International Business Machines Corporation $IBM Shares Acquired by Shilanski & Associates Inc.

Shilanski & Associates Inc. increased its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 28.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 36,293 shares of the technology company’s stock after acquiring an additional 8,065 shares during the quarter. International Business Machines comprises 2.7% of Shilanski & Associates Inc.’s investment portfolio, making the stock its 9th biggest position. Shilanski & Associates Inc.’s holdings in International Business Machines were worth $10,240,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of International Business Machines during the 2nd quarter worth approximately $2,011,122,000. Vanguard Group Inc. boosted its stake in International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after buying an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC grew its holdings in International Business Machines by 27,928.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock valued at $561,001,000 after buying an additional 1,896,326 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of International Business Machines by 6.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,636,725 shares of the technology company’s stock worth $2,147,608,000 after acquiring an additional 524,633 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of International Business Machines during the 2nd quarter worth $133,771,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Key Stores Impacting International Business Machines

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

• Positive Sentiment: Analysts and media highlight IBM’s AI progress and positioning as a 2025 AI leader, which supports expectations for revenue growth and multiple expansion. IBM Became an AI Powerhouse in 2025
• Positive Sentiment: High‑profile endorsements (Jim Cramer calling IBM “still cheap” / undervalued) can lift investor sentiment and attract bargain hunters. IBM Is Still Undervalued, According to Jim Cramer Jim Cramer on International Business Machines: “It’s Still Cheap”
• Positive Sentiment: Progress and strategy in quantum computing and enterprise partnerships (e.g., AI learning tools, diversified quantum roadmap) bolster IBM’s long‑term growth narrative vs. pure‑play rivals. 2026 Big Tech Quantum Bets: IBM and Amazon’s Edge Over Pure-Plays?
• Neutral Sentiment: Market commentary notes IBM fell more than the broader market on the latest trading session — useful for context but not necessarily driven by company fundamentals. IBM (IBM) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: The death of former CEO and turnaround architect Lou Gerstner has generated widespread coverage; while largely symbolic, it can create short‑term emotion‑driven selling or media focus away from corporate catalysts. Louis V. Gerstner, Who Revived a Faltering IBM in the ’90s, Dies at 83

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on IBM. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. Jefferies Financial Group raised their price target on shares of International Business Machines from $280.00 to $305.00 and gave the stock a “hold” rating in a report on Tuesday, October 21st. Stifel Nicolaus upped their price objective on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Finally, UBS Group reiterated a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $293.38.

International Business Machines Stock Down 1.2%

International Business Machines stock opened at $302.06 on Wednesday. The company has a market capitalization of $282.35 billion, a PE ratio of 36.13, a price-to-earnings-growth ratio of 3.04 and a beta of 0.69. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The firm has a 50 day moving average price of $304.46 and a 200 day moving average price of $281.21.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.45 by $0.20. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business had revenue of $16.33 billion during the quarter, compared to analyst estimates of $16.10 billion. During the same period last year, the business posted $2.30 earnings per share. The company’s quarterly revenue was up 9.1% on a year-over-year basis. Research analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were given a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, November 10th. International Business Machines’s payout ratio is currently 80.38%.

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.