Groupama Asset Managment Has $1.56 Million Stock Position in International Business Machines Corporation $IBM

Groupama Asset Managment reduced its holdings in International Business Machines Corporation (NYSE:IBM) by 34.5% in the first quarter, HoldingsChannel reports. The firm owned 6,451 shares of the technology company’s stock after selling 3,404 shares during the period. Groupama Asset Managment’s holdings in International Business Machines were worth $1,564,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in IBM. WNY Asset Management LLC acquired a new stake in shares of International Business Machines during the 1st quarter worth approximately $694,000. Independent Wealth Advisors LLC lifted its position in shares of International Business Machines by 8.0% during the 1st quarter. Independent Wealth Advisors LLC now owns 836 shares of the technology company’s stock valued at $203,000 after acquiring an additional 62 shares during the period. Montchanin Asset Management LLC bought a new position in International Business Machines during the first quarter worth $428,000. Compass Capital Management Inc. acquired a new stake in International Business Machines in the first quarter worth $727,000. Finally, GKV Capital Management Co. Inc. acquired a new stake in International Business Machines in the first quarter worth $174,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

IBM has been the topic of several research reports. Robert W. Baird began coverage on shares of International Business Machines in a report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 price objective on the stock. Oppenheimer lowered International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. KeyCorp downgraded International Business Machines to a “sector weight” rating in a research note on Tuesday, June 23rd. Wedbush set a $350.00 price target on International Business Machines in a report on Tuesday, June 2nd. Finally, Susquehanna reduced their price objective on International Business Machines from $303.00 to $225.00 and set a “neutral” rating for the company in a research note on Friday, July 24th. Fifteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $265.40.

More International Business Machines News

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

• Positive Sentiment: Enterprise AI and hybrid-cloud momentum: IBM’s focus on secure, governed and hybrid AI could appeal to large enterprises concerned about data control. Recurring software growth, Red Hat momentum and a growing AI-consulting backlog support the company’s 2026 outlook. However, converting demand into sustained revenue is expected to take time. IBM’s Enterprise AI Strategy Targets Security, Data Control and Trust IBM’s Hybrid Cloud and AI Shift Is Reshaping Its 2026 Growth Outlook
• Positive Sentiment: Quantum-computing milestones: IBM and research partners reported demonstrations of “quantum advantage,” including simulations and logical-circuit work that reportedly exceed practical classical-computing capabilities. The results strengthen IBM’s technology narrative and could support longer-term commercial opportunities, although quantum revenue remains an emerging story. IBM and Algorithmiq Demonstrate Quantum Advantage
• Positive Sentiment: Banking-platform collaboration: IBM, Accenture and UniCredit are collaborating on a next-generation European banking platform, providing validation for IBM’s enterprise technology and consulting capabilities. UniCredit, Accenture and IBM Collaborate on Banking Platform
• Neutral Sentiment: Mixed valuation setup: The pullback has made IBM appear more attractively priced, but analysts still point to modest growth, leverage and a valuation that is not clearly cheap. Recent quarterly results met EPS expectations, while revenue fell short of consensus and rose only about 1% year over year.
• Negative Sentiment: Legal-investigation notices: Several law firms announced investigations into potential securities-law violations following IBM’s stock decline. These announcements are often promotional and do not establish wrongdoing, but they can add short-term headline pressure and uncertainty. Pomerantz IBM Investor Investigation

International Business Machines Stock Up 1.2%

International Business Machines stock opened at $224.39 on Friday. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46. The firm has a market capitalization of $211.41 billion, a price-to-earnings ratio of 19.91, a price-to-earnings-growth ratio of 2.19 and a beta of 0.68. The firm’s fifty day moving average price is $261.71 and its two-hundred day moving average price is $257.81. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting the consensus estimate of $2.93. The company had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The firm’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the previous year, the firm posted $2.80 earnings per share. On average, equities research analysts predict that International Business Machines Corporation will post 12.34 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a dividend of $1.69 per share. The ex-dividend date is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a yield of 3.0%. International Business Machines’s payout ratio is 59.98%.

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.