Nissay Asset Management Corp Japan Boosts Stake in International Business Machines Corporation $IBM

Nissay Asset Management Corp Japan lifted its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 8.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 150,830 shares of the technology company's stock after buying an additional 12,055 shares during the period. Nissay Asset Management Corp Japan's holdings in International Business Machines were worth $42,415,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IBM. BlackRock Inc. purchased a new stake in International Business Machines during the 2nd quarter valued at about $21,586,659,000. Bank of America Corp DE acquired a new position in International Business Machines in the 2nd quarter worth approximately $4,214,868,000. Bank of New York Mellon Corp acquired a new position in International Business Machines in the 2nd quarter worth approximately $2,606,782,000. Norges Bank purchased a new position in International Business Machines during the 4th quarter worth approximately $2,446,429,000. Finally, Legal & General Group Plc acquired a new stake in International Business Machines during the 2nd quarter valued at approximately $1,874,733,000. Hedge funds and other institutional investors own 58.96% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on IBM shares. Argus dropped their price objective on shares of International Business Machines from $360.00 to $280.00 and set a "buy" rating on the stock in a report on Thursday, July 16th. Wall Street Zen downgraded shares of International Business Machines from a "hold" rating to a "sell" rating in a research report on Saturday. Wedbush set a $350.00 price target on shares of International Business Machines in a report on Tuesday, June 2nd. Craig Hallum assumed coverage on International Business Machines in a research report on Wednesday, August 19th. They set a "buy" rating on the stock. Finally, Royal Bank Of Canada reissued an "outperform" rating and issued a $270.00 price objective on shares of International Business Machines in a report on Tuesday, July 21st. Sixteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, International Business Machines presently has an average rating of "Moderate Buy" and an average price target of $265.90.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Lunar AI partnership with NASA: IBM and NASA released the open-source Lunar Foundation Model, trained on decades of lunar observation data. The model reportedly outperformed widely used mapping methods by up to 23% in identifying features such as ice deposits, craters and volcanic formations. The announcement strengthens IBM’s profile in scientific AI, although near-term revenue is likely limited. IBM and NASA Release Open-Source AI Model to Support Lunar Exploration
• Positive Sentiment: Swiss quantum-computing hub: IBM and Lockheed Martin are establishing a quantum innovation hub at ETH Zurich through Switzerland’s defense-offset program. The Swiss National Supercomputing Centre is expected to host the country’s first IBM Quantum System Two, powered by IBM’s Nighthawk r2 processor and integrated with the Alps supercomputer. The arrangement could provide IBM with a government-supported, multi-year deployment while expanding access to researchers and businesses. Research will focus on quantum sensing, navigation and advanced materials. IBM and Lockheed Martin Announce Swiss Quantum Innovation Hub
• Neutral Sentiment: Analyst coverage continues to frame IBM as a diversified way to gain exposure to enterprise AI, hybrid cloud and quantum computing. However, the announcements are primarily strategic and research-oriented, so their effect on revenue and earnings may take years to materialize.
• Negative Sentiment: IBM recently underperformed the broader market, while a shareholder-rights law firm announced an investigation tied to management’s prior preview of weak second-quarter 2026 results. The investigation is not an allegation of wrongdoing, but it adds headline and legal risk. IBM Shareholder Investigation

International Business Machines Stock Performance

NYSE IBM opened at $243.14 on Friday. The stock has a market capitalization of $229.07 billion, a price-to-earnings ratio of 21.57, a PEG ratio of 2.23 and a beta of 0.71. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The stock has a 50-day moving average of $236.88 and a 200 day moving average of $246.36.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting the consensus estimate of $2.93. The company had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.International Business Machines's quarterly revenue was up 1.1% compared to the same quarter last year. During the same period last year, the company earned $2.80 earnings per share. Sell-side analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were given a dividend of $1.69 per share. The ex-dividend date was Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.8%. International Business Machines's dividend payout ratio (DPR) is 59.98%.

Insider Transactions at International Business Machines

In related news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the sale, the senior vice president owned 47,800 shares of the company's stock, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate 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 that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.

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.