Gartner Authorizes $500M Share Repurchase as Stock Trades Below 52-Week Lows, Reports Mixed Q4
summarizeSummary
Gartner announced an additional $500 million share repurchase authorization, bringing total remaining authorization to $1.25 billion, as the company reported mixed Q4 and full-year 2025 financial results with its stock trading below 52-week lows.
check_boxKey Events
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New Share Repurchase Authorization
The Board of Directors authorized an additional $500 million for share repurchases, increasing the total remaining authorization to $1.25 billion. This represents a significant commitment to shareholder returns, especially with the stock trading below its 52-week low.
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Mixed Q4 and Full-Year 2025 Financial Results
Gartner reported Q4 2025 revenues of $1.8 billion (+2% as reported) but saw GAAP net income decline 39% and diluted EPS fall 34%. Full-year results also showed significant GAAP declines, though the CEO noted Q4 results were "ahead of expectations."
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Modest Contract Value Growth
Contract Value (CV) ended 2025 at $5.2 billion, up 1% year-over-year on an FX neutral basis, with management expecting CV to accelerate throughout 2026.
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Stock Trading Below 52-Week Lows
The share repurchase authorization comes as Gartner's stock is trading at $196.00, below its 52-week low of $201.78, indicating management's belief in the company's intrinsic value.
auto_awesomeAnalysis
Gartner's Board of Directors authorized an additional $500 million for share repurchases, bringing the total remaining authorization to a substantial $1.25 billion. This significant capital allocation decision, representing approximately 3.4% of the company's market capitalization, is particularly impactful as the stock is currently trading below its 52-week low, signaling strong management confidence in the company's valuation. While the company reported mixed fourth-quarter and full-year 2025 financial results, including notable GAAP declines in net income and EPS, the CEO stated that Q4 results were "ahead of expectations," which may temper negative market reaction. The company's commitment to returning capital to shareholders, evidenced by $2.0 billion in repurchases in 2025, remains a key focus.
At the time of this filing, IT was trading at $196.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $14.6B. The 52-week trading range was $201.78 to $584.01. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.