PFA Pension Forsikringsaktieselskab Buys New Holdings in International Business Machines Corporation $IBM

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in IBM, buying 585,191 shares valued at approximately $176.76 million, making it about 0.5% of the firm's portfolio and IBM's 29th largest holding.
• IBM topped quarterly estimates with $1.91 EPS vs $1.81 expected and $15.92 billion in revenue (up 9.5% year-over-year), and raised its quarterly dividend to $1.69 (annualized $6.76, ~2.9% yield).
• Institutional and analyst interest is strong — institutions own roughly 59% of IBM, multiple large funds increased stakes recently, and the consensus rating is "Moderate Buy" with a $296.18 target.

PFA Pension Forsikringsaktieselskab bought a new stake in International Business Machines Corporation (NYSE:IBM - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 585,191 shares of the technology company's stock, valued at approximately $176,757,000. International Business Machines comprises about 0.5% of PFA Pension Forsikringsaktieselskab's portfolio, making the stock its 29th biggest holding. PFA Pension Forsikringsaktieselskab owned 0.06% of International Business Machines as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in International Business Machines by 1.5% in 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 last quarter. Capital World Investors boosted its holdings 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 valued at $4,809,461,000 after acquiring an additional 2,077,506 shares during the last quarter. Legal & General Group Plc boosted its holdings in International Business Machines by 2.5% in the third quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company's stock valued at $2,060,536,000 after acquiring an additional 176,219 shares during the last quarter. Amundi boosted its holdings in International Business Machines by 17.9% in the third quarter. Amundi now owns 4,777,516 shares of the technology company's stock valued at $1,382,695,000 after acquiring an additional 725,191 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in International Business Machines by 2.2% in the third quarter. Invesco Ltd. now owns 3,921,228 shares of the technology company's stock valued at $1,106,414,000 after acquiring an additional 86,123 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company's stock.

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

Insider Activity

In other International Business Machines 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 owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.27% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have commented on IBM shares. Evercore raised their price objective on International Business Machines from $330.00 to $345.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Citigroup started coverage on International Business Machines in a research report on Friday, April 10th. They issued a "buy" rating and a $285.00 price objective on the stock. Stifel Nicolaus cut their price objective on International Business Machines from $340.00 to $290.00 and set a "buy" rating on the stock in a research report on Wednesday, April 8th. Wedbush cut their price objective on International Business Machines from $340.00 to $320.00 and set an "outperform" rating on the stock in a research report on Thursday, April 23rd. Finally, Dbs Bank raised International Business Machines from a "hold" rating to a "moderate buy" rating in a research report on Monday, January 19th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, International Business Machines presently has a consensus rating of "Moderate Buy" and a consensus target price of $296.18.

International Business Machines Stock Up 0.6%

Shares of NYSE IBM opened at $232.35 on Friday. International Business Machines Corporation has a 1 year low of $220.72 and a 1 year high of $324.90. The firm has a market cap of $218.38 billion, a price-to-earnings ratio of 20.54, a PEG ratio of 2.39 and a beta of 0.58. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The stock's 50-day simple moving average is $243.51 and its 200-day simple moving average is $278.87.

International Business Machines (NYSE:IBM - Get Free Report) last announced its earnings results 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. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business had revenue of $15.92 billion for the quarter, compared to analyst estimates of $15.60 billion. During the same period in the previous year, the company earned $1.60 earnings per share. The company's revenue for the quarter was up 9.5% compared to the same quarter last year. As a group, equities 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 firm 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 dividend of $1.69 per share. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from International Business Machines's previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. International Business Machines's dividend payout ratio is presently 59.77%.

About International Business Machines

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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