Lockheed Martin Investment Management Co. Purchases 9,300 Shares of International Business Machines Corporation $IBM

Lockheed Martin Investment Management Co. grew its position in International Business Machines Corporation (NYSE:IBM) by 24.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 47,600 shares of the technology company’s stock after acquiring an additional 9,300 shares during the period. Lockheed Martin Investment Management Co.’s holdings in International Business Machines were worth $14,100,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of IBM. Family CFO Inc purchased a new position in shares of International Business Machines in the fourth quarter worth $25,000. Joseph Group Capital Management purchased a new position in shares of International Business Machines in the fourth quarter worth $28,000. SWAN Capital LLC purchased a new position in shares of International Business Machines in the third quarter worth $28,000. DecisionPoint Financial LLC lifted its holdings in shares of International Business Machines by 1,666.7% in the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after buying an additional 100 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA purchased a new position in shares of International Business Machines in the fourth quarter worth $31,000. Hedge funds and other institutional investors own 58.96% 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 introduced new cloud services — Red Hat AI Inference and OpenShift Virtualization — aimed at speeding enterprise AI adoption and secure virtual workload deployment, reinforcing its growth narrative in AI and cloud. IBM’s New AI Units And Services Reshape Enterprise Consulting Story
• Positive Sentiment: IBM is rolling out a new delivery model for consulting that uses senior-led teams and AI agents to turn enterprise strategy into execution faster, which could support services revenue and margins. A New Way to Make AI Actually Work in the Real World
• Positive Sentiment: OnQ said it has integrated IBM AS/400 systems into its Converge platform, a partnership that highlights IBM’s continued relevance in retail infrastructure and real-time inventory applications. OnQ Integrates IBM AS/400 into its Converge Platform, Bringing Real-Time Inventory to In-Store Retail Experiences
• Neutral Sentiment: One article said IBM shareholders may not see immediate upside after the Think 2026 event, even though analyst price targets still imply meaningful longer-term potential. No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
• Neutral Sentiment: Several recent writeups are mainly valuation and recovery discussions, noting IBM remains well below prior highs and may be attractive to long-term investors, but they do not point to a clear near-term catalyst. IBM: The Business Improved Faster Than Many Investors Realize
• Negative Sentiment: Some market commentary continues to frame IBM as a stock that has pulled back significantly from recent highs, which can weigh on sentiment despite the company’s operational progress. Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?

International Business Machines Trading Up 0.5%

Shares of IBM opened at $219.56 on Friday. International Business Machines Corporation has a twelve month low of $212.34 and a twelve month high of $324.90. The company has a market cap of $206.37 billion, a P/E ratio of 19.41, a P/E/G ratio of 2.26 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. The company’s fifty day simple moving average is $240.49 and its 200-day simple moving average is $275.05.

International Business Machines (NYSE:IBM) last announced its 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 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 the consensus estimate of $15.60 billion. During the same quarter in the prior year, the firm posted $1.60 earnings per share. The business’s revenue for the quarter was up 9.5% on a year-over-year basis. As a group, analysts expect that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The company 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. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s payout ratio is currently 59.77%.

Analyst Ratings Changes

Several equities analysts have recently commented on IBM shares. Erste Group Bank downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Citigroup initiated coverage on shares of International Business Machines in a research note on Friday, April 10th. They set a “buy” rating and a $285.00 price target on the stock. Evercore upped 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 note on Thursday, January 29th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Finally, DZ Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price target on the stock in a research note on Friday, April 24th. One investment 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 stock. According to MarketBeat.com, International Business Machines has an average rating of “Moderate Buy” and an average price target of $294.41.

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Corporate insiders own 0.27% of the company’s stock.

International Business Machines 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.