International Business Machines Corporation $IBM Shares Purchased by Resona Asset Management Co. Ltd.

Resona Asset Management Co. Ltd. raised its stake in International Business Machines Corporation (NYSE:IBM) by 2.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 322,395 shares of the technology company’s stock after purchasing an additional 6,289 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in International Business Machines were worth $77,819,000 at the end of the most recent quarter.

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

International Business Machines Stock Down 1.3%

IBM stock opened at $302.18 on Thursday. International Business Machines Corporation has a twelve month low of $212.34 and a twelve month high of $332.46. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $284.01 billion, a P/E ratio of 26.72, a PEG ratio of 2.95 and a beta of 0.68. The firm has a 50 day simple moving average of $261.32 and a 200-day simple moving average of $266.06.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (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 analysts’ expectations of $15.60 billion. During the same period in the prior year, the company posted $1.60 earnings per share. The firm’s quarterly revenue was up 9.5% on a year-over-year basis. On average, equities research analysts predict that International Business Machines Corporation will post 12.45 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th were given a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, May 8th. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s payout ratio is presently 59.77%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM launched new compact z17 and LinuxONE 5 systems, expanding its enterprise infrastructure lineup with more flexible rack-mount and single-frame options, AI/automation upgrades, and better security features. IBM Launches Compact z17 and LinuxONE Systems to Address Data Center Space and Cost Constraints
• Positive Sentiment: Investor sentiment improved after Bank of America raised its price target on IBM to $330, reinforcing the view that the stock still has upside despite its recent rally. International Business Machines (NYSE:IBM) Given New $330.00 Price Target at Bank of America
• Positive Sentiment: IBM also announced Project Lightwell, an open-source security initiative aimed at reducing software supply-chain and code-remediation risks for large enterprises, which could strengthen its cybersecurity positioning. IBM Launches Project Lightwell to Tackle Open-Source Security Risks
• Neutral Sentiment: IBM said it will report second-quarter 2026 results on July 22, keeping attention on whether recent product momentum translates into stronger revenue, margins, or guidance. IBM to Announce Second-Quarter 2026 Financial Results
• Neutral Sentiment: Analysts and market commentary continue to frame IBM as an AI-infrastructure and quantum-computing beneficiary, but the stock’s move also reflects traders positioning ahead of earnings and digesting valuation questions after the recent run-up. International Business Machines (IBM) Unveils New AI Infrastructure, Is The Stock Fully Priced?

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Barclays initiated coverage on shares of International Business Machines in a research note on Monday, June 1st. They issued an “overweight” rating and a $350.00 target price for the company. Wedbush set a $350.00 price target on shares of International Business Machines in a research note on Tuesday, June 2nd. Wolfe Research lowered shares of International Business Machines to a “peer perform” rating in a report on Tuesday, June 23rd. Piper Sandler upgraded International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. Finally, Jefferies Financial Group assumed coverage on International Business Machines in a research report on Tuesday, June 23rd. They set a “buy” rating on the stock. Sixteen research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $306.47.

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.