QRG Capital Management Inc. Buys 8,091 Shares of International Business Machines Corporation $IBM

Key Points

• QRG Capital increased its stake in IBM by 5.7%, buying 8,091 shares to hold 150,942 shares worth about $44.71 million at quarter end.
• IBM topped estimates with EPS $1.91 (vs. $1.81) and revenue of $15.92 billion (up 9.5% YoY) and raised its quarterly dividend to $1.69 (annualized $6.76, ~2.9% yield).
• Analysts carry a consensus rating of Moderate Buy with an average price target of $296.18, while IBM is pushing AI, hybrid‑cloud and quantum developments that support long‑term growth; institutional ownership is ~58.96%.

QRG Capital Management Inc. increased its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 5.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 150,942 shares of the technology company's stock after acquiring an additional 8,091 shares during the quarter. QRG Capital Management Inc.'s holdings in International Business Machines were worth $44,710,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Family CFO Inc bought a new position in shares of International Business Machines in the fourth quarter valued at $25,000. Joseph Group Capital Management bought a new position in shares of International Business Machines in the fourth quarter valued at $28,000. Mountain Hill Investment Partners Corp. bought a new position in shares of International Business Machines in the third quarter valued at $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines in the third quarter valued at $28,000. Finally, LFA Lugano Financial Advisors SA bought a new position in shares of International Business Machines in the fourth quarter valued at $31,000. 58.96% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Argus set a $360.00 price objective on shares of International Business Machines in a research note on Friday, January 30th. Morgan Stanley raised their price target on shares of International Business Machines from $215.00 to $225.00 and gave the company an "equal weight" rating in a research report on Thursday, April 23rd. Wedbush dropped their price target on shares of 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. Evercore raised their price target on shares of International Business Machines from $330.00 to $345.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Finally, Erste Group Bank lowered shares of International Business Machines from a "buy" rating to a "hold" rating in a research report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, International Business Machines presently has a consensus rating of "Moderate Buy" and an average price target of $296.18.

International Business Machines Price Performance

IBM opened at $229.57 on Tuesday. The company has a market capitalization of $215.77 billion, a price-to-earnings ratio of 20.30, a PEG ratio of 2.41 and a beta of 0.58. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The firm has a 50-day moving average price of $243.51 and a 200-day moving average price of $278.90. International Business Machines Corporation has a twelve month low of $220.72 and a twelve month high of $324.90.

International Business Machines (NYSE:IBM - Get Free Report) last posted 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 firm had revenue of $15.92 billion during 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 company's revenue was up 9.5% on a year-over-year basis. During the same quarter last year, the company earned $1.60 earnings per share. Equities analysts expect that International Business Machines Corporation will post 12.38 EPS for the current 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 paid a $1.69 dividend. The ex-dividend date 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 annualized dividend and a dividend yield of 2.9%. International Business Machines's dividend payout ratio is 59.42%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM unveiled major enterprise AI and hybrid-cloud product expansions (next‑gen watsonx Orchestrate, IBM Confluent for real‑time data, IBM Concert for intelligent ops) that deepen its AI operating‑model play and create new service and software monetization opportunities. Think 2026: IBM Delivers the Blueprint for the AI Operating Model as the AI Divide Widens
• Positive Sentiment: IBM announced general availability of IBM Sovereign Core, addressing digital‑sovereignty and compliance needs—an increasingly important selling point for governments and regulated enterprises. Think 2026: IBM Makes Digital Sovereignty Operational with General Availability of IBM Sovereign Core
• Positive Sentiment: Scientific milestone: IBM, Cleveland Clinic and RIKEN simulated a 12,635‑atom protein using IBM quantum systems, underscoring IBM's leadership and long‑term optionality in quantum computing and partnerships with life‑sciences. Cleveland Clinic, RIKEN, and IBM Model a 12,635-Atom Protein
• Neutral Sentiment: CEO Arvind Krishna and IBM messaging emphasize that AI value depends on new operating models—this narrative supports demand for consulting, software and integration services but is more strategic than immediately revenue‑generating. IBM CEO Says AI Triggers Need for New Operating Models
• Neutral Sentiment: IBM research and surveys (Institute for Business Value) show growing C‑suite adoption of AI (e.g., more Chief AI Officers), which supports long‑term demand for IBM’s enterprise offerings but is gradual. IBM Study: CEOs are Reshaping C-suite Roles for the AI Era
• Negative Sentiment: Despite the product news, IBM shares have shown recent technical weakness and traded below key moving averages cited by analysts; that, plus a mature growth profile, is prompting profit‑taking and weighing on the stock today. Assessing IBM (IBM) Shares After Recent Weakness And A 23.1% Undervaluation Signal

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares of the company's stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. 0.27% of the stock is owned by insiders.

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.

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