 by $0.61. Gartner had a return on equity of 525.46% and a net margin of 11.99%.The business had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.65 billion. During the same quarter last year, the firm posted $3.53 EPS. The company’s quarterly revenue was down .6% on a year-over-year basis. Gartner has set its FY 2026 guidance at 14.000- EPS. As a group, research analysts anticipate that Gartner, Inc. will post 14.44 EPS for the current year.

Analyst Ratings Changes

Several brokerages have issued reports on IT. The Goldman Sachs Group raised their price objective on shares of Gartner from $162.00 to $181.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Zacks Research raised Gartner from a “hold” rating to a “strong-buy” rating in a research report on Thursday, August 6th. Royal Bank Of Canada increased their target price on Gartner from $160.00 to $164.00 and gave the stock a “sector perform” rating in a research note on Wednesday, August 5th. Morgan Stanley set a $177.00 price target on Gartner in a report on Wednesday, August 5th. Finally, UBS Group upped their price objective on Gartner from $164.00 to $196.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $185.50.

Institutional Investors Weigh In On Gartner

Several institutional investors have recently made changes to their positions in the stock. BlackRock Inc. acquired a new position in Gartner in the 2nd quarter valued at $676,246,000. Capital International Investors grew its holdings in shares of Gartner by 28.3% during the 4th quarter. Capital International Investors now owns 4,004,093 shares of the information technology services provider’s stock worth $1,010,153,000 after purchasing an additional 884,250 shares in the last quarter. State Street Corp grew its holdings in shares of Gartner by 2.8% during the 3rd quarter. State Street Corp now owns 3,510,206 shares of the information technology services provider’s stock worth $922,728,000 after purchasing an additional 96,809 shares in the last quarter. Independent Franchise Partners LLP increased its position 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 purchasing an additional 112,439 shares during the period. Finally, Morgan Stanley increased its position 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 purchasing an additional 136,233 shares during the period. 91.51% of the stock is currently owned by institutional investors.

Key Headlines Impacting Gartner

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Recent earnings exceeded expectations. Gartner reported quarterly adjusted EPS of $4.37, above the $3.76 consensus estimate, while revenue of $1.68 billion also topped forecasts. EPS increased from $3.53 a year earlier, indicating continued profitability and cost discipline. Gartner Q2 2026 earnings call transcript
• Positive Sentiment: AI spending trends remain a potential tailwind. Gartner forecasts global AI infrastructure spending will nearly double to $42.3 billion in 2026, supporting long-term demand for technology research and advisory services, although this is an industry forecast rather than revised company guidance. Gartner AI infrastructure spending forecast
• Neutral Sentiment: Analyst views remain mixed. Recent targets range from $120 to $205, with a median target of $162 and a consensus rating of “Hold.” This suggests investors see valuation support from earnings but limited confidence in a near-term growth reacceleration.
• Negative Sentiment: Contract value growth and consulting demand are weak. Gartner’s first-quarter 2026 global contract value increased only 1% on an FX-neutral basis, while consulting revenue declined sharply year over year. These trends raise concerns about the durability of Gartner’s subscription-like revenue base and broader demand.
• Negative Sentiment: Revenue growth remains subdued. Despite the quarterly beat, revenue declined 0.6% from the prior year. Investors are questioning whether strong earnings can continue without a meaningful improvement in contract value growth and consulting activity.
• Negative Sentiment: Insider selling adds to cautious sentiment. Three insiders sold shares during the past six months, including EVP Yvonne Genovese’s sale of 1,205 shares for approximately $229,000 and Director Anne Sutherland Fuchs’s sale of 860 shares for roughly $158,500. These transactions are not proof of deteriorating fundamentals but may weigh modestly on investor confidence. SEC insider transaction filing
• Negative Sentiment: Shareholder litigation scrutiny has emerged. Bernstein Liebhard LLP announced an investigation into potential breaches of fiduciary duty by certain Gartner directors and officers. The announcement contains no finding of wrongdoing, but it introduces an additional headline risk for shareholders. Gartner shareholder investigation alert

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.