Arthur M. Cohen & Associates LLC Raises Stock Holdings in International Business Machines Corporation $IBM

Arthur M. Cohen & Associates LLC grew its stake in International Business Machines Corporation (NYSE:IBM) by 60.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,335 shares of the technology company’s stock after buying an additional 2,004 shares during the quarter. Arthur M. Cohen & Associates LLC’s holdings in International Business Machines were worth $1,580,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Basepoint Wealth LLC purchased a new stake in International Business Machines in the fourth quarter worth about $25,000. Family CFO Inc purchased a new stake in shares of International Business Machines during the fourth quarter worth about $25,000. Joseph Group Capital Management purchased a new stake in shares of International Business Machines during the fourth quarter worth about $28,000. Cornerstone Financial Management LLC purchased a new stake in shares of International Business Machines during the fourth quarter worth about $28,000. Finally, SWAN Capital LLC purchased a new stake in shares of International Business Machines during the third quarter worth about $28,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

NYSE:IBM opened at $270.66 on Wednesday. The firm has a market capitalization of $254.39 billion, a price-to-earnings ratio of 23.93, a PEG ratio of 2.79 and a beta of 0.67. International Business Machines Corporation has a 1 year low of $212.34 and a 1 year high of $332.46. The business has a 50 day simple moving average of $250.88 and a 200-day simple moving average of $269.61. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.81 by $0.10. The business had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period last year, the company earned $1.60 EPS. Equities analysts forecast that International Business Machines Corporation will post 12.38 EPS for the current year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th were paid a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is 59.77%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on IBM shares. DZ Bank upgraded International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price for the company in a research report on Friday, April 24th. Citigroup increased their target price on International Business Machines from $285.00 to $375.00 and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Jefferies Financial Group cut their target price on International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, April 20th. Weiss Ratings upgraded International Business Machines from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 9th. Finally, Roth Mkm reissued a “buy” rating on shares of International Business Machines in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $304.17.

International Business Machines News Summary

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

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.