MGO One Seven LLC Has $8.44 Million Position in International Business Machines Corporation $IBM

MGO One Seven LLC decreased its stake in International Business Machines Corporation (NYSE:IBM) by 43.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 28,480 shares of the technology company’s stock after selling 22,057 shares during the period. MGO One Seven LLC’s holdings in International Business Machines were worth $8,436,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Capital World Investors raised its holdings in International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after purchasing an additional 2,077,506 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of International Business Machines by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares during the last quarter. First Trust Advisors LP increased its position in shares of International Business Machines by 39.6% during the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock worth $861,401,000 after buying an additional 865,253 shares during the period. Franklin Resources Inc. raised its stake in International Business Machines by 64.7% during the third quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company’s stock worth $610,239,000 after buying an additional 849,500 shares during the last quarter. Finally, Amundi raised its stake in International Business Machines by 17.9% during the third quarter. Amundi now owns 4,777,516 shares of the technology company’s stock worth $1,382,695,000 after buying an additional 725,191 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

IBM has been the topic of a number of research analyst reports. Evercore upped their price target on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective on the stock in a research note on Friday, April 24th. Royal Bank Of Canada cut their target price on International Business Machines from $330.00 to $300.00 and set an “outperform” rating on the stock in a research report on Wednesday. Stifel Nicolaus decreased their target price on International Business Machines from $340.00 to $290.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Finally, UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus price target of $294.41.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM used its Think 2026 conference to highlight progress in artificial intelligence and quantum computing, including productivity gains from AI and signs that quantum advantage may be approaching sooner than expected. That reinforces the company’s long-term growth narrative. IBM touts AI productivity gains and quantum milestones at Think conference
• Positive Sentiment: A new report on IBM’s quantum push said the company demonstrated a major accuracy breakthrough, helping show that its quantum efforts are moving beyond theory and toward commercial relevance. IBM’s Quantum Push Gets Real with 210x Accuracy Breakthrough
• Positive Sentiment: IBM was also mentioned in broader commentary about the AI build-out and in sector coverage of AI infrastructure, which keeps the company in the conversation as investors look for “pick-and-shovel” beneficiaries of AI spending. 8 Stocks on Jim Cramer’s Mad Money Recap: IBM, Corning, and AI Rally Strength
• Neutral Sentiment: Several articles note that IBM is attracting investor and analyst attention, suggesting traders are reassessing the stock’s prospects, but these items do not add a clear new catalyst on their own. International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary remains cautiously optimistic, with Wall Street still viewing IBM as a potential long-term winner even though the stock has lagged the broader market over the past year. Are Wall Street Analysts Predicting International Business Machines Stock Will Climb or Sink?
• Negative Sentiment: Recent coverage also highlighted IBM’s sharp six-month decline and concerns that AI advances could threaten parts of its legacy business, which may be weighing on sentiment. IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

International Business Machines Trading Down 0.8%

IBM opened at $229.39 on Friday. The company has a fifty day moving average price of $243.05 and a two-hundred day moving average price of $277.83. International Business Machines Corporation has a 1-year low of $220.72 and a 1-year high of $324.90. The company has a market cap of $215.60 billion, a P/E ratio of 20.28, a price-to-earnings-growth ratio of 2.40 and a beta of 0.58. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business’s revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.60 EPS. Analysts predict that International Business Machines Corporation will post 12.4 EPS for the current fiscal year.

International Business Machines Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a $1.69 dividend. The ex-dividend date is Friday, May 8th. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines’s dividend payout ratio is currently 59.42%.

Insider Buying and Selling

In other news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Company insiders own 0.27% of the company’s stock.

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.