IT Gartner, Inc. Common Stock
About Gartner, Inc. Common Stock Company overview from Wikipedia
Gartner, Inc. is an American research and advisory firm focusing on business and technology topics. Gartner provides its products and services through research reports, conferences, and consulting. Its clients include large corporations, government agencies, technology companies, and investment firms.
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Gartner, Inc. is an American research and advisory firm focusing on business and technology topics. Gartner provides its products and services through research reports, conferences, and consulting. Its clients include large corporations, government agencies, technology companies, and investment firms.
Operations
Gartner is a research and advisory firm with three business segments: research, conferences, and consulting.
As of December 2025, Gartner has over 20,000 employees globally and operates in 90 countries and territories. It is headquartered in Stamford, Connecticut. Gene A. Hall is the chief executive officer.
Gartner is a publicly traded company listed on the S&P 500.
History
1980s
Gideon Gartner and David Stein founded Gartner, Inc. in 1979 to provide IT industry research and analysis to businesses buying and selling computer hardware. Gideon Gartner had previously worked at IBM, and his new firm specialized in information about IBM and its products.
Gartner's reports were often delivered as a one-pager containing only high-level insights. Gartner analysts developed the Magic Quadrant visual framework of placing companies within defined market quadrants during the early 1980s and began to integrate the methodology into their presentations and later reports. By 1983, the firm employed 80 research analysts and generated $8 million in revenue.
In 1985, Gartner's brokerage and investment division separated from the firm to become a wholly owned subsidiary called Gartner Securities. Two years later, the name was changed to SoundView Financial Group, which eventually operated as SoundView Technology Group.
In July 1986, Gartner rebranded as Gartner Group and became a publicly traded company. In January 1987, Gartner Group acquired another technology research firm, the Cupertino-based Infocorp. That same year Gartner reported $25 million in sales and $1.9 million in earnings.
The U.K.-based Saatchi & Saatchi acquired Gartner Group in 1988.
1990s
In 1990, Gartner Group was taken private by Gideon Gartner and other executives in an acquisition deal backed by funding from Bain Capital and Dun & Bradstreet, then a Bain client. Under Bain ownership, Gartner refocused on IT industry pricing data and expanded its profit margins from 10 percent to 30 percent. Dun & Bradstreet acquired a majority share in Gartner in 1993.
Gartner went public again in October 1993, with Dun & Bradstreet maintaining a 50 percent stake.
Over the next eight years, Gartner acquired or made substantial investments in 30 companies, including the market research firm Dataquest and the online news outlet TechRepublic. The deals were part of a diversification strategy that coincided with the dot-com bubble, and Gartner acknowledged that it struggled to integrate these new companies into its operations. Gartner sold TechRepublic to CNET only a year after acquiring the company.
In 1995, Gartner introduced its hype cycle framework, which purported to show how emerging technology is applied and adopted over a typical life cycle.
2000s–present
In August 2004, Gene A. Hall became Gartner's new CEO, replacing Michael D. Fleisher. Hall previously worked with the consulting firm McKinsey & Company before managing a division at Automatic Data Processing.
In 2008, Gartner reached $1.3 billion in revenues and achieved 40 percent of the IT research market.
In 2009, Gartner acquired AMR Research, a Boston-based research and advisory firm focused on supply chain management. The acquisition of AMR and direct competitors like META Group and the Burton Group allowed Gartner to expand its global operations and product and service offerings.
In March 2014, Gartner announced that it had acquired the privately held company Software Advice for an undisclosed amount. Also in 2014, Gartner coined the term "Digital BizOps" and further developed the early philosophy for digital business operations. In July 2015, Gartner acquired Nubera, the business app discovery network that owns properties like GetApp (a peer review site), AppStorm, AppAppeal, and CloudWork. Terms of the deal were not disclosed. In September 2015, it acquired the privately held peer review site (PRS) Capterra.
In June 2016, Gartner announced that it had acquired the privately held company SCM World, headquartered in London. In 2017, Gartner acquired CEB, an Arlington-based talent management and operations consulting firm, for $2.6 billion. The deal included $700 million in CEB debt. Two months later, Gartner further expanded its marketing offerings with the acquisition of Scott Galloway's digital benchmarking firm L2.
On May 26, 2023 the Securities and Exchange Commission (SEC) settled charges against Gartner for violating the Foreign Corrupt Practices Act (FCPA). The SEC asserted that from approximately December 2014 through August 2015 Gartner had a corrupt relationship with a South African company with close ties to the South African government, which Gartner knew would result in official bribery. In the settlement, the SEC ordered Gartner to stop violating the FCPA and Gartner agreed to pay $2,456,764. The SEC made note that Gartner was open and cooperative.
