Bokf Na Sells 6,241 Shares of International Business Machines Corporation $IBM

Bokf Na trimmed its position in shares of International Business Machines Corporation (NYSE:IBM) by 6.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 85,051 shares of the technology company’s stock after selling 6,241 shares during the quarter. Bokf Na’s holdings in International Business Machines were worth $25,193,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Family CFO Inc purchased a new stake in shares of International Business Machines in the 4th quarter worth $25,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the 3rd quarter worth $28,000. Joseph Group Capital Management purchased a new stake in shares of International Business Machines in the 4th quarter worth $28,000. SWAN Capital LLC purchased a new stake in shares of International Business Machines in the 3rd quarter worth $28,000. Finally, DecisionPoint Financial LLC increased its stake in shares of International Business Machines by 1,666.7% in the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

IBM has been the subject of several analyst reports. Morgan Stanley upped 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. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research note on Wednesday, February 25th. Royal Bank Of Canada reduced their price objective on International Business Machines from $361.00 to $330.00 and set an “outperform” rating for the company in a research note on Friday, April 17th. Citigroup initiated coverage on International Business Machines in a research note on Friday, April 10th. They issued a “buy” rating and a $285.00 price objective for the company. Finally, HSBC upgraded International Business Machines from a “reduce” rating to a “hold” rating and upped 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 given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and a consensus target price of $296.18.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Think 2026 product push – IBM rolled out expanded enterprise AI and hybrid-cloud offerings (next?gen watsonx Orchestrate, IBM Sovereign Core, Concert, real?time data/connectors) that strengthen its go?to?market for large customers and support recurring software/consulting revenue growth. Think 2026: IBM Delivers the Blueprint for the AI Operating Model as the AI Divide Widens
• Positive Sentiment: Strategic partnership expansion – IBM and Saudi Aramco announced an intended collaboration on AI, agentic AI, automation and materials science, opening a large industrial customer channel and potential managed?services work in the Middle East. IBM and Aramco Explore Collaboration to Accelerate AI and Innovation Across Saudi Arabia
• Positive Sentiment: Quantum milestone boosts long?term optionality – IBM, Cleveland Clinic and partners simulated a 12,635?atom protein on IBM quantum systems, marking a new capability milestone that supports IBM’s narrative of commercializing quantum for pharma and materials research. Cleveland Clinic, RIKEN, and IBM Model a 12,635-Atom Protein
• Positive Sentiment: Analyst upgrade signals improving sentiment on quantum/AI upside – HSBC upgraded IBM on its quantum-business valuation, providing third?party support for management’s long?term value creation thesis. HSBC Upgrades International Business Machines Corporation (IBM) on Quantum Business Valuation
• Positive Sentiment: Partner integrations broaden product reach – LogicMonitor announced integrations with IBM watsonx and Red Hat Ansible to power autonomous IT operations, which could accelerate enterprise adoption of IBM’s management stack. LogicMonitor Collaborates with IBM and Red Hat to Drive the Next Era of Autonomous Data Centers
• Neutral Sentiment: Market reports list IBM among smart?grid cybersecurity leaders — a large, fast?growing market opportunity, but one driven by long sales cycles and competition; supportive for longer?term cyber/security services. Global Smart Grid Cybersecurity Market Size/Share Report
• Negative Sentiment: Regulatory risk headline — CEO Arvind Krishna warned Washington that overly strict AI rules could harm U.S. competitiveness, highlighting regulatory uncertainty as a potential near?term headwind for AI vendors if heavy regulation emerges. That uncertainty can pressure multiples despite product progress. IBM CEO Arvind Krishna warns Washington must find ‘Goldilocks’ middle ground on AI regulation

International Business Machines Price Performance

NYSE:IBM opened at $229.01 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The business’s 50-day simple moving average is $242.95 and its two-hundred day simple moving average is $278.53. The stock has a market cap of $215.24 billion, a PE ratio of 20.25, a P/E/G ratio of 2.38 and a beta of 0.58. International Business Machines Corporation has a 52 week low of $220.72 and a 52 week high of $324.90.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business’s quarterly revenue was up 9.5% on a year-over-year basis. During the same period last year, the firm earned $1.60 earnings per share. As a group, analysts forecast that International Business Machines Corporation will post 12.38 EPS for the current fiscal year.

International Business Machines Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be given a dividend of $1.69 per share. The ex-dividend date is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a dividend yield of 3.0%. International Business Machines’s dividend payout ratio (DPR) is 59.42%.

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ? increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.27% of the stock is currently owned by insiders.

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.