&PARTNERS Has $64.25 Million Stake in International Business Machines Corporation $IBM

&PARTNERS lifted its position in shares of International Business Machines Corporation (NYSE:IBM) by 31.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 216,937 shares of the technology company’s stock after acquiring an additional 52,262 shares during the quarter. &PARTNERS’s holdings in International Business Machines were worth $64,254,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. CVA Family Office LLC boosted its holdings in shares of International Business Machines by 1.4% during the 4th quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock valued at $708,000 after acquiring an additional 33 shares in the last quarter. Foster Group Inc. boosted its holdings in shares of International Business Machines by 1.3% during the 4th quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock valued at $742,000 after acquiring an additional 33 shares in the last quarter. New Covenant Trust Company N.A. boosted its holdings in shares of International Business Machines by 3.8% during the 4th quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock valued at $264,000 after acquiring an additional 33 shares in the last quarter. McGowan Group Asset Management Inc. boosted its holdings in shares of International Business Machines by 1.2% during the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock valued at $798,000 after acquiring an additional 33 shares in the last quarter. Finally, Altman Advisors Inc. boosted its holdings in shares of International Business Machines by 0.3% during the 3rd quarter. Altman Advisors Inc. now owns 9,929 shares of the technology company’s stock valued at $2,802,000 after acquiring an additional 34 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

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

International Business Machines Price Performance

Shares of IBM opened at $270.66 on Wednesday. International Business Machines Corporation has a 1 year low of $212.34 and a 1 year high of $332.46. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The company has a market capitalization 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 business has a 50-day moving average of $250.88 and a 200-day moving average of $269.61.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) 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 company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same period last year, the company earned $1.60 earnings per share. The firm’s revenue was up 9.5% compared to the same quarter last year. As a group, equities 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 disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th were given a $1.69 dividend. 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 dividend yield of 2.5%. International Business Machines’s dividend payout ratio is 59.77%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on IBM. BMO Capital Markets cut their price objective on International Business Machines from $290.00 to $270.00 and set a “market perform” rating on the stock in a report on Thursday, April 23rd. JPMorgan Chase & Co. cut their price objective on International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a report on Wednesday, March 18th. Wall Street Zen downgraded International Business Machines from a “hold” rating to a “sell” rating in a report on Saturday. Jefferies Financial Group lowered 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. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of International Business Machines in a report on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $304.17.

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.