Generation Investment Management Reduces $47M in Gartner, Inc. ($IT)

Generation Investment Management completely exited its position in Gartner, Inc. (NYSE:IT), selling all 319,841 shares it previously held. This move was shown in the firm's latest 13F filing with the SEC, reflecting activity for the reporting period ending before November 10, 2025.

What Changed in Generation Investment Management's Gartner Position

Generation Investment Management sold all 319,841 shares of Gartner, Inc., resulting in a 100% reduction of its stake. The firm no longer holds any shares in the company, a significant shift from its previous position.

Other Institutional Activity in Gartner

Other institutional investors also made changes to their Gartner holdings. BlackRock, Inc. trimmed its position by 104,626 shares, holding 6,884,501 shares valued at approximately $1.09 billion. Meanwhile, BAMCO Inc. increased its stake by 1,704,659 shares to a total of 5,917,616 shares worth about $937 million. Independent Franchise Partners LLP added 1,292,205 shares, bringing its total to 4,600,771 shares valued at roughly $728 million. Vanguard Capital Management and Vanguard Portfolio Management both initiated positions, ending with 4,468,135 and 3,693,957 shares, respectively.

Gartner Stock Snapshot

Shares of Gartner, Inc. (NYSE:IT) are trading around $148.17. The company has a market capitalization of about $9.92 billion and a P/E ratio of 14.64. The stock's 52-week range is between $139.18 and $409.98. It has a 50-day moving average of $154.55 and a 200-day moving average of $202.71. Gartner's current ratio stands at 0.939, with a quick ratio of 0.804 and a debt-to-equity ratio of 5293.41.

Recent Earnings

In its recent earnings report, Gartner posted revenue of approximately $6.47 billion, though revenue growth was slightly negative at -1.5%. The company achieved an EPS of $10.12, with a net margin of 11.44% and a return on equity of 94.88%. Gartner's next earnings date is scheduled for August 4, 2026.

Insider Buying and Selling at Gartner, Inc.

Recent insider activity at Gartner includes several transactions. On June 8, 2026, Eileen Serra both sold and bought 1,744 shares. On June 1, 2026, she also executed similar transactions with 705 shares. Altaf Rupani, EVP and Chief Information Officer, bought 23 shares at $154.09 on May 29, 2026, while Dick Van Ham, EVP of Global Technology Sales, purchased 38 shares at the same price.

Analysts Set New Price Targets

Analysts have maintained their ratings on Gartner. On June 12, 2026, UBS maintained a 'hold' rating with a target price of $164. Other firms like Morgan Stanley and RBC Capital also kept their 'hold' ratings, with price targets of $183 and $160, respectively. The consensus among analysts is a 'hold' rating, with a mean target price of $166.54 based on 13 opinions.

About Gartner, Inc.

Gartner, Inc. is a global technology and research company based in Stamford, Connecticut. It provides insights and advice on technology and business to help organizations meet their mission-critical priorities. The company operates through segments like Insights, Conferences, and Consulting, offering services such as subscription-based research, networking opportunities, and strategic consulting. Led by CEO Eugene A. Hall, Gartner serves clients worldwide with a workforce of over 19,000 employees.

Bottom Line

Generation Investment Management's decision to sell all its Gartner shares is significant, as it reflects a complete exit from its position. Investors often track these filings to gauge institutional sentiment, though it's important to remember that 13F filings are backward-looking and may not represent current positions. Gartner continues to be a key player in the technology services sector, with analysts maintaining a cautious 'hold' stance.