SG Trading Solutions LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 4,216 shares of the technology company’s stock, valued at approximately $1,249,000.
Several other institutional investors have also recently bought and sold shares of the company. Basepoint Wealth LLC acquired a new stake in International Business Machines in the 4th quarter valued at approximately $25,000. Family CFO Inc bought a new position in International Business Machines during the fourth quarter worth $25,000. Joseph Group Capital Management acquired a new position in International Business Machines during the 4th quarter valued at $28,000. Cornerstone Financial Management LLC acquired a new stake in International Business Machines during the fourth quarter worth about $28,000. Finally, SWAN Capital LLC acquired a new stake in shares of International Business Machines during the 3rd quarter worth approximately $28,000. Institutional investors own 58.96% of the company’s stock.
International Business Machines News Roundup
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 Stock Performance
International Business Machines (NYSE:IBM – Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter in the previous year, the company earned $1.60 earnings per share. The business’s revenue for the quarter was up 9.5% on a year-over-year basis. As a group, equities research analysts predict that International Business Machines Corporation will post 12.38 EPS for the current year.
International Business Machines Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th were given 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 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Friday, May 8th. International Business Machines’s payout ratio is currently 59.77%.
Analyst Ratings Changes
IBM has been the subject of a number of analyst reports. Jefferies Financial Group reduced 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 report on Monday, April 20th. Wedbush set a $350.00 target price on International Business Machines in a research report on Tuesday, June 2nd. Morgan Stanley increased their price objective on International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. Oppenheimer dropped their target price on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating for the company in a research report on Thursday, April 16th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 18th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $304.17.
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.
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