Swiss Life Asset Management Ltd Lowers Position in International Business Machines Corporation $IBM

Swiss Life Asset Management Ltd trimmed its position in shares of International Business Machines Corporation (NYSE:IBM) by 8.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 416,972 shares of the technology company’s stock after selling 39,838 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in International Business Machines were worth $117,257,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of International Business Machines during the fourth quarter valued at approximately $2,446,429,000. Capital World Investors raised its holdings in International Business Machines by 29.2% in 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 in the last quarter. Ascentis Wealth Management LLC raised its holdings in International Business Machines by 27,169.6% in the second quarter. Ascentis Wealth Management LLC now owns 3,224,635 shares of the technology company’s stock worth $906,800,000 after purchasing an additional 3,212,810 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in International Business Machines by 83.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock valued at $1,663,847,000 after buying an additional 2,553,552 shares during the period. Finally, Corient Private Wealth LLC boosted its holdings in shares of International Business Machines by 359.6% during the 4th quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock valued at $561,814,000 after buying an additional 1,484,026 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

IBM has been the topic of a number of recent research reports. Roth Capital reaffirmed a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Jefferies Financial Group dropped their price objective on shares of International Business Machines from $320.00 to $260.00 and set a “buy” rating on the stock in a research note on Tuesday, July 21st. Citigroup cut their price objective on shares of International Business Machines from $255.00 to $245.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Craig Hallum initiated coverage on shares of International Business Machines in a research note on Wednesday, August 19th. They set a “buy” rating for the company. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a report on Thursday, July 16th. Sixteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $265.40.

International Business Machines Price Performance

Shares of NYSE:IBM opened at $238.55 on Friday. The business has a fifty day moving average price of $244.85 and a 200-day moving average price of $248.74. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The company has a market capitalization of $224.75 billion, a PE ratio of 21.17, a PEG ratio of 2.26 and a beta of 0.70. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The company had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter in the previous year, the business posted $2.80 EPS. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. As a group, equities analysts expect that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be issued a $1.69 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $6.76 annualized dividend and a yield of 2.8%. International Business Machines’s payout ratio is 59.98%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM’s expanded collaboration with Arm Holdings supports its infrastructure ambitions. The companies introduced a dual-architecture mainframe processor capable of running IBM and Arm instructions on the same core, while Arm also cited substantial AI-chip demand. The development could strengthen IBM’s mainframe business and improve its positioning in AI workloads. Here Is How to Play IBM Stock After Its Arm and IBM Z Breakthrough
• Positive Sentiment: Broader enthusiasm for AI technology appears to be lifting IBM alongside its company-specific initiatives, including the OpenAI partnership for IBM Consulting Advantage. Investors are also revisiting IBM’s outlook for 4%–5% constant-currency revenue growth in 2026 and approximately $1 billion of year-over-year free-cash-flow growth. Why International Business Machines (IBM) Stock Is Up Today
• Positive Sentiment: IBM completed its acquisition of HRL Laboratories, adding expertise in quantum computing, sensing, advanced communications, materials and manufacturing. The transaction reinforces IBM’s long-term quantum and advanced-technology roadmap, though near-term financial benefits are uncertain. IBM Completes Acquisition of HRL Laboratories to Accelerate the Future of Quantum
• Neutral Sentiment: Analyst targets remain well above the current trading range, with Quiver reporting a six-month median target of $315. However, institutional positioning was mixed, with several large investors adding shares while others reduced holdings. Why International Business Machines (IBM) Stock Is Up Today
• Negative Sentiment: BTIG reportedly questioned the investment significance of IBM’s quantum milestone, tempering enthusiasm over the technology’s commercial potential and contributing to volatility. Separately, a law firm announced a securities-fraud investigation following IBM’s prior stock decline, creating an additional headline and litigation risk. IBM Stock Falls as BTIG Pours Cold Water on Quantum Computing Milestone

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.