International Business Machines Corporation $IBM Shares Sold by SVB Wealth LLC

SVB Wealth LLC trimmed its position in International Business Machines Corporation (NYSE:IBM) by 24.8% during the first quarter, Holdings Channel.com reports. The firm owned 28,018 shares of the technology company’s stock after selling 9,232 shares during the period. SVB Wealth LLC’s holdings in International Business Machines were worth $6,791,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in shares of International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares during the period. Sivia Capital Partners LLC grew its stake in International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after acquiring an additional 186 shares during the period. Jump Financial LLC acquired a new position in International Business Machines in the 2nd quarter valued at $211,000. Ieq Capital LLC raised its holdings in International Business Machines by 2.2% in the 2nd quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock valued at $11,383,000 after acquiring an additional 843 shares during the last quarter. Finally, Vivaldi Capital Management LP lifted its stake in shares of International Business Machines by 11.6% during the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after purchasing an additional 106 shares during the period. 58.96% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM announced a partnership with OpenAI through the OpenAI Daybreak Cyber Partner Program, bringing frontier AI into security operations to help enterprises respond to machine-speed cyber threats. The move strengthens IBM’s AI story and could support future software and services demand. Reuters: IBM partners with OpenAI on enterprise security AI
• Positive Sentiment: IBM also highlighted that its “client zero” AI and automation initiative helped save $4.5 billion over three years, showing that its own internal use of AI is improving efficiency and profitability. Yahoo Finance: How IBM Saved $4.5 Billion Using AI
• Positive Sentiment: IBM and Wimbledon unveiled new AI-powered fan experiences and modernized digital platforms for The Championships 2026, adding another visible example of IBM’s watsonx capabilities and enterprise AI product momentum. Yahoo Finance: Wimbledon and IBM Introduce New AI-Powered Fan Experiences
• Neutral Sentiment: IBM saw unusually large options activity, with call buying more than doubling normal volume, suggesting traders are positioning for further upside, though this is not a fundamental catalyst by itself.
• Neutral Sentiment: Several articles today framed IBM as an “AI value story” and noted growing attention around its AI and quantum computing efforts, which may be helping sentiment but do not change near-term earnings directly.
• Positive Sentiment: A Zacks report said IBM gained even as the broader market dipped, indicating the stock is attracting buyer interest on its own news flow rather than just moving with the sector. Zacks: IBM Gains As Market Dips

International Business Machines Trading Up 1.6%

IBM stock opened at $252.99 on Tuesday. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The company has a market cap of $237.79 billion, a price-to-earnings ratio of 22.37, a PEG ratio of 2.58 and a beta of 0.66. The business has a fifty day simple moving average of $251.77 and a 200-day simple moving average of $268.17. International Business Machines Corporation has a 52 week low of $212.34 and a 52 week high of $332.46.

International Business Machines (NYSE:IBM) last issued its earnings results 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. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The firm had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter last year, the firm earned $1.60 earnings per share. The firm’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, equities research analysts expect that International Business Machines Corporation will post 12.38 EPS for the current year.

International Business Machines Increases Dividend

The company 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. The ex-dividend date of this dividend was Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 2.7%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is presently 59.77%.

Analysts Set New Price Targets

Several research firms have recently issued reports on IBM. Citigroup raised their price objective on International Business Machines from $285.00 to $375.00 and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Weiss Ratings upgraded International Business Machines from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, June 9th. Wall Street Zen raised International Business Machines from a “sell” rating to a “hold” rating in a research note on Sunday. JPMorgan Chase & Co. lowered their price target on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. Finally, Needham & Company LLC initiated coverage on shares of International Business Machines in a research note on Wednesday, June 3rd. They set a “buy” rating for the company. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and a consensus 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.