Cambridge Investment Research Advisors Inc. Boosts Holdings in International Business Machines Corporation $IBM

Cambridge Investment Research Advisors Inc. raised its holdings in International Business Machines Corporation (NYSE:IBM) by 6.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 323,961 shares of the technology company’s stock after acquiring an additional 18,891 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in International Business Machines were worth $95,960,000 as of its most recent filing with the SEC.

Several other hedge funds also recently added to or reduced their stakes in IBM. Family CFO Inc purchased a new stake in International Business Machines in the fourth quarter valued at $25,000. Joseph Group Capital Management purchased a new stake in International Business Machines in the fourth quarter valued at $28,000. SWAN Capital LLC purchased a new stake in International Business Machines in the third quarter valued at $28,000. DecisionPoint Financial LLC boosted its holdings in 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 purchasing an additional 100 shares during the last quarter. Finally, LFA Lugano Financial Advisors SA purchased a new stake in International Business Machines in the fourth quarter valued at $31,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach purchased 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. 0.27% of the stock is currently owned by company insiders.

International Business Machines Trading Up 0.5%

Shares of International Business Machines stock opened at $219.56 on Friday. The firm has a 50-day simple moving average of $240.49 and a two-hundred day simple moving average of $275.05. The company has a market cap of $206.37 billion, a P/E ratio of 19.41, a price-to-earnings-growth ratio of 2.27 and a beta of 0.58. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $324.90. 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 (NYSE:IBM) last released its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same quarter in the prior year, the firm earned $1.60 EPS. The company’s revenue for the quarter was up 9.5% on a year-over-year basis. As a group, equities analysts predict that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be given a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. International Business Machines’s payout ratio is currently 59.77%.

More International Business Machines News

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

• Positive Sentiment: IBM introduced new cloud services — Red Hat AI Inference and OpenShift Virtualization — aimed at speeding enterprise AI adoption and secure virtual workload deployment, reinforcing its growth narrative in AI and cloud. IBM’s New AI Units And Services Reshape Enterprise Consulting Story
• Positive Sentiment: IBM is rolling out a new delivery model for consulting that uses senior-led teams and AI agents to turn enterprise strategy into execution faster, which could support services revenue and margins. A New Way to Make AI Actually Work in the Real World
• Positive Sentiment: OnQ said it has integrated IBM AS/400 systems into its Converge platform, a partnership that highlights IBM’s continued relevance in retail infrastructure and real-time inventory applications. OnQ Integrates IBM AS/400 into its Converge Platform, Bringing Real-Time Inventory to In-Store Retail Experiences
• Neutral Sentiment: One article said IBM shareholders may not see immediate upside after the Think 2026 event, even though analyst price targets still imply meaningful longer-term potential. No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
• Neutral Sentiment: Several recent writeups are mainly valuation and recovery discussions, noting IBM remains well below prior highs and may be attractive to long-term investors, but they do not point to a clear near-term catalyst. IBM: The Business Improved Faster Than Many Investors Realize
• Negative Sentiment: Some market commentary continues to frame IBM as a stock that has pulled back significantly from recent highs, which can weigh on sentiment despite the company’s operational progress. Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?

Analyst Ratings Changes

A number of research analysts have weighed in on IBM shares. Argus set a $360.00 price objective on shares of International Business Machines in a research report on Friday, January 30th. Jefferies Financial Group decreased their price objective on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, April 20th. Citigroup started coverage on shares of International Business Machines in a research report on Friday, April 10th. They issued a “buy” rating and a $285.00 price objective for the company. 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. Finally, Evercore upped their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $294.41.

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.