International Business Machines Corporation $IBM Stock Position Decreased by New York State Teachers Retirement System

New York State Teachers Retirement System cut its stake in shares of International Business Machines Corporation (NYSE:IBM) by 1.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 726,231 shares of the technology company’s stock after selling 13,871 shares during the quarter. New York State Teachers Retirement System’s holdings in International Business Machines were worth $215,117,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of IBM. Brighton Jones LLC boosted its position in shares of International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after buying an additional 2,323 shares during the period. Sivia Capital Partners LLC boosted its position in shares of International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after buying an additional 186 shares during the period. Jump Financial LLC acquired a new stake in shares of International Business Machines in the second quarter worth $211,000. Ieq Capital LLC boosted its position in shares of International Business Machines by 2.2% in the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock worth $11,383,000 after buying an additional 843 shares during the period. Finally, Vivaldi Capital Management LP boosted its position in shares of International Business Machines by 11.6% in the second quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after buying an additional 106 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Buying and Selling at International Business Machines

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

International Business Machines News Roundup

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

• Positive Sentiment: IBM (IBM) committed to add 750 tech jobs in Chicago for AI, quantum, cybersecurity and data science, signaling material investment in growth areas and expanded delivery capacity. IBM to Add 750 Jobs in AI, Quantum Computing at Chicago Tech Hub
• Positive Sentiment: IBM and MIT launched the MIT‑IBM Computing Research Lab to accelerate AI, algorithms and quantum research — strengthens R&D pipeline and long‑term IP positioning. The MIT-IBM Computing Research Lab Launches
• Positive Sentiment: IBM announced collaborations to commercialize physics‑based AI and explore quantum‑assisted design (notably with Dallara for high‑performance vehicles), highlighting commercialization use cases for IBM’s AI/quantum stack. IBM and Dallara to Advance AI and Quantum‑Powered Design
• Positive Sentiment: IBM is partnering with Entrust to help customers migrate to quantum‑safe cryptography, reinforcing IBM Consulting’s role in enterprise security modernization. Entrust Announces Collaboration With IBM
• Positive Sentiment: Analysts nudged estimates higher (Erste Group raised FY2027/FY2026 EPS forecasts; HSBC issued an upgrade), which supports earnings outlook even if ratings remain mixed. Erste Group Raises IBM Estimates / MarketBeat
• Neutral Sentiment: IBM executives/speakers are appearing at industry events (e.g., Kaltura Connect) — useful for visibility but unlikely to move near‑term fundamentals by itself. Kaltura Announces Connect on the Road 2026
• Neutral Sentiment: Context items: IBM’s semiconductor partnerships (mentioned alongside Lam Research coverage) and hub expansions are strategic but their revenue impact will be multi‑year. Lam Research / IBM collaboration context
• Negative Sentiment: Despite positive news and an earnings beat earlier in April, the stock is seeing profit‑taking and technical pressure; analysts/market commentary note a near‑term pullback and investor skepticism about how quickly AI/quantum investments will convert to higher growth. What’s Going On With IBM Stock?
• Negative Sentiment: Option/volatility trades and “fear” narratives have pressured the share price despite fundamentals, creating a short‑term trading headwind. Volatility and options commentary

International Business Machines Stock Up 0.7%

Shares of NYSE:IBM traded up $1.67 during midday trading on Thursday, hitting $228.77. 1,152,195 shares of the stock were exchanged, compared to its average volume of 5,948,096. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. International Business Machines Corporation has a 52-week low of $220.72 and a 52-week high of $324.90. The business’s fifty day simple moving average is $244.00 and its two-hundred day simple moving average is $279.20. The company has a market capitalization of $215.02 billion, a PE ratio of 20.22, a P/E/G ratio of 2.36 and a beta of 0.69.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.81 by $0.10. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. During the same period last year, the company earned $1.60 earnings per share. International Business Machines’s quarterly revenue was up 9.5% compared to the same quarter last year. As a group, research analysts predict that International Business Machines Corporation will post 12.38 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be issued a dividend of $1.69 per share. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Friday, May 8th. International Business Machines’s dividend payout ratio is 59.77%.

Analysts Set New Price Targets

Several brokerages have recently commented on IBM. Stifel Nicolaus decreased their target price on International Business Machines from $340.00 to $290.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price for the company in a research report on Friday, April 24th. Bank of America raised their target price on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Citigroup began coverage on International Business Machines in a research report on Friday, April 10th. They issued a “buy” rating and a $285.00 target price for the company. Finally, Argus set a $360.00 target price on International Business Machines in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $296.18.

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.