Indivisible Partners Acquires Shares of 6,088 International Business Machines Corporation $IBM

Key Points

• Indivisible Partners opened a new position in IBM in the fourth quarter, purchasing 6,088 shares worth about $1.803 million.
• IBM beat the quarter's estimates with $1.91 EPS (vs. $1.81 est.) and $15.92B revenue (up 9.5% YoY), and raised its quarterly dividend to $1.69 (3.0% yield).
• Analyst sentiment is broadly positive with a consensus "Moderate Buy" and an average price target of $296.18, while institutional ownership is about 59% and an insider recently purchased 434 shares.

Indivisible Partners bought a new position in International Business Machines Corporation (NYSE:IBM - Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 6,088 shares of the technology company's stock, valued at approximately $1,803,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of International Business Machines by 5.0% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,103,553 shares of the technology company's stock worth $613,186,000 after acquiring an additional 99,702 shares during the last quarter. Providence First Trust Co acquired a new stake in shares of International Business Machines in the 4th quarter worth $678,000. AssuredPartners Investment Advisors LLC increased its stake in shares of International Business Machines by 248.0% in the 4th quarter. AssuredPartners Investment Advisors LLC now owns 5,088 shares of the technology company's stock worth $1,507,000 after acquiring an additional 3,626 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd increased its stake in shares of International Business Machines by 0.5% in the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 369,836 shares of the technology company's stock worth $109,549,000 after acquiring an additional 1,818 shares during the last quarter. Finally, Boothe Investment Group Inc. increased its stake in shares of International Business Machines by 9.5% in the 4th quarter. Boothe Investment Group Inc. now owns 7,309 shares of the technology company's stock worth $2,165,000 after acquiring an additional 633 shares during the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Michael Miebach bought 434 shares of the company's stock in a transaction on Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have issued reports on IBM shares. Jefferies Financial Group cut their target price on 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. DZ Bank raised International Business Machines from a "hold" rating to a "buy" rating and set a $295.00 target price for the company in a research note on Friday, April 24th. JPMorgan Chase & Co. cut their price objective on International Business Machines from $317.00 to $283.00 and set a "neutral" rating for the company in a research report on Wednesday, March 18th. UBS Group raised International Business Machines from a "sell" rating to a "neutral" rating and set a $236.00 price objective for the company in a research report on Wednesday, February 25th. Finally, Bank of America raised their price objective on International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $296.18.

International Business Machines Stock Down 0.2%

Shares of NYSE:IBM opened at $229.01 on Wednesday. The business has a 50-day moving average price of $242.95 and a 200 day moving average price of $278.53. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $215.24 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 2.38 and a beta of 0.58. International Business Machines Corporation has a 12-month low of $220.72 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.81 by $0.10. The firm 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 quarterly revenue was up 9.5% on a year-over-year basis. During the same period last year, the company earned $1.60 EPS. Sell-side analysts expect that International Business Machines Corporation will post 12.38 EPS for the current year.

International Business Machines Increases Dividend

The company also recently announced 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 of this dividend is Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 3.0%. This is an increase from International Business Machines's previous quarterly dividend of $1.68. International Business Machines's dividend payout ratio is presently 59.42%.

More International Business Machines News

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

• Positive Sentiment: IBM rolled out a broad set of enterprise AI and hybrid-cloud products at Think 2026 — including next‑gen watsonx Orchestrate (multi‑agent orchestration), IBM Confluent for real‑time data, IBM Concert for intelligent operations, and the general availability of IBM Sovereign Core — positioning IBM to capture enterprise AI demand and digital‑sovereignty spending. Think 2026: IBM Delivers the Blueprint
• Positive Sentiment: IBM Consulting expanded its Enterprise Advantage offerings to accelerate hybrid/regulated enterprise AI deployments and updated its internal IBM Consulting Advantage platform — moves that could drive higher‑margin consulting revenue and faster client deployments. IBM Consulting Expands AI Capabilities
• Positive Sentiment: IBM announced strategic partnerships and integrations (expanded AWS and SAP collaborations, and a LogicMonitor integration linking watsonx and Red Hat Ansible) that increase deployment flexibility and multi‑vendor appeal for enterprise customers. LogicMonitor Collaborates with IBM
• Positive Sentiment: IBM and Aramco signaled an intended collaboration to accelerate AI, agentic AI and materials/industrial innovation in Saudi Arabia — a meaningful commercial expansion in a large, capital‑intensive market. IBM and Aramco Explore Collaboration
• Positive Sentiment: Quantum milestone: IBM, Cleveland Clinic and RIKEN simulated a 12,635‑atom protein — the largest biologically meaningful molecule modeled on quantum hardware to date — underscoring IBM’s leadership and potential long‑term upside in quantum computing. Cleveland Clinic, RIKEN, and IBM Model a 12,635‑Atom Protein
• Positive Sentiment: HSBC upgraded IBM on its quantum business valuation, providing a near‑term analyst catalyst and positive framing for IBM’s longer‑term growth opportunities. HSBC Upgrade on IBM
• Neutral Sentiment: CEO Arvind Krishna urged a “Goldilocks” approach to AI regulation — a public policy stance that highlights regulatory risk as a factor investors must watch, but does not create an immediate operational impact. Krishna on AI Regulation
• Neutral Sentiment: Market reports cite IBM as a player in adjacent cybersecurity and smart‑grid markets, which supports TAM expansion but is background/long‑horizon rather than an immediate earnings driver. Smart Grid Cybersecurity Market Report

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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