In January 2026, marketplace and review platform G2 announced that it had reached an agreement to acquire Capterra, Software Advice, and GetApp from Gartner for an undisclosed amount.
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IT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
IT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 19, 1999 | $1.1950 |
IT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 5 20.0%
- Buy 7 28.0%
- Hold 11 44.0%
- Sell 2 8.0%
- Strong Sell 0 0.0%
12-Month Price Target
13 analysts · 2026-08-20Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $4.37 | $3.87 | 0.50% |
| March 31, 2026 | $3.32 | $3.00 | 0.32% |
| Dec. 31, 2025 | $3.94 | $3.61 | 0.33% |
| Sept. 30, 2025 | $2.76 | $2.50 | 0.26% |
| June 30, 2025 | $3.53 | $3.40 | 0.13% |
| March 31, 2025 | $2.98 | $2.80 | 0.18% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| IT | — | 26.1 | 3.7% | 11.2% | 78.7% | 68.8% |
| IBM | $277.53B | 26.5 | 7.6% | 15.7% | 35.3% | 58.2% |
| CTSH | $39.76B | 18.2 | 7.0% | 10.6% | 14.7% | — |
| QNT | — | — | — | — | — | — |
| EPAM | $11.12B | 30.5 | 15.4% | 6.9% | 10.3% | — |
| KD | — | 15.4 | 0.23% | 1.3% | 16.5% | — |
| DXC | $2.16B | 125.7 | -1.8% | 0.14% | 0.58% | — |
| BBAI | $2.36B | -6.6 | -19.3% | -230.2% | -66.9% | 22.3% |
| EFOR | — | — | — | — | — | — |
| GDYN | — | 82.1 | 17.5% | — | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.50B | $6.27B | $5.91B | $5.48B | $4.73B | $4.10B | $4.25B | $3.98B | $3.31B | $2.44B | $2.16B | $2.02B | |
| Cost of Revenue | $2.05B | $2.02B | $1.90B | $1.69B | $1.44B | $1.35B | $1.55B | $1.47B | $1.32B | $946M | $839M | $798M | |
| Gross Profit | $4.47B | $4.28B | $4.04B | $3.82B | · | · | · | · | · | · | · | $1.23B | |
| SG&A Expense | $3.07B | $2.88B | $2.70B | $2.48B | $2.16B | $2.04B | $2.10B | $1.88B | $1.60B | $1.09B | $963M | $876M | |
| Operating Expenses | $5.47B | $5.11B | $4.67B | $4.38B | $3.82B | $3.61B | $3.88B | $3.72B | $3.32B | $2.14B | $1.88B | $1.74B | |
| Operating Income | $1.03B | $1.16B | $1.24B | $1.10B | $916M | $490M | $370M | $260M | $-6M | $305M | $288M | $286M | |
| Interest Expense | · | · | $133M | $126M | $119M | $116M | $103M | $127M | $128M | $28M | $23M | $12M | |
| Interest Income | $65M | $62M | $39M | $5M | $2M | $2M | $3M | $3M | $3M | $2M | $2M | $1M | |
| Other Non-op | $3M | $575.0K | $1M | $48M | $18M | $-6M | $8M | $167.0K | $3M | $8M | $5M | $-592.0K | |
| Pretax Income | $968M | $1.39B | $1.15B | $1.03B | $970M | $326M | $276M | $181M | $-128M | $288M | $272M | $275M | |
| Income Tax | $239M | $134M | $265M | $219M | $176M | $59M | $42M | $59M | $-131M | $95M | $97M | $91M | |
| Net Income | $729M | $1.25B | $882M | $808M | $794M | $267M | $233M | $122M | $3M | $194M | $176M | $184M | |
| EPS (Basic) | $9.68 | $16.12 | $11.17 | $10.08 | $9.33 | $2.99 | $2.60 | $1.35 | $0.04 | $2.34 | $2.09 | $2.06 | |
| EPS (Diluted) | $9.65 | $16.00 | $11.08 | $9.96 | $9.21 | $2.96 | $2.56 | $1.33 | $0.04 | $2.31 | $2.06 | $2.03 | |
| Shares (Basic) | 75,355,000 | 77,785,000 | 79,004,000 | 80,178,000 | 85,026,000 | 89,315,000 | 89,817,000 | 90,827,000 | 88,466,000 | 82,571,000 | 83,852,000 | 89,337,000 | |
| Shares (Diluted) | 75,605,000 | 78,338,000 | 79,680,000 | 81,067,000 | 86,177,000 | 90,017,000 | 90,971,000 | 92,122,000 | 89,790,000 | 83,820,000 | 85,056,000 | 90,719,000 | |
| EBITDA | $1.23B | $1.36B | $1.24B | $1.10B | $916M | $490M | $370M | $260M | $-6M | · | $288M | $326M |
Balance Sheet 26
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.72B | $1.93B | $1.32B | $698M | $756M | $713M | $281M | $156M | $539M | $474M | $373M | $365M | |
| Receivables | $1.68B | $1.70B | $1.60B | $1.56B | $1.37B | $1.24B | $1.33B | $1.26B | $1.18B | $643M | $581M | $552M | |
| Prepaid Expense | $152M | $153M | $127M | $119M | $118M | $109M | $146M | $165M | $125M | $85M | $62M | $64M | |
| Current Assets | $4.07B | $4.20B | $3.43B | $2.79B | $2.62B | $2.32B | $2.02B | $1.81B | $2.59B | $1.34B | $1.14B | $1.10B | |
| PP&E (Net) | $214M | $243M | $263M | $265M | $274M | $337M | $345M | $268M | $222M | $122M | $109M | $98M | |
| PP&E (Gross) | $610M | $649M | $617M | $569M | $655M | $676M | $636M | $514M | $432M | $306M | $274M | $260M | |
| Accum. Depreciation | $396M | $406M | $354M | $304M | $381M | $340M | $291M | $247M | $211M | $185M | $166M | $162M | |
| Goodwill | $2.74B | $2.93B | $2.94B | $2.93B | $2.95B | $2.95B | $2.94B | $2.92B | $2.99B | $738M | $715M | $587M | |
| Intangibles | $336M | $410M | $502M | $585M | $714M | $807M | $925M | $1.04B | $1.29B | $77M | $97M | $31M | |
| Other Non-current Assets | $514M | $498M | $339M | $298M | $309M | $256M | $222M | $156M | $194M | $87M | $107M | $92M | |
| Total Assets | $8.09B | $8.53B | $7.84B | $7.30B | $7.42B | $7.32B | $7.15B | $6.20B | $7.28B | $2.37B | $2.17B | $1.90B | |
| Accounts Payable | $1.24B | $56M | $63M | $83M | $49M | $39M | $33M | $38M | $49M | $41M | $32M | $17M | |
| Current Liabilities | $4.07B | $3.97B | $3.78B | $3.60B | $3.38B | $2.95B | $2.86B | $2.62B | $2.82B | $1.46B | $1.32B | $1.22B | |
| Capital Leases | $270M | $340M | $513M | $597M | $698M | $780M | $833M | $165M | $116M | $38M | · | · | |
| Deferred Tax | $29M | $49M | $87M | $140M | $182M | $173M | $190M | $215M | $206M | $23M | · | · | |
| Other Non-current Liabilities | $447M | $407M | $415M | $423M | $512M | $540M | $480M | $614M | $578M | $182M | $194M | $143M | |
| Total Liabilities | $7.77B | $7.18B | $7.16B | $7.07B | $7.05B | $6.23B | $6.21B | $5.35B | $6.30B | $2.31B | $2.30B | $1.74B | |
