WIM INVESTMENT MANAGEMENT Ltd Buys New Shares in International Business Machines Corporation $IBM

WIM INVESTMENT MANAGEMENT Ltd bought a new position in shares of International Business Machines Corporation (NYSE:IBM) in the fourth quarter, Holdings Channel reports. The fund bought 7,500 shares of the technology company’s stock, valued at approximately $2,222,000. International Business Machines makes up approximately 0.6% of WIM INVESTMENT MANAGEMENT Ltd’s investment portfolio, making the stock its 18th biggest holding.

Several other hedge funds have also recently added to or reduced their stakes in the business. VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position in shares of International Business Machines by 424.6% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock worth $77,234,000 after buying an additional 211,040 shares during the period. Waverton Investment Management Ltd boosted its position in International Business Machines by 3.3% during the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares during the last quarter. Newbridge Financial Services Group Inc. boosted its position in International Business Machines by 30.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock valued at $3,887,000 after purchasing an additional 3,029 shares during the last quarter. NEOS Investment Management LLC boosted its position in International Business Machines by 51.7% during the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after purchasing an additional 38,973 shares during the last quarter. Finally, Advisors Capital Management LLC boosted its position in International Business Machines by 3.8% during the third quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock valued at $97,953,000 after purchasing an additional 12,623 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

IBM has been the subject of a number of research reports. Jefferies Financial Group reduced their price objective on International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, April 20th. Argus set a $360.00 price objective on International Business Machines in a research report on Friday, January 30th. Royal Bank Of Canada reduced their price objective on International Business Machines from $330.00 to $300.00 and set an “outperform” rating for the company in a research report on Wednesday, May 6th. Stifel Nicolaus cut their target price on International Business Machines from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Finally, Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $294.41.

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ? increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Insiders own 0.27% of the company’s stock.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM unveiled new Red Hat AI Inference and Red Hat OpenShift Virtualization services on IBM Cloud, strengthening its enterprise AI and hybrid-cloud push. IBM Announces Red Hat AI Inference and Red Hat OpenShift Virtualization Service on IBM Cloud
• Positive Sentiment: Analysts at Jefferies said IBM is well-positioned to benefit from enterprise AI demand, citing software pipeline strength and cross-selling opportunities. IBM well-positioned to benefit from enterprise AI demand
• Positive Sentiment: Several recent articles framed IBM as an attractive AI/software name, emphasizing hybrid-cloud demand, watsonx upgrades, and steady cash flow. IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?
• Neutral Sentiment: IBM was included in industry reports on cloud storage and cloud professional services, highlighting its exposure to growing enterprise IT spending. Cloud Storage Industry Report 2026-2031
• Negative Sentiment: A report said IBM’s price target was lowered by $30, which may have weighed on sentiment and signaled reduced near-term upside expectations. IBM Price Target Lowered by $30

International Business Machines Trading Down 1.9%

Shares of IBM stock opened at $215.05 on Thursday. The firm has a market capitalization of $202.12 billion, a P/E ratio of 19.01, a price-to-earnings-growth ratio of 2.27 and a beta of 0.58. International Business Machines Corporation has a 1 year low of $212.34 and a 1 year high of $324.90. The firm’s fifty day simple moving average is $241.64 and its 200 day simple moving average is $276.07. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping 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 company had revenue of $15.92 billion for the quarter, compared to the consensus estimate of $15.60 billion. During the same quarter in the previous year, the firm posted $1.60 EPS. The business’s revenue was up 9.5% compared to the same quarter last year. As a group, sell-side analysts predict that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

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