International Business Machines Corporation $IBM Holdings Raised by Kestra Advisory Services LLC

Kestra Advisory Services LLC lifted its position in shares of International Business Machines Corporation (NYSE:IBM) by 27.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 238,449 shares of the technology company’s stock after acquiring an additional 50,896 shares during the period. Kestra Advisory Services LLC’s holdings in International Business Machines were worth $57,798,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in IBM. CVA Family Office LLC increased its stake in International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock valued at $708,000 after purchasing an additional 33 shares during the last quarter. Foster Group Inc. lifted its position in shares of International Business Machines by 1.3% in the 4th quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock worth $742,000 after buying an additional 33 shares during the last quarter. New Covenant Trust Company N.A. boosted its holdings in shares of International Business Machines by 3.8% in the 4th quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock valued at $264,000 after buying an additional 33 shares during the period. McGowan Group Asset Management Inc. boosted its holdings in shares of International Business Machines by 1.2% in the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock valued at $798,000 after buying an additional 33 shares during the period. Finally, Sandbox Financial Partners LLC grew its position in shares of International Business Machines by 0.4% during the 4th quarter. Sandbox Financial Partners LLC now owns 8,969 shares of the technology company’s stock valued at $2,657,000 after buying an additional 34 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and increased their price objective for the stock from $218.00 to $231.00 in a research note on Tuesday, April 28th. Stifel Nicolaus set a $290.00 target price on International Business Machines in a report on Friday, May 22nd. Piper Sandler upgraded International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Royal Bank Of Canada reissued an “outperform” rating on shares of International Business Machines in a report on Tuesday, June 23rd. Finally, Jefferies Financial Group assumed coverage on International Business Machines in a research report on Tuesday, June 23rd. They set a “buy” rating for the company. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and an average price target of $306.47.

International Business Machines Stock Performance

Shares of IBM stock opened at $294.79 on Friday. International Business Machines Corporation has a 12-month low of $212.34 and a 12-month high of $332.46. 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 firm has a market capitalization of $277.07 billion, a price-to-earnings ratio of 26.06, a price-to-earnings-growth ratio of 2.92 and a beta of 0.68. The business has a 50 day simple moving average of $262.55 and a 200 day simple moving average of $266.02.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating 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 firm had revenue of $15.92 billion for the quarter, compared to the consensus estimate of $15.60 billion. During the same quarter in the previous year, the business earned $1.60 EPS. The firm’s revenue for the quarter was up 9.5% on a year-over-year basis. On average, equities research analysts anticipate that International Business Machines Corporation will post 12.45 EPS for the current year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were paid a dividend of $1.69 per share. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Friday, May 8th. International Business Machines’s dividend payout ratio (DPR) is presently 59.77%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM announced major upgrades to its Bob software platform, adding multi-agent AI capabilities, AI cost analytics, and modernization workflows aimed at speeding enterprise software development. IBM Advances Enterprise AI Software Development with Multi-Agent Capabilities and Specialized Modernization Workflows
• Positive Sentiment: IBM also unveiled broader enterprise AI and infrastructure updates, including new z17 and LinuxONE systems and expanded cybersecurity partnerships, which reinforces its positioning in higher-value hybrid cloud and AI infrastructure. International Business Machines (IBM) Unveils New AI Infrastructure, Is The Stock Fully Priced?
• Positive Sentiment: IBM’s quantum-computing work made headlines after a breakthrough collaboration on fusion-energy modeling, which supports the company’s innovation narrative and could improve investor sentiment around its advanced technology portfolio. IBM’s Quantum Breakthrough Sends Massive Clean Energy Signal
• Neutral Sentiment: IBM announced it will report second-quarter 2026 results on July 22, keeping attention on upcoming earnings for confirmation of growth in software, AI, and infrastructure. IBM to Announce Second-Quarter 2026 Financial Results
• Negative Sentiment: Starbucks’ move to build sovereign AI and cut its dependence on Microsoft and IBM software is being viewed as a warning sign for enterprise software vendors, suggesting some customers may try to shrink licensing and maintenance costs. Starbucks Bets on AI to Replace Microsoft and IBM Software
• Negative Sentiment: Several market reports say IBM stock is slipping despite the quantum and AI news flow, as traders appear to be taking profits and waiting for the July 22 earnings report for a clearer catalyst. International Business Machines (IBM) Stock Drops 1.3% Despite Quantum Computing Buzz

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.