Lombard Odier Asset Management Switzerland SA Has $14.69 Million Stock Holdings in International Business Machines Corporation $IBM

Lombard Odier Asset Management Switzerland SA raised its stake in shares of International Business Machines Corporation (NYSE:IBM) by 36.3% during the 4th quarter, HoldingsChannel reports. The firm owned 49,608 shares of the technology company’s stock after purchasing an additional 13,200 shares during the quarter. International Business Machines comprises 0.6% of Lombard Odier Asset Management Switzerland SA’s holdings, making the stock its 28th biggest position. Lombard Odier Asset Management Switzerland SA’s holdings in International Business Machines were worth $14,694,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IBM. Norges Bank acquired a new position in International Business Machines during the fourth quarter valued at approximately $2,446,429,000. Capital World Investors grew its position in shares of International Business Machines by 29.2% in the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after purchasing an additional 4,976,756 shares during the last quarter. Vanguard Group Inc. grew its position in shares of International Business Machines by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares during the last quarter. Victory Capital Management Inc. grew its position in shares of International Business Machines by 26.3% in the fourth quarter. Victory Capital Management Inc. now owns 4,582,818 shares of the technology company’s stock valued at $1,357,478,000 after purchasing an additional 954,879 shares during the last quarter. Finally, First Trust Advisors LP grew its position in shares of International Business Machines by 39.6% in the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock valued at $861,401,000 after purchasing an additional 865,253 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Up 0.7%

IBM stock opened at $270.66 on Wednesday. International Business Machines Corporation has a twelve month low of $212.34 and a twelve month high of $332.46. The company has a market cap of $254.39 billion, a PE ratio of 23.93, a price-to-earnings-growth ratio of 2.79 and a beta of 0.67. The business’s 50-day simple moving average is $250.88 and its 200 day simple moving average is $269.61. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business had revenue of $15.92 billion for the quarter, compared to the consensus estimate of $15.60 billion. During the same period last year, the business earned $1.60 earnings per share. The firm’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, research analysts anticipate that International Business Machines Corporation will post 12.38 earnings per share for the current year.

International Business Machines Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were 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 yield of 2.5%. The ex-dividend date was Friday, May 8th. International Business Machines’s dividend payout ratio is presently 59.77%.

International Business Machines News Roundup

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

• Positive Sentiment: IBM and Cirata announced an OEM partnership for the next generation of Big Replicate, aimed at removing petabyte-scale AI data bottlenecks and improving governance for large enterprise AI workflows. IBM Launches Big Replicate With Cirata To Tackle AI Data Bottlenecks
• Positive Sentiment: Apptio, which IBM owns, unveiled new AI-powered capabilities to help customers turn technology spending into measurable business outcomes, reinforcing IBM’s AI and hybrid-cloud monetization story. Apptio Unveils Conversational Insights and New Suite of AI-Powered Capabilities
• Positive Sentiment: Several recent commentary pieces and rating upgrades argue IBM has room for multiple expansion, with one article saying the stock could be materially below fair value as the AI narrative builds. IBM Stock Could Be 22.4% Below Fair Value as AI Narrative Builds
• Positive Sentiment: Analysts cited IBM’s recent selloff as a potential buying opportunity, with commentary noting the shares have pulled back from earlier highs while fundamentals remain supportive. Buy, Hold, or Sell: IBM Just Shed 16% Is It a Clear Buy at 268?
• Neutral Sentiment: IBM shares have been volatile recently, with a one-day decline reported in prior coverage before today’s rebound, suggesting traders are still weighing valuation against execution on AI growth. IBM Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: The $17 million DOJ settlement referenced in recent coverage is a governance overhang, though it appears more notable for compliance optics than for direct financial impact. IBM’s $17 million DOJ settlement makes the case for civility

Analyst Ratings Changes

IBM has been the topic of several research analyst reports. Oppenheimer lowered their price target on International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a research report on Thursday, April 16th. Wedbush set a $350.00 price objective on shares of International Business Machines in a research note on Tuesday, June 2nd. Wall Street Zen downgraded shares of International Business Machines from a “hold” rating to a “sell” rating in a research note on Saturday. HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and raised their price objective for the stock from $218.00 to $231.00 in a research note on Tuesday, April 28th. Finally, UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a research note on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $304.17.

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.