Sage Investment Advisers LLC Makes New $4.10 Million Investment in International Business Machines Corporation $IBM

Posted by Latisha Jones on Jun 1st, 2026

Sage Investment Advisers LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,846 shares of the technology company’s stock, valued at approximately $4,101,000. International Business Machines accounts for about 3.1% of Sage Investment Advisers LLC’s holdings, making the stock its 4th biggest position.

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

International Business Machines Stock Up 0.2%

IBM opened at $298.26 on Monday. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $324.90. The business has a 50-day moving average of $240.16 and a 200-day moving average of $270.71. 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 has a market capitalization of $280.33 billion, a PE ratio of 26.37, a price-to-earnings-growth ratio of 3.08 and a beta of 0.66.

International Business Machines (NYSE:IBM – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business’s quarterly revenue was up 9.5% on a year-over-year basis. During the same period last year, the business earned $1.60 EPS. Equities research analysts forecast that International Business Machines Corporation will post 12.4 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.3%. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s payout ratio is currently 59.77%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on IBM shares. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price on the stock in a research report on Wednesday, February 25th. Weiss Ratings lowered International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, May 21st. DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price on the stock in a research report on Friday, April 24th. Wedbush reaffirmed an “outperform” rating and set a $320.00 target price on shares of International Business Machines in a research report on Friday. Finally, Erste Group Bank lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $297.50.

View Our Latest Research Report on IBM

International Business Machines News Roundup

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

Positive Sentiment: IBM’s planned multibillion-dollar investment in quantum computing is fueling optimism that the company could become a major winner in next-generation technology. IBM Bets $10 Billion on Quantum Computing as Race for Next-Generation Technology Intensifies
Positive Sentiment: Analysts and market commentary say the quantum-computing boom is back, and IBM’s scale, cash flow, and partnerships make it look like one of the best-positioned names in the space. The Quantum Computing Boom Is Back. IBM Proves It Is the Smartest Stock to Buy
Positive Sentiment: IBM is also benefiting from broader enthusiasm for software and infrastructure stocks, with CNBC reporting that IBM rose alongside Arm and Hewlett Packard as Nvidia-related chip optimism extended the rally. Arm, IBM and Hewlett Packard soar as Nvidia chip ‘reinvention’ extends software rally
Neutral Sentiment: Several articles compare IBM’s stock performance with other cloud and SaaS names, generally framing the company as an outlier that has outperformed peers and attracted renewed attention from investors. How Is International Business Machines’ Stock Performance Compared to Other Cloud Computing Stocks?
Neutral Sentiment: Other coverage points to government funding and potential federal support for quantum computing as an additional long-term catalyst, though the impact is still speculative. IBM Missed the Bus on AI. New Federal Funding Means IBM Stock Could Be a Winner in Quantum Computing.
Neutral Sentiment: Quiver data showed insider buying and mixed institutional flows, which can support sentiment but are not the main driver of the move. $IBM stock rose 17% this week. Here’s what we see in our data.

International Business Machines Company Profile

(Free Report)

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.