S Bank Fund Management Ltd Has $5.16 Million Position in International Business Machines Corporation $IBM

Key Points

• S Bank Fund Management Ltd trimmed its stake in IBM by 14.6% in Q4, selling 2,979 shares and ending the period with 17,419 shares valued at about $5.16 million.
• IBM beat quarterly estimates with $1.91 EPS vs. $1.81 expected and revenue of $15.92 billion (up 9.5% YoY), while analysts hold a consensus rating of "Moderate Buy" with an average target of $296.18.
• IBM raised its quarterly dividend to $1.69 (annualized $6.76, ~3.0% yield; ex-dividend May 8) and announced a slate of AI/hybrid‑cloud products, partnerships and a quantum computing milestone that represent potential near‑ and long‑term growth catalysts.

S Bank Fund Management Ltd trimmed its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 14.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,419 shares of the technology company's stock after selling 2,979 shares during the quarter. S Bank Fund Management Ltd's holdings in International Business Machines were worth $5,160,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Family CFO Inc acquired a new position in shares of International Business Machines during the fourth quarter worth $25,000. Mountain Hill Investment Partners Corp. bought a new position in shares of International Business Machines in the 3rd quarter valued at $28,000. Joseph Group Capital Management acquired a new stake in shares of International Business Machines during the 4th quarter valued at $28,000. SWAN Capital LLC bought a new stake in International Business Machines during the 3rd quarter worth $28,000. Finally, DecisionPoint Financial LLC grew its position in International Business Machines by 1,666.7% during the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company's stock worth $31,000 after acquiring an additional 100 shares during the last quarter. Institutional investors own 58.96% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. Citigroup assumed coverage on International Business Machines in a research report on Friday, April 10th. They issued a "buy" rating and a $285.00 target price for the company. Wall Street Zen cut International Business Machines from a "buy" rating to a "hold" rating in a report on Sunday, January 11th. Evercore raised their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the company an "outperform" rating in a report on Thursday, January 29th. Dbs Bank upgraded shares of International Business Machines from a "hold" rating to a "moderate buy" rating in a research report on Monday, January 19th. Finally, Erste Group Bank lowered shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $296.18.

International Business Machines Stock Down 0.2%

Shares of IBM opened at $229.01 on Wednesday. The stock's 50-day moving average price is $242.95 and its two-hundred day moving average price is $278.53. International Business Machines Corporation has a 12 month low of $220.72 and a 12 month high of $324.90. The company has a market capitalization of $215.24 billion, a PE ratio of 20.25, a PEG ratio of 2.38 and a beta of 0.58. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating the consensus estimate 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 company had revenue of $15.92 billion during the quarter, compared to analysts' expectations of $15.60 billion. During the same quarter in the prior year, the firm posted $1.60 earnings per share. The business's quarterly revenue was up 9.5% on a year-over-year basis. On average, analysts anticipate that International Business Machines Corporation will post 12.38 EPS for the current year.

International Business Machines Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 3.0%. The ex-dividend date is Friday, May 8th. This is a positive change from International Business Machines's previous quarterly dividend of $1.68. International Business Machines's dividend payout ratio (DPR) is 59.42%.

Insider Transactions at International Business Machines

In other news, Director Michael Miebach purchased 434 shares of the company's stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director 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 transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.27% of the company's stock.

International Business Machines News Roundup

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

• Positive Sentiment: IBM rolled out a broad set of enterprise AI and hybrid-cloud products at Think 2026 — including next‑gen watsonx Orchestrate (multi‑agent orchestration), IBM Confluent for real‑time data, IBM Concert for intelligent operations, and the general availability of IBM Sovereign Core — positioning IBM to capture enterprise AI demand and digital‑sovereignty spending. Think 2026: IBM Delivers the Blueprint
• Positive Sentiment: IBM Consulting expanded its Enterprise Advantage offerings to accelerate hybrid/regulated enterprise AI deployments and updated its internal IBM Consulting Advantage platform — moves that could drive higher‑margin consulting revenue and faster client deployments. IBM Consulting Expands AI Capabilities
• Positive Sentiment: IBM announced strategic partnerships and integrations (expanded AWS and SAP collaborations, and a LogicMonitor integration linking watsonx and Red Hat Ansible) that increase deployment flexibility and multi‑vendor appeal for enterprise customers. LogicMonitor Collaborates with IBM
• Positive Sentiment: IBM and Aramco signaled an intended collaboration to accelerate AI, agentic AI and materials/industrial innovation in Saudi Arabia — a meaningful commercial expansion in a large, capital‑intensive market. IBM and Aramco Explore Collaboration
• Positive Sentiment: Quantum milestone: IBM, Cleveland Clinic and RIKEN simulated a 12,635‑atom protein — the largest biologically meaningful molecule modeled on quantum hardware to date — underscoring IBM’s leadership and potential long‑term upside in quantum computing. Cleveland Clinic, RIKEN, and IBM Model a 12,635‑Atom Protein
• Positive Sentiment: HSBC upgraded IBM on its quantum business valuation, providing a near‑term analyst catalyst and positive framing for IBM’s longer‑term growth opportunities. HSBC Upgrade on IBM
• Neutral Sentiment: CEO Arvind Krishna urged a “Goldilocks” approach to AI regulation — a public policy stance that highlights regulatory risk as a factor investors must watch, but does not create an immediate operational impact. Krishna on AI Regulation
• Neutral Sentiment: Market reports cite IBM as a player in adjacent cybersecurity and smart‑grid markets, which supports TAM expansion but is background/long‑horizon rather than an immediate earnings driver. Smart Grid Cybersecurity Market Report

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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