International Business Machines Corporation $IBM Position Increased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 5.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,103,553 shares of the technology company's stock after purchasing an additional 99,702 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.23% of International Business Machines worth $613,186,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Capital World Investors increased its position in International Business Machines by 13.9% in the third 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 during the period. Vanguard Group Inc. increased its stake in shares of International Business Machines by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company's stock valued at $28,796,390,000 after acquiring an additional 1,439,824 shares during the period. First Trust Advisors LP grew its position in International Business Machines by 39.6% in the third 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 during the last quarter. Franklin Resources Inc. increased its holdings in shares of International Business Machines by 64.7% in the third quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company's stock valued at $610,239,000 after buying an additional 849,500 shares in the last quarter. Finally, Amundi raised its position in shares of International Business Machines by 17.9% during the third 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 during the period. Institutional investors own 58.96% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently commented on IBM shares. Morgan Stanley raised their price objective on shares of International Business Machines from $215.00 to $225.00 and gave the stock an "equal weight" rating in a research note on Thursday, April 23rd. JPMorgan Chase & Co. lowered their target price on International Business Machines from $317.00 to $283.00 and set a "neutral" rating on the stock in a research note on Wednesday, March 18th. BMO Capital Markets reduced their price target on shares of International Business Machines from $290.00 to $270.00 and set a "market perform" rating for the company in a research report on Thursday, April 23rd. Erste Group Bank cut shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Finally, Argus set a $360.00 target price on shares of International Business Machines in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $296.18.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Think 2026 product push - IBM rolled out expanded enterprise AI and hybrid-cloud offerings (next‑gen watsonx Orchestrate, IBM Sovereign Core, Concert, real‑time data/connectors) that strengthen its go‑to‑market for large customers and support recurring software/consulting revenue growth. Think 2026: IBM Delivers the Blueprint for the AI Operating Model as the AI Divide Widens
• Positive Sentiment: Strategic partnership expansion - IBM and Saudi Aramco announced an intended collaboration on AI, agentic AI, automation and materials science, opening a large industrial customer channel and potential managed‑services work in the Middle East. IBM and Aramco Explore Collaboration to Accelerate AI and Innovation Across Saudi Arabia
• Positive Sentiment: Quantum milestone boosts long‑term optionality - IBM, Cleveland Clinic and partners simulated a 12,635‑atom protein on IBM quantum systems, marking a new capability milestone that supports IBM’s narrative of commercializing quantum for pharma and materials research. Cleveland Clinic, RIKEN, and IBM Model a 12,635-Atom Protein
• Positive Sentiment: Analyst upgrade signals improving sentiment on quantum/AI upside - HSBC upgraded IBM on its quantum-business valuation, providing third‑party support for management’s long‑term value creation thesis. HSBC Upgrades International Business Machines Corporation (IBM) on Quantum Business Valuation
• Positive Sentiment: Partner integrations broaden product reach - LogicMonitor announced integrations with IBM watsonx and Red Hat Ansible to power autonomous IT operations, which could accelerate enterprise adoption of IBM’s management stack. LogicMonitor Collaborates with IBM and Red Hat to Drive the Next Era of Autonomous Data Centers
• Neutral Sentiment: Market reports list IBM among smart‑grid cybersecurity leaders — a large, fast‑growing market opportunity, but one driven by long sales cycles and competition; supportive for longer‑term cyber/security services. Global Smart Grid Cybersecurity Market Size/Share Report
• Negative Sentiment: Regulatory risk headline — CEO Arvind Krishna warned Washington that overly strict AI rules could harm U.S. competitiveness, highlighting regulatory uncertainty as a potential near‑term headwind for AI vendors if heavy regulation emerges. That uncertainty can pressure multiples despite product progress. IBM CEO Arvind Krishna warns Washington must find 'Goldilocks' middle ground on AI regulation

Insider Activity

In related news, Director Michael Miebach purchased 434 shares of the firm's stock in a transaction dated Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.27% of the company's stock.

International Business Machines Stock Performance

Shares of NYSE IBM opened at $229.01 on Wednesday. The business's 50-day moving average price is $242.95 and its two-hundred day moving average price is $278.53. 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 one year low of $220.72 and a one year high of $324.90. The company has a market capitalization of $215.24 billion, a P/E ratio of 20.25, a price-to-earnings-growth ratio of 2.38 and a beta of 0.58.

International Business Machines (NYSE:IBM - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating analysts' consensus estimates of $1.81 by $0.10. The firm had revenue of $15.92 billion for 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 business's quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.60 earnings per share. Analysts anticipate that International Business Machines Corporation will post 12.38 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a dividend of $1.69 per share. This is a boost 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 dividend yield of 3.0%. International Business Machines's dividend payout ratio is currently 59.42%.

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.

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.