5,598 Shares in International Business Machines Corporation $IBM Purchased by Quent Long Short Global Small Cap Fund LP

Quent Long Short Global Small Cap Fund LP acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 5,598 shares of the technology company’s stock, valued at approximately $1,658,000.

A number of other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of International Business Machines by 0.8% during the third quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after buying an additional 724,832 shares in the last quarter. Capital World Investors grew its position in International Business Machines by 13.9% in the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock valued at $4,809,461,000 after purchasing an additional 2,077,506 shares in the last quarter. Legal & General Group Plc grew its position in International Business Machines by 2.5% in the third quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company’s stock valued at $2,060,536,000 after purchasing an additional 176,219 shares in the last quarter. Amundi grew its position in International Business Machines by 17.9% in the third quarter. Amundi now owns 4,777,516 shares of the technology company’s stock valued at $1,382,695,000 after purchasing an additional 725,191 shares in the last quarter. Finally, Invesco Ltd. grew its position in International Business Machines by 2.2% in the third quarter. Invesco Ltd. now owns 3,921,228 shares of the technology company’s stock valued at $1,106,414,000 after purchasing an additional 86,123 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on IBM shares. JPMorgan Chase & Co. decreased their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Morgan Stanley raised their target price on shares of International Business Machines from $215.00 to $225.00 and gave the company an “equal weight” rating in a research report on Thursday. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a research report on Wednesday, February 25th. Evercore raised their price target on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, International Business Machines presently has an average rating of “Moderate Buy” and a consensus target price of $300.60.

International Business Machines Stock Performance

Shares of IBM opened at $231.81 on Friday. The firm has a 50-day moving average of $246.48 and a 200-day moving average of $280.87. International Business Machines Corporation has a one year low of $220.72 and a one year high of $324.90. The company has a market cap of $217.44 billion, a PE ratio of 20.50, a price-to-earnings-growth ratio of 2.64 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 38.37%. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same quarter last year, the firm posted $1.60 EPS. The company’s quarterly revenue was up 9.5% on a year-over-year basis. As a group, equities analysts forecast that International Business Machines Corporation will post 12.34 earnings per share for the current year.

International Business Machines Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a dividend of $1.69 per share. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is presently 60.27%.

International Business Machines News Summary

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: Q1 beat on top and bottom lines — revenue of $15.92B and $1.91 EPS topped expectations, driven by AI-related demand and hybrid‑cloud strength, supporting fundamentals and margins. IBM Q1 Deep Dive: AI and Hybrid Cloud Growth Drive Strong Start to 2026
• Positive Sentiment: Dividend increased — IBM raised its quarterly dividend to $1.69, marking another payout lift that supports income investors and signals cash‑flow confidence. What IBM’s Q1 Beat and 31st Dividend Hike Mean For Shareholders
• Positive Sentiment: Infrastructure/mainframe strength — double‑digit infrastructure growth (Z mainframe demand) provides a durable revenue base as enterprises adopt AI workloads. IBM tops quarterly estimates on hybrid cloud growth
• Neutral Sentiment: Analyst moves mixed — firms updated price targets and ratings (some trims, some reiterations), leaving professional views divergent and volatility likely while the market digests guidance and segment details. IBM slides 8% as investors digest Q1 beat but steady full‑year outlook
• Negative Sentiment: Management held full‑year guidance instead of raising it — investors punished the stock because a reiterated outlook after a beat implies caution on momentum and near‑term upside. IBM shares turn lower as company beats but opts to maintain guidance
• Negative Sentiment: Software / AI anxiety — the broader software selloff (ServiceNow and peers) amplified fears that AI could disrupt subscription economics; IBM’s software growth showed signs of moderation that traders interpreted negatively. US software stocks slide as IBM, ServiceNow results reignite AI disruption fears
• Negative Sentiment: Macro/geopolitical drag — rising oil and Iran/Strait of Hormuz tensions weighed on markets, contributing to sectorwide weakness and accelerating the selloff in big‑cap tech names. US Equity Indexes Drop as Growth Sectors Dampen Sentiment, Hormuz Deadlock Continues

Insider Activity at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The shares were acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 1,484 shares of company stock valued at $417,157 over the last quarter. 0.27% of the stock is currently owned by corporate insiders.

International Business Machines Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.