Aviva PLC Buys 40,501 Shares of International Business Machines Corporation $IBM

Aviva PLC lifted its holdings in International Business Machines Corporation (NYSE:IBM) by 5.5% in the fourth quarter, Holdings Channel reports. The firm owned 778,651 shares of the technology company’s stock after buying an additional 40,501 shares during the period. Aviva PLC’s holdings in International Business Machines were worth $230,644,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IBM. Brighton Jones LLC boosted its position in shares of International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of 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 purchasing an additional 186 shares in the last quarter. Jump Financial LLC acquired a new stake in shares of International Business Machines in the 2nd quarter worth $211,000. Ieq Capital LLC boosted its position in shares of International Business Machines by 2.2% in the 2nd 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 boosted its position in shares of 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 worth $300,000 after purchasing an additional 106 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: IBM announced a multi-year partnership with ServiceNow to help modernize legacy IT systems and speed enterprise AI deployment, with the companies aiming to broaden adoption by the second half of 2026. IBM (IBM) and ServiceNow (NOW) Unite to Accelerate Enterprise AI Deployment
• Positive Sentiment: IBM and JA Worldwide expanded their global collaboration through IBM SkillsBuild, targeting AI and digital-skills training for up to one million high-school students, which supports IBM’s brand and long-term workforce-development strategy. JA Worldwide and IBM Expand Global Collaboration with Goal of Delivering AI and Digital Skills to Up to One Million High-School Students
• Positive Sentiment: Commentary from Jim Cramer and other market coverage highlighted IBM as a more practical way to play the quantum-computing theme, which may be drawing speculative and institutional interest into the stock. Jim Cramer Recommends IBM Over Xanadu Quantum
• Neutral Sentiment: Technology stocks were broadly stronger late Thursday, helping support IBM alongside the sector. Sector Update: Tech Stocks Gain Late Afternoon
• Neutral Sentiment: Erste Group Bank slightly reduced its FY2027 EPS estimate for IBM to $13.41 from $13.46, but kept a Hold rating and the change was small, so it is unlikely to be a major driver. Analyst estimate update for International Business Machines
• Neutral Sentiment: Ongoing commentary around quantum computing and AI infrastructure keeps IBM in the market narrative, but some analyst comparisons suggest other AI names may offer faster growth, tempering enthusiasm. Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on IBM. Jefferies Financial Group reduced their target price on 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. Wedbush set a $350.00 target price on International Business Machines in a research note on Tuesday, June 2nd. Oppenheimer reduced their target price on International Business Machines from $380.00 to $320.00 and set an “outperform” rating for the company in a research note on Thursday, April 16th. Citigroup raised their target price on International Business Machines from $285.00 to $375.00 and gave the stock a “buy” rating in a research note on Tuesday, June 2nd. Finally, HSBC upgraded International Business Machines from a “reduce” rating to a “hold” rating and raised their target price for the stock from $218.00 to $231.00 in a research note on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $304.17.

International Business Machines Stock Performance

Shares of IBM stock opened at $275.03 on Friday. The firm has a market capitalization of $258.50 billion, a price-to-earnings ratio of 24.32, a price-to-earnings-growth ratio of 2.82 and a beta of 0.67. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The business has a fifty day moving average of $249.46 and a 200 day moving average of $270.33. International Business Machines Corporation has a 1 year low of $212.34 and a 1 year high of $332.46.

International Business Machines (NYSE:IBM) last released 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 business had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company’s revenue was up 9.5% on a year-over-year basis. During the same quarter last year, the business posted $1.60 EPS. As a group, research analysts expect that International Business Machines Corporation will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were paid a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was 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 (DPR) is 59.77%.

International Business Machines Company 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.