Swedbank AB Sells 29,309 Shares of International Business Machines Corporation $IBM

Swedbank AB decreased its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 3.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 951,083 shares of the technology company's stock after selling 29,309 shares during the quarter. Swedbank AB owned about 0.10% of International Business Machines worth $281,720,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company's stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares in the last quarter. Capital World Investors increased 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 worth $4,809,461,000 after purchasing an additional 2,077,506 shares in the last quarter. Legal & General Group Plc boosted its holdings in shares of International Business Machines by 2.5% during the 3rd quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company's stock worth $2,060,536,000 after buying an additional 176,219 shares in the last quarter. Amundi grew its position in shares of International Business Machines by 17.9% during the 3rd quarter. Amundi now owns 4,777,516 shares of the technology company's stock worth $1,382,695,000 after buying an additional 725,191 shares during the period. Finally, Invesco Ltd. increased its stake in shares of International Business Machines by 2.2% in the 3rd 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 in the last quarter. 58.96% of the stock is owned by institutional investors.

International Business Machines Stock Performance

IBM stock opened at $229.01 on Wednesday. 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 market cap of $215.24 billion, a PE ratio of 20.25, a P/E/G ratio of 2.38 and a beta of 0.58. The business has a 50 day moving average of $242.95 and a 200-day moving average of $278.53. International Business Machines Corporation has a 12-month low of $220.72 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping analysts' consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.International Business Machines's quarterly revenue was up 9.5% compared to the same quarter last year. During the same period last year, the company posted $1.60 earnings per share. As a group, sell-side analysts expect that International Business Machines Corporation will post 12.38 earnings per share 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. Investors of record on Friday, May 8th will be given a dividend of $1.69 per share. The ex-dividend date is Friday, May 8th. This is an increase from International Business Machines's previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 3.0%. International Business Machines's dividend payout ratio (DPR) is currently 59.42%.

Analyst Upgrades and Downgrades

IBM has been the subject of several recent research reports. JPMorgan Chase & Co. decreased their price objective on International Business Machines from $317.00 to $283.00 and set a "neutral" rating for the company in a report on Wednesday, March 18th. Jefferies Financial Group lowered their price objective on shares of International Business Machines from $370.00 to $320.00 and set a "buy" rating on the stock in a report on Monday, April 20th. Wall Street Zen cut shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Sunday, January 11th. Evercore upped their target price on shares of International Business Machines from $330.00 to $345.00 and gave the stock an "outperform" rating in a report on Thursday, January 29th. Finally, BMO Capital Markets cut their price target on International Business Machines from $290.00 to $270.00 and set a "market perform" rating for the company in a research note on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat, International Business Machines has a consensus rating of "Moderate Buy" and a consensus target price of $296.18.

Key International Business Machines News

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

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director owned 434 shares of the company's stock, valued at approximately $101,265.22. This represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. 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 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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