Migdal Insurance & Financial Holdings Ltd. Sells 2,209 Shares of International Business Machines Corporation $IBM

Migdal Insurance & Financial Holdings Ltd. lessened its stake in shares of International Business Machines Corporation (NYSE:IBM) by 88.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 287 shares of the technology company’s stock after selling 2,209 shares during the quarter. Migdal Insurance & Financial Holdings Ltd.’s holdings in International Business Machines were worth $85,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Family CFO Inc purchased a new position in International Business Machines during the 4th quarter valued at about $25,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines in the 3rd quarter worth approximately $28,000. SWAN Capital LLC purchased a new position in shares of International Business Machines during the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC raised its holdings in shares of International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares in the last quarter. Finally, American Wealth Advisors LLC purchased a new stake in International Business Machines in the third quarter worth $40,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM beat Wall Street on both EPS and revenue for Q1 (EPS $1.91 vs. $1.81 est.; revenue $15.92B), continuing its string of upside surprises — a primary reason the initial reaction included upside momentum. IBM tops quarterly estimates on hybrid cloud growth
• Positive Sentiment: AI adoption and cloud/hybrid demand drove double‑digit growth in software and infrastructure and boosted Z mainframe hardware (reported ~51% growth), supporting revenue quality tied to AI workloads. IBM Posts Higher First-Quarter Sales, Buoyed by AI
• Positive Sentiment: IBM reported margin expansion, double‑digit profit growth and free cash flow improvement in the quarter — these operational positives support valuation and dividend sustainability. IBM RELEASES FIRST-QUARTER RESULTS
• Neutral Sentiment: The company maintained its FY‑2026 guidance; management cites geopolitical uncertainty (Iran war) and macro risks as reasons for caution — this removes upside from guide raises but reduces surprise risk to the downside. IBM CEO Krishna says Iran, other uncertainty is weighing on company’s outlook
• Neutral Sentiment: IBM continues strategic AI/quantum and security partnerships (Adobe, university collaborations, new cybersecurity tools), which underpin longer‑term growth but are less likely to move near‑term earnings guidance. IBM Introduces Industry Solutions for AI‑Powered Experience Orchestration with Adobe
• Negative Sentiment: Investors focused on underwhelming software/consulting details and a soft spot in consulting revenue — areas where AI disruption and client spending patterns create uncertainty, which pressured the stock. IBM’s stock falls as software revenue underwhelms
• Negative Sentiment: Shares dropped in after‑hours/early trading despite the beat as investors punished the lack of guide upside and the mixed signal between strong AI hardware/software gains and consulting softness. IBM Shares Drop Despite Q1 Earnings Beat: Details

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. DZ Bank raised shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Jefferies Financial Group reduced their price target on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday. Bank of America increased their price target on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price on the stock in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus price target of $298.81.

International Business Machines Stock Down 1.5%

NYSE:IBM opened at $251.72 on Thursday. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm has a market cap of $236.12 billion, a P/E ratio of 22.58, a P/E/G ratio of 2.68 and a beta of 0.69. International Business Machines Corporation has a fifty-two week low of $220.72 and a fifty-two week high of $324.90. The firm has a 50-day simple moving average of $247.04 and a two-hundred day simple moving average of $281.21.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter in the prior year, the company posted $1.60 earnings per share. The business’s revenue for the quarter was up 9.5% on a year-over-year basis. Analysts predict that International Business Machines Corporation will post 12.34 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be issued a $1.69 dividend. This represents a $6.76 annualized dividend and a yield of 2.7%. The ex-dividend date is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is 60.27%.

Insider Transactions at International Business Machines

In related news, Director David N. Farr bought 1,000 shares of the stock in a transaction on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael Miebach purchased 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders acquired 1,484 shares of company stock valued at $417,157. 0.27% of the stock is owned by insiders.

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.