International Business Machines Corporation $IBM Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd reduced its stake in shares of International Business Machines Corporation (NYSE:IBM) by 25.3% in the 4th quarter, HoldingsChannel reports. The firm owned 428,533 shares of the technology company’s stock after selling 144,903 shares during the quarter. International Business Machines makes up 0.6% of Swiss Life Asset Management Ltd’s portfolio, making the stock its 25th largest position. Swiss Life Asset Management Ltd’s holdings in International Business Machines were worth $126,936,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Family CFO Inc acquired a new position in shares of International Business Machines during the 4th quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of International Business Machines during the 3rd quarter worth approximately $28,000. Joseph Group Capital Management acquired a new position in shares of International Business Machines during the 4th quarter worth approximately $28,000. SWAN Capital LLC acquired a new position in shares of International Business Machines during the 3rd quarter worth approximately $28,000. Finally, DecisionPoint Financial LLC raised its position in shares of International Business Machines by 1,666.7% during the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of the stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.27% of the company’s stock.

International Business Machines News Summary

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

• Positive Sentiment: IBM used its Think 2026 conference to highlight progress in artificial intelligence and quantum computing, including productivity gains from AI and signs that quantum advantage may be approaching sooner than expected. That reinforces the company’s long-term growth narrative. IBM touts AI productivity gains and quantum milestones at Think conference
• Positive Sentiment: A new report on IBM’s quantum push said the company demonstrated a major accuracy breakthrough, helping show that its quantum efforts are moving beyond theory and toward commercial relevance. IBM’s Quantum Push Gets Real with 210x Accuracy Breakthrough
• Positive Sentiment: IBM was also mentioned in broader commentary about the AI build-out and in sector coverage of AI infrastructure, which keeps the company in the conversation as investors look for “pick-and-shovel” beneficiaries of AI spending. 8 Stocks on Jim Cramer’s Mad Money Recap: IBM, Corning, and AI Rally Strength
• Neutral Sentiment: Several articles note that IBM is attracting investor and analyst attention, suggesting traders are reassessing the stock’s prospects, but these items do not add a clear new catalyst on their own. International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary remains cautiously optimistic, with Wall Street still viewing IBM as a potential long-term winner even though the stock has lagged the broader market over the past year. Are Wall Street Analysts Predicting International Business Machines Stock Will Climb or Sink?
• Negative Sentiment: Recent coverage also highlighted IBM’s sharp six-month decline and concerns that AI advances could threaten parts of its legacy business, which may be weighing on sentiment. IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

Analysts Set New Price Targets

Several brokerages recently issued reports on IBM. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research report on Wednesday, February 25th. Royal Bank Of Canada cut their price objective on International Business Machines from $330.00 to $300.00 and set an “outperform” rating for the company in a research report on Wednesday, May 6th. Weiss Ratings downgraded International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, May 4th. Bank of America boosted their price target on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Finally, Citigroup began coverage on International Business Machines in a report on Friday, April 10th. They issued a “buy” rating and a $285.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $294.41.

International Business Machines Trading Down 0.2%

Shares of IBM opened at $229.39 on Monday. The stock has a fifty day moving average of $243.05 and a two-hundred day moving average of $277.83. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The company has a market capitalization of $215.60 billion, a PE ratio of 20.28, a price-to-earnings-growth ratio of 2.38 and a beta of 0.58. International Business Machines Corporation has a fifty-two week low of $220.72 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM) last issued its quarterly 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. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate 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 revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.60 EPS. As a group, analysts forecast that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a $1.69 dividend. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines’s payout ratio is presently 59.77%.

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.