31,909 Shares in International Business Machines Corporation $IBM Acquired by North Dakota State Investment Board

North Dakota State Investment Board acquired a new position in International Business Machines Corporation (NYSE:IBM) in the fourth quarter, Holdings Channel reports. The fund acquired 31,909 shares of the technology company’s stock, valued at approximately $9,452,000.

A number of other large investors also recently bought and sold shares of IBM. Family CFO Inc bought a new position in International Business Machines in the fourth quarter worth approximately $25,000. Joseph Group Capital Management bought a new position in International Business Machines in the fourth quarter worth approximately $28,000. SWAN Capital LLC bought a new position in International Business Machines in the third quarter worth approximately $28,000. DecisionPoint Financial LLC raised its stake in International Business Machines by 1,666.7% in the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after buying an additional 100 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA bought a new position in International Business Machines in the fourth quarter worth approximately $31,000. Institutional investors own 58.96% of the company’s stock.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the stock in a transaction on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.27% of the stock is owned by company insiders.

International Business Machines Price Performance

NYSE IBM opened at $219.56 on Monday. The firm’s fifty day simple moving average is $240.49 and its two-hundred day simple moving average is $274.79. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75. International Business Machines Corporation has a 12-month low of $212.34 and a 12-month high of $324.90. The firm has a market capitalization of $206.37 billion, a P/E ratio of 19.41, a P/E/G ratio of 2.27 and a beta of 0.58.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The firm had revenue of $15.92 billion for the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.60 earnings per share. Analysts forecast that International Business Machines Corporation will post 12.4 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a dividend yield of 3.1%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s dividend payout ratio is presently 59.77%.

Analysts Set New Price Targets

A number of brokerages recently commented on IBM. Jefferies Financial Group reduced their price objective on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research note on Monday, April 20th. Evercore boosted their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a report on Wednesday, February 25th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $320.00 price target on shares of International Business Machines in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and an average price target of $294.41.

International Business Machines News Summary

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

• Positive Sentiment: IBM introduced new cloud services — Red Hat AI Inference and OpenShift Virtualization — aimed at speeding enterprise AI adoption and secure virtual workload deployment, reinforcing its growth narrative in AI and cloud. IBM’s New AI Units And Services Reshape Enterprise Consulting Story
• Positive Sentiment: IBM is rolling out a new delivery model for consulting that uses senior-led teams and AI agents to turn enterprise strategy into execution faster, which could support services revenue and margins. A New Way to Make AI Actually Work in the Real World
• Positive Sentiment: OnQ said it has integrated IBM AS/400 systems into its Converge platform, a partnership that highlights IBM’s continued relevance in retail infrastructure and real-time inventory applications. OnQ Integrates IBM AS/400 into its Converge Platform, Bringing Real-Time Inventory to In-Store Retail Experiences
• Neutral Sentiment: One article said IBM shareholders may not see immediate upside after the Think 2026 event, even though analyst price targets still imply meaningful longer-term potential. No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
• Neutral Sentiment: Several recent writeups are mainly valuation and recovery discussions, noting IBM remains well below prior highs and may be attractive to long-term investors, but they do not point to a clear near-term catalyst. IBM: The Business Improved Faster Than Many Investors Realize
• Negative Sentiment: Some market commentary continues to frame IBM as a stock that has pulled back significantly from recent highs, which can weigh on sentiment despite the company’s operational progress. Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?

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.