| Long-term Debt | $2.98B | $2.46B | $2.46B | $2.46B | $2.46B | $1.98B | $2.18B | $2.28B | $3.28B | $694M | $819M | $405M | |
| Total Debt | $2.98B | $2.46B | $2.46B | $2.46B | $2.46B | $1.98B | $2.18B | $2.28B | $3.28B | · | $825M | $405M | |
| Common Stock | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $78.0K | $78.0K | $78.0K | |
| Paid-in Capital | $2.68B | $2.50B | $2.32B | $2.18B | $2.07B | $1.97B | $1.90B | $1.82B | $1.76B | $863M | $819M | $764M | |
| Retained Earnings | $6.72B | $5.99B | $4.74B | $3.86B | $3.05B | $2.26B | $1.99B | $1.76B | $1.65B | $1.64B | $1.45B | $1.28B | |
| Treasury Stock | $9.04B | $7.04B | $6.30B | $5.71B | $4.67B | $3.03B | $2.87B | $2.69B | $2.43B | $2.40B | $2.36B | $1.86B | |
| AOCI | $-41M | $-88M | $-76M | $-102M | $-81M | $-99M | $-78M | $-40M | $2M | $-50M | $-44M | $-21M | |
| Stockholders' Equity | $320M | $1.36B | $681M | $228M | $371M | $1.09B | $939M | $851M | $983M | $61M | $-132M | $161M | |
| Liabilities + Equity | $8.09B | $8.53B | $7.84B | $7.30B | $7.42B | $7.32B | $7.15B | $6.20B | $7.28B | $2.37B | $2.17B | $1.90B |
Cash Flow 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $200M | $202M | $191M | $192M | $212M | $219M | $212M | $256M | $240M | $62M | $47M | $39M | |
| Stock-based Comp | $156M | $155M | $130M | $91M | $99M | $63M | $69M | $66M | $79M | $47M | $46M | $39M | |
| Deferred Tax | $6M | $-159M | $-62M | $-36M | $-35M | $-43M | $-71M | $-75.0K | $-216M | $-2M | $-36.0K | $586.0K | |
| Amort. of Intangibles | $82M | $90M | $92M | $99M | $110M | $125M | $130M | $187M | $176M | $25M | $13M | $8M | |
| Other Non-cash | $199M | $33M | · | · | · | · | · | · | · | · | · | $84M | |
| Operating Cash Flow | $1.29B | $1.48B | $1.16B | $1.10B | $1.31B | $903M | $565M | $471M | $255M | $366M | $346M | $347M | |
| Investing Cash Flow | $-115M | $-104M | $54M | $-118M | $-80M | $-84M | $-161M | $384M | $-2.75B | $-98M | $-242M | $-163M | |
| Debt Issued | $800M | $0 | $0 | $0 | $600M | $2.00B | $5M | $0 | $3.02B | $715M | $440M | $400M | |
| Net Debt Issued | $800M | $-274M | $-8M | $-6M | $492M | $-58M | $-105M | $-1.01B | $2.62B | · | $420M | $200M | |
| Stock Repurchased | $1.99B | $735M | $606M | $1.04B | $1.66B | $176M | $199M | $261M | $41M | $59M | $509M | $432M | |
| Net Stock Activity | $-1.99B | $-735M | $-606M | $-1.04B | $-1.66B | $-176M | $-199M | $-261M | $-41M | · | $-509M | $-432M | |
| Financing Cash Flow | $-1.44B | $-710M | $-589M | $-1.03B | $-1.16B | $-416M | $-286M | $-1.26B | $2.54B | $-175M | $-68M | $-209M | |
| Taxes Paid | $210M | $313M | $307M | $175M | $253M | $34M | $119M | $96M | $76M | $86M | $84M | $70M |
Profitability 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 68.8% | 68.2% | · | · | · | · | · | · | · | · | · | 61.1% | |
| Operating Margin | 15.8% | 18.4% | 20.9% | 20.1% | 19.3% | 12.0% | 8.7% | 6.5% | -0.19% | · | 13.3% | 14.2% | |
| Net Margin | 11.2% | 20.0% | 14.9% | 14.8% | 16.8% | 6.5% | 5.5% | 3.1% | 0.10% | · | 8.1% | 9.1% | |
| Pretax Margin | 14.9% | 22.1% | 19.4% | 18.8% | 20.5% | 8.0% | 6.5% | 4.6% | -3.9% | · | 12.6% | 13.6% | |
| EBITDA Margin | 18.9% | 21.7% | 20.9% | 20.1% | 19.3% | 12.0% | 8.7% | 6.5% | -0.19% | · | 13.3% | 16.1% | |
| ROA | 8.8% | 15.3% | 11.7% | 11.0% | 10.8% | 3.7% | 3.5% | 1.8% | 0.07% | · | 8.6% | 10.0% | |
| ROE | 78.7% | 103.5% | 141.5% | 991.9% | 224.9% | 25.1% | 25.1% | 13.7% | 0.63% | · | 1220.9% | 70.3% | |
| ROIC | 23.4% | 27.4% | 30.3% | 32.2% | 26.4% | 13.1% | 10.0% | 5.6% | 0.00% | · | 26.8% | 33.8% |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 0.9 | 0.8 | 0.8 | 0.8 | 0.7 | 0.7 | 0.9 | · | 0.9 | 0.9 | |
| Quick Ratio | 0.8 | 0.9 | 0.8 | 0.6 | 0.6 | 0.7 | 0.6 | 0.5 | 0.6 | · | 0.7 | 0.8 | |
| Debt / Equity | 9.3 | 1.8 | 3.6 | 10.8 | 6.6 | 1.8 | 2.3 | 2.7 | 3.3 | · | -6.2 | 2.5 | |
| LT Debt / Equity | 9.3 | 1.8 | 3.6 | 10.8 | 6.6 | 1.8 | 2.2 | 2.5 | 2.9 | · | -6.0 | 2.4 | |
| Interest Coverage | · | · | 9.3 | 8.7 | 7.7 | 4.2 | 3.6 | 2.0 | -0.0 | · | 12.8 | 23.3 |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.7 | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | · | 1.1 | 1.1 | |
| Receivables Turnover | 3.8 | 3.8 | 3.7 | 3.7 | 3.6 | 3.2 | 3.3 | 3.3 | 3.6 | · | 3.8 | 3.9 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 6.1% | 7.9% | 15.7% | 15.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.9% | 9.8% | 13.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -39.7% | 44.4% | 11.2% | 8.1% | 211.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -1.1% | 20.2% | 55.3% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 26.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -41.8% | 42.1% | 9.2% | 1.8% | 197.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -3.4% | 16.5% | 49.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 22.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.50B | $6.27B | $5.91B | $5.48B | $4.73B | $4.10B | $4.25B | $3.98B | $3.31B | $2.44B | $2.16B | $2.02B | |
| Net Income TTM | $729M | $1.25B | $882M | $808M | $794M | $267M | $233M | $122M | $3M | $194M | $176M | $184M | |
| P/E | 26.1 | 30.3 | 40.7 | 33.7 | 36.3 | 54.1 | 60.2 | 96.1 | 3078.8 | 43.8 | 44.0 | 41.5 | |
| Earnings Yield | 3.8% | 3.3% | 2.5% | 3.0% | 2.8% | 1.8% | 1.7% | 1.0% | 0.03% | 2.3% | 2.3% | 2.4% |
Income Statement 16
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.68B | $1.51B | $1.75B | $1.52B | $1.69B | $1.53B | $1.72B | $1.48B | $1.60B | $1.47B | $1.59B | $1.41B | $1.50B | $1.41B | $1.50B | $1.33B | |
| Cost of Revenue | $487M | $429M | $573M | $474M | $532M | $475M | $575M | $475M | $513M | $459M | $530M | $451M | $487M | $435M | $475M | $417M | |
