Robertson Stephens Wealth Management LLC Sells 3,730 Shares of International Business Machines Corporation $IBM

Robertson Stephens Wealth Management LLC decreased its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 28.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 9,546 shares of the technology company’s stock after selling 3,730 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in International Business Machines were worth $2,828,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Madrid Wealth Management LLC bought a new stake in shares of International Business Machines during the 4th quarter valued at $394,000. Danske Bank A S raised its position in shares of International Business Machines by 8.2% during the 4th quarter. Danske Bank A S now owns 526,622 shares of the technology company’s stock valued at $155,991,000 after acquiring an additional 40,091 shares during the last quarter. Mutual Advisors LLC raised its position in shares of International Business Machines by 0.9% during the 4th quarter. Mutual Advisors LLC now owns 32,049 shares of the technology company’s stock valued at $9,493,000 after acquiring an additional 300 shares during the last quarter. EQ Wealth Advisors LLC bought a new stake in shares of International Business Machines during the 4th quarter valued at $96,000. Finally, Uptick Partners LLC raised its position in shares of International Business Machines by 28.0% during the 4th quarter. Uptick Partners LLC now owns 3,402 shares of the technology company’s stock valued at $1,008,000 after acquiring an additional 744 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines Trading Up 0.6%

International Business Machines stock opened at $232.35 on Friday. The firm has a 50-day moving average of $243.51 and a 200-day moving average of $278.88. International Business Machines Corporation has a one year low of $220.72 and a one year high of $324.90. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The company has a market cap of $218.38 billion, a price-to-earnings ratio of 20.54, a P/E/G ratio of 2.41 and a beta of 0.58.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same period in the prior year, the business posted $1.60 EPS. The company’s quarterly revenue was up 9.5% on a year-over-year basis. On average, equities analysts expect that International Business Machines Corporation will post 12.38 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be issued a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s payout ratio is currently 59.42%.

Key International Business Machines News

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

• Positive Sentiment: U.S. quantum policy bill advances, shifting emphasis to commercialization, clearer funding and real-world deployments starting as soon as 2026 — an outcome that could accelerate demand for IBM’s quantum hardware, software and services. Article Title
• Positive Sentiment: Wall Street attention on quantum/AI names rises — IBM is named among top quantum stocks to watch, which can lift multiple and investor interest in the company’s long-term growth areas. Article Title
• Positive Sentiment: IBM and Ferrari added new AI features to the Scuderia Ferrari app — a high-visibility commercial proof point for IBM’s AI offerings and fan-engagement use cases ahead of major sporting events. Article Title
• Positive Sentiment: IBM launched “Bob,” an AI-powered development tool for the software lifecycle — strengthens IBM’s enterprise AI stack and could boost service and software revenue if adoption scales. Article Title
• Positive Sentiment: Partnership with Dallara to apply AI and quantum to vehicle design — technology leadership and industry partnerships that showcase practical quantum/AI applications and potential service opportunities. Article Title
• Positive Sentiment: IBM to open AI and quantum hubs (Chicago, Massachusetts) and add ~750 jobs — signals continued investment in talent and capacity to execute on enterprise AI/quantum strategy. Article Title
• Neutral Sentiment: Erste Group raised FY2027 EPS estimates modestly, but maintains a Hold — incremental analyst support rather than an outright upgrade. Article Title
• Neutral Sentiment: Smaller ecosystem and market mentions (Elektros joining IBM ecosystem, AI drug-discovery reports) provide additional validation but are unlikely to move near-term earnings materially. Article Title
• Negative Sentiment: A few headlines noted short-term stock softness around partnership announcements in premarket coverage — suggests some volatility as investors digest execution risks and timing. Article Title

Wall Street Analysts Forecast Growth

A number of analysts recently commented on IBM shares. JPMorgan Chase & Co. lowered their price objective on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Argus set a $360.00 target price on shares of International Business Machines in a research note on Friday, January 30th. Wedbush reduced their target price on shares of International Business Machines from $340.00 to $320.00 and set an “outperform” rating for the company in a research note on Thursday, April 23rd. Jefferies Financial Group reduced their target price on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research note on Monday, April 20th. Finally, BMO Capital Markets reduced their target price on shares of International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus price target of $296.18.

Insider Activity

In other news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction dated 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 acquisition, the director owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.27% of the company’s stock.

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.