Lawood & Co. Invests $2.18 Million in International Business Machines Corporation $IBM

Lawood & Co. bought a new position in shares of International Business Machines Corporation (NYSE:IBM) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 7,360 shares of the technology company’s stock, valued at approximately $2,180,000. International Business Machines comprises approximately 2.1% of Lawood & Co.’s holdings, making the stock its 14th biggest holding.

A number of other hedge funds also recently modified their holdings of IBM. Family CFO Inc acquired a new stake in shares of International Business Machines during the 4th quarter worth about $25,000. Joseph Group Capital Management acquired a new stake in shares of International Business Machines during the 4th quarter worth about $28,000. SWAN Capital LLC acquired a new stake in shares of International Business Machines during the 3rd quarter worth about $28,000. DecisionPoint Financial LLC lifted its stake in shares of International Business Machines by 1,666.7% during the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after buying an additional 100 shares during the last quarter. Finally, LFA Lugano Financial Advisors SA acquired a new stake in shares of International Business Machines during the 4th quarter worth about $31,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Trending Headlines about International Business Machines

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 Upgrades and Downgrades

A number of research firms have recently issued reports on IBM. JPMorgan Chase & Co. cut their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research note on Wednesday, March 18th. Jefferies Financial Group dropped 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 note on Monday, April 20th. Oppenheimer dropped their price objective on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating for the company in a research note on Thursday, April 16th. Stifel Nicolaus dropped their price objective on shares of International Business Machines from $340.00 to $290.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Finally, HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and lifted their price objective for the stock from $218.00 to $231.00 in a research note on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $294.41.

Insider Buying and Selling

In other news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

International Business Machines Price Performance

IBM stock opened at $219.56 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 12 month low of $212.34 and a 12 month high of $324.90. The firm has a market cap of $206.37 billion, a P/E ratio of 19.41, a P/E/G ratio of 2.26 and a beta of 0.58. The company’s 50-day moving average price is $240.49 and its two-hundred day moving average price is $275.05.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating 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 for the quarter, compared to analyst estimates of $15.60 billion. During the same period last year, the firm earned $1.60 EPS. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. On average, analysts anticipate that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 3.1%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s payout ratio is 59.77%.

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.