UniSuper Management Pty Ltd Has $68.61 Million Holdings in International Business Machines Corporation $IBM

Posted by Joseph Casey on Jun 12th, 2026

UniSuper Management Pty Ltd cut its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 3.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 231,638 shares of the technology company’s stock after selling 8,817 shares during the period. UniSuper Management Pty Ltd’s holdings in International Business Machines were worth $68,613,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. VIRGINIA RETIREMENT SYSTEMS ET Al increased its holdings in International Business Machines by 424.6% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock valued at $77,234,000 after purchasing an additional 211,040 shares during the period. GLOBALT Investments LLC GA increased its holdings in International Business Machines by 19.1% in the fourth quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock valued at $5,417,000 after purchasing an additional 2,930 shares during the period. Waverton Investment Management Ltd increased its holdings in International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares during the period. Newbridge Financial Services Group Inc. increased its holdings in International Business Machines by 30.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock valued at $3,887,000 after purchasing an additional 3,029 shares during the period. Finally, NEOS Investment Management LLC increased its holdings in International Business Machines by 51.7% in the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after purchasing an additional 38,973 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Price Performance

IBM stock opened at $275.03 on Friday. The stock has a market capitalization of $258.50 billion, a PE ratio of 24.32, a price-to-earnings-growth ratio of 2.82 and a beta of 0.67. The company’s 50-day moving average is $249.46 and its 200-day moving average is $270.33. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. International Business Machines Corporation has a 1 year low of $212.34 and a 1 year high of $332.46.

International Business Machines (NYSE:IBM – Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business’s revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.60 EPS. Equities research analysts expect that International Business Machines Corporation will post 12.4 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th were given a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend was Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.5%. International Business Machines’s payout ratio is currently 59.77%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on IBM. 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. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research report on Wednesday, February 25th. Citigroup upped their price target on shares of International Business Machines from $285.00 to $375.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. HSBC raised shares of International Business Machines from a “reduce” rating to a “hold” rating and upped their price target for the company from $218.00 to $231.00 in a research report on Tuesday, April 28th. Finally, Morgan Stanley upped their price target on shares of International Business Machines from $215.00 to $225.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $304.17.

Check Out Our Latest Report on IBM

International Business Machines News Roundup

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

Positive Sentiment: IBM announced a multi-year partnership with ServiceNow to help modernize legacy IT systems and speed enterprise AI deployment, with the companies aiming to broaden adoption by the second half of 2026. IBM (IBM) and ServiceNow (NOW) Unite to Accelerate Enterprise AI Deployment
Positive Sentiment: IBM and JA Worldwide expanded their global collaboration through IBM SkillsBuild, targeting AI and digital-skills training for up to one million high-school students, which supports IBM’s brand and long-term workforce-development strategy. JA Worldwide and IBM Expand Global Collaboration with Goal of Delivering AI and Digital Skills to Up to One Million High-School Students
Positive Sentiment: Commentary from Jim Cramer and other market coverage highlighted IBM as a more practical way to play the quantum-computing theme, which may be drawing speculative and institutional interest into the stock. Jim Cramer Recommends IBM Over Xanadu Quantum
Neutral Sentiment: Technology stocks were broadly stronger late Thursday, helping support IBM alongside the sector. Sector Update: Tech Stocks Gain Late Afternoon
Neutral Sentiment: Erste Group Bank slightly reduced its FY2027 EPS estimate for IBM to $13.41 from $13.46, but kept a Hold rating and the change was small, so it is unlikely to be a major driver. Analyst estimate update for International Business Machines
Neutral Sentiment: Ongoing commentary around quantum computing and AI infrastructure keeps IBM in the market narrative, but some analyst comparisons suggest other AI names may offer faster growth, tempering enthusiasm. Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

International Business Machines Company Profile

(Free Report)

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.