International Business Machines Corporation $IBM Stock Position Raised by Global Retirement Partners LLC

Global Retirement Partners LLC lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 31.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 34,966 shares of the technology company’s stock after buying an additional 8,396 shares during the period. Global Retirement Partners LLC’s holdings in International Business Machines were worth $10,357,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the business. VIRGINIA RETIREMENT SYSTEMS ET Al boosted its stake in International Business Machines by 424.6% during the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock valued at $77,234,000 after purchasing an additional 211,040 shares during the period. GLOBALT Investments LLC GA boosted its stake in International Business Machines by 19.1% during the 4th quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock valued at $5,417,000 after purchasing an additional 2,930 shares during the period. Waverton Investment Management Ltd boosted its stake in International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares during the period. Newbridge Financial Services Group Inc. boosted its stake in International Business Machines by 30.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock valued at $3,887,000 after purchasing an additional 3,029 shares during the period. Finally, NEOS Investment Management LLC boosted its stake in International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after purchasing an additional 38,973 shares during the period. Institutional investors own 58.96% of the company’s stock.

Insider Activity at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this link. 0.27% of the stock is owned by insiders.

Key International Business Machines News

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

• Positive Sentiment: IBM and the U.S. Department of Commerce announced plans for America’s first purpose-built quantum foundry, backed by a proposed $1 billion CHIPS award. The move strengthens IBM’s leadership in quantum computing and could create a long-term growth catalyst. Article: IBM and U.S. Department of Commerce Announce America’s First Purpose-Built Quantum Foundry, Supported by Proposed $1 Billion CHIPS Award
• Positive Sentiment: IBM expanded its AI cybersecurity portfolio, adding autonomous security features, Red Hat integration, and broader threat-detection tools. Investors may view this as evidence that IBM is monetizing AI demand in enterprise security. Article: IBM Expands AI Security With Anthropic Partnership And Open Source Focus
• Positive Sentiment: IBM also highlighted its AI-driven growth momentum in recent earnings-call coverage, reinforcing the idea that its software and consulting businesses are benefiting from enterprise AI adoption. Article: IBM Earnings Call Highlights AI-Driven Growth Momentum
• Neutral Sentiment: IBM is being discussed widely in market commentary and “what’s going on with IBM stock” articles, which suggests traders are watching for a catalyst, but these pieces do not add much new fundamental information. Article: What’s going on with IBM stock today?
• Neutral Sentiment: IBM’s broader cloud and ecosystem efforts continue, including the Oracle partnership and various consulting/security initiatives, but these are incremental rather than immediate stock-moving developments. Article: Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
• Negative Sentiment: Despite strong AI and earnings-related headlines, market coverage also notes IBM’s weak technical momentum and recent share-price weakness, which may be weighing on sentiment even after the company’s positive announcements. Article: What’s Going On With IBM Stock Today?

International Business Machines Stock Up 1.1%

NYSE IBM opened at $224.71 on Thursday. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The company’s 50 day simple moving average is $238.52 and its 200 day simple moving average is $272.95. International Business Machines Corporation has a 12 month low of $212.34 and a 12 month high of $324.90. The company has a market capitalization of $211.20 billion, a P/E ratio of 19.87, a PEG ratio of 2.30 and a beta of 0.58.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping 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 37.23%. The business had revenue of $15.92 billion for the quarter, compared to the consensus estimate of $15.60 billion. During the same period in the previous year, the firm earned $1.60 EPS. The business’s revenue for the quarter was up 9.5% on a year-over-year basis. Equities research analysts expect that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

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

Wall Street Analyst Weigh In

A number of research firms have issued reports on IBM. Royal Bank Of Canada reduced their target price on shares of International Business Machines from $330.00 to $300.00 and set an “outperform” rating for the company in a research note on Wednesday, May 6th. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Morgan Stanley upped their price target on shares of International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. Citigroup assumed coverage on shares of International Business Machines in a research note on Friday, April 10th. They issued a “buy” rating and a $285.00 price target for the company. Finally, Argus set a $360.00 price target on shares of International Business Machines in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, International Business Machines has an average rating of “Moderate Buy” and an average price target of $294.41.

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.