International Business Machines Corporation $IBM Position Lifted by Wellspring Financial Advisors LLC

Wellspring Financial Advisors LLC raised its stake in shares of International Business Machines Corporation (NYSE:IBM) by 353.4% during the fourth quarter, HoldingsChannel reports. The fund owned 3,482 shares of the technology company’s stock after acquiring an additional 2,714 shares during the quarter. Wellspring Financial Advisors LLC’s holdings in International Business Machines were worth $1,041,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. VIRGINIA RETIREMENT SYSTEMS ET Al increased 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 buying an additional 211,040 shares during the period. GLOBALT Investments LLC GA increased its stake in International Business Machines by 19.1% during the 4th quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock valued at $5,417,000 after buying an additional 2,930 shares during the period. Waverton Investment Management Ltd increased its stake in International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after buying an additional 32,072 shares during the period. Newbridge Financial Services Group Inc. increased its stake in International Business Machines by 30.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock valued at $3,887,000 after buying an additional 3,029 shares during the period. Finally, NEOS Investment Management LLC increased its stake in International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after buying an additional 38,973 shares during the period. 58.96% of the stock is currently owned by institutional investors.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM and JA Worldwide expanded their collaboration to deliver AI and digital-skills training through IBM SkillsBuild, aiming to reach up to one million high-school students across more than two dozen countries. The announcement reinforces IBM’s push into AI education and broader enterprise adoption. Article Title
• Positive Sentiment: Multiple media appearances and articles highlighted IBM CEO Arvind Krishna’s confidence in quantum computing, IBM’s $10 billion quantum investment, and the company’s profit strategy, keeping IBM in the conversation as a major AI and quantum beneficiary. Article Title
• Positive Sentiment: Jim Cramer publicly preferred IBM over speculative quantum names like Xanadu, which may have helped sentiment around IBM as a more established way to play the quantum theme. Article Title
• Neutral Sentiment: Erste Group Bank slightly lowered its FY2027 EPS estimate for IBM to $13.41 from $13.46, while keeping a Hold rating. The cut is small, but it adds to a cautious tone from analysts. Article Title
• Negative Sentiment: Broker and commentary pieces compared IBM unfavorably with some AI infrastructure peers, suggesting investors may be rotating toward faster-growth alternatives despite IBM’s stronger valuation and quality profile. Article Title

Wall Street Analysts Forecast Growth

Several equities analysts have commented on IBM shares. Oppenheimer lowered their target price on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a research note on Thursday, April 16th. Citigroup raised their target price on shares of International Business Machines from $285.00 to $375.00 and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Jefferies Financial Group lowered their target price on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a research note on Monday, April 20th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Needham & Company LLC started coverage on shares of International Business Machines in a research note on Wednesday, June 3rd. They issued a “buy” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $304.17.

International Business Machines Stock Performance

IBM opened at $272.78 on Thursday. The firm has a market cap of $256.38 billion, a PE ratio of 24.12, a P/E/G ratio of 2.87 and a beta of 0.67. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The business has a fifty day simple moving average of $248.79 and a 200-day simple moving average of $270.49. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $332.46.

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

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were issued a $1.69 dividend. The ex-dividend date was Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 2.5%. International Business Machines’s dividend payout ratio is 59.77%.

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.