F m Investments LLC lessened its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 52,981 shares of the technology company’s stock after selling 2,298 shares during the quarter. F m Investments LLC’s holdings in International Business Machines were worth $15,694,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of IBM. Family CFO Inc bought a new position in International Business Machines in the 4th quarter worth $25,000. Mountain Hill Investment Partners Corp. bought a new position in International Business Machines in the 3rd quarter worth $28,000. Joseph Group Capital Management bought a new position in International Business Machines in the 4th quarter worth $28,000. SWAN Capital LLC bought a new position in International Business Machines in the 3rd quarter worth $28,000. Finally, DecisionPoint Financial LLC boosted its position in shares of International Business Machines by 1,666.7% in the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock valued at $31,000 after acquiring an additional 100 shares during the period. Institutional investors own 58.96% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities research analysts have recently weighed in on the company. JPMorgan Chase & Co. reduced their price objective on 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. Evercore increased their price objective on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective for the company in a research report on Friday, April 24th. BMO Capital Markets dropped their price objective on shares of International Business Machines from $290.00 to $270.00 and set a “market perform” rating on the stock in a report on Thursday, April 23rd. Finally, Weiss Ratings downgraded shares of International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and a consensus target price of $294.41.
Trending Headlines about 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?
Insiders Place Their Bets
In other International Business Machines news, Director Michael Miebach bought 434 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.27% of the stock is currently owned by insiders.
International Business Machines Stock Performance
NYSE IBM opened at $229.39 on Friday. The stock has a market cap of $215.60 billion, a P/E ratio of 20.28, a PEG ratio of 2.40 and a beta of 0.58. The company’s 50-day simple moving average is $243.05 and its 200 day simple moving average is $277.83. International Business Machines Corporation has a twelve month low of $220.72 and a twelve month high of $324.90. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75.
International Business Machines (NYSE:IBM – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating 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 firm’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.60 earnings per share. As a group, research analysts forecast that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.
International Business Machines Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be paid a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. 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 yield of 2.9%. International Business Machines’s payout ratio is presently 59.42%.
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.
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