TMB Capital Partners LLC Invests $2.07 Million in International Business Machines Corporation $IBM

TMB Capital Partners LLC purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 6,998 shares of the technology company’s stock, valued at approximately $2,073,000.

Other hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in International Business Machines in the fourth quarter valued at $2,446,429,000. Capital World Investors increased its position in shares of International Business Machines by 29.2% during the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after purchasing an additional 4,976,756 shares during the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of International Business Machines by 83.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock worth $1,663,847,000 after purchasing an additional 2,553,552 shares during the last quarter. Corient Private Wealth LLC raised its holdings in International Business Machines by 359.6% in the 4th quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock valued at $561,814,000 after buying an additional 1,484,026 shares during the period. Finally, Vanguard Group Inc. lifted its position in International Business Machines by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after buying an additional 1,439,824 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Stock Down 4.8%

Shares of International Business Machines stock opened at $249.72 on Friday. 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 Corporation has a 52-week low of $212.34 and a 52-week high of $332.46. The company has a market capitalization of $234.71 billion, a P/E ratio of 22.08, a P/E/G ratio of 2.72 and a beta of 0.67. The company has a 50 day moving average of $251.29 and a 200 day moving average of $268.90.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data 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 analyst estimates of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The company’s revenue was up 9.5% on a year-over-year basis. During the same period last year, the business earned $1.60 EPS. As a group, research analysts forecast that International Business Machines Corporation will post 12.38 EPS for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were issued a dividend of $1.69 per share. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend was Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is presently 59.77%.

Wall Street Analysts Forecast Growth

IBM has been the subject of several research analyst reports. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a research note on Wednesday, February 25th. HSBC raised 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 report on Tuesday, April 28th. Weiss Ratings upgraded shares of International Business Machines from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, June 9th. Jefferies Financial Group decreased their price target on 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. Finally, Morgan Stanley raised their price target on International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. 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 company. Based on data from MarketBeat.com, International Business Machines presently has an average rating of “Moderate Buy” and a consensus price target of $304.17.

Key International Business Machines News

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

• Negative Sentiment: IBM shares fell after Accenture narrowed its fiscal 2026 sales guidance, sparking concern that enterprise IT spending and services demand could be softer across the sector.
• Negative Sentiment: Market commentary said IBM stock remained under pressure intraday as traders reacted to the peer warning, with the move extending a recent downtrend in the shares.
• Neutral Sentiment: IBM also released a study highlighting rising AI dependencies and sovereignty risks for enterprises, which reinforces IBM’s positioning in AI governance but is not an immediate earnings catalyst.
• Neutral Sentiment: Reuters reported IBM executives discussing Europe’s push for tech sovereignty at the G7 and VivaTech, underscoring IBM’s relevance in AI and cloud infrastructure discussions, though this is more strategic than market-moving today.
• Positive Sentiment: Separately, IBM Maximo Application Suite was used in a successful SaaS migration for a major Asia-Pacific resort operator, showing continued enterprise adoption of IBM software. Sedin Technologies Completes IBM Maximo Application Suite SaaS Migration for Major Asia-Pacific Resort Operator Across Five Properties

International Business Machines 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.