Handelsbanken Fonder AB Increases Stock Holdings in International Business Machines Corporation $IBM

Handelsbanken Fonder AB increased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 86.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 638,216 shares of the technology company’s stock after buying an additional 296,372 shares during the quarter. Handelsbanken Fonder AB’s holdings in International Business Machines were worth $179,473,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of IBM. Family CFO Inc bought a new position in shares of International Business Machines during the 4th quarter worth approximately $25,000. Basepoint Wealth LLC purchased a new stake in shares of International Business Machines during the fourth quarter valued at approximately $25,000. Portus Wealth Advisors LLC bought a new stake in International Business Machines during the first quarter worth $26,000. SWAN Capital LLC bought a new stake in International Business Machines during the third quarter worth $28,000. Finally, Joseph Group Capital Management purchased a new position in International Business Machines in the fourth quarter worth $28,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Key International Business Machines News

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

• Positive Sentiment: IBM’s return to Canada’s bond market after 14 years demonstrates continued access to international financing and places the company amid strong demand for “Maple” bonds from foreign issuers. The move could help diversify funding sources, although additional borrowing may also increase leverage. IBM Returns to Canada’s Bond Market After 14 Years as Other Tech Giants Rush In
• Positive Sentiment: IBM’s CEO indicated that quantum computing could begin making a measurable contribution to revenue and profit in the coming years. That outlook reinforces quantum computing as a potentially significant long-term growth opportunity, though it is unlikely to materially change near-term results. This Is When IBM’s CEO Says Quantum Computing Could Start to Have a Measurable Impact on Its Bottom Line
• Neutral Sentiment: The U.S. administration’s reported $2 billion quantum-computing initiative could expand industry investment and validate IBM’s technology focus, but it also highlights an ambitious competitive race with uncertain commercialization timelines. Inside the Trump administration’s $2 billion push to build the world’s first useful quantum computer
• Negative Sentiment: IBM’s shares went ex-dividend on August 10 for a $1.69-per-share cash payment scheduled for September 10. The mechanical ex-dividend adjustment can weigh on the stock even though it does not represent a deterioration in the company’s operations. International Business Machines Corp’s Dividend Analysis
• Negative Sentiment: Broadcom is expanding security capabilities in VMware Cloud Foundation, intensifying competition with IBM in enterprise infrastructure and cloud-related markets. Stronger rival offerings could pressure IBM’s growth prospects and pricing power. Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?
• Negative Sentiment: Erste Group Bank expressed a negative outlook on IBM’s fiscal 2026 earnings, adding to concerns about limited near-term earnings momentum. Erste Group Bank Has Negative Outlook of IBM FY2026 Earnings
• Negative Sentiment: A law firm announced a securities-fraud investigation following IBM’s major stock decline. The announcement is not proof of wrongdoing, but it may add legal and reputational overhang. IBM Securities Fraud Investigation

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. Needham & Company LLC started coverage on shares of International Business Machines in a research report on Wednesday, June 3rd. They set a “buy” rating for the company. Jefferies Financial Group decreased their price objective on shares of International Business Machines from $320.00 to $260.00 and set a “buy” rating for the company in a report on Tuesday, July 21st. Weiss Ratings cut shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Finally, Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $265.40.

International Business Machines Stock Performance

Shares of IBM opened at $235.76 on Tuesday. The stock’s 50-day simple moving average is $256.92 and its 200 day simple moving average is $254.55. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46. The stock has a market capitalization of $222.12 billion, a price-to-earnings ratio of 20.92, a price-to-earnings-growth ratio of 2.33 and a beta of 0.70.

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 business had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm’s revenue was up 1.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.80 earnings per share. Research analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be issued a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) 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.