Blair William & Co. IL raised its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 471,447 shares of the technology company’s stock after buying an additional 11,707 shares during the quarter. Blair William & Co. IL owned approximately 0.05% of International Business Machines worth $139,647,000 at the end of the most recent quarter.
Several other large investors have also modified their holdings of IBM. Basepoint Wealth LLC purchased a new stake in International Business Machines in the fourth quarter valued at approximately $25,000. Family CFO Inc purchased a new position in International Business Machines during the fourth quarter worth approximately $25,000. Joseph Group Capital Management acquired a new position in shares of International Business Machines in the 4th quarter valued at $28,000. Cornerstone Financial Management LLC purchased a new stake in shares of International Business Machines during the 4th quarter valued at $28,000. Finally, SWAN Capital LLC acquired a new stake in shares of International Business Machines during the 3rd quarter worth $28,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.
More International Business Machines News
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
Wall Street Analysts Forecast Growth
Read Our Latest Stock Report on International Business Machines
International Business Machines Stock Up 0.7%
Shares of International Business Machines 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 stock has a market cap of $254.39 billion, a price-to-earnings ratio of 23.93, a price-to-earnings-growth ratio of 2.79 and a beta of 0.67. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75. The company has a fifty day moving average price of $250.88 and a 200 day moving average price of $269.61.
International Business Machines (NYSE:IBM – Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating the consensus estimate 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 company had revenue of $15.92 billion for the quarter, compared to analyst estimates of $15.60 billion. During the same period last year, the company posted $1.60 earnings per share. The firm’s revenue was up 9.5% compared to the same quarter last year. Equities research analysts forecast that International Business Machines Corporation will post 12.38 earnings per share for the current fiscal year.
International Business Machines Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were given a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend was Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.5%. International Business Machines’s dividend payout ratio is presently 59.77%.
About International Business Machines
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.
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