Anchyra Partners LLC Buys New Shares in International Business Machines Corporation $IBM

Key Points

• Anchyra Partners LLC established a new position in IBM (NYSE:IBM), buying 2,733 shares in Q4 worth about $810,000.
• IBM beat Q1 estimates (EPS $1.91 vs. $1.81, revenue ~$15.92B vs. $15.60B), kept full‑year guidance largely unchanged, and raised its quarterly dividend to $1.69 (annualized $6.76) for an approximate 2.9% yield.
• Market sentiment is mixed: MarketBeat shows a consensus of Moderate Buy with an average target of $300.25 and several analyst upgrades, but the stock saw post‑earnings selling amid concerns over near‑term AI monetization.

Anchyra Partners LLC purchased a new position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 2,733 shares of the technology company's stock, valued at approximately $810,000.

Other large investors also recently modified their holdings of the company. Family CFO Inc bought a new stake in shares of International Business Machines during the 4th quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines during the third quarter worth $28,000. SWAN Capital LLC bought a new stake in International Business Machines during the third quarter worth $28,000. DecisionPoint Financial LLC raised its position in International Business Machines by 1,666.7% during the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company's stock worth $31,000 after acquiring an additional 100 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA acquired a new stake in International Business Machines in the fourth quarter valued at $31,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on IBM. Citigroup initiated coverage on shares of International Business Machines in a research note on Friday, April 10th. They set a "buy" rating and a $285.00 price objective on the stock. Dbs Bank upgraded shares of International Business Machines from a "hold" rating to a "moderate buy" rating in a research note on Monday, January 19th. UBS Group upgraded International Business Machines from a "sell" rating to a "neutral" rating and set a $236.00 price target for the company in a report on Wednesday, February 25th. Wedbush lowered their price target on International Business Machines from $340.00 to $320.00 and set an "outperform" rating on the stock in a research report on Thursday. Finally, DZ Bank raised International Business Machines from a "hold" rating to a "buy" rating and set a $295.00 price objective for the company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, International Business Machines has a consensus rating of "Moderate Buy" and an average target price of $300.25.

International Business Machines Stock Performance

IBM opened at $231.88 on Monday. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The business has a fifty day simple moving average of $245.87 and a 200 day simple moving average of $280.31. International Business Machines Corporation has a 1 year low of $220.72 and a 1 year high of $324.90. The company has a market capitalization of $217.94 billion, a PE ratio of 20.50, a price-to-earnings-growth ratio of 2.41 and a beta of 0.69.

International Business Machines (NYSE:IBM - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping analysts' consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company's revenue was up 9.5% on a year-over-year basis. During the same quarter last year, the firm earned $1.60 earnings per share. Research analysts expect that International Business Machines Corporation will post 12.38 EPS for the current year.

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be paid a $1.69 dividend. This is a positive change from International Business Machines's previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines's dividend payout ratio is presently 59.42%.

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

Insider Transactions at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of the stock in a transaction dated Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director owned 434 shares of the company's stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director David N. Farr purchased 1,000 shares of the company's stock in a transaction dated Friday, January 30th. The stock was acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares of the company's stock, valued at $2,814,432. This represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 1,484 shares of company stock valued at $417,157 in the last three months. Insiders own 0.27% of the company's stock.

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.

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