Oregon Public Employees Retirement Fund Increases Stock Holdings in International Business Machines Corporation $IBM

Oregon Public Employees Retirement Fund raised its position in shares of International Business Machines Corporation (NYSE:IBM) by 8.0% in the second quarter, HoldingsChannel reports. The firm owned 115,552 shares of the technology company’s stock after buying an additional 8,558 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in International Business Machines were worth $32,494,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Orca Wealth Management LLC boosted its holdings in shares of International Business Machines by 3.7% in the fourth quarter. Orca Wealth Management LLC now owns 975 shares of the technology company’s stock worth $285,000 after buying an additional 35 shares during the last quarter. Friday Financial increased its holdings in International Business Machines by 1.9% during the second quarter. Friday Financial now owns 1,903 shares of the technology company’s stock valued at $583,000 after buying an additional 35 shares during the last quarter. First Command Advisory Services Inc. raised its position in International Business Machines by 1.1% in the fourth quarter. First Command Advisory Services Inc. now owns 3,459 shares of the technology company’s stock worth $1,025,000 after acquiring an additional 36 shares during the period. Washington Trust Bank raised its position in International Business Machines by 2.2% in the fourth quarter. Washington Trust Bank now owns 1,712 shares of the technology company’s stock worth $507,000 after acquiring an additional 37 shares during the period. Finally, HORAN Wealth LLC boosted its stake in shares of International Business Machines by 1.3% during the 4th quarter. HORAN Wealth LLC now owns 2,851 shares of the technology company’s stock worth $844,000 after acquiring an additional 37 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a research report on Thursday, July 16th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a report on Tuesday, July 21st. Needham & Company LLC initiated coverage on International Business Machines in a research report on Wednesday, June 3rd. They set a “buy” rating on the stock. JPMorgan Chase & Co. cut their price target on International Business Machines from $291.00 to $250.00 and set an “overweight” rating for the company in a report on Friday, July 17th. Finally, Citigroup reduced their price target on International Business Machines from $255.00 to $245.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Sixteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.40.

International Business Machines Stock Performance

IBM opened at $238.55 on Friday. The company has a 50 day simple moving average of $244.85 and a two-hundred day simple moving average of $248.74. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The firm has a market cap of $224.75 billion, a P/E ratio of 21.17, a PEG ratio of 2.26 and a beta of 0.70. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting the consensus estimate of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The firm had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same period last year, the firm earned $2.80 EPS. The company’s revenue was up 1.1% on a year-over-year basis. Equities analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio is presently 59.98%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM’s expanded collaboration with Arm Holdings supports its infrastructure ambitions. The companies introduced a dual-architecture mainframe processor capable of running IBM and Arm instructions on the same core, while Arm also cited substantial AI-chip demand. The development could strengthen IBM’s mainframe business and improve its positioning in AI workloads. Here Is How to Play IBM Stock After Its Arm and IBM Z Breakthrough
• Positive Sentiment: Broader enthusiasm for AI technology appears to be lifting IBM alongside its company-specific initiatives, including the OpenAI partnership for IBM Consulting Advantage. Investors are also revisiting IBM’s outlook for 4%–5% constant-currency revenue growth in 2026 and approximately $1 billion of year-over-year free-cash-flow growth. Why International Business Machines (IBM) Stock Is Up Today
• Positive Sentiment: IBM completed its acquisition of HRL Laboratories, adding expertise in quantum computing, sensing, advanced communications, materials and manufacturing. The transaction reinforces IBM’s long-term quantum and advanced-technology roadmap, though near-term financial benefits are uncertain. IBM Completes Acquisition of HRL Laboratories to Accelerate the Future of Quantum
• Neutral Sentiment: Analyst targets remain well above the current trading range, with Quiver reporting a six-month median target of $315. However, institutional positioning was mixed, with several large investors adding shares while others reduced holdings. Why International Business Machines (IBM) Stock Is Up Today
• Negative Sentiment: BTIG reportedly questioned the investment significance of IBM’s quantum milestone, tempering enthusiasm over the technology’s commercial potential and contributing to volatility. Separately, a law firm announced a securities-fraud investigation following IBM’s prior stock decline, creating an additional headline and litigation risk. IBM Stock Falls as BTIG Pours Cold Water on Quantum Computing Milestone

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.