Advisors Capital Management LLC Acquires 11,838 Shares of International Business Machines Corporation $IBM

Advisors Capital Management LLC lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 358,993 shares of the technology company's stock after acquiring an additional 11,838 shares during the quarter. International Business Machines makes up 1.3% of Advisors Capital Management LLC's portfolio, making the stock its 16th biggest position. Advisors Capital Management LLC's holdings in International Business Machines were worth $106,337,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IBM. Mattson Financial Services LLC purchased a new stake in shares of International Business Machines in the 3rd quarter valued at approximately $852,000. Waverton Investment Management Ltd increased its position in shares of International Business Machines by 3.3% in the 3rd 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. increased its position in shares of International Business Machines by 30.0% in the 4th 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 increased its position in shares of International Business Machines by 51.7% in the 3rd 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, American National Bank & Trust grew its position in shares of International Business Machines by 26.2% in the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company's stock valued at $3,537,000 after buying an additional 2,603 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company's stock.

Wall Street Analysts Forecast Growth

IBM has been the topic of a number of recent analyst reports. Erste Group Bank downgraded shares of International Business Machines from a "buy" rating to a "hold" rating in a research report on Wednesday, February 18th. Jefferies Financial Group decreased their price target on shares of International Business Machines from $370.00 to $320.00 and set a "buy" rating for the company in a research note on Monday, April 20th. Wedbush decreased their price target on shares of International Business Machines from $340.00 to $320.00 and set an "outperform" rating for the company in a research note on Thursday. Stifel Nicolaus decreased their price target on shares of International Business Machines from $340.00 to $290.00 and set a "buy" rating for the company in a research note on Wednesday, April 8th. Finally, Royal Bank Of Canada decreased their price target on shares of 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. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $300.25.

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares of the company's stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 1,484 shares of company stock worth $417,157. Corporate insiders own 0.27% of the company's stock.

International Business Machines Stock Up 0.3%

Shares of NYSE IBM opened at $231.88 on Friday. The company has a quick ratio of 0.92, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. International Business Machines Corporation has a 52 week low of $220.72 and a 52 week high of $324.90. The firm has a 50-day moving average price of $245.87 and a 200 day moving average price of $280.37. The stock has a market capitalization of $217.51 billion, a price-to-earnings ratio of 20.50, a price-to-earnings-growth ratio of 2.42 and a beta of 0.69.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 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 during the quarter, compared to analysts' expectations of $15.60 billion. During the same quarter last year, the business earned $1.60 earnings per share. The business's revenue for the quarter was up 9.5% compared to the same quarter last year. Equities research analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be paid a dividend of $1.69 per share. The ex-dividend date of this dividend is Friday, May 8th. This is an increase 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 2.9%. International Business Machines's dividend payout ratio is 60.27%.

Key International Business Machines News

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

• Positive Sentiment: DZ Bank upgraded IBM to Buy with a $295 price target, giving bullish analyst support and a clear catalyst for buyers. DZ Bank Upgrades IBM to Buy With a $295 Price Target
• Positive Sentiment: IBM unveiled a new AI model aimed at better understanding fusion plasma — a positive long-term innovation narrative that supports IBM’s AI/technology credentials beyond near-term software metrics. IBM’s New AI Model Could Help Unlock Fusion Power
• Positive Sentiment: IBM raised its quarterly dividend to $1.69 (31st consecutive annual raise), which supports income-focused investor demand. What IBM's Q1 Beat and 31st Dividend Hike Mean
• Neutral Sentiment: IBM beat Q1 revenue and EPS estimates (revenue ~$15.9B, EPS $1.91) but management largely reiterated full‑year guidance — the beat removes one concern but the unchanged outlook limits upside momentum. IBM Q1 Deep Dive
• Neutral Sentiment: Broader market and sector context (software volatility, geopolitical oil/Strait of Hormuz risks) are contributing background noise that can amplify short-term swings but aren’t IBM‑specific fundamentals. US software stocks slide as IBM, ServiceNow results reignite AI disruption fears
• Negative Sentiment: Investors punished the stock after earnings because software growth was viewed as underwhelming versus AI hype; this sparked a sharp post‑earnings selloff (double‑digit moves intraday in recent sessions). IBM slides 8% as investors digest Q1 beat
• Negative Sentiment: Some analysts trimmed targets or expressed concern about near‑term AI monetization, including a recent target cut that helped fuel selling pressure. Stock Down After Analyst Target Cut

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.

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