| Gross Profit | $1.20B | $1.09B | $1.19B | $1.06B | $1.16B | $1.07B | $1.15B | $1.02B | $1.09B | $1.02B | · | · | · | · | · | · | |
| SG&A Expense | $765M | $726M | $798M | $763M | $777M | $730M | $771M | $712M | $712M | $690M | $704M | $661M | $680M | $657M | $645M | $613M | |
| Operating Expenses | $1.30B | $1.19B | $1.42B | $1.44B | $1.36B | $1.26B | $1.40B | $1.24B | $1.28B | $1.20B | $1.28B | $1.16B | $1.22B | $1.00B | $1.17B | $1.08B | |
| Operating Income | $379M | $316M | $334M | $86M | $327M | $278M | $318M | $246M | $319M | $274M | $301M | $244M | $283M | $408M | $332M | $253M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $19M | · | $22M | $25M | $27M | · | $30M | |
| Other Non-op | $-2M | $-3M | $-1M | $-583.0K | $2M | $2M | $-4M | $-991.0K | $504.0K | $5M | $-4M | $2M | $6M | $-2M | $2M | $9M | |
| Pretax Income | $355M | $292M | $314M | $69M | $318M | $267M | $302M | $527M | $299M | $260M | $277M | $224M | $264M | $381M | $304M | $232M | |
| Income Tax | $79M | $70M | $72M | $34M | $77M | $56M | $-97M | $112M | $70M | $49M | $69M | $44M | $66M | $85M | $47M | $59M | |
| Net Income | $275M | $222M | $242M | $35M | $241M | $211M | $399M | $415M | $230M | $211M | $209M | $180M | $198M | $296M | $257M | $174M | |
| EPS (Basic) | $4.14 | $3.19 | $3.36 | $0.47 | $3.12 | $2.73 | $5.12 | $5.36 | $2.95 | $2.69 | $2.67 | $2.28 | $2.50 | $3.72 | $3.24 | $2.19 | |
| EPS (Diluted) | $4.14 | $3.18 | $3.36 | $0.47 | $3.11 | $2.71 | $5.08 | $5.32 | $2.93 | $2.67 | $2.66 | $2.26 | $2.48 | $3.68 | $3.18 | $2.17 | |
| Shares (Basic) | 66,501,000 | 69,796,000 | -154,043,000 | 74,884,000 | 77,157,000 | 77,357,000 | -155,854,000 | 77,484,000 | 77,816,000 | 78,339,000 | -158,656,000 | 78,923,000 | 79,285,000 | 79,452,000 | -161,372,000 | 79,259,000 | |
| Shares (Diluted) | 66,581,000 | 69,965,000 | -154,531,000 | 74,987,000 | 77,359,000 | 77,790,000 | -156,882,000 | 77,968,000 | 78,288,000 | 78,964,000 | -159,942,000 | 79,520,000 | 79,820,000 | 80,282,000 | -162,939,000 | 80,059,000 | |
| EBITDA | $424M | $362M | · | $137M | $378M | $329M | · | $246M | $319M | $274M | · | $244M | $283M | $408M | · | $253M |
Balance Sheet 26
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.49B | $1.67B | $1.72B | $1.43B | $2.20B | $2.09B | $1.93B | $1.77B | $1.24B | $1.24B | $1.32B | $1.25B | $1.17B | $894M | $698M | $529M | |
| Receivables | $1.20B | $1.41B | $1.68B | $1.12B | $1.26B | $1.50B | $1.70B | $1.31B | $1.40B | $1.57B | · | $1.14B | $1.27B | $1.52B | · | $1.05B | |
| Prepaid Expense | $181M | $190M | $152M | $210M | $176M | $160M | $153M | $173M | $148M | $174M | · | $162M | $143M | $143M | · | $135M | |
| Current Assets | $3.22B | $3.65B | $4.07B | $3.06B | $3.97B | $4.13B | $4.20B | $3.55B | $3.11B | $3.33B | · | $2.84B | $2.90B | $2.90B | · | $1.98B | |
| PP&E (Net) | $199M | $205M | $214M | $249M | $254M | $249M | $243M | $254M | $258M | $257M | · | $260M | $259M | $257M | · | $256M | |
| PP&E (Gross) | · | · | $610M | · | · | · | $649M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $396M | · | · | · | $406M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.74B | $2.74B | $2.74B | $2.79B | $2.94B | $2.93B | $2.93B | $2.94B | $2.93B | $2.93B | $2.94B | $2.93B | $2.93B | $2.93B | $2.93B | $2.94B | |
| Intangibles | $294M | $316M | $336M | $357M | $376M | $392M | $410M | $440M | $455M | $478M | · | $519M | $548M | $564M | · | $604M | |
| Other Non-current Assets | $529M | $524M | $514M | $563M | $548M | $527M | $498M | $336M | $334M | $363M | · | $315M | $320M | $310M | · | $289M | |
| Total Assets | $7.19B | $7.66B | $8.09B | $7.25B | $8.33B | $8.48B | $8.53B | $7.85B | $7.43B | $7.71B | · | $7.24B | $7.36B | $7.38B | · | $6.53B | |
| Accounts Payable | $907M | $862M | $50M | $958M | $902M | $869M | $56M | $910M | $835M | $844M | · | $909M | $829M | $839M | · | $849M | |
| Current Liabilities | $3.66B | $3.89B | $4.07B | $3.49B | $3.59B | $3.79B | $3.97B | $3.47B | $3.46B | $3.64B | · | $3.31B | $3.34B | $3.45B | · | $3.09B | |
| Capital Leases | $253M | $276M | $270M | $294M | $311M | $325M | $340M | $452M | $472M | $491M | · | $531M | $555M | $576M | · | $614M | |
| Deferred Tax | · | · | $29M | · | · | · | $49M | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $465M | $452M | $447M | $446M | $429M | $405M | $407M | $398M | $393M | $403M | · | $384M | $426M | $423M | · | $436M | |
| Total Liabilities | $7.36B | $7.59B | $7.77B | $6.69B | $6.80B | $6.98B | $7.18B | $6.78B | $6.78B | $6.99B | · | $6.68B | $6.77B | $6.91B | · | $6.59B | |
| Long-term Debt | $2.98B | $2.98B | $2.98B | $2.46B | $2.46B | · | $2.46B | $2.46B | $2.46B | $2.46B | · | $2.46B | $2.46B | $2.46B | · | $2.46B | |
| Total Debt | $2.98B | $2.98B | · | $2.46B | $2.46B | $2.46B | · | $2.46B | $2.46B | $2.46B | · | $2.46B | $2.46B | $2.46B | · | $2.46B | |
| Common Stock | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | $82.0K | · | $82.0K | $82.0K | $82.0K | · | $82.0K | |
| Paid-in Capital | $2.77B | $2.73B | $2.68B | $2.64B | $2.60B | $2.55B | $2.50B | $2.46B | $2.42B | $2.37B | · | $2.29B | $2.26B | $2.22B | · | $2.16B | |
| Retained Earnings | $7.22B | $6.94B | $6.72B | $6.48B | $6.44B | $6.20B | $5.99B | $5.59B | $5.18B | $4.95B | · | $4.53B | $4.35B | $4.15B | · | $3.60B | |
| Treasury Stock | $10.11B | $9.57B | $9.04B | $8.53B | $7.47B | $7.19B | $7.04B | $6.93B | $6.87B | $6.52B | · | $6.16B | $5.94B | $5.81B | · | $5.70B | |
| AOCI | $-52M | $-45M | $-41M | $-36M | $-47M | $-68M | $-88M | $-56M | $-82M | $-82M | · | $-95M | $-85M | $-96M | · | $-131M | |
