International Business Machines Corporation $IBM Shares Sold by Dai ichi Life Insurance Company Ltd

Dai ichi Life Insurance Company Ltd decreased its position in International Business Machines Corporation (NYSE:IBM) by 5.9% during the first quarter, Holdings Channel reports. The firm owned 92,008 shares of the technology company’s stock after selling 5,797 shares during the quarter. Dai ichi Life Insurance Company Ltd’s holdings in International Business Machines were worth $22,302,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the company. Family CFO Inc acquired a new stake in shares of International Business Machines in the fourth quarter valued at $25,000. Basepoint Wealth LLC acquired a new position in International Business Machines during the 4th quarter worth about $25,000. Portus Wealth Advisors LLC purchased a new position in International Business Machines during the 1st quarter valued at about $26,000. Joseph Group Capital Management acquired a new position in International Business Machines in the 4th quarter valued at about $28,000. Finally, Cornerstone Financial Management LLC purchased a new stake in International Business Machines during the fourth quarter worth about $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

More International Business Machines News

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

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 108,601 call options on IBM, about 35% above normal call volume. This suggests some investors are betting on a rebound.
• Positive Sentiment: Citigroup lowered its price target to $245 from $255 but kept a Buy rating, implying meaningful upside from current levels and signaling that some analysts still see value in the shares.
• Positive Sentiment: IBM announced a dividend of $1.69 per share, reinforcing its appeal to income-focused investors at a time when the stock has been under pressure.
• Neutral Sentiment: Recent commentary has turned split: some analysts and strategists view the post-earnings decline as a potential long-term opportunity, while others say IBM may be stuck in a holding pattern until growth reaccelerates. IBM: The Historic Stock Rout Is A Generational Opportunity
• Neutral Sentiment: IBM is still getting support from its long-term quantum computing strategy, including the announced acquisition of HRL Laboratories, which expands its quantum R&D capabilities. That could help sentiment, but the benefit is longer term rather than immediate.
• Negative Sentiment: The main reason the stock fell sharply is IBM’s Q2 report and lowered 2026 outlook: revenue missed expectations, mainframe sales weakened, and management cut full-year constant-currency revenue growth guidance after customers shifted spending toward AI infrastructure.
• Negative Sentiment: Shortly after the earnings slump, law firms announced securities-fraud investigations tied to IBM’s disclosures about the mainframe slowdown, adding legal overhang and uncertainty for shareholders.

International Business Machines Trading Up 3.6%

Shares of NYSE:IBM opened at $214.16 on Friday. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The company’s 50 day moving average is $262.92 and its two-hundred day moving average is $260.50. The company has a market cap of $201.28 billion, a PE ratio of 19.00, a P/E/G ratio of 2.24 and a beta of 0.68. The company has a current ratio of 0.79, a quick ratio of 0.76 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM) last released its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The company’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the previous year, the company earned $2.80 EPS. Equities analysts predict that International Business Machines Corporation will post 12.15 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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 given a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio is currently 59.98%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. BMO Capital Markets reduced their price target on shares of International Business Machines from $270.00 to $230.00 and set a “market perform” rating on the stock in a research report on Thursday. HSBC set a $175.00 target price on shares of International Business Machines and gave the stock a “reduce” rating in a research note on Thursday, July 16th. Barclays decreased their price target on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating for the company in a research report on Thursday. Weiss Ratings lowered International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Finally, Needham & Company LLC initiated coverage on International Business Machines in a report on Wednesday, June 3rd. They issued a “buy” rating for the company. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $265.40.

About International Business Machines

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.