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

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” fourth-quarter 2025 investor letter. The fund’s objective is long-term capital appreciation by investing in a diverse group of U.S. and non-U.S. companies. The all-cap mandate of the fund allows it to invest across all market-cap companies. A copy of the letter can be downloaded here. In the fourth quarter, the fund (Investor Class) delivered a return of 5.23%, outperforming the benchmark MSCI World Index’s 3.12% gain. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.

In its fourth-quarter 2025 investor letter, Oakmark Global Fund highlighted stocks such as Gartner, Inc. (NYSE:IT). Established in 1979, Gartner, Inc. (NYSE:IT) is a research and advisory company that operates through research, conferences, and consulting segments. The one-month return of Gartner, Inc. (NYSE:IT) was -6.17%, and its shares lost 53.70% of their value over the last 52 weeks. On January 13, 2026, Gartner, Inc. (NYSE:IT) stock closed at $235.79 per share, with a market capitalization of $17.86 billion.

Oakmark Global Fund stated the following regarding Gartner, Inc. (NYSE:IT) in its fourth quarter 2025 investor letter:

“Gartner, Inc. (NYSE:IT) is a global leader in research services, with a long history of delivering valuable insights and data to business and technology leaders. In our view, the company has the best brand in IT research, supported by its scale and a compelling customer value proposition. These advantages have driven a long history of strong organic growth and robust free-cash-flow conversion. The stock price has declined meaningfully from recent highs due to investor concerns surrounding AI-related disruption. We believe these concerns are overstated. In our view, Gartner is well-positioned to reaccelerate organic growth due to continued high customer engagement and the large opportunity to sell to new and existing customers. We took advantage of the opportunity to buy shares in this well managed company at a bargain price.”

In another article, we covered Gartner, Inc. (NYSE:IT) and shared Artisan Mid Cap Value Fund’s views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.