Lombard Odier Asset Management Switzerland SA Has $11.44 Million Position in International Business Machines Corporation $IBM

Lombard Odier Asset Management Switzerland SA lessened its stake in shares of International Business Machines Corporation (NYSE:IBM) by 4.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,208 shares of the technology company’s stock after selling 2,400 shares during the quarter. Lombard Odier Asset Management Switzerland SA’s holdings in International Business Machines were worth $11,443,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Mustico Financial Group Inc. acquired a new position in International Business Machines during the 1st quarter valued at about $263,000. Matrix Private Capital Group LLC bought a new stake in International Business Machines during the first quarter worth $1,065,000. Entropy Technologies LP raised its position in International Business Machines by 2,749.0% in the 1st quarter. Entropy Technologies LP now owns 40,997 shares of the technology company’s stock valued at $9,937,000 after buying an additional 39,558 shares during the last quarter. St. Louis Trust Co raised its position in International Business Machines by 10.4% in the 1st quarter. St. Louis Trust Co now owns 5,112 shares of the technology company’s stock valued at $1,239,000 after buying an additional 480 shares during the last quarter. Finally, Healthcare of Ontario Pension Plan Trust Fund lifted its stake in International Business Machines by 99.0% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 614,710 shares of the technology company’s stock valued at $149,000,000 after acquiring an additional 305,759 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Trading Up 3.6%

Shares of International Business Machines stock opened at $214.16 on Friday. The firm has a market cap of $201.28 billion, a PE ratio of 19.00, a P/E/G ratio of 2.32 and a beta of 0.68. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.76. The stock has a fifty day moving average price of $262.92 and a 200-day moving average price of $260.50.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, hitting analysts’ consensus estimates of $2.93. The company had revenue of $17.16 billion for 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 quarterly revenue was up 1.1% on a year-over-year basis. During the same period in the previous year, the firm earned $2.80 EPS. Equities research analysts anticipate that International Business Machines Corporation will post 12.34 EPS for the current year.

International Business Machines Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Monday, August 10th. International Business Machines’s payout ratio is presently 59.98%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on IBM shares. KeyCorp lowered shares of International Business Machines to a “sector weight” rating in a research note on Tuesday, June 23rd. Wolfe Research lowered shares of International Business Machines to a “peer perform” rating in a research report on Tuesday, June 23rd. DZ Bank upgraded 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 report on Friday, April 24th. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Finally, Barclays decreased their price objective on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating for the company in a research note on Thursday. Fifteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $265.40.

More International Business Machines News

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

• Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 108,601 call options on IBM, about 35% above normal call volume. This suggests some investors are betting on a rebound.
• Positive Sentiment: Citigroup lowered its price target to $245 from $255 but kept a Buy rating, implying meaningful upside from current levels and signaling that some analysts still see value in the shares.
• Positive Sentiment: IBM announced a dividend of $1.69 per share, reinforcing its appeal to income-focused investors at a time when the stock has been under pressure.
• Neutral Sentiment: Recent commentary has turned split: some analysts and strategists view the post-earnings decline as a potential long-term opportunity, while others say IBM may be stuck in a holding pattern until growth reaccelerates. IBM: The Historic Stock Rout Is A Generational Opportunity
• Neutral Sentiment: IBM is still getting support from its long-term quantum computing strategy, including the announced acquisition of HRL Laboratories, which expands its quantum R&D capabilities. That could help sentiment, but the benefit is longer term rather than immediate.
• Negative Sentiment: The main reason the stock fell sharply is IBM’s Q2 report and lowered 2026 outlook: revenue missed expectations, mainframe sales weakened, and management cut full-year constant-currency revenue growth guidance after customers shifted spending toward AI infrastructure.
• Negative Sentiment: Shortly after the earnings slump, law firms announced securities-fraud investigations tied to IBM’s disclosures about the mainframe slowdown, adding legal overhang and uncertainty for shareholders.

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.