International Business Machines Corporation $IBM Shares Acquired by Sigma Planning Corp

Sigma Planning Corp lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 13.2% during the 4th quarter, HoldingsChannel reports. The firm owned 44,588 shares of the technology company’s stock after purchasing an additional 5,202 shares during the quarter. Sigma Planning Corp’s holdings in International Business Machines were worth $13,211,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in IBM. Capital World Investors boosted its holdings in shares of International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after purchasing an additional 2,077,506 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock worth $28,796,390,000 after purchasing an additional 1,439,824 shares during the last quarter. First Trust Advisors LP raised its position in shares of International Business Machines by 39.6% during the 3rd quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock valued at $861,401,000 after buying an additional 865,253 shares during the period. Franklin Resources Inc. raised its position in shares of International Business Machines by 64.7% during the 3rd quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company’s stock valued at $610,239,000 after buying an additional 849,500 shares during the period. Finally, Amundi raised its position in shares of International Business Machines by 17.9% during the 3rd quarter. Amundi now owns 4,777,516 shares of the technology company’s stock valued at $1,382,695,000 after buying an additional 725,191 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. HSBC raised shares of International Business Machines from a “reduce” rating to a “hold” rating and lifted their price target for the company from $218.00 to $231.00 in a research report on Tuesday. Royal Bank Of Canada reduced their price target on shares of International Business Machines from $361.00 to $330.00 and set an “outperform” rating on the stock in a research report on Friday, April 17th. JPMorgan Chase & Co. reduced their price target on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. Finally, Oppenheimer reduced their price target on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a research report on Thursday, April 16th. One research 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 company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $296.18.

International Business Machines Stock Up 1.8%

Shares of NYSE IBM opened at $231.23 on Friday. The firm has a market cap of $217.33 billion, a price-to-earnings ratio of 20.44, a PEG ratio of 2.35 and a beta of 0.69. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. International Business Machines Corporation has a 52-week low of $220.72 and a 52-week high of $324.90. The business’s 50 day moving average is $243.51 and its two-hundred day moving average is $278.87.

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

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be given a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s dividend payout ratio is presently 59.42%.

Insider Transactions at International Business Machines

In other news, Director Michael Miebach bought 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is currently owned by insiders.

Key International Business Machines News

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

• Positive Sentiment: IBM launched “IBM Bob,” an AI-powered development tool aimed at accelerating the full software lifecycle — a product move that supports recurring software/services revenue and enterprise adoption of IBM’s AI stack. IBM Launches ‘Bob’ to Tackle Enterprise AI Development Challenges
• Positive Sentiment: IBM and Dallara announced a collaboration to apply AI and quantum computing to vehicle design — a high‑visibility use case that showcases IBM’s quantum roadmap and physics‑based AI foundation models. This helps position IBM as a leader in enterprise AI/quantum solutions. IBM and Dallara to Advance AI and Quantum-Powered Design for High-Performance Vehicles
• Positive Sentiment: IBM is opening AI and quantum hubs (including a Chicago FutureNow center creating ~750 tech jobs) and launched the MIT‑IBM Computing Research Lab — moves that strengthen R&D credibility, talent pipelines and long‑term commercial partnerships. IBM announces new innovation center at Chicago quantum park, creating 750 new tech jobs
• Positive Sentiment: Analyst and rating signals improved slightly: Erste Group raised FY estimates for IBM, and HSBC issued an upgrade — incremental validation that earnings and margins from software/AI initiatives are being priced in. International Business Machines Corporation share and analyst notes
• Neutral Sentiment: Coverage of trading strategies/options plays suggests elevated implied volatility after recent moves — useful for traders but not necessarily a directional fundamental signal. This IBM Stock Bull Spread Allows You to Take Advantage of the Market’s Fear
• Negative Sentiment: Some outlets flagged a near-term share pullback and skepticism about valuation and competition in AI-software — reminders that momentum requires continued execution and revenue conversion from announced initiatives. IBM CEO makes bold call on quantum computing
• Negative Sentiment: Some headlines noted shares dipping in premarket trading around the Dallara announcement and market commentary focusing on the recent pullback — short‑term downward pressure driven by sentiment/positioning rather than fundamentals. IBM (IBM) Stock: Dallara Partnership Slashes Vehicle Design Time with AI Innovation

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.