WIM INVESTMENT MANAGEMENT Ltd Purchases New Holdings in International Business Machines Corporation $IBM

Key Points

• WIM Investment Management opened a new position in IBM during the fourth quarter, buying 7,500 shares worth about $2.22 million.
• IBM continues to attract attention from other institutions and insiders, including a new share purchase by director Michael Miebach and several hedge fund stake increases. Institutional investors now own 58.96% of the stock.
• IBM recently beat quarterly earnings and revenue expectations and raised its dividend to $1.69 per share. Analysts remain mixed overall, with a consensus rating of Moderate Buy and an average price target of $294.41.

WIM INVESTMENT MANAGEMENT Ltd purchased a new stake in International Business Machines Corporation (NYSE:IBM - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,500 shares of the technology company's stock, valued at approximately $2,222,000. International Business Machines comprises 0.6% of WIM INVESTMENT MANAGEMENT Ltd's investment portfolio, making the stock its 18th largest position.

A number of other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in International Business Machines by 12.4% during the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company's stock worth $4,619,000 after buying an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company's stock valued at $571,000 after buying an additional 186 shares during the last quarter. Jump Financial LLC bought a new stake in International Business Machines in the second quarter valued at $211,000. Ieq Capital LLC boosted its holdings in shares of International Business Machines by 2.2% during the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company's stock valued at $11,383,000 after acquiring an additional 843 shares during the period. Finally, Vivaldi Capital Management LP grew its position in shares of International Business Machines by 11.6% during the second quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company's stock worth $300,000 after acquiring an additional 106 shares during the last quarter. Institutional investors own 58.96% of the company's stock.

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach acquired 434 shares of the business's stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost 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 in the company, valued at $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 the SEC website. 0.27% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages recently weighed in on IBM. Weiss Ratings downgraded shares of International Business Machines from a "buy (b)" rating to a "buy (b-)" rating in a research report on Monday, May 4th. Oppenheimer decreased their target price on shares of International Business Machines from $380.00 to $320.00 and set an "outperform" rating for the company in a research report on Thursday, April 16th. JPMorgan Chase & Co. dropped their price target on shares of International Business Machines from $317.00 to $283.00 and set a "neutral" rating on the stock in a research note on Wednesday, March 18th. Argus set a $360.00 price objective on International Business Machines in a research report on Friday, January 30th. Finally, Erste Group Bank lowered 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 issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $294.41.

International Business Machines News Roundup

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

• Positive Sentiment: IBM unveiled new Red Hat AI Inference and Red Hat OpenShift Virtualization services on IBM Cloud, strengthening its enterprise AI and hybrid-cloud push. IBM Announces Red Hat AI Inference and Red Hat OpenShift Virtualization Service on IBM Cloud
• Positive Sentiment: Analysts at Jefferies said IBM is well-positioned to benefit from enterprise AI demand, citing software pipeline strength and cross-selling opportunities. IBM well-positioned to benefit from enterprise AI demand
• Positive Sentiment: Several recent articles framed IBM as an attractive AI/software name, emphasizing hybrid-cloud demand, watsonx upgrades, and steady cash flow. IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?
• Neutral Sentiment: IBM was included in industry reports on cloud storage and cloud professional services, highlighting its exposure to growing enterprise IT spending. Cloud Storage Industry Report 2026-2031
• Negative Sentiment: A report said IBM’s price target was lowered by $30, which may have weighed on sentiment and signaled reduced near-term upside expectations. IBM Price Target Lowered by $30

International Business Machines Price Performance

Shares of NYSE IBM opened at $215.05 on Thursday. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $324.90. The firm's 50-day simple moving average is $241.64 and its 200 day simple moving average is $276.07. 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 stock has a market cap of $202.12 billion, a P/E ratio of 19.01, a P/E/G ratio of 2.27 and a beta of 0.58.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings data 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. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business had revenue of $15.92 billion for the quarter, compared to analysts' expectations of $15.60 billion. During the same period in the previous year, the business earned $1.60 earnings per share. The company's revenue was up 9.5% on a year-over-year basis. Equities analysts expect that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be paid a dividend of $1.69 per share. This is an increase 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 3.1%. The ex-dividend date is Friday, May 8th. International Business Machines's dividend payout ratio (DPR) 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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