| Stockholders' Equity | $-167M | $63M | $320M | $557M | $1.53B | $1.50B | $1.36B | $1.06B | $647M | $718M | $681M | $567M | $587M | $473M | $228M | $-65M | |
| Liabilities + Equity | $7.19B | $7.66B | $8.09B | $7.25B | $8.33B | $8.48B | $8.53B | $7.85B | $7.43B | $7.71B | · | $7.24B | $7.36B | $7.38B | · | $6.53B |
Cash Flow 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $45M | $45M | $48M | $51M | $51M | $51M | $51M | $51M | $51M | $49M | $49M | $49M | $47M | $47M | $49M | $47M | |
| Stock-based Comp | $41M | $46M | $32M | $31M | $43M | $50M | $30M | $34M | $40M | $50M | $26M | $27M | $32M | $45M | $13M | $21M | |
| Deferred Tax | $-6M | $2M | $49M | $-2M | $-11M | $-30M | $-153M | $-9M | $21M | $-18M | $-12M | $-33M | $-8M | $-8M | $-38M | $-780.0K | |
| Amort. of Intangibles | $20M | $20M | $20M | $20M | $20M | $22M | $22M | $22M | $23M | $23M | $23M | $24M | $23M | $23M | $24M | $24M | |
| Other Non-cash | · | $75M | · | · | · | $31M | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $398M | $391M | $295M | $299M | $384M | $314M | $335M | $591M | $370M | $189M | $224M | $331M | $436M | $165M | $203M | $315M | |
| Investing Cash Flow | $-20M | $84M | $-24M | $-29M | $-36M | $-26M | $-24M | $-26M | $-29M | $-25M | $-23M | $-32M | $-28M | $138M | $-43M | $-36M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | · | · | · | · | $0 | · | · | · | $-274M | · | · | · | $-2M | · | · | |
| Stock Repurchased | $547M | $535M | $498M | $1.06B | $274M | $163M | $102M | $69M | $340M | $225M | $158M | $209M | $132M | $107M | $17M | $97M | |
| Net Stock Activity | $-547M | $-535M | · | $-1.06B | $-274M | $-163M | · | $-69M | $-340M | $-225M | · | $-209M | $-132M | $-107M | · | $-97M | |
| Financing Cash Flow | $-546M | $-527M | $28M | $-1.05B | $-267M | $-153M | $-95M | $-62M | $-334M | $-220M | $-155M | $-205M | $-127M | $-101M | $-14M | $-93M |
Profitability 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 71.5% | 71.9% | · | 69.3% | 68.6% | 69.4% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 22.6% | 20.9% | · | 5.7% | 19.4% | 18.1% | · | 16.6% | 20.0% | 18.6% | · | 17.3% | 18.8% | 29.0% | · | 19.0% | |
| Net Margin | 16.4% | 14.7% | · | 2.3% | 14.3% | 13.8% | · | 28.0% | 14.4% | 14.3% | · | 12.8% | 13.2% | 21.0% | · | 13.0% | |
| Pretax Margin | 21.2% | 19.4% | · | 4.6% | 18.8% | 17.4% | · | 35.5% | 18.8% | 17.6% | · | 15.9% | 17.6% | 27.1% | · | 17.4% | |
| EBITDA Margin | 25.3% | 23.9% | · | 9.0% | 22.4% | 21.4% | · | 16.6% | 20.0% | 18.6% | · | 17.3% | 18.8% | 29.0% | · | 19.0% | |
| ROA | 3.5% | 2.8% | · | 0.47% | 3.1% | 2.6% | · | 5.5% | 3.1% | 2.8% | · | 2.6% | 2.8% | 4.1% | · | 2.6% | |
| ROE | 40.4% | 28.5% | · | 4.4% | 22.1% | 19.0% | · | 50.9% | 37.2% | 35.4% | · | 71.8% | 89.3% | 100.1% | · | 128.8% | |
| ROIC | 10.5% | 7.9% | · | 1.5% | 6.2% | 5.5% | · | 5.5% | 7.9% | 7.0% | · | 6.5% | 7.0% | 10.8% | · | 7.9% |
Liquidity & Solvency 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.9 | · | 0.9 | 1.1 | 1.1 | · | 1.0 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 0.6 | |
| Quick Ratio | 0.7 | 0.8 | · | 0.7 | 1.0 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | 0.7 | 0.7 | · | 0.5 | |
| Debt / Equity | -17.8 | 47.1 | · | 4.4 | 1.6 | 1.6 | · | 2.3 | 3.8 | 3.4 | · | 4.3 | 4.2 | 5.2 | · | -37.9 | |
| LT Debt / Equity | -17.8 | 47.0 | · | 4.4 | 1.6 | 1.6 | · | 2.3 | 3.8 | 3.4 | · | 4.3 | 4.2 | 5.2 | · | -37.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 14.3 | · | 11.2 | 11.5 | 14.9 | · | 8.4 |
Efficiency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.4 | 1.0 | · | 1.3 | 1.3 | 1.0 | · | 1.2 | 1.2 | 1.0 | · | 1.3 | 1.2 | 1.0 | · | 1.3 |
Valuation (TTM) 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.40B | $6.26B | · | $6.23B | $6.30B | $6.09B | · | $5.96B | $5.98B | $5.79B | · | $5.65B | $5.62B | $5.38B | · | $5.13B | |
| Net Income TTM | $774M | $709M | · | $902M | $1.10B | $1.07B | · | $1.04B | $818M | $884M | · | $847M | $872M | $847M | · | $700M | |
| P/E | 11.9 | 16.7 | · | 22.6 | 28.7 | 30.8 | · | 38.4 | 43.4 | 43.0 | · | 32.4 | 32.3 | 31.1 | · | 32.4 | |
| Earnings Yield | 8.4% | 6.0% | · | 4.4% | 3.5% | 3.2% | · | 2.6% | 2.3% | 2.3% | · | 3.1% | 3.1% | 3.2% | · | 3.1% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $6.50B | $6.27B | $5.91B | $5.48B | $4.73B |
| Gross Margin % | 68.8% | 68.2% | — | — | — |
| Operating Margin % | 15.8% | 18.4% | 20.9% | 20.1% | 19.3% |
| Net Income | $729M | $1.25B | $882M | $808M | $794M |
| Diluted EPS | $9.65 | $16.00 | $11.08 | $9.96 | $9.21 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 9.3 | 1.8 | 3.6 | 10.8 | 6.6 |
| Current Ratio | 1.0 | 1.1 | 0.9 | 0.8 | 0.8 |
| Quick Ratio | 0.8 | 0.9 | 0.8 | 0.6 | 0.6 |
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Institutional owners (13F) 752 filers · $7.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 88 (-21 vs prior Q) | 136 (-29 vs prior Q) | 214 (-63 vs prior Q) | 270 (+32 vs prior Q) | +3.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BAMCO INC /NY/ | $985,242,787 | 7,601,009 | 14.10% | Shares |
| Independent Franchise Partners LLP | $723,663,534 | 5,582,962 | 10.36% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $553,049,913 | 4,266,702 | 7.91% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $456,441,405 | 3,521,381 | 6.53% | Shares |
| HARRIS ASSOCIATES L P | $369,002,086 | 2,846,799 | 5.28% | Shares |
| STATE STREET CORP | $364,074,193 | 2,808,781 | 5.21% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $309,478,157 | 2,390,819 | 4.43% | Shares |
| TWO SIGMA INVESTMENTS, LP | $276,051,973 | 2,129,702 | 3.95% | Shares |
| Madison Investment Advisors, LLC | $244,798,663 | 505,292 | 3.50% | Shares |
