Forum Financial Management LP Trims Position in International Business Machines Corporation $IBM

Forum Financial Management LP decreased its position in shares of International Business Machines Corporation (NYSE:IBM) by 52.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,889 shares of the technology company’s stock after selling 5,378 shares during the quarter. Forum Financial Management LP’s holdings in International Business Machines were worth $1,185,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after purchasing an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after buying an additional 186 shares during the last quarter. Jump Financial LLC acquired a new stake in shares of International Business Machines during the 2nd quarter worth approximately $211,000. Ieq Capital LLC raised its position in shares of International Business Machines by 2.2% during the 2nd quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock valued at $11,383,000 after buying an additional 843 shares during the period. Finally, Vivaldi Capital Management LP raised its position in shares of International Business Machines by 11.6% during the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock valued at $300,000 after buying an additional 106 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines News Summary

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

• Positive Sentiment: IBM unveiled the world’s first sub-1 nanometer chip, a major semiconductor breakthrough that could extend AI-era performance gains and strengthen the company’s technology leadership. IBM Introduces the World’s First Sub-1 Nanometer Chip to Push Past AI Limits. What That Means for IBM Stock.
• Positive Sentiment: IBM announced a new global media agency of record appointment with Omnicom Media after a competitive review, signaling continued enterprise spending and support for its corporate operations. IBM to Appoint Omnicom Media as Global Media Agency of Record
• Positive Sentiment: ServiceNow and IBM expanded their partnership to make legacy enterprise systems “AI-ready,” which could help expand IBM’s software, infrastructure, and consulting opportunities in the second half of 2026. ServiceNow’s New IBM Partnership: A Real Catalyst, or Just Software-Selloff Noise?
• Positive Sentiment: Multiple articles highlighted IBM as an AI leader with a large generative-AI book of business, and one noted it remains a favored stock in billionaire Richard Chilton’s filings. International Business Machines (IBM) Is A Top Stock In Billionaire Richard Chilton’s Filings
• Neutral Sentiment: Zacks said IBM has outperformed the broader market recently, reinforcing the stock’s strong near-term momentum, though the note did not add a new operational catalyst. IBM (IBM) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: InsiderMonkey and other pieces featured IBM on AI-stock watchlists and dividend-focused lists, which adds attention but is not a direct business catalyst. 5 AI Stocks on Wall Street’s Radar

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Royal Bank Of Canada reiterated an “outperform” rating on shares of International Business Machines in a research report on Tuesday, June 23rd. HSBC upgraded International Business Machines from a “reduce” rating to a “hold” rating and lifted their target price for the company from $218.00 to $231.00 in a research report on Tuesday, April 28th. Stifel Nicolaus set a $290.00 price target on International Business Machines in a report on Friday, May 22nd. Wolfe Research cut International Business Machines to a “peer perform” rating in a report on Tuesday, June 23rd. Finally, Roth Mkm reissued a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $306.94.

International Business Machines Stock Up 2.3%

International Business Machines stock opened at $277.83 on Tuesday. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $332.46. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The firm has a 50 day moving average price of $254.38 and a 200 day moving average price of $266.73. The company has a market capitalization of $261.13 billion, a PE ratio of 24.56, a price-to-earnings-growth ratio of 2.81 and a beta of 0.66.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. During the same period in the prior year, the firm earned $1.60 earnings per share. The firm’s revenue was up 9.5% compared to the same quarter last year. Research analysts expect that International Business Machines Corporation will post 12.39 earnings per share for the current year.

International Business Machines Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were issued a $1.69 dividend. The ex-dividend date was Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 2.4%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio (DPR) is presently 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.