Janus Henderson Group PLC Decreases Position in IonQ, Inc. $IONQ

Posted by Brian Himes on Aug 11th, 2026

Janus Henderson Group PLC lowered its stake in IonQ, Inc. (NYSE:IONQ – Free Report) by 55.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 24,900 shares of the company’s stock after selling 30,533 shares during the quarter. Janus Henderson Group PLC’s holdings in IonQ were worth $717,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its position in IonQ by 18.5% during the 4th quarter. Vanguard Group Inc. now owns 34,774,743 shares of the company’s stock worth $1,560,343,000 after acquiring an additional 5,420,037 shares in the last quarter. Norges Bank acquired a new stake in IonQ in the fourth quarter valued at approximately $199,753,000. Marex Group plc grew its position in IonQ by 419.1% in the fourth quarter. Marex Group plc now owns 4,083,453 shares of the company’s stock valued at $183,225,000 after acquiring an additional 3,296,866 shares in the last quarter. State Street Corp raised its stake in shares of IonQ by 42.3% during the fourth quarter. State Street Corp now owns 8,962,789 shares of the company’s stock valued at $402,160,000 after purchasing an additional 2,663,230 shares during the period. Finally, Clear Street Group Inc. raised its stake in shares of IonQ by 219.6% during the fourth quarter. Clear Street Group Inc. now owns 3,195,818 shares of the company’s stock valued at $143,396,000 after purchasing an additional 2,196,017 shares during the period. 41.42% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have recently weighed in on IONQ. Benchmark restated a “buy” rating and issued a $60.00 target price on shares of IonQ in a research note on Thursday, August 6th. JPMorgan Chase & Co. boosted their price objective on shares of IonQ from $42.00 to $50.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Needham & Company LLC restated a “buy” rating and set a $65.00 target price on shares of IonQ in a research note on Thursday, August 6th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $70.00 target price on shares of IonQ in a research report on Thursday, August 6th. Finally, Wall Street Zen cut IonQ from a “sell” rating to a “strong sell” rating in a research note on Saturday. Nine equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, IonQ currently has a consensus rating of “Moderate Buy” and an average price target of $69.92.

Get Our Latest Stock Analysis on IonQ

More IonQ News

Here are the key news stories impacting IonQ this week:

Positive Sentiment: Quarterly results exceeded expectations. IonQ reported second-quarter revenue of $80.05 million, well above the $66.47 million analyst consensus, while its $0.33 per-share loss was narrower than the expected $0.56 loss. Revenue increased 286.7% year over year, reinforcing the company’s rapid-growth narrative. Quantum earnings Q2 2026
Positive Sentiment: Revenue visibility is improving. International deployments, multiproduct sales and rising remaining performance obligations could provide additional growth and revenue upside in future periods. IONQ Sees Favorable Q2 Revenue Trends
Positive Sentiment: Government and national-security contracts broaden IonQ’s opportunity. A $28 million DARPA extension supports production of optical atomic clocks, while a National Reconnaissance Office contract through Capella adds commercial synthetic-aperture radar work. These awards could strengthen IonQ’s position in critical infrastructure and defense markets. IonQ’s DARPA and NRO Contracts
Neutral Sentiment: Wall Street sentiment remains favorable, but investors are cautioned against relying solely on ratings. IonQ’s average brokerage recommendation suggests the stock may merit consideration, although analyst optimism can be an unreliable indicator of future performance. Should You Invest in IonQ Based on Bullish Wall Street Views?
Negative Sentiment: Share dilution is the key overhang. Despite results that surpassed expectations and progress on its technical roadmap, additional shares can reduce existing investors’ ownership and limit the benefit of future growth. IonQ also remains unprofitable, with analysts expecting a sizable full-year loss. The SkyWater acquisition may improve strategic positioning but adds execution and integration considerations. IonQ Demolishes Expectations—Share Dilution a Chink in the Armor

IonQ Price Performance

Shares of IONQ stock opened at $42.47 on Tuesday. The firm has a fifty day moving average of $47.43 and a two-hundred day moving average of $43.21. The firm has a market cap of $15.85 billion, a P/E ratio of -9.11 and a beta of 3.28. IonQ, Inc. has a 1-year low of $25.89 and a 1-year high of $84.64.

IonQ (NYSE:IONQ – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported ($0.33) EPS for the quarter, topping the consensus estimate of ($0.56) by $0.23. The business had revenue of $80.05 million for the quarter, compared to analysts’ expectations of $66.47 million. IonQ had a negative net margin of 553.27% and a negative return on equity of 21.75%. The company’s quarterly revenue was up 286.7% compared to the same quarter last year. During the same quarter last year, the company posted ($0.70) earnings per share. On average, sell-side analysts expect that IonQ, Inc. will post -2.26 EPS for the current year.

Insider Buying and Selling at IonQ

In other IonQ news, Director Kathryn K. Chou sold 2,757 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $55.02, for a total transaction of $151,690.14. Following the transaction, the director owned 62,608 shares of the company’s stock, valued at $3,444,692.16. This trade represents a 4.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Gabrielle B. Toledano sold 2,757 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $55.01, for a total value of $151,662.57. Following the transaction, the director directly owned 11,154 shares in the company, valued at approximately $613,581.54. This represents a 19.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 9,329 shares of company stock worth $513,216 over the last quarter. 0.55% of the stock is owned by corporate insiders.

IonQ Company Profile

(Free Report)

IonQ, Inc engages in the development of general-purpose quantum computing systems in the United States. It sells access to quantum computers of various qubit capacities. The company makes access to its quantum computers through cloud platforms, such as Amazon Web Services (AWS) Amazon Braket, Microsoft’s Azure Quantum, and Google’s Cloud Marketplace, as well as through its cloud service. It also provides contracts associated with the design, development, and construction of specialized quantum computing hardware systems; maintenance and support services; and consulting services related to co-developing algorithms on quantum computing systems.