Caisse Des Depots ET Consignations Grows Stock Position in International Business Machines Corporation $IBM

Key Points

• Caisse des Dépôts et Consignations boosted its stake in IBM by 9.9% in Q4, adding 3,519 shares to hold 39,191 shares valued at about $11.61 million.
• IBM beat quarterly estimates with $1.91 EPS (vs. $1.81) and $15.92B revenue (up 9.5% YoY), raised its quarterly dividend to $1.69 ($6.76 annual), and has attracted multiple analyst upgrades resulting in a "Moderate Buy" consensus.

Caisse Des Depots ET Consignations boosted its stake in International Business Machines Corporation (NYSE:IBM - Free Report) by 9.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 39,191 shares of the technology company's stock after purchasing an additional 3,519 shares during the period. Caisse Des Depots ET Consignations' holdings in International Business Machines were worth $11,609,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of IBM. Family CFO Inc acquired a new position in shares of International Business Machines during the fourth quarter worth $25,000. Mountain Hill Investment Partners Corp. purchased a new stake in International Business Machines in the third quarter valued at $28,000. Joseph Group Capital Management purchased a new stake in International Business Machines in the fourth quarter valued at $28,000. SWAN Capital LLC purchased a new stake in International Business Machines in the third quarter valued at $28,000. Finally, DecisionPoint Financial LLC lifted its position in International Business Machines by 1,666.7% in the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company's stock valued at $31,000 after acquiring an additional 100 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company's stock.

Trending Headlines about International Business Machines

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

• Positive Sentiment: U.S. quantum policy bill advances, shifting emphasis to commercialization, clearer funding and real-world deployments starting as soon as 2026 — an outcome that could accelerate demand for IBM’s quantum hardware, software and services. Article Title
• Positive Sentiment: Wall Street attention on quantum/AI names rises — IBM is named among top quantum stocks to watch, which can lift multiple and investor interest in the company’s long-term growth areas. Article Title
• Positive Sentiment: IBM and Ferrari added new AI features to the Scuderia Ferrari app — a high-visibility commercial proof point for IBM’s AI offerings and fan-engagement use cases ahead of major sporting events. Article Title
• Positive Sentiment: IBM launched “Bob,” an AI-powered development tool for the software lifecycle — strengthens IBM’s enterprise AI stack and could boost service and software revenue if adoption scales. Article Title
• Positive Sentiment: Partnership with Dallara to apply AI and quantum to vehicle design — technology leadership and industry partnerships that showcase practical quantum/AI applications and potential service opportunities. Article Title
• Positive Sentiment: IBM to open AI and quantum hubs (Chicago, Massachusetts) and add ~750 jobs — signals continued investment in talent and capacity to execute on enterprise AI/quantum strategy. Article Title
• Neutral Sentiment: Erste Group raised FY2027 EPS estimates modestly, but maintains a Hold — incremental analyst support rather than an outright upgrade. Article Title
• Neutral Sentiment: Smaller ecosystem and market mentions (Elektros joining IBM ecosystem, AI drug-discovery reports) provide additional validation but are unlikely to move near-term earnings materially. Article Title
• Negative Sentiment: A few headlines noted short-term stock softness around partnership announcements in premarket coverage — suggests some volatility as investors digest execution risks and timing. Article Title

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on IBM. Bank of America lifted their price target on International Business Machines from $315.00 to $335.00 and gave the company a "buy" rating in a research note on Tuesday, January 13th. Weiss Ratings reissued a "buy (b)" rating on shares of International Business Machines in a research note on Tuesday, April 21st. DZ Bank raised shares of International Business Machines from a "hold" rating to a "buy" rating and set a $295.00 price objective for the company in a research note on Friday, April 24th. HSBC raised shares of International Business Machines from a "reduce" rating to a "hold" rating and raised their price objective for the stock from $218.00 to $231.00 in a research note on Tuesday. Finally, 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 for the company. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat, International Business Machines presently has an average rating of "Moderate Buy" and an average price target of $296.18.

Insider Transactions at International Business Machines

In other news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director directly owned 434 shares of the company's stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.27% of the stock is owned by insiders.

International Business Machines Stock Up 0.6%

Shares of IBM opened at $232.35 on Friday. 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 firm has a market cap of $218.38 billion, a PE ratio of 20.54, a price-to-earnings-growth ratio of 2.39 and a beta of 0.58. The company's fifty day moving average is $243.51 and its two-hundred day moving average is $278.87. International Business Machines Corporation has a fifty-two week low of $220.72 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM - Get Free Report) last released its quarterly earnings results 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 firm 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 firm's quarterly revenue was up 9.5% on a year-over-year basis. Analysts forecast that International Business Machines Corporation will post 12.38 earnings per share 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. Investors of record on Friday, May 8th will be given a dividend of $1.69 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. This is a boost from International Business Machines's previous quarterly dividend of $1.68. International Business Machines's payout ratio is currently 59.42%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.