International Business Machines Corporation $IBM Shares Sold by SVB Wealth LLC

SVB Wealth LLC lessened its position in shares of International Business Machines Corporation (NYSE:IBM) by 10.2% in the 4th quarter, HoldingsChannel reports. The fund owned 37,250 shares of the technology company’s stock after selling 4,228 shares during the period. International Business Machines accounts for about 0.7% of SVB Wealth LLC’s portfolio, making the stock its 29th biggest holding. SVB Wealth LLC’s holdings in International Business Machines were worth $11,034,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IBM. Waverton Investment Management Ltd lifted its position in shares of 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 worth $280,439,000 after buying an additional 32,072 shares during the last quarter. Newbridge Financial Services Group Inc. lifted its position in shares of 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 worth $3,887,000 after buying an additional 3,029 shares during the last quarter. NEOS Investment Management LLC lifted its position in shares of 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 worth $32,278,000 after buying an additional 38,973 shares during the last quarter. Advisors Capital Management LLC lifted its position in shares of International Business Machines by 3.8% during the 3rd quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock worth $97,953,000 after buying an additional 12,623 shares during the last quarter. Finally, Handelsbanken Fonder AB lifted its position in shares of International Business Machines by 1.9% during the 3rd quarter. Handelsbanken Fonder AB now owns 330,814 shares of the technology company’s stock worth $93,342,000 after buying an additional 6,235 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Activity

In other news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ? increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.27% of the stock is owned by corporate insiders.

Analyst Ratings Changes

IBM has been the subject of several research reports. HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and upped their price target for the company from $218.00 to $231.00 in a research report on Tuesday, April 28th. Stifel Nicolaus reduced their price target on shares of International Business Machines from $340.00 to $290.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Bank of America upped their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Argus set a $360.00 price objective on shares of International Business Machines in a research report on Friday, January 30th. Finally, Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. One 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, the company presently has a consensus rating of “Moderate Buy” and an average price target of $294.41.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM used its Think 2026 conference to highlight progress in artificial intelligence and quantum computing, including productivity gains from AI and signs that quantum advantage may be approaching sooner than expected. That reinforces the company’s long-term growth narrative. IBM touts AI productivity gains and quantum milestones at Think conference
• Positive Sentiment: A new report on IBM’s quantum push said the company demonstrated a major accuracy breakthrough, helping show that its quantum efforts are moving beyond theory and toward commercial relevance. IBM’s Quantum Push Gets Real with 210x Accuracy Breakthrough
• Positive Sentiment: IBM was also mentioned in broader commentary about the AI build-out and in sector coverage of AI infrastructure, which keeps the company in the conversation as investors look for “pick-and-shovel” beneficiaries of AI spending. 8 Stocks on Jim Cramer’s Mad Money Recap: IBM, Corning, and AI Rally Strength
• Neutral Sentiment: Several articles note that IBM is attracting investor and analyst attention, suggesting traders are reassessing the stock’s prospects, but these items do not add a clear new catalyst on their own. International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary remains cautiously optimistic, with Wall Street still viewing IBM as a potential long-term winner even though the stock has lagged the broader market over the past year. Are Wall Street Analysts Predicting International Business Machines Stock Will Climb or Sink?
• Negative Sentiment: Recent coverage also highlighted IBM’s sharp six-month decline and concerns that AI advances could threaten parts of its legacy business, which may be weighing on sentiment. IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

International Business Machines Stock Down 0.2%

Shares of International Business Machines stock opened at $229.39 on Monday. The company has a market cap of $215.60 billion, a P/E ratio of 20.28, a PEG ratio of 2.38 and a beta of 0.58. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. International Business Machines Corporation has a one year low of $220.72 and a one year high of $324.90. The firm has a fifty day moving average of $243.05 and a two-hundred day moving average of $277.83.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period in the prior year, the company posted $1.60 EPS. On average, analysts forecast that International Business Machines Corporation will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be paid a dividend of $1.69 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. 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.