International Business Machines Corporation $IBM Shares Bought by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp grew its holdings in International Business Machines Corporation (NYSE:IBM) by 36.0% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 63,361 shares of the technology company’s stock after buying an additional 16,756 shares during the period. OMERS ADMINISTRATION Corp’s holdings in International Business Machines were worth $15,358,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of International Business Machines by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares during the last quarter. State Street Corp raised its stake in shares of International Business Machines by 1.0% during the fourth quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock worth $16,290,452,000 after purchasing an additional 518,321 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of International Business Machines by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock worth $6,679,105,000 after purchasing an additional 336,069 shares during the period. Capital World Investors lifted its holdings in shares of International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after purchasing an additional 4,976,756 shares during the period. Finally, Norges Bank purchased a new position in International Business Machines in the 4th quarter valued at $2,446,429,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Price Performance

International Business Machines stock opened at $214.16 on Friday. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.76 and a current ratio of 0.79. The business has a fifty day moving average of $262.92 and a two-hundred day moving average of $260.50. The company has a market cap of $201.28 billion, a P/E ratio of 19.00, a price-to-earnings-growth ratio of 2.32 and a beta of 0.68.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, hitting analysts’ consensus estimates of $2.93. The business had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The business’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.80 EPS. As a group, analysts predict that International Business Machines Corporation will post 12.34 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be issued a dividend of $1.69 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a yield of 3.2%. International Business Machines’s payout ratio is currently 59.98%.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on IBM. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. Jefferies Financial Group reduced their target price on shares of International Business Machines from $320.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday. Barclays lowered their target price on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating on the stock in a report on Thursday. Oppenheimer lowered shares of International Business Machines from an “outperform” rating to a “market perform” rating in a research note on Wednesday, July 15th. Finally, HSBC set a $175.00 price target on shares of International Business Machines and gave the stock a “reduce” rating in a report on Thursday, July 16th. Fifteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $265.40.

International Business Machines News Roundup

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

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 108,601 call options on IBM, about 35% above normal call volume. This suggests some investors are betting on a rebound.
• Positive Sentiment: Citigroup lowered its price target to $245 from $255 but kept a Buy rating, implying meaningful upside from current levels and signaling that some analysts still see value in the shares.
• Positive Sentiment: IBM announced a dividend of $1.69 per share, reinforcing its appeal to income-focused investors at a time when the stock has been under pressure.
• Neutral Sentiment: Recent commentary has turned split: some analysts and strategists view the post-earnings decline as a potential long-term opportunity, while others say IBM may be stuck in a holding pattern until growth reaccelerates. IBM: The Historic Stock Rout Is A Generational Opportunity
• Neutral Sentiment: IBM is still getting support from its long-term quantum computing strategy, including the announced acquisition of HRL Laboratories, which expands its quantum R&D capabilities. That could help sentiment, but the benefit is longer term rather than immediate.
• Negative Sentiment: The main reason the stock fell sharply is IBM’s Q2 report and lowered 2026 outlook: revenue missed expectations, mainframe sales weakened, and management cut full-year constant-currency revenue growth guidance after customers shifted spending toward AI infrastructure.
• Negative Sentiment: Shortly after the earnings slump, law firms announced securities-fraud investigations tied to IBM’s disclosures about the mainframe slowdown, adding legal overhang and uncertainty for shareholders.

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.