International Business Machines Corporation $IBM Holdings Lifted by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 17.6% during the second quarter, Holdings Channel.com reports. The fund owned 24,278 shares of the technology company’s stock after acquiring an additional 3,634 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in International Business Machines were worth $6,827,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Norges Bank acquired a new position in shares of International Business Machines in the 4th quarter worth approximately $2,446,429,000. Capital World Investors lifted its stake in International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after purchasing an additional 4,976,756 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its stake in International Business Machines by 83.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock valued at $1,663,847,000 after purchasing an additional 2,553,552 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in International Business Machines by 359.6% during the fourth quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock worth $561,814,000 after buying an additional 1,484,026 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in International Business Machines by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock worth $28,796,390,000 after buying an additional 1,439,824 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Trading Down 0.1%

International Business Machines stock opened at $237.08 on Monday. The company has a 50 day moving average price of $258.59 and a 200 day moving average price of $254.94. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The firm has a market capitalization of $223.36 billion, a price-to-earnings ratio of 21.04, a P/E/G ratio of 2.33 and a beta of 0.70.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.93. The company had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The company’s revenue was up 1.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.80 EPS. Research analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio is currently 59.98%.

International Business Machines News Summary

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

• Positive Sentiment: IBM previewed Apptio AI Value & ROI, a tool designed to track AI spending—including token costs—and connect it with business outcomes. The offering could help enterprises justify AI investments and strengthen IBM’s position in AI governance and FinOps software. IBM previews Apptio AI Value & ROI to track AI spend and results
• Positive Sentiment: IBM’s Maximo Application Suite as a Service received FedRAMP Moderate authorization, allowing U.S. federal agencies to use its cloud-based asset-management tools in regulated environments. The approval may expand IBM’s government-cloud opportunity and provide a credibility boost for its software business. IBM Secures FedRAMP Moderate Authorization For Maximo
• Neutral Sentiment: Recent commentary describes IBM as a high-risk, mixed setup: software growth is strong, but declining mainframe sales and the aftermath of the earnings-related selloff could limit the rebound. Investors are weighing whether the recovery reflects value or unresolved operational risk. IBM’s Post-Collapse Rebound: A Complex Risk Reward Profile
• Negative Sentiment: Hagens Berman, Bleichmar Fonti & Auld, and Pomerantz announced investigations related to IBM’s reported financial disclosures and the severe post-earnings decline. These announcements do not establish wrongdoing, but they add legal uncertainty, reputational risk and potential shareholder-claim exposure. IBM Securities Fraud Investigation is Ongoing Pomerantz IBM investor investigation
• Negative Sentiment: Kyndryl reported ongoing IBM-related revenue declines, underscoring potential headwinds in legacy infrastructure and services. That weakness contrasts with IBM’s software momentum and may reinforce concerns about the company’s transition away from older businesses. Kyndryl earnings call highlights

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on IBM shares. Argus cut their price objective on International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a research report on Thursday, July 16th. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a report on Thursday, July 23rd. Oppenheimer lowered International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. Susquehanna reduced their target price on International Business Machines from $303.00 to $225.00 and set a “neutral” rating for the company in a report on Friday, July 24th. Finally, Needham & Company LLC assumed coverage on International Business Machines in a research note on Wednesday, June 3rd. They issued a “buy” rating on the stock. Fifteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $265.40.

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.