International Business Machines Corporation $IBM Holdings Lowered by Benjamin Edwards Inc.

Key Points

• Benjamin Edwards Inc. trimmed its stake in International Business Machines (NYSE:IBM) by 12.0% in Q4, selling 12,407 shares and now holding 91,277 shares valued at about $27.04 million; institutional investors own 58.96% of the stock.
• IBM beat quarterly expectations, reporting $1.91 EPS vs. $1.81 expected and $15.92 billion in revenue (up 9.5% YoY), and raised its quarterly dividend to $1.69 (annualized $6.76, ~2.9% yield; ex-dividend May 8).
• Several large institutions increased positions—Vanguard now owns ~97.2 million shares and Capital World Investors added ~2.08 million shares—and analysts remain mixed but average to a "Moderate Buy" consensus with a $296.18 target.

Benjamin Edwards Inc. trimmed its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 12.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 91,277 shares of the technology company's stock after selling 12,407 shares during the quarter. Benjamin Edwards Inc.'s holdings in International Business Machines were worth $27,042,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IBM. Capital World Investors raised its position in shares of International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company's stock worth $4,809,461,000 after buying an additional 2,077,506 shares in the last quarter. Vanguard Group Inc. raised its position in shares of International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company's stock worth $28,796,390,000 after buying an additional 1,439,824 shares in the last quarter. First Trust Advisors LP raised its position in shares of International Business Machines by 39.6% during the 3rd quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company's stock worth $861,401,000 after buying an additional 865,253 shares in the last quarter. Franklin Resources Inc. raised its position in shares of International Business Machines by 64.7% during the 3rd quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company's stock worth $610,239,000 after buying an additional 849,500 shares in the last quarter. Finally, Amundi raised its holdings in shares of International Business Machines by 17.9% in the 3rd quarter. Amundi now owns 4,777,516 shares of the technology company's stock worth $1,382,695,000 after purchasing an additional 725,191 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines News Summary

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

Analyst Ratings Changes

A number of research firms recently commented on IBM. Wall Street Zen downgraded shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Sunday, January 11th. DZ Bank upgraded shares of International Business Machines from a "hold" rating to a "buy" rating and set a $295.00 target price on the stock in a report on Friday, April 24th. Wedbush dropped their target price on shares of International Business Machines from $340.00 to $320.00 and set an "outperform" rating on the stock in a report on Thursday, April 23rd. Dbs Bank upgraded shares of International Business Machines from a "hold" rating to a "moderate buy" rating in a report on Monday, January 19th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of International Business Machines in a report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $296.18.

International Business Machines Stock Performance

International Business Machines stock opened at $232.35 on Friday. The firm's 50 day simple moving average is $243.51 and its 200-day simple moving average is $278.88. The company has a market cap of $218.38 billion, a P/E ratio of 20.54, a price-to-earnings-growth ratio of 2.41 and a beta of 0.58. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. 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 earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping the consensus estimate of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to the consensus estimate of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The firm's quarterly revenue was up 9.5% compared to the same quarter last year. During the same period last year, the firm posted $1.60 earnings per share. As a group, equities research analysts predict 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. Stockholders of record on Friday, May 8th will be given a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. This is an increase from International Business Machines's previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines's payout ratio is 59.42%.

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach bought 434 shares of the company's stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at approximately $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 link. 0.27% of the stock is currently owned by company insiders.

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.

Want to see what other hedge funds are holding IBM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for International Business Machines Corporation (NYSE:IBM - Free Report).

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.