| NORGES BANK | $110,780,122 | 854,653 | 1.59% | Shares |
| D. E. Shaw & Co., Inc. | $102,532,142 | 791,021 | 1.47% | Shares |
| BANK OF AMERICA CORP /DE/ | $92,060,013 | 710,230 | 1.32% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $87,355,195 | 673,933 | 1.25% | Shares |
| GOLDMAN SACHS GROUP INC | $82,182,061 | 634,023 | 1.18% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $75,901,972 | 585,573 | 1.09% | Shares |
| Madison Asset Management, LLC | $74,480,824 | 574,609 | 1.07% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $69,226,024 | 534,069 | 0.99% | Shares |
| Black Creek Investment Management Inc. | $68,962,247 | 532,034 | 0.99% | Shares |
| CITADEL ADVISORS LLC | $62,340,609 | 480,949 | 0.89% | Shares |
| MILLENNIUM MANAGEMENT LLC | $53,087,686 | 409,564 | 0.76% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $50,255,028 | 387,711 | 0.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $49,467,529 | 381,635 | 0.71% | Shares |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $46,745,509 | 360,635 | 0.67% | Shares |
| DISCIPLINED GROWTH INVESTORS INC /MN | $44,678,329 | 344,687 | 0.64% | Shares |
| Balyasny Asset Management L.P. | $39,960,291 | 308,288 | 0.57% | Shares |
| BARCLAYS PLC | $31,803,823 | 245,362 | 0.46% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $31,322,327 | 232,086 | 0.45% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $30,220,903 | 233,150 | 0.43% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29,138,576 | 224,800 | 0.42% | Put option |
| TWO SIGMA ADVISERS, LP | $28,714,510 | 113,820 | 0.41% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $25,864,797 | 199,543 | 0.37% | Shares |
| Gotham Asset Management, LLC | $25,781,936 | 198,904 | 0.37% | Shares |
| Trexquant Investment LP | $25,707,405 | 198,329 | 0.37% | Shares |
| Clarkston Capital Partners, LLC | $25,609,153 | 197,571 | 0.37% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24,809,268 | 191,400 | 0.36% | Call option |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $24,655,020 | 190,210 | 0.35% | Shares |
| Douglas Lane & Associates, LLC | $24,205,811 | 186,744 | 0.35% | Shares |
| Qube Research & Technologies Ltd | $23,414,686 | 180,641 | 0.34% | Shares |
| TUDOR INVESTMENT CORP ET AL | $22,817,657 | 176,035 | 0.33% | Shares |
| SHAPIRO CAPITAL MANAGEMENT LLC | $22,436,574 | 173,095 | 0.32% | Shares |
| HighTower Advisors, LLC | $21,997,442 | 169,707 | 0.31% | Shares |
| JANE STREET GROUP, LLC | $21,807,269 | 168,240 | 0.31% | Shares |
| CITADEL ADVISORS LLC | $21,166,946 | 163,300 | 0.30% | Call option |
| VANGUARD ASSET MANAGEMENT, Ltd | $21,165,261 | 163,287 | 0.30% | Shares |
| BlackRock, Inc. | $20,000,884 | 154,304 | 0.29% | Shares |
| Quantum Capital Management, LLC / NJ | $19,483,830 | 150,315 | 0.28% | Shares |
| IEQ CAPITAL, LLC | $18,770,006 | 144,808 | 0.27% | Shares |
| Vanguard Global Advisers, LLC | $18,691,204 | 144,200 | 0.27% | Shares |
| JANE STREET GROUP, LLC | $18,652,318 | 143,900 | 0.27% | Call option |
| OSSIAM | $17,859,303 | 137,782 | 0.26% | Shares |
| Swiss National Bank | $17,139,782 | 132,231 | 0.25% | Shares |
| RHUMBLINE ADVISERS | $17,131,113 | 132,165 | 0.25% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $16,889,811 | 106,668 | 0.24% | Shares |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $16,588,419 | 65,754 | 0.24% | Shares |
| Artisan Partners Limited Partnership | $16,463,684 | 127,015 | 0.24% | Shares |
| Quantinno Capital Management LP | $16,374,577 | 126,327 | 0.23% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $15,217,388 | 117,400 | 0.22% | Shares |
| California Public Employees Retirement System | $14,648,745 | 113,013 | 0.21% | Shares |
| CWM, LLC | $14,548,968 | 91,884 | 0.21% | Shares |
| CITADEL ADVISORS LLC | $13,934,150 | 107,500 | 0.20% | Put option |
| PRUDENTIAL FINANCIAL INC | $13,238,868 | 102,136 | 0.19% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $12,986,109 | 100,186 | 0.19% | Shares |
| Squarepoint Ops LLC | $12,879,951 | 99,367 | 0.18% | Shares |
| Distillate Capital Partners LLC | $12,572,362 | 96,994 | 0.18% | Shares |
| Allianz Asset Management GmbH | $12,176,979 | 76,904 | 0.17% | Shares |
| Square Wave Partners, L.P. | $11,855,556 | 28,245 | 0.17% | Shares |
| Longaeva Partners L.P. | $11,516,089 | 88,845 | 0.16% | Shares |
| ALLIANCEBERNSTEIN L.P. | $11,328,910 | 71,548 | 0.16% | Shares |
| BOSTON FINANCIAL MANGEMENT LLC | $11,261,990 | 23,246 | 0.16% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $11,135,525 | 85,909 | 0.16% | Shares |
| PFA Pension, Forsikringsaktieselskab | $11,134,958 | 85,905 | 0.16% | Shares |
| Foyston, Gordon & Payne Inc | $10,119,259 | 77,515 | 0.14% | Shares |
| Orion Portfolio Solutions, LLC | $10,042,013 | 23,924 | 0.14% | Shares |
| Public Sector Pension Investment Board | $9,606,268 | 74,111 | 0.14% | Shares |
| EXENCIAL WEALTH ADVISORS, LLC | $9,526,497 | 37,762 | 0.14% | Shares |
| Engineers Gate Manager LP | $9,474,055 | 73,091 | 0.14% | Shares |
| AMERICAN CENTURY COMPANIES INC | $9,213,908 | 71,084 | 0.13% | Shares |
| Assenagon Asset Management S.A. | $9,118,508 | 70,348 | 0.13% | Shares |
| Amundi | $8,885,062 | 68,547 | 0.13% | Shares |
| ISTHMUS PARTNERS, LLC | $8,698,928 | 67,111 | 0.12% | Shares |
| GOLDMAN SACHS GROUP INC | $8,658,616 | 66,800 | 0.12% | Put option |
| FMR LLC | $8,381,521 | 64,662 | 0.12% | Shares |
| Impax Asset Management Group plc | $8,252,517 | 63,667 | 0.12% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $8,038,644 | 62,017 | 0.12% | Shares |
| PineBridge Investments, L.P. | $7,954,972 | 30,262 | 0.11% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $7,691,132 | 59,336 | 0.11% | Shares |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $7,458,853 | 57,544 | 0.11% | Shares |
| Legal & General Group Plc | $7,287,755 | 56,224 | 0.10% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7,089,674 | 44,775 | 0.10% | Shares |
| Unigestion Holding SA | $6,982,523 | 16,654 | 0.10% | Shares |
| Jefferies Financial Group Inc. | $6,973,038 | 53,796 | 0.10% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $6,830,974 | 52,700 | 0.10% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $6,789,478 | 52,380 | 0.10% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $6,400,103 | 40,420 | 0.09% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6,358,898 | 49,058 | 0.09% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $6,128,657 | 47,282 | 0.09% | Shares |
| Ruffer LLP | $6,057,013 | 46,780 | 0.09% | Shares |
| Cubist Systematic Strategies, LLC | $6,046,010 | 23,000 | 0.09% | Put option |
| BANK OF NOVA SCOTIA | $6,016,183 | 46,414 | 0.09% | Shares |
| Aberdeen Group plc | $5,963,427 | 46,007 | 0.09% | Shares |
Company insiders 71 insiders · 48 officers · 19 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Eugene A Hall | Chairman and CEO | May 29, 2026 J | 1,188,197 | 0 | 0 | $0 |
| Craig Safian | EVP & CFO | May 29, 2026 J | 83,072 | 0 | 0 | $0 |
| Christopher Lafond | CFO & EVP | June 4, 2014 M | 41,835 | 0 | 0 | $0 |
| Robert C Patton | President Gartner Consulting | Feb. 15, 2008 M | 45,065 | 0 | 0 | $0 |
| Willard Pardue JR | President Gartner Intelligence | Nov. 5, 2004 D | 0 | 0 | 0 | $0 |
| Gerald D Mintz | President, Gartner Exec Prgms | Aug. 25, 2004 P | 35,000 | 0 | 0 | $0 |
| Maureen E Oconnell | President & COO | Aug. 9, 2004 M | 0 | 0 | 0 | $0 |
| John J Rinello | EVP, Global Business Sales | June 30, 2026 M | 3,724 | 1 | 2 | $-69,019 |
| Dick Van Ham | EVP, Global Technology Sales | May 29, 2026 J | 902 | 0 | 0 | $0 |
| Altaf Rupani | EVP, Chief Information Officer | May 29, 2026 J | 1,180 | 0 | 0 | $0 |
| Robin B Kranich | EVP & CHRO | May 29, 2026 J | 23,636 | 0 | 0 | $0 |
| Thomas Sang Kim | EVP, Chief Legal Officer | May 4, 2026 M | 3,693 | 0 | 0 | $0 |
| William James Wartinbee III | EVP, Global Sales&Serv Ops | Feb. 9, 2026 M | 8,983 | 0 | 0 | $0 |
| Akhil Jain | EVP, Consulting | Feb. 9, 2026 M | 8,830 | 0 | 0 | $0 |
| Scott Hensel | EVP Global Services & Delivery | Feb. 9, 2026 M | 25,986 | 0 | 0 | $0 |
| Valentin Sribar | EVP, Research & Advisory | Feb. 10, 2025 M | 12,992 | 0 | 0 | $0 |
| Kenneth Allard | EVP, Digital Markets | Feb. 10, 2025 M | 12,340 | 0 | 0 | $0 |
| Alwyn Dawkins | EVP, Global Business Sales | Nov. 29, 2024 J | 52,674 | 0 | 0 | $0 |
| Joseph P. Beck | EVP, Global Technology Sales | Nov. 8, 2024 M | 9,955 | 0 | 0 | $0 |
| Diliberto Michael Fox | EVP, Chief Information Officer | Aug. 23, 2023 S | 18,501 | 0 | 0 | $0 |
| Jules Kaufman | EVP, GC | Aug. 31, 2022 J | 4,685 | 0 | 0 | $0 |
| Harris Michael P | EVP, Research & Advisory | Aug. 30, 2021 M | 9,280 | 0 | 0 | $0 |
| Kendall B Davis | EVP, Products and Services | Aug. 10, 2020 M | 142,559 | 0 | 0 | $0 |
| David K Mcveigh | EVP, Global Business Sales | Feb. 8, 2020 M | 17,527 | 0 | 0 | $0 |
| Mr Thomas Christopher | EVP, Business Sales | March 14, 2019 S | 19,698 | 0 | 0 | $0 |
| Peter Sondergaard | EVP, Research | Aug. 10, 2018 M | 102,667 | 0 | 0 | $0 |
| David Godfrey | SVP Worldwide Sales | Aug. 10, 2017 A | 4,714 | 0 | 0 | $0 |
| Daniel S Peale | SVP, Gen Counsel | May 30, 2017 M | 862 | 0 | 0 | $0 |
| Per Anders Waern | SVP, Consulting | Feb. 23, 2017 S | 0 | 0 | 0 | $0 |
| Darko Hrelic | SVP & CIO | Feb. 12, 2016 M | 81,047 | 0 | 0 | $0 |
| Michael J Yoo | GVP, EXP | Feb. 9, 2016 M | 19,964 | 0 | 0 | $0 |
| Lewis G Schwartz | SVP, Gen Counsel | Aug. 31, 2015 J | 68,991 | 0 | 0 | $0 |
| Dale Kutnick | SVP | Aug. 27, 2014 G | 29,006 | 0 | 0 | $0 |
| Diane L Julian | SVP, Strategy | Feb. 22, 2011 A | 18,237 | 0 | 0 | $0 |
| Timothy Noble | SVP, Worldwide Sales | June 2, 2009 M | 21,751 | 0 | 0 | $0 |
| Donna Ann Collins | SVP, Client Services | Feb. 15, 2009 M | 8,784 | 0 | 0 | $0 |
| Michele Riess | SVP Human Resources | June 6, 2008 S | 0 | 0 | 0 | $0 |
| Alister Christopher | SVP, Gartner Events | May 15, 2008 M | 4,367 | 0 | 0 | $0 |
| Joseph T Waters | SVP,Chief Marketing Officer | Nov. 15, 2007 M | 6,765 | 0 | 0 | $0 |
| Eric Consolazio | SVP & CIO | March 15, 2006 J | — | 0 | 0 | $0 |
| Clive Taylor | SVP | Nov. 17, 2005 D | 0 | 0 | 0 | $0 |
| Colette Y Gardner | SVP Human Resources | Aug. 1, 2005 A | — | 0 | 0 | $0 |
| Michael Mccarty | SVP, Global Sales | June 15, 2005 A | — | 0 | 0 | $0 |
| Scott Fertig | SVP, Chief Information Officer | June 15, 2005 M | 0 | 0 | 0 | $0 |
| Zachary Morowitz | EVP, Corporate Development | Sept. 14, 2004 M | 25,380 | 0 | 0 | $0 |
| Laurane Magllari | SVP, Human Resources | Aug. 10, 2004 M | 0 | 0 | 0 | $0 |
| Beverly R Parker | SVP, Chief Marketing Officer | June 7, 2004 A | — | 0 | 0 | $0 |
| Ken Yamamoto | SVP | June 7, 2004 A | — | 0 | 0 | $0 |
| Daniela L Rus | Director | July 1, 2026 A | 507 | 0 | 0 | $0 |
| Eileen Serra | Director | July 1, 2026 A | 4,076 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 34 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Undisclosed reporting person, Undisclosed reporting person | Nov. 15, 2011 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | May 16, 2011 | — | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 25, 2011 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 22, 2011 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 17, 2011 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Sept. 10, 2010 | — | Initial filing | Passive investment | SEC |
| SILVER LAKE PARTNERS, L.P., SILVER LAKE INVESTORS, L.P., SILVER LAKE TECHNOLOGY INVESTORS, L.L.C. ×3 filings | Dec. 14, 2009 | — | Initial filing | — | SEC |
| SILVER LAKE PARTNERS, L.P., a Delaware limited partnership, SILVER LAKE INVESTORS, L.P., a Delaware limited partnership, SILVER LAKE TECHNOLOGY INVESTORS, L.L.C., a Delaware limited liability company. ×2 filings | June 17, 2009 | — | Initial filing | — | SEC |
| SILVER LAKE PARTNERS, L.P., a Delaware limited partnership., SILVER LAKE INVESTORS, L.P., a Delaware limited partnership., SILVER LAKE TECHNOLOGY INVESTORS, L.L.C., a Delaware limited liability company. ×3 filings | Dec. 7, 2006 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Sept. 19, 2006 | — | Initial filing | Passive investment | SEC |
| SILVER LAKE PARTNERS, L.P., a Delaware limited partnership. Not required., SILVER LAKE INVESTORS, L.P., a Delaware limited partnership. Not required., SILVER LAKE TECHNOLOGY INVESTORS, L.L.C., a Delaware limited liability company. Not required. | June 1, 2006 | — | Initial filing | Capital structure | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 11, 2005 | — | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 16, 2005 | — | Initial filing | Passive investment | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Aug. 30, 2004 | — | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person, Undisclosed reporting person | June 21, 2004 | — | Initial filing | M&A / sale | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 148 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| JMID · Janus Detroit Street Trust | 1.75% | 2,147 NS | April 30, 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1.52% | 490,286 SH | Aug. 19, 2026 | Daily |
| NUMG · Nushares ETF Trust | 1.36% | 32,407 NS | April 30, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 1.19% | 275,268 NS | April 30, 2026 | N-PORT |
| SRHQ · Elevation Series Trust | 1.13% | 14,619 NS | April 30, 2026 | N-PORT |
| TAX · EA Series Trust | 0.73% | 1,149 NS | May 29, 2026 | N-PORT |
| FLOW · Global X Funds | 0.65% | 1,142 NS | May 31, 2026 | N-PORT |
| OASC · Unified Series Trust | 0.56% | 2,906 NS | May 31, 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0.56% | 1,109 NS | May 31, 2026 | N-PORT |
| KRMA · Global X Funds | 0.54% | 3,970 NS | May 31, 2026 | N-PORT |
| FLCG · Federated Hermes ETF Trust | 0.49% | 17,073 NS | May 31, 2026 | N-PORT |
| FLCC · Federated Hermes ETF Trust | 0.47% | 3,518 NS | May 31, 2026 | N-PORT |
| BTAL · AGF Investments Trust | 0.35% | 7,590 NS | June 30, 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0.35% | 1,122 NS | April 30, 2026 | N-PORT |
| IWP · iShares Trust | 0.33% | 375,662 SH | Aug. 19, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.33% | 32,148 SH | Aug. 19, 2026 | Daily |
| SZNE · Pacer Funds Trust | 0.29% | 258 NS | April 30, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.28% | 10,948 NS | April 30, 2026 | N-PORT |
| ITAN · EA Series Trust | 0.26% | 1,421 NS | May 29, 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.26% | 2,576 NS | May 31, 2026 | N-PORT |
| AFLG · First Trust Exchange-Traded Fund VI… | 0.24% | 9,497 NS | May 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.23% | 37,576 SH | Aug. 19, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.22% | 1,205,113 SH | Aug. 19, 2026 | Daily |
| ISCV · iShares Trust | 0.21% | 7,958 SH | Aug. 19, 2026 | Daily |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 98,740 NS | April 30, 2026 | N-PORT |
| ISCB · iShares Trust | 0.18% | 2,880 SH | Aug. 19, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.18% | 924,192 SH | Aug. 19, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.17% | 6,276 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.16% | 8,816 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.16% | 32,944 SH | Aug. 19, 2026 | Daily |
| GLOF · iShares Trust | 0.14% | 1,683 SH | Aug. 19, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.13% | 1,917 NS | April 30, 2026 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0.13% | 2,712 NS | May 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 6,167 NS | April 30, 2026 | N-PORT |
| NULG · Nushares ETF Trust | 0.12% | 21,350 NS | April 30, 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.12% | 3,032 NS | May 31, 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0.12% | 5,807,000 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.11% | 4,182 SH | Aug. 19, 2026 | Daily |
| SPHQ · Invesco Exchange-Traded Fund Trust | 0.10% | 112,131 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.10% | 1,456,288 SH | Aug. 19, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 2,867 NS | April 30, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.09% | 109,387 NS | April 30, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.09% | 4,739 SH | Aug. 19, 2026 | Daily |
| QGRO · AMERICAN CENTURY ETF TRUST | 0.09% | 11,835 NS | May 31, 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0.09% | 445 NS | May 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.08% | 265,642 SH | Aug. 19, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.08% | 3,721 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.07% | 908,628 SH | Aug. 19, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 2,081 NS | April 30, 2026 | N-PORT |
| LCOW · Pacer Funds Trust | 0.07% | 105 NS | April 30, 2026 | N-PORT |