Westerkirk Capital Inc. Lowers Stock Holdings in International Business Machines Corporation $IBM

Westerkirk Capital Inc. reduced its position in shares of International Business Machines Corporation (NYSE:IBM) by 53.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,953 shares of the technology company’s stock after selling 2,269 shares during the period. Westerkirk Capital Inc.’s holdings in International Business Machines were worth $578,000 as of its most recent filing with the Securities & Exchange Commission.

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

International Business Machines Trading Down 1.3%

IBM stock opened at $277.22 on Wednesday. International Business Machines Corporation has a 52 week low of $212.34 and a 52 week high of $332.46. The company has a market cap of $260.55 billion, a price-to-earnings ratio of 24.51, a PEG ratio of 2.91 and a beta of 0.67. 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 business has a fifty day simple moving average of $248.08 and a 200-day simple moving average of $270.61.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $15.60 billion. During the same period in the prior year, the firm earned $1.60 EPS. The firm’s quarterly revenue was up 9.5% compared to the same quarter last year. On average, equities research analysts expect that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be given a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Friday, May 8th. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is currently 59.77%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM expanded its collaboration with JA Worldwide through IBM SkillsBuild, aiming to deliver AI and digital-skills training to up to one million high-school students. The move supports IBM’s broader AI education push and strengthens its brand in enterprise and workforce training. Article Title
• Positive Sentiment: Multiple recent articles highlighted IBM’s $10 billion commitment to quantum computing and CEO Arvind Krishna’s upbeat comments on quantum advantage, AI adoption, and profit strategy. These developments reinforce the bull case that IBM is building a meaningful long-term growth engine beyond traditional IT services. Article Title
• Positive Sentiment: IBM also received favorable commentary from Wall Street watchers, with articles calling it a buy for long-term investors and noting that some market participants prefer IBM’s more established quantum strategy over smaller rivals. That kind of sentiment can help support the stock. Article Title
• Neutral Sentiment: IBM and Google Cloud announced a new consulting practice combining IBM Consulting Advantage with Gemini Enterprise AI to speed AI adoption and systems modernization. The partnership is strategically positive, but its near-term financial impact is still unclear. Article Title
• Negative Sentiment: Some coverage emphasized IBM’s recent share weakness and suggested investors are waiting for a better entry point after the quantum-computing announcement. That indicates the market may be cautious about whether IBM’s large AI and quantum investments will translate into faster earnings growth soon enough. Article Title
• Negative Sentiment: Several pieces also flagged enterprise AI governance and oversight concerns, arguing that CIOs still struggle with budget control, security incidents, and governance gaps. For IBM, these concerns could temper enthusiasm around its AI-related products and consulting growth. Article Title

Analysts Set New Price Targets

IBM has been the topic of several recent research reports. Citigroup boosted their price target on International Business Machines from $285.00 to $375.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Needham & Company LLC began coverage on International Business Machines in a research note on Wednesday, June 3rd. They set a “buy” rating on the stock. Wedbush set a $350.00 price target on International Business Machines in a research note on Tuesday, June 2nd. Erste Group Bank lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Jefferies Financial Group cut their price target on International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and an average price target of $304.17.

International Business Machines Profile

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.