Will Gartner (IT) be Able to Reaccelerate Its Organic Growth?

Group 1: Fund Performance - Oakmark Global Fund delivered a return of 5.23% in the fourth quarter of 2025, outperforming the MSCI World Index's gain of 3.12% [1] - The fund's objective is long-term capital appreciation through investments in a diverse group of U.S. and non-U.S. companies, with an all-cap mandate allowing investment across all market-cap companies [1] Group 2: Gartner, Inc. Overview - Gartner, Inc. (NYSE:IT) is a global leader in research services, established in 1979, operating through research, conferences, and consulting segments [2][3] - The stock price of Gartner, Inc. closed at $235.79 per share on January 13, 2026, with a market capitalization of $17.86 billion [2] - Gartner, Inc. reported revenue of $1.5 billion in the third quarter of 2025, reflecting a year-over-year increase of 3% [4] Group 3: Investment Perspective on Gartner, Inc. - Oakmark Global Fund views Gartner as well-positioned to reaccelerate organic growth due to high customer engagement and opportunities to sell to new and existing customers [3] - Concerns regarding AI-related disruption affecting Gartner's stock price are considered overstated by the fund [3] - Gartner, Inc. is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding its shares at the end of the third quarter, down from 45 in the previous quarter [4]