SBI Securities Co. Ltd. Sells 2,321 Shares of International Business Machines Corporation $IBM

SBI Securities Co. Ltd. cut its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 2.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,213 shares of the technology company's stock after selling 2,321 shares during the period. International Business Machines comprises approximately 0.7% of SBI Securities Co. Ltd.'s holdings, making the stock its 28th largest holding. SBI Securities Co. Ltd.'s holdings in International Business Machines were worth $25,537,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. CVA Family Office LLC lifted its holdings in International Business Machines by 1.4% during the 4th quarter. CVA Family Office LLC now owns 2,389 shares of the technology company's stock worth $708,000 after buying an additional 33 shares in the last quarter. Foster Group Inc. lifted its holdings in International Business Machines by 1.3% during the 4th quarter. Foster Group Inc. now owns 2,507 shares of the technology company's stock worth $742,000 after buying an additional 33 shares in the last quarter. New Covenant Trust Company N.A. lifted its holdings in International Business Machines by 3.8% during the 4th quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company's stock worth $264,000 after buying an additional 33 shares in the last quarter. McGowan Group Asset Management Inc. lifted its holdings in International Business Machines by 1.2% during the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company's stock worth $798,000 after buying an additional 33 shares in the last quarter. Finally, CFS Investment Advisory Services LLC lifted its holdings in International Business Machines by 0.4% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company's stock worth $2,878,000 after buying an additional 34 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on IBM. UBS Group raised International Business Machines from a "sell" rating to a "neutral" rating and set a $236.00 price objective on the stock in a report on Wednesday, February 25th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Stifel Nicolaus reduced their price objective on International Business Machines from $340.00 to $290.00 and set a "buy" rating on the stock in a report on Wednesday, April 8th. Morgan Stanley upped their price objective on International Business Machines from $215.00 to $225.00 and gave the stock an "equal weight" rating in a report on Thursday, April 23rd. Finally, Bank of America upped their price objective on International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a report on Tuesday, January 13th. One investment 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. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $296.18.

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach purchased 434 shares of the business's stock in a transaction dated Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director directly owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 0.27% of the stock is currently owned by company insiders.

International Business Machines Stock Performance

IBM stock opened at $229.01 on Wednesday. The business's fifty day moving average is $242.95 and its 200-day moving average is $278.53. 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 company has a market cap 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 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 quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating analysts' consensus estimates of $1.81 by $0.10. The company 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 firm's quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.60 EPS. Equities research analysts forecast that International Business Machines Corporation will post 12.38 EPS for the current 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 $1.69 dividend. This is an increase from International Business Machines's previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 3.0%. International Business Machines's dividend payout ratio (DPR) is currently 59.42%.

International Business Machines News Roundup

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

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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