First Nebraska Trust Co Takes Position in International Business Machines Corporation $IBM

First Nebraska Trust Co purchased a new position in International Business Machines Corporation (NYSE:IBM) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 14,118 shares of the technology company’s stock, valued at approximately $3,422,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. 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 last quarter. Assetmark Inc. raised its stake in shares of International Business Machines by 24.8% in the first quarter. Assetmark Inc. now owns 64,458 shares of the technology company’s stock worth $15,624,000 after purchasing an additional 12,791 shares during the last quarter. GLOBALT Investments LLC GA raised its stake in shares of International Business Machines by 19.1% in 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 last quarter. Newbridge Financial Services Group Inc. lifted its holdings 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 valued at $3,887,000 after purchasing an additional 3,029 shares in the last quarter. Finally, Rice Partnership LLC bought a new position in shares of International Business Machines during the fourth quarter valued at $3,317,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: Enterprise AI and hybrid-cloud momentum: IBM’s focus on secure, governed and hybrid AI could appeal to large enterprises concerned about data control. Recurring software growth, Red Hat momentum and a growing AI-consulting backlog support the company’s 2026 outlook. However, converting demand into sustained revenue is expected to take time. IBM’s Enterprise AI Strategy Targets Security, Data Control and Trust IBM’s Hybrid Cloud and AI Shift Is Reshaping Its 2026 Growth Outlook
• Positive Sentiment: Quantum-computing milestones: IBM and research partners reported demonstrations of “quantum advantage,” including simulations and logical-circuit work that reportedly exceed practical classical-computing capabilities. The results strengthen IBM’s technology narrative and could support longer-term commercial opportunities, although quantum revenue remains an emerging story. IBM and Algorithmiq Demonstrate Quantum Advantage
• Positive Sentiment: Banking-platform collaboration: IBM, Accenture and UniCredit are collaborating on a next-generation European banking platform, providing validation for IBM’s enterprise technology and consulting capabilities. UniCredit, Accenture and IBM Collaborate on Banking Platform
• Neutral Sentiment: Mixed valuation setup: The pullback has made IBM appear more attractively priced, but analysts still point to modest growth, leverage and a valuation that is not clearly cheap. Recent quarterly results met EPS expectations, while revenue fell short of consensus and rose only about 1% year over year.
• Negative Sentiment: Legal-investigation notices: Several law firms announced investigations into potential securities-law violations following IBM’s stock decline. These announcements are often promotional and do not establish wrongdoing, but they can add short-term headline pressure and uncertainty. Pomerantz IBM Investor Investigation

International Business Machines Stock Up 1.2%

International Business Machines stock opened at $224.39 on Friday. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The stock has a fifty day moving average of $261.71 and a 200 day moving average of $257.81. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The stock has a market cap of $211.41 billion, a PE ratio of 19.91, a price-to-earnings-growth ratio of 2.19 and a beta of 0.68.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.93. The business had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period last year, the firm posted $2.80 earnings per share. As a group, sell-side analysts predict that International Business Machines Corporation will post 12.34 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio is 59.98%.

Analysts Set New Price Targets

Several research firms recently commented on IBM. Wolfe Research downgraded International Business Machines to a “peer perform” rating in a report on Tuesday, June 23rd. Wedbush set a $350.00 price target on shares of International Business Machines in a report on Tuesday, June 2nd. JPMorgan Chase & Co. reduced their price target on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating for the company in a research note on Friday, July 17th. Morgan Stanley decreased their price objective on shares of International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a report on Thursday, July 23rd. Finally, DZ Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective on the stock in a research report on Friday, April 24th. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, International Business Machines has an average rating of “Moderate Buy” and a consensus target price of $265.40.

International Business Machines